Incentive Plan
?
Label
Description
Specialty Inbound Core
Qualifying Metric
Metrics
Month
Plan Period Total Amount
Override Adjustment Amount
Plan Period Calculation Amount
Jackpot Amount
BMS Schedule Adherence
Schedule Adherence
Schedule Adherence (Amount)
NPS
NPS (Amount)
Satisfaction (Actual/Goal)
Satisfaction (Amount)
AHT (Actual/Goal)
AHT (Amount)
Worked Hours
Mar-2025
322.97
322.97
161.49
99.37 / 91.00
96.46 / 93.00
40.37
85.71 / 70.00
40.37
85.71 / 80.00
40.37
382 / 416
40.37
161.49
Feb-2025
185.04
185.04
92.52
93.90 / 91.00
95.42 / 93.00
23.13
100.00 / 70.00
23.13
100.00 / 80.00
23.13
415 / 416
23.13
92.52
Jan-2025
127.74
127.74
0.00
98.60 / 91.00
97.14 / 93.00
42.58
100.00 / 70.00
42.58
100.00 / 80.00
42.58
574 / 416
170.32
Order Details
Specialty Inbound Incentive Plan
Metric 2
50
Incentive Calculator
?
Label
Description
LP
LeSean Patterson
Associate
1 Year
Current Estimated Payout
$390
Calculate New Incentive
Potential Payout
$
+$
Count
Rate
Potential Payout
$12.00
$27.00
Sales
Count
Rate
Est. Payout
Product 1
10
$12.00
$120.00
Product 2
10
$27.00
$270.00
Metric 2
50
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1
Lesean Patterson
Lesean Patterson
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Associate Dashboard
Evaluations and Surveys
My Evaluations and Surveys
My Monthly Reviews
My Annual Reviews
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Best Practice Library
Celebration Board
Task Manager
Monthly
Weekly
Daily
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‹
›
Su
Mo
Tu
We
Th
Fr
Sa
Schedule Adherence
94%
Occupancy Rate %
86%
Shrinkage %
21%
Calls Handled
24
Lunch Time
12:00PM
Break Time
2:15PM
Schedule Adherence
94%
Occupancy Rate %
86%
Shrinkage %
21%
Calls Handled
24
Lunch Time
12:00PM
Break Time
2:15PM
Timeframe
August 2025
Organization
CVS
Organization
Organization 1
Organization 2
Organization 3
Program
Speciality Inbound
Program 2
Program 3
Program
Program 1
Program 2
Program 3
Last Updated
10:00 AM
Lesean Patterson
Associate
1 year
4
3
Activity Tracker
110%
Superstar
3 more points to a new high score
Balanced Scorecard
View Details
Multi-Month Scorecard
Low Performer
0 - 34
Below Goal
35 - 59
Average
60 - 79
Above Goal
80 - 100
Superstar
101 - 120
Scorecard
-
110%
Superstar
Incentives
-
$390
Dollars
The Showdown
The Showdown
CSAT
CSAT
On track to
lose
Current game rank is
6
th
6
th
2
2
messages in chat
Weekly
game ends in
6 days
Badges and achievements
Close
Badge
Description
Metric Name
Badge Date
Category
From
Super Sales
Sales Conversion %
#
Game
Sam Lopez
"Wow! You have been doing an incredible job this week. You're out performing our top-performer Sales Persona!!! Keep it up.
-
#
High-Five
Sam Lopez
Outstanding Performance This Month!
NPS
#
Recognition
Sam Lopez
Best FCR Around
FCR
#
Game
Sam Lopez
AHT Showdown
AHT
#
Game
Sam Lopez
Wonderful Improvement After Coaching
Solves Per Day
#
Recognition
Sam Lopez
Outstanding Performance This Week!
Quality
#
Recognition
Sam Lopez
Metrics
Updated through 8:00AM
metric
Performance
Actual
/
GOAL
Scorecard
LP
Lesean Patterson
#
T
Team
#
P
Program
#
Persona
#
LP
Lesean Patterson
#
T
Team
#
P
Program
#
Persona
#
#
90
LP
Lesean Patterson
#
T
Team
#
P
Program
#
Persona
#
LP
Lesean Patterson
#
P
Program
#
P
Program
#
Persona
#
#
90
LP
Lesean Patterson
#
T
Team
#
P
Program
#
Persona
#
#
Updated through 8:00AM
Team Rank
2
of 10
Program
Rank
5
of 100
Leaderboard
Scorecard
?
Metric Formula
((Metric Detail + Metric Detail) * Metric Detail) / Metric Detail
Metric Details
Leaderboard
Timeframe
June 2024
Monthly
Weekly
Daily
Cancel
Apply
‹
›
Su
Mo
Tu
We
Th
Fr
Sa
Additional Link
Coach Now
Detail
Activity Count
Actual
Goal
Variance
Coaching Priority
Scorecard
105
#
90
-
-
Sub-Metric 1
80
#
90
20
1
Sub-Metric 2
20
#
90
50
2
Sub-Metric 3
5
#
90
30
3
Metric Detail Trend
Scorecard
#
No. of Coachings
0
Sub-Metric 1
#
Sub-Metric 2
#
Sub-Metric 3
#
Updated through 8:00 AM
Scorecard
Trend
Sub-Metric Trend
Scorecard
?
