BPO Insight

CEO Dashboard

Introduction

This dashboard shows 4 graphs related to high level details often required by managers.

Ribbon Access: BPO Insight>  Configuration
  • Click on the 'CEO Dashboard' link.
  • Give the screen a moment to calculate the charts.

 

  • Click on the 'Period' button and select the option to want to view, from:
    • Current Month
    • Previous Month
    • Current Year
    • Previous Year
    • Custom Period

  • To pull a more specific chart / view the report data - click on the report you want to view.

  • The Report will open, showing you the date range from the period selected above.
  • The 'Chart' tab is selected by default.
  • You can update the Chart Setup, Sorting and Filters - then click on 'Go'

  • The chart will populate based on your selection.

  • Click on the 'Data' tab to view the report data
  • View / group / filter as required.
  • You can email or export the report in the same way as the exception reports.