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Understand performance reports

Read customer-action and response metrics in the right context.

For customer operations teams Beta feature
Last updated: Last verified: Markdown version

Performance reports summarize activity over a selected period and help identify bottlenecks or missed follow-up.

What to do

  1. 1

    Choose a date range and relevant filters.

  2. 2

    Compare volume, completion, response, and team performance metrics.

  3. 3

    Open the underlying records before making decisions from an unusual number.

Open Understand performance reports

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