Metric Formula
((Metric Detail + Metric Detail) * Metric Detail) / Metric Detail
Metric Details
Leaderboard
Timeframe
June 2024
Monthly
Weekly
Daily
Cancel
Apply
December 2023
Month Year
Month Year
Month Year
Month Year
Month Year
Month Year
Month Year
Month Year
Month Year
Month Year
Month Year
Nov 26 to Dec 3
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
December 2023
Mo
Tu
We
Th
Fr
Sat
Su
26
27
28
29
30
31
1
2
3
4
5
6
7
8
9
10
11
12
13
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18
19
20
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24
25
26
27
28
29
30
31
1
2
3
4
5
Additional Link
Coach Now
Team Rank
2
of
10
Program Rank
5
of
100
Games Won
A list of all the games you have won for this metric.
Game
Date
Scorecard
Showdown
01-Mar-2024
Team Ranking
A ranked list of you and your team members based on the scores for this metric.
2
LP
Lesean Patterson
CSR
#
RANK
name
Score
1
FC
Fae Chase
CSR
#
3
LC
Lizette Cotterill
CSR
#
4
SP
Shiva Patil
CSR
#
5
MH
Maranda Hillam
CSR
#
6
NJ
Nonie Jefferson
CSR
#
Metric Detail Trend
CSAT
LP
Lesean Patterson
#
T
Team
#
P
Program
#
Persona
#
LP
Lesean Patterson
#
T
Team
#
P
Program
#
Persona
#
#
90
LP
Lesean Patterson
#
T
Team
#
P
Program
#
Persona
#
LP
Lesean Patterson
#
P
Program
#
P
Program
#
Persona
#
#
90
LP
Lesean Patterson
#
T
Team
#
P
Program
#
Persona
#
#
Updated through 8:00AM
Team Rank
6
of 10
Program
Rank
35
of 100
Leaderboard
CSAT
?
Metric Formula
((Metric Detail + Metric Detail) * Metric Detail) / Metric Detail
Metric Details
Leaderboard
Timeframe
June 2024
Monthly
Weekly
Daily
Cancel
Apply
‹
›
Su
Mo
Tu
We
Th
Fr
Sa
Additional Link
Coach Now
Detail
Activity Count
Actual
Goal
Variance
Coaching Priority
CSAT
105
#
90
-
-
Sub-Metric 1
80
#
90
20
1
Sub-Metric 2
20
#
90
50
2
Sub-Metric 3
5
#
90
30
3
Metric Detail Trend
CSAT
#
No. of Coachings
2
Sub-Metric 1
#
Sub-Metric 2
#
Sub-Metric 3
#
Updated through 8:00 AM
CSAT
Trend
Sub-Metric Trend
CSAT
?
Metric Formula
((Metric Detail + Metric Detail) * Metric Detail) / Metric Detail
Metric Details
Leaderboard
Timeframe
June 2024
Monthly
Weekly
Daily
Cancel
Apply
December 2023
Month Year
Month Year
Month Year
Month Year
Month Year
Month Year
Month Year
Month Year
Month Year
Month Year
Month Year
Nov 26 to Dec 3
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
December 2023
Mo
Tu
We
Th
Fr
Sat
Su
26
27
28
29
30
31
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
1
2
3
4
5
Additional Link
Coach Now
Team Rank
6
of
10
Program Rank
35
of
100
Games Won
A list of all the games you have won for this metric.
Game
Date
CSAT
Showdown
01-Mar-2024
Team Ranking
A ranked list of you and your team members based on the scores for this metric.
6
LP
Lesean Patterson
CSR
#
RANK
name
Score
3
SP
Shiva Patil
CSR
#
4
TB
Trina Barlow
CSR
#
5
FC
Fae Chase
CSR
#
7
LC
Lizette Cotterill
CSR
#
8
MA
Mia Amantea
CSR
#
Metric Detail Trend
Quality
LP
Lesean Patterson
#
T
Team
#
P
Program
#
Persona
#
LP
Lesean Patterson
#
T
Team
#
P
Program
#
Persona
#
#
70
LP
Lesean Patterson
#
T
Team
#
P
Program
#
Persona
#
LP
Lesean Patterson
#
P
Program
#
P
Program
#
Persona
#
#
70
LP
Lesean Patterson
#
T
Team
#
P
Program
#
Persona
#
#
Updated through 8:00AM
Team Rank
3
of 10
Program
Rank
35
of 100
Leaderboard
Quality
?
Metric Formula
((Metric Detail + Metric Detail) * Metric Detail) / Metric Detail
Metric Details
Leaderboard
Timeframe
June 2024
Monthly
Weekly
Daily
Cancel
Apply
‹
›
Su
Mo
Tu
We
Th
Fr
Sa
Additional Link
Coach Now
Detail
Activity Count
Actual
Goal
Variance
Coaching Priority
Quality
105
#
70
-
-
Sub-Metric 1
80
#
70
20
1
Sub-Metric 2
20
#
70
50
2
Sub-Metric 3
5
#
70
30
3
Metric Detail Trend
Quality
#
No. of Coachings
2
Sub-Metric 1
#
Sub-Metric 2
#
Sub-Metric 3
#
Updated through 8:00 AM
Quality
Trend
Sub-Metric Trend
Quality
?
