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Scorecard Update Process [Weekly]
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Scorecard Update Process [Weekly]
Scorecard Update Process [Weekly]
This task should be performed weekly on Friday mornings before 5 PM ET
1
Customer Support:
2
Log into Groove
3
Click on 'Reports'
4
Acquire Metrics for the last 7 days (the default view)
5
Add metrics to appropriate cells for Customer Support
6
Sales (video for reference):
7
Access Best Self KPI Dashboard
8
Pull metrics for each category (Sunday - Thursday)
9
Add metrics to appropriate cells for Sales
Customer Support:
Log into Groove
Click on 'Reports'
Acquire Metrics for the last 7 days (the default view)
Add metrics to appropriate cells for Customer Support
Sales (video for reference):
Video for reference
Access Best Self KPI Dashboard
Pull metrics for each category (Sunday - Thursday)
Please note:
Some fields are sum totals and others are averages.
Add metrics to appropriate cells for Sales
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