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Workforce Optimization for Customer Service | Landing page

Import · Nov 29, 2023 · video

the manager workspace landing page in Workforce optimization for customer service provides useful visualizations of key operational metrics managers get an overview of the current state of customers operations and can drill down on specific metrics your administrator can configure the landing page in UI Builder to show the metrics you want let's follow along as Amy the head of customer support for apne Corp reviews the landing page metrics available in the base system we loged in is Amy in manager workspace where the my team overview page displays the kpis and the status of work items agents and open cases she sees important kpis for the number of cases such as those resolved on First Contact and those not updated in the last 30 days as well as advanced scorecards she views the distribution of total open cases and total number of Agents across various States she can also review multiple data sets related to the open case backlog managers can drill down to get more information and take appropriate next steps for example ammy sees that there are 53 cases resolved on First Contact on the previous day she clicks the scorecard to get details of the daily Trend and to see the cases that were resolved on the previous day she filters the list based on assignment group to get a focused view of cases and training specific to a team she drills down into the awaiting info list to review the cases waiting on customer input she opens a specific case and leaves a reminder note to the customer the drill down capabilities help Amy analyze the current state of operations and take suitable steps now let's see the same landing page from tri's perspective the first line manager who reports to Amy the metrics on the landing page are contextual to the span of influence of a manager logged in is Tracy we see numbers for kpis work items agents and so on that are relevant to her span of influence Tracy can filter specific data sets on the line and bar charts to analyze the situation better she can click the open case backlog chart to view the list of open cases from the last 12 months your administrator can use UI Builder to configure the landing page to show the metrics for your Workforce in the layout you want the configurable manager landing page provides a broad overview of your customer service data with the ability to drill down into specific data for more information see our product documentation or knowledge base or ask a question in the service now community

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https://www.youtube.com/watch?v=BVEEH33MYgM