Metric Formula
((Metric Detail + Metric Detail) * Metric Detail) / Metric Detail
Metric Details
Leaderboard
Timeframe
June 2024
Monthly
Weekly
Daily
Cancel
Apply
December 2023
Month Year
Month Year
Month Year
Month Year
Month Year
Month Year
Month Year
Month Year
Month Year
Month Year
Month Year
Nov 26 to Dec 3
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
December 2023
Mo
Tu
We
Th
Fr
Sat
Su
26
27
28
29
30
31
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
1
2
3
4
5
Additional Link
Coach Now
Team Rank
3
of
10
Program Rank
35
of
100
Games Won
A list of all the games you have won for this metric.
Game
Date
Quality
Showdown
01-Mar-2024
Team Ranking
A ranked list of you and your team members based on the scores for this metric.
3
LP
Lesean Patterson
CSR
#
RANK
name
Score
1
SD
Shauna Darrell
CSR
#
2
SP
Shiva Patil
CSR
#
4
TB
Trina Barlow
CSR
#
5
NJ
Nonie Jefferson
CSR
#
6
JM
Jessie Merrill
CSR
#
Metric Detail Trend
Sales Conversion %
LP
Lesean Patterson
#
T
Team
#
P
Program
#
Persona
#
LP
Lesean Patterson
#
T
Team
#
P
Program
#
Persona
#
#
30
LP
Lesean Patterson
#
T
Team
#
P
Program
#
Persona
#
LP
Lesean Patterson
#
P
Program
#
P
Program
#
Persona
#
#
30
LP
Lesean Patterson
#
T
Team
#
P
Program
#
Persona
#
#
Updated through 8:00AM
Team Rank
5
of 10
Program
Rank
44
of 100
Leaderboard
Sales Conversion %
?
Metric Formula
((Metric Detail + Metric Detail) * Metric Detail) / Metric Detail
Metric Details
Leaderboard
Timeframe
June 2024
Monthly
Weekly
Daily
Cancel
Apply
‹
›
Su
Mo
Tu
We
Th
Fr
Sa
Additional Link
Coach Now
Detail
Activity Count
Actual
Goal
Variance
Coaching Priority
Sales Conversion %
105
#
30
-
-
Sub-Metric 1
80
#
30
20
1
Sub-Metric 2
20
#
30
50
2
Sub-Metric 3
5
#
30
30
3
Metric Detail Trend
Sales Conversion %
#
No. of Coachings
2
Sub-Metric 1
#
Sub-Metric 2
#
Sub-Metric 3
#
Updated through 8:00 AM
Sales Conversion %
Trend
Sub-Metric Trend
Sales Conversion %
?
Metric Formula
((Metric Detail + Metric Detail) * Metric Detail) / Metric Detail
Metric Details
Leaderboard
Timeframe
June 2024
Monthly
Weekly
Daily
Cancel
Apply
December 2023
Month Year
Month Year
Month Year
Month Year
Month Year
Month Year
Month Year
Month Year
Month Year
Month Year
Month Year
Nov 26 to Dec 3
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
December 2023
Mo
Tu
We
Th
Fr
Sat
Su
26
27
28
29
30
31
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
1
2
3
4
5
Additional Link
Coach Now
Team Rank
5
of
10
Program Rank
44
of
100
Games Won
A list of all the games you have won for this metric.
Game
Date
Sales Conversion %
Showdown
01-Mar-2024
Team Ranking
A ranked list of you and your team members based on the scores for this metric.
5
LP
Lesean Patterson
CSR
#
RANK
name
Score
3
SD
Shauna Darrell
CSR
#
4
NJ
Nonie Jefferson
CSR
#
6
MA
Mia Amantea
CSR
#
7
MH
Maranda Hillam
CSR
#
8
LC
Lizette Cotterill
CSR
#
Metric Detail Trend
FCR
LP
Lesean Patterson
#
T
Team
#
P
Program
#
Persona
#
LP
Lesean Patterson
#
T
Team
#
P
Program
#
Persona
#
#
60
LP
Lesean Patterson
#
T
Team
#
P
Program
#
Persona
#
LP
Lesean Patterson
#
P
Program
#
P
Program
#
Persona
#
#
60
LP
Lesean Patterson
#
T
Team
#
P
Program
#
Persona
#
#
Updated through 8:00AM
Team Rank
4
of 10
Program
Rank
41
of 100
Leaderboard
FCR
?
Metric Formula
((Metric Detail + Metric Detail) * Metric Detail) / Metric Detail
Metric Details
Leaderboard
Timeframe
June 2024
Monthly
Weekly
Daily
Cancel
Apply
‹
›
Su
Mo
Tu
We
Th
Fr
Sa
Additional Link
Coach Now
Detail
Activity Count
Actual
Goal
Variance
Coaching Priority
FCR
105
#
60
-
-
Sub-Metric 1
80
#
60
20
1
Sub-Metric 2
20
#
60
50
2
Sub-Metric 3
5
#
60
30
3
Metric Detail Trend
FCR
#
No. of Coachings
2
Sub-Metric 1
#
Sub-Metric 2
#
Sub-Metric 3
#
Updated through 8:00 AM
FCR
Trend
Sub-Metric Trend
FCR
?
