Acquisition & Source Insights
What this page is — where leads come from, broken down by source, channel and campaign.
What this page is — where leads come from, broken down by source, channel and campaign.
Route View the Agent Performance analytics tab (workload, resolution, FCR, AHT, CSAT per agent).
What this page is — a read-only dashboard over the documents you can access: speed, approval waits,
Budget Categories (technically known as Budget Heads in accounting) form the backbone of how your organization tracks, allocates, and analyzes project expenditure.
Route View the Channels & CSAT analytics tab (source mix, category hotspots, CSAT trend).
Route View the Executive analytics dashboard (SLA, MTTR, CSAT, channels, cost per ticket, problems, change success, KB effectiveness).
What this page is — the five reports that sit over Pulse's lead and deal data.
What this page is — the executive summary: four headline figures and an acquisition trend.
What this page is — the distribution of lead quality, segmented by grade, source and custom fields,
Route View the My Performance analytics tab (own queue, resolved trend, MTTR, FCR, CSAT, AHT — caller's tickets only).
What this page is — the funnel: how many leads sit at each stage of the journey, and where they
Route: /org/analytics/resource/profitability
Route any one of the seven tab permissions
Route View Resource billing analytics dashboard
📍 How to get here:
Route View the SLA & Compliance analytics tab (breach rate, FRT/resolution trends, OLA/vendor).
Routes Manage Store Settings
Route View Task Analytics
Route View the Team Manager analytics dashboard (volume, backlog, workload, leaderboard, bounce rate, SLA breach split, category treemap).
What this page is — who is handling the leads: activity volume per agent, and how loaded each queue
Route View the Ticket Overview analytics tab (volume, status, priority, backlog age).
Route View Timesheets of Tesm Member