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How to configure and receive your Personal report

"My performance" is the personal report for Executives. It summarizes your activity for the period, your metrics, and your commitment completion rate, all in a periodic email without needing to enter the dashboard.

How to activate the report

Click "+ New report".

In "Group type", select "Personal Report".

In "Report type", select "My performance".

Choose the frequency: Daily, Weekly, or Monthly.

Enable the toggle.

Save the changes.

What the report includes

Total conversations for the period by type.

Your average Performance for the period.

Your average Success Prediction.

Your commitment completion rate.

Average client mood in your conversations.

When it is especially useful

This report is useful for tracking your own evolution without depending on your Leader to give you the data. Activating it weekly lets you see your progress week by week and detect yourself if any metric is dropping before it reaches your team's radar.

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