Metric Formula
((Metric Detail + Metric Detail) * Metric Detail) / Metric Detail
Metric Details
Leaderboard
Timeframe
June 2024
Monthly
Weekly
Daily
Cancel
Apply
December 2023
Month Year
Month Year
Month Year
Month Year
Month Year
Month Year
Month Year
Month Year
Month Year
Month Year
Month Year
Nov 26 to Dec 3
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
December 2023
Mo
Tu
We
Th
Fr
Sat
Su
26
27
28
29
30
31
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
1
2
3
4
5
Additional Link
Coach Now
Team Rank
4
of
10
Program Rank
41
of
100
Games Won
A list of all the games you have won for this metric.
Game
Date
FCR
Showdown
01-Mar-2024
Team Ranking
A ranked list of you and your team members based on the scores for this metric.
4
LP
Lesean Patterson
CSR
#
RANK
name
Score
1
TB
Trina Barlow
CSR
#
2
LC
Lizette Cotterill
CSR
#
3
MA
Mia Amantea
CSR
#
5
SP
Shiva Patil
CSR
#
6
FC
Fae Chase
CSR
#
Metric Detail Trend
AHT
LP
Lesean Patterson
#
T
Team
#
P
Program
#
Persona
#
LP
Lesean Patterson
#
T
Team
#
P
Program
#
Persona
#
#
540
LP
Lesean Patterson
#
T
Team
#
P
Program
#
Persona
#
LP
Lesean Patterson
#
P
Program
#
P
Program
#
Persona
#
#
540
LP
Lesean Patterson
#
T
Team
#
P
Program
#
Persona
#
#
Updated through 8:00AM
Team Rank
3
of 10
Program
Rank
29
of 100
Leaderboard
AHT
?
Metric Formula
((Metric Detail + Metric Detail) * Metric Detail) / Metric Detail
Metric Details
Leaderboard
Timeframe
June 2024
Monthly
Weekly
Daily
Cancel
Apply
‹
›
Su
Mo
Tu
We
Th
Fr
Sa
Additional Link
Coach Now
Detail
Activity Count
Actual
Goal
Variance
Coaching Priority
AHT
105
#
540
-
-
Sub-Metric 1
80
#
540
20
1
Sub-Metric 2
20
#
540
50
2
Sub-Metric 3
5
#
540
30
3
Metric Detail Trend
AHT
#
No. of Coachings
2
Sub-Metric 1
#
Sub-Metric 2
#
Sub-Metric 3
#
Updated through 8:00 AM
AHT
Trend
Sub-Metric Trend
AHT
?
Metric Formula
((Metric Detail + Metric Detail) * Metric Detail) / Metric Detail
Metric Details
Leaderboard
Timeframe
June 2024
Monthly
Weekly
Daily
Cancel
Apply
December 2023
Month Year
Month Year
Month Year
Month Year
Month Year
Month Year
Month Year
Month Year
Month Year
Month Year
Month Year
Nov 26 to Dec 3
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
December 2023
Mo
Tu
We
Th
Fr
Sat
Su
26
27
28
29
30
31
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
1
2
3
4
5
Additional Link
Coach Now
Team Rank
3
of
10
Program Rank
29
of
100
Games Won
A list of all the games you have won for this metric.
Game
Date
AHT
Showdown
01-Mar-2024
Team Ranking
A ranked list of you and your team members based on the scores for this metric.
3
LP
Lesean Patterson
CSR
#
RANK
name
Score
1
LC
Lizette Cotterill
CSR
#
2
MH
Maranda Hillam
CSR
#
4
JM
Jessie Merrill
CSR
#
5
FC
Fae Chase
CSR
#
6
NJ
Nonie Jefferson
CSR
#
Metric Detail Trend
Customer Sentiment
LP
Lesean Patterson
#
T
Team
#
P
Program
#
Persona
#
LP
Lesean Patterson
#
T
Team
#
P
Program
#
Persona
#
#
90
LP
Lesean Patterson
#
T
Team
#
P
Program
#
Persona
#
LP
Lesean Patterson
#
P
Program
#
P
Program
#
Persona
#
#
90
LP
Lesean Patterson
#
T
Team
#
P
Program
#
Persona
#
#
Updated through 8:00AM
Team Rank
10
of 10
Program
Rank
88
of 100
Leaderboard
Customer Sentiment
?
Metric Formula
((Metric Detail + Metric Detail) * Metric Detail) / Metric Detail
Metric Details
Leaderboard
Timeframe
June 2024
Monthly
Weekly
Daily
Cancel
Apply
‹
›
Su
Mo
Tu
We
Th
Fr
Sa
Additional Link
Coach Now
Detail
Activity Count
Actual
Goal
Variance
Coaching Priority
Customer Sentiment
105
#
90
-
-
Sub-Metric 1
80
#
90
20
1
Sub-Metric 2
20
#
90
50
2
Sub-Metric 3
5
#
90
30
3
Metric Detail Trend
Customer Sentiment
#
No. of Coachings
2
Sub-Metric 1
#
Sub-Metric 2
#
Sub-Metric 3
#
Updated through 8:00 AM
Customer Sentiment
Trend
Sub-Metric Trend
Customer Sentiment
?
