Omni-Channel Performance Dashboard logo

Omni-Channel Performance Dashboard

By Salesforce LabsAgent Productivity

Rating
4.7
Reviews
9
Pricing
Free
Listed since
2020

About Omni-Channel Performance Dashboard

Understand agent productivity and workload

Want to understand where you agents are focusing their time and provide great coaching moments? This is the dashboard for you!

This dashboard accesses data from the AgentWork object which is where some of the Omni transaction data is stored, as well as ServiceResource and ServiceResourceSkill where the Skill information for Call Center Agents are located.

This will save you time in having to build all of these reports from scratch.

Please set up omni-channel with Service Setup before attempting to install this.

https://help.salesforce.com/articleView?id=console_lex_service_setup_omnichannel.htm&type=5

https://www.youtube.com/watch?v=dHPPPuFgjes

Reporting definitions:

https://help.salesforce.com/s/articleView?id=sf.omnichannel_supervisor_work_tab_fields.htm&type=5

https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_agentwork.htm

All time-based metrics are in seconds, except for the Case Lifecycle Report, which is in hours

Highlights

  • Reports include: 1) Agent Work by Service Channel 2) Activity by Day 3) Agent Work by Queue 4) Average Response Time by Agent 5) Average Active Time by Agent 6) Average Handle Time by Agent 7) Agent Work by Type
  • 8) Average Handle Time by Agent 9) Declines by Reason 10) Average Capacity When Declined 11) Closed Agent Work Per Agent 12 Average Response & Handle Time by Channel 13) Average Duration by Presence Status & Agent 14) Declines by Agent
  • 15) Average Idle Duration by Agent 16) Average at Capacity Duration by Agent 17) Total & Average Duration by Presence Status 18) Case Lifecycle

Screenshots

Dashboard Summary

Image 1 of 6

Dashboard Summary

Pricing

Free.

Compatibility

Works with
  • Service Cloud
Requires
  • Service Cloud
Salesforce editions
  • Essentials
  • Professional
  • Enterprise
  • Unlimited
  • Performance
  • Developer
Lightning Experience
Supported
Salesforce mobile app
Not supported
Salesforce security review
Passed on January 28, 2020
Languages
  • English

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