Dashboards
This is the name of the Dashboard used to show my portfolio of customers
What is the CSA Dashboard
The first section of the 360 used to get a quick overview of customer status
What is the Summary section
The individual component of a Scorecard
What is a measure?
Used to share timeline entry via email with colleagues
What is @mention?
Created either manually or automatically and identifies action to be taken for a customer
What is Call To Action or CTA
This is the type of filter used to filter all reports on the dashboard
What is Global Filter
This is a great place to look to see an AI evaluation of the current communications sentiment prior to a customer meeting
What is the StaircaseAI tab?
The aggregation of all scores for a customer
What is the Overall Score?
Used to create CTAs from open action items
What is Task?
A specified set of tasks identified to complete a CTA
What is Playbook
This report type shows a single metric
What is widget?
This tab has all existing Opportunities and can be filtered to different, useful views of them
What is Opportunities?
18 weeks of previous scores
What is Scorecard History?
This field lets you know the kind of activity being recorded, and contains items such as Call, Meeting, Email, etc.
What is Activity Type?
Used to personalize your Cockpit layout
What is Custom View?