Metric Formula
((Metric Detail + Metric Detail) * Metric Detail) / Metric Detail
Metric Details
Leaderboard
Timeframe
June 2024
Monthly
Weekly
Daily
Cancel
Apply
December 2023
Month Year
Month Year
Month Year
Month Year
Month Year
Month Year
Month Year
Month Year
Month Year
Month Year
Month Year
Nov 26 to Dec 3
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
December 2023
Mo
Tu
We
Th
Fr
Sat
Su
26
27
28
29
30
31
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
1
2
3
4
5
Additional Link
Coach Now
Team Rank
10
of
10
Program Rank
88
of
100
Games Won
A list of all the games you have won for this metric.
Game
Date
Customer Sentiment
Showdown
01-Mar-2024
Team Ranking
A ranked list of you and your team members based on the scores for this metric.
10
LP
Lesean Patterson
CSR
#
RANK
name
Score
5
FC
Fae Chase
CSR
#
6
SD
Shauna Darrell
CSR
#
7
JM
Jessie Merrill
CSR
#
8
NJ
Nonie Jefferson
CSR
#
9
MA
Mia Amantea
CSR
#
Metric Detail Trend
NPS
LP
Lesean Patterson
#
T
Team
#
P
Program
#
Persona
#
LP
Lesean Patterson
#
T
Team
#
P
Program
#
Persona
#
#
80
LP
Lesean Patterson
#
T
Team
#
P
Program
#
Persona
#
LP
Lesean Patterson
#
P
Program
#
P
Program
#
Persona
#
#
80
LP
Lesean Patterson
#
T
Team
#
P
Program
#
Persona
#
#
Updated through 8:00AM
Team Rank
6
of 10
Program
Rank
35
of 100
Leaderboard
NPS
?
Metric Formula
((Metric Detail + Metric Detail) * Metric Detail) / Metric Detail
Metric Details
Leaderboard
Timeframe
June 2024
Monthly
Weekly
Daily
Cancel
Apply
‹
›
Su
Mo
Tu
We
Th
Fr
Sa
Additional Link
Coach Now
Detail
Activity Count
Actual
Goal
Variance
Coaching Priority
NPS
105
#
80
-
-
Sub-Metric 1
80
#
80
20
1
Sub-Metric 2
20
#
80
50
2
Sub-Metric 3
5
#
80
30
3
Metric Detail Trend
NPS
#
No. of Coachings
2
Sub-Metric 1
#
Sub-Metric 2
#
Sub-Metric 3
#
Updated through 8:00 AM
NPS
Trend
Sub-Metric Trend
NPS
?
Metric Formula
((Metric Detail + Metric Detail) * Metric Detail) / Metric Detail
Metric Details
Leaderboard
Timeframe
June 2024
Monthly
Weekly
Daily
Cancel
Apply
December 2023
Month Year
Month Year
Month Year
Month Year
Month Year
Month Year
Month Year
Month Year
Month Year
Month Year
Month Year
Nov 26 to Dec 3
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
December 2023
Mo
Tu
We
Th
Fr
Sat
Su
26
27
28
29
30
31
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
1
2
3
4
5
Additional Link
Coach Now
Team Rank
6
of
10
Program Rank
35
of
100
Games Won
A list of all the games you have won for this metric.
Game
Date
NPS
Showdown
01-Mar-2024
Team Ranking
A ranked list of you and your team members based on the scores for this metric.
6
LP
Lesean Patterson
CSR
#
RANK
name
Score
4
JM
Jessie Merrill
CSR
#
5
FC
Fae Chase
CSR
#
7
LC
Lizette Cotterill
CSR
#
8
MA
Mia Amantea
CSR
#
9
MH
Maranda Hillam
CSR
#
Metric Detail Trend
Attendance
LP
Lesean Patterson
#
T
Team
#
P
Program
#
Persona
#
LP
Lesean Patterson
#
T
Team
#
P
Program
#
Persona
#
#
90
LP
Lesean Patterson
#
T
Team
#
P
Program
#
Persona
#
LP
Lesean Patterson
#
P
Program
#
P
Program
#
Persona
#
#
90
LP
Lesean Patterson
#
T
Team
#
P
Program
#
Persona
#
#
Updated through 8:00AM
Team Rank
1
of 10
Program
Rank
19
of 100
Leaderboard
Attendance
?
Metric Formula
((Metric Detail + Metric Detail) * Metric Detail) / Metric Detail
Metric Details
Leaderboard
Timeframe
June 2024
Monthly
Weekly
Daily
Cancel
Apply
‹
›
Su
Mo
Tu
We
Th
Fr
Sa
Additional Link
Coach Now
Detail
Activity Count
Actual
Goal
Variance
Coaching Priority
Attendance
105
#
90
-
-
Sub-Metric 1
80
#
90
20
1
Sub-Metric 2
20
#
90
50
2
Sub-Metric 3
5
#
90
30
3
Metric Detail Trend
Attendance
#
No. of Coachings
2
Sub-Metric 1
#
Sub-Metric 2
#
Sub-Metric 3
#
Updated through 8:00 AM
Attendance
Trend
Sub-Metric Trend
Attendance
?
Metric Formula
((Metric Detail + Metric Detail) * Metric Detail) / Metric Detail
Metric Details
Leaderboard
Timeframe
June 2024
Monthly
Weekly
Daily
Cancel
Apply
December 2023
Month Year
Month Year
Month Year
Month Year
Month Year
Month Year
Month Year
Month Year
Month Year
Month Year
Month Year
Nov 26 to Dec 3
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
December 2023
Mo
Tu
We
Th
Fr
Sat
Su
26
27
28
29
30
31
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
1
2
3
4
5
Additional Link
Coach Now
Team Rank
1
of
10
Program Rank
19
of
100
Games Won
A list of all the games you have won for this metric.
