Dashboards And Reporting Pega Track sales performance with interactive dashboards and reporting. interactive dashboards enable reps and managers to make smarter decisions and spot trends in real time. more than 40 out of the box dashboards track top opportunities, top leads, conversion rates, win loss analysis, quota status, opportunities by product, and more. Dashboards and reporting. updated on january 6, 2022. pega customer service includes a variety of standard reports and graphs providing real time information regarding processes, work, assignments, and historical data for analyzing contact center key performance indicators (kpis) over time. in pega customer service, there are two distinct.
Sales Performance Dashboard And Reporting Software Pega A dashboard consists of widgets that consolidate summary information and key performance indicators (kpis) from different sources and presents them in an actionable format. a dashboard contains the information that is necessary for a particular persona to help increase productivity. by default, pega platform™ uses persona based interfaces. Dashboards. a dashboard is a landing page that is accessed by a user in their portal. a dashboard consists of widgets that consolidate summary information and key performance indicators (kpis) from different sources and present it in an actionable format. a dashboard contains the information that is necessary for a particular role to help. See how you can use dashboards and reports to track, progress, and manage leads and opportunities with pega sales automation. pega provides a powerful platform that empowers the world’s leading organizations to unlock business transforming outcomes with real time optimization. clients use our enterprise ai decisioning and workflow automation. Pega platform provides a convenient way to retrieve specific application data and present the information in the form of comprehensible reports. reporting capability provides you with statistics that you can analyze to improve your business. for example, in an insurance application, you can create a report about clients that own vehicles, and.
Sales Performance Dashboard And Reporting Software Pega See how you can use dashboards and reports to track, progress, and manage leads and opportunities with pega sales automation. pega provides a powerful platform that empowers the world’s leading organizations to unlock business transforming outcomes with real time optimization. clients use our enterprise ai decisioning and workflow automation. Pega platform provides a convenient way to retrieve specific application data and present the information in the form of comprehensible reports. reporting capability provides you with statistics that you can analyze to improve your business. for example, in an insurance application, you can create a report about clients that own vehicles, and. Creating a new insights report. after naming the report, click create insights report. then, select the chicago report from the choose insights reports bar, as shown in the following figure: select the insight report that you created. you can save this insight to multiple reports, but for now, you only want to save it to the chicago report. The layout of a dashboard is defined by a template that divides the workspace into slots. each slot contains one or more widgets. you can choose one of several templates. some of the templates are specific to pega sales automation and some are specific to pega customer service™. note: pega sales automation provides 70 widgets for you to.
Dashboard Pega Creating a new insights report. after naming the report, click create insights report. then, select the chicago report from the choose insights reports bar, as shown in the following figure: select the insight report that you created. you can save this insight to multiple reports, but for now, you only want to save it to the chicago report. The layout of a dashboard is defined by a template that divides the workspace into slots. each slot contains one or more widgets. you can choose one of several templates. some of the templates are specific to pega sales automation and some are specific to pega customer service™. note: pega sales automation provides 70 widgets for you to.
Pega Customer Service Reports Pega Academy
Dashboards Pega Academy
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