Game
Date
Attendance
Showdown
01-Mar-2024
Team Ranking
A ranked list of you and your team members based on the scores for this metric.
1
LP
Lesean Patterson
CSR
#
RANK
name
Score
2
TB
Trina Barlow
CSR
#
3
JM
Jessie Merrill
CSR
#
4
SD
Shauna Darrell
CSR
#
5
NJ
Nonie Jefferson
CSR
#
6
SP
Shiva Patil
CSR
#
Metric Detail Trend
Sym Completion
LP
Lesean Patterson
#
T
Team
#
P
Program
#
Persona
#
LP
Lesean Patterson
#
T
Team
#
P
Program
#
Persona
#
#
90
LP
Lesean Patterson
#
T
Team
#
P
Program
#
Persona
#
LP
Lesean Patterson
#
P
Program
#
P
Program
#
Persona
#
#
90
LP
Lesean Patterson
#
T
Team
#
P
Program
#
Persona
#
#
Updated through 8:00AM
Team Rank
2
of 10
Program
Rank
39
of 100
Leaderboard
Sym Completion
?
Metric Formula
((Metric Detail + Metric Detail) * Metric Detail) / Metric Detail
Metric Details
Leaderboard
Timeframe
June 2024
Monthly
Weekly
Daily
Cancel
Apply
‹
›
Su
Mo
Tu
We
Th
Fr
Sa
Additional Link
Coach Now
Detail
Activity Count
Actual
Goal
Variance
Coaching Priority
Sym Completion
105
#
90
-
-
Sub-Metric 1
80
#
90
20
1
Sub-Metric 2
20
#
90
50
2
Sub-Metric 3
5
#
90
30
3
Metric Detail Trend
Sym Completion
#
No. of Coachings
2
Sub-Metric 1
#
Sub-Metric 2
#
Sub-Metric 3
#
Updated through 8:00 AM
Sym Completion
Trend
Sub-Metric Trend
Sym Completion
?
Metric Formula
((Metric Detail + Metric Detail) * Metric Detail) / Metric Detail
Metric Details
Leaderboard
Timeframe
June 2024
Monthly
Weekly
Daily
Cancel
Apply
December 2023
Month Year
Month Year
Month Year
Month Year
Month Year
Month Year
Month Year
Month Year
Month Year
Month Year
Month Year
Nov 26 to Dec 3
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
WK ## to WK ##
December 2023
Mo
Tu
We
Th
Fr
Sat
Su
26
27
28
29
30
31
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
1
2
3
4
5
Additional Link
Coach Now
Team Rank
2
of
10
Program Rank
39
of
100
Games Won
A list of all the games you have won for this metric.
Game
Date
Sym Completion
Showdown
01-Mar-2024
Team Ranking
A ranked list of you and your team members based on the scores for this metric.
2
LP
Lesean Patterson
CSR
#
RANK
name
Score
1
MA
Mia Amantea
CSR
#
3
MH
Maranda Hillam
CSR
#
4
NJ
Nonie Jefferson
CSR
#
5
TB
Trina Barlow
CSR
#
6
SP
Shiva Patil
CSR
#
Metric Detail Trend
ACW
T:
5
Team
2
P:
20
Program
20
P
T
ME
50
45
Dollars Per Month
Outlier ID
T:
2
Team
2
P:
20
Program
20
P
Program
10
T
Team
388
Team
10
Persona
10
ME
Me
10
22,185
20,000
Number of Deals Per Month
T:
9
Team
2
P:
20
Program
20
P
T
ME
72
70
Avg Deal Size
Outlier ID
T:
8
Team
2
P:
20
Program
20
Persona
10
P
Program
10
T
Team
10
ME
Me
10
310
285
Win Rate
T:
6
Team
2
P:
20
Program
20
P
T
ME
23
20
Sales - Goal Attainment
Outlier ID
T:
2
Team
2
P:
20
Program
20
P
Program
10
T
Team
388
Team
10
Persona
10
ME
Me
10
88
87
Dollars collected per hour
T:
2
Team
2
P:
20
Program
20
P
T
ME
150
125
Goal Attainment
Outlier ID
T:
8
Team
2
P:
20
Program
20
Persona
10
P
Program
10
T
Team
10
ME
Me
10
88
87
Collections - Goal Attainment
Outlier ID
T:
2
Team
2
P:
20
Program
20
P
Program
10
T
Team
388
Team
10
Persona
10
ME
Me
10
93
92
PTP %
T:
6
Team
2
P:
20
Program
20
P
T
ME
36
35
Compliance Adherence
Outlier ID
T:
2
Team
2
P:
20
Program
20
P
Program
10
T
Team
388
Team
10
Persona
10
ME
Me
10
9.0
9.0
Product and Service Knowledge
T:
6
Team
2
P:
20
Program
20
P
T
ME
9.1
8.5
Closing Ability
Outlier ID
T:
2
Team
2
P:
20
Program
20
P
Program
10
T
Team
388
Team
10
Persona
10
ME
Me
10
8.0
8.0
Objection Handling
T:
6
Team
2
P:
20
Program
20
P
T
ME
8.1
7.8
Professionalism
Outlier ID
T:
2
Team
2
P:
20
Program
20
P
Program
10
T
Team
388
Team
10
Persona
10
ME
Me
10
9.3
9.2
Relationship Building
T:
6
Team
2
P:
20
Program
20
P
T
ME
8.1
7.8
Communication Effectiveness
Outlier ID
T:
2
Team
2
P:
20
Program
20
P
Program
10
T
Team
388
Team
10
Persona
10
ME
Me
10
8.2
8.0
Current Commitments
?
This is the short description from AmplifAI
More Detail
Metric
Start
Commit
End
Chat
Quality
ID
1245
Date
Coach
Sam Lopez
Actual
80
Date
Committment
80
Follow Up Date
72
80
1 Day
FCR
New
ID
5775
Date
#
Coach
AIMee
Actual
54
Date
#
Committment
60
Commit Date
#
#
#
54
60
24 days
Coaching Details
?
Label
Description
Details
Chat
Attached File
Sam Lopez
Today
Almost to the commit date, keep focusing on closing calls strong!
Lesean Patterson
Today
Thanks - and thanks for the tip earlier!
Send a message connected to the active coaching session
0/250
Attached File
Send
Metric 2
50
Coaching Details
?
Label
Description
Details
Chat
Attached File
Metric 2
50
Metric
Next Best Action
ID
1245
Date
Coach
Sam Lopez
Actual
#
Date
#
Committment
80
Follow Up Date
#
#
Trending above commitment
Trending below commitment
Review Coaching Details
Coached By
User Coached
Coaching ID
Related ID
Date
Type
Score on Coach Date
#
Commitment
#
Metric
Root Cause
Current Score
#
Score on Follow Up Date
#
Behavior
Sub-Behavior
Follow Up Date
Actual on Follow Up Date
Reviewed Learning
Solving Customer Problems
Notes
Where are we? (Current State)
Currently, most of your customers are experiencing longer hold times than the rest of your team.
Where do we need to go? (Future State)
With your current hold times averaging 40 seconds, you'll need to decrease your hold time by at least 10 seconds.
How do we get there? (Fill the Gap)
Based on top performing NPS individuals, hold times are minimized with excellent CRM utilization. Make sure to have your customer page open and prioritized when on calls. For additional help, you can also review our CRM Best Practice micro-learnings review our CRM Best Practice micro-learnings in the learning library
How will we know? (Right Direction)*
Let's sync up next week and see how your hold times are doing. Let's see if you can get down to an average of 30 seconds. If you have any questions about proper CRM usage, please send me another coaching request regarding tool usage.
CSAT
Listening
ID
1245
Date
Coach
Sam Lopez
Actual
#
Date
#
Committment
#
Follow Up Date
#
#
3 Days
2
Trending below commitment
Review Coaching Details
Learning Resources
?
This is the short description from AmplifAI
More Detail
New
14
Viewed
60
View
Incentive and Commission History
Close
Product
Metric
Percent to goal
Reference
Approval Date
System COmmis.
Approved
Commis
Status
P2
Sales Conversion
118%
June
-
$250
-
Pending
P3
Sales Conversion
125%
June
-
$250
-
Pending
P1
Sales Conversion
105%
May
06/02/21
$120
$120
Approved
P1
Sales Conversion
105%
May
06/02/21
$120
$120
Approved
P1
Sales Conversion
105%
Q1
04/04/21
$120
$120
Approved
Incentive and Commission History
Close
Product
Metric
Percent to goal
Reference
Approval Date
System COmmis.
Approved
Commis
Status
HS
Conversion %
118%
June
-
$250
-
Pending
HS
Conversion %
125%
June
-
$250
-
Pending
CPT
Conversion %
105%
May
06/02/21
$120
$120
Approved
CPT
Conversion %
105%
May
06/02/21
$120
$120
Approved
CPT
Conversion %
105%
Q1
04/04/21
$120
$120
Approved
Coaching History
Coaching History
?
This is the short description from AmplifAI
More Detail
ID
date
Coached by
metric
Behavior
Sub Behavior
Actual on Coach Date
Performance commitment
Follow Up Date
Actual on Follow Up Date
124
125
Sam Lopez
CSAT
Listening
Conflict resolution
#
#
#
124
125
Sam Lopez
FCR
Problem Identification
Finding the right customer detail
#
#
#
Activity History
Activity History
?
This is the short description from AmplifAI
More Detail
ID
date
For
By
Action
Ack Date
125
Lesean Patterson
Sam Lopez
Completed a
Coaching
124
Lesean Patterson
Sam Lopez
Completed a
Coaching
Team Schedule
-
Schedule
Incentives
-
$390
Dollars
TP Incentive Plan
Speciality Inbound
322.97
USD
The Showdown
The Showdown
CSAT
CSAT
On track to
lose
Current game rank is
6
th
6
th
2
2
messages in chat
Weekly
game ends in
6 days
Request Coaching
Cancel
Cancel
Start solo Game
User
Metric
Actual Score
Commit Score
Updated Incentive
Commit Date
LP
LeSean Patterson
CSR
FCR
54
/
60
58
60
62
64
66
66
$0
$50
$75
$100
$125
$150
06/30/22
To hit your target,
watch these best practices
and apply them to your daily interactions.
FCR
Reinforcing through Follow-Through
FCR
|
Customer Care
...
FCR
Using The Required Opening
FCR
|
Customer Care
...
FCR
Understanding the right product
FCR
|
Customer Care
...
Launch Solo Game
Active solo Game
User
Metric
Actual Score
Commit Score
Updated Incentive
End date
LP
LeSean Patterson
CSR
FCR
54
/
60
60
$0
$50
$75
$100
$125
$150
24 Days Left
To hit your target,
watch these best practices
and apply them to your daily interactions.
FCR
Reinforcing through Follow-Through
FCR
|
Customer Care
...
FCR
Understanding the right product
FCR
|
Customer Care
...
FCR
Using The Required Opening
FCR
|
Customer Care
...
Keep it Up.
Be sure to work through your best practices!
1
You're so close!
If you increase your
FCR
score by
6 points
by the end of the month, you will:
• Hit Goal
• Earn +$50 Incentive
Start Solo Game
LP
LeSean Patterson
Agent
#
You're crushing it! You have one of the top Scorecards on your team!
Wow, you are one of the top 3 performers in AHT on your team!
You're doing awesome! You have one of the top 3 scorecards on your team!
Keep it up! You are one of the top 3 performers in AHT on your team!
Go to my dashboard
Team Schedule
Additional Links
Schedule date
Description
Start Time
End Time
Full Shift
8:00 AM
6:00 PM
Knowledge / Training
8:05 AM
8:20 AM
1st Break - 15 minutes
10:05 AM
10:20 AM
Lunch - 60 minutes
12:35 PM
1:35 PM
2nd Break - 15 minutes
3:35 PM
3:50 PM
Existing Task Alert
A task already exists to coach or follow up
with this user on this metric:
Follow Up
LeseanPatterson
Associate
FCR
Last Week
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Coaching Details
?
Label
Description
Attached File
Trending below commitment
Review Coaching Details
Coached By
Coaching ID
Related ID
Date
Type
Actual
Metric
Root Cause
Commitment
Behavior
Sub-Behavior
Follow Up Date
Actual on Follow Up Date
Reviewed Learning
Solving Customer Problems
Notes
Where are we? (Current State)
Currently, most of your customers are experiencing longer hold times than the rest of your team.
Where do we need to go? (Future State)
With your current hold times averaging 40 seconds, you'll need to decrease your hold time by at least 10 seconds.
How do we get there? (Fill the Gap)
Based on top performing NPS individuals, hold times are minimized with excellent CRM utilization. Make sure to have your customer page open and prioritized when on calls. For additional help, you can also review our CRM Best Practice micro-learnings review our CRM Best Practice micro-learnings in the learning library
How will we know? (Right Direction)*
Let's sync up next week and see how your hold times are doing. Let's see if you can get down to an average of 30 seconds. If you have any questions about proper CRM usage, please send me another coaching request regarding tool usage.
Metric 2
50
Learning Library
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Label
Description
New
Viewed
All
Taking a genuine interest in others
NPS
Using The Required Opening
FCR
Quick ways to sharpen your rapport
NPS
Metric 2
50
Learning Library
?
Label
Description
New
Viewed
All
Taking a genuine interest in others
NPS
Quick ways to sharpen your rapport
NPS
Understanding the right product
FCR
Reinforcing through Follow-Through
FCR
Metric 2
50
Profile
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Label
Description
Backgrounds
Avatar
All
Abstract
NFL
MLB
NHL
NCAA
EPL
IPL
Metric 2
50
Profile
?
Label
Description
Backgrounds
Avatar
Upload Image
Gaming
NFL
NBA
MLB
NHL
IPL
EPL
Metric 2
50
Scorecard
?
Label
Description
View Details
Multi-Month Scorecard
Balanced Scorecard
metric
CAP Value
Weighting
Goal
Actual
% To Goal
Points Earned
Metric
110
25
12
18.25
65.83
65.83
Metric
110
25
12
18.25
65.83
65.83
Metric
110
25
12
18.25
65.83
65.83
Metric
110
25
12
18.25
65.83
65.83
Metric
110
25
12
18.25
65.83
65.83
Trend Chart
Glidepath
T
OJT
EP
TP
01/01/2020
04/01/2020
07/01/2020
10/01/2020
Scorecard Ranking
USER
GP
Score
1
First Last Name
TP
100.00
2
First Last Name
TP
100.00
3
First Last Name
TP
100.00
4
First Last Name
TP
100.00
5
First Last Name
TP
100.00
Metric 2
50
Intraday
?
Label
Description
metric
8:00
9:00
10:00
11:00
12:00
13:00
14:00
15:00
16:00
17:00
18:00
19:00
Number of Sales
Last Updated
4
8
10
-
-
-
-
-
-
-
-
-
Sales Conversion
Last Updated
50%
50%
42%
-
-
-
-
-
-
-
-
-
Dollars Sold
Last Updated
$100
$200
$250
-
-
-
-
-
-
-
-
-
Calls Handled
Last Updated
8
16
24
-
-
-
-
-
-
-
-
-
Lunch Time
Last Updated
-
-
-
-
12:00PM
-
-
-
-
-
-
-
Break Time
Last Updated
-
-
-
-
-
-
2:15PM
-
-
-
-
-
Metric 2
50