Overview
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When to use Looker Generally speaking most reporting needs of a supervisor should be covered in the CXP Reporting Center to allow supervisors to remain focused on live-listening and coaching their agents. The information provided in this section should equip supervisors with the ability to pull additional info not provided in the CXP Reporting Center. It may be a tendency for some to over-analyze data (aka analysis paralysis). Please maintain focus on the calls and DO NOT get lost in the data!
Sections Each report has three sections (Filters, Visualization, Data) which may be expanded by clicking the small arrow to the left as shown in the screenshot below. Image ModifiedVisualization and Data are almost the same so we will ignore Data Filters Only 3 items in the Filters section may need adjusting: Date Granularity - It is recommended to always make this “quarter.” If you wish to pull for a week’s worth of data and the granularity setting is “Daily” then it will pull each agent 5 times, once for each of the 5 days. If you want to pull yesterday only, toggle to “Is on the day” and select yesterday’s date. If you want to toggle for a date range, select, “Is in range” and select the range. Warning: Notice the second date of the range says “until (before).” You must select the date AFTER the last day you wish to pull for. For example, in the screenshot below, the report will pull June 20-24. It will NOT include the 25th.
Enter your name if you want to pull for your team. Warning: You will not be able to pull info for agents who were recently assigned to you in Looker for dates before they were assigned to you. You’d have to include whichever TL was assigned previously, or leave the section blank to pull all agents across all teams.
Image ModifiedAfter selecting the filters, click “Run” |
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Image Added Visualization Displays the data after the report Runs. To download into excel, click the cog-wheel next to Run followed by “Download” Image ModifiedToggle to CSV and click Download |
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Reports
Below are the reports in Looker worth familiarizing yourself with along with a description of what they may be used for.
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title | Status Change Report (Labeled: User Historical Row Level Activity Lookup |
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| User Historical Row Level Activity Lookup |
Status Change Report This may be your most effective tool for weeding out shenanigansidentifying potential unethical time usage situations. It shows, in chronological order, each time an agent moved from one status to another, including the duration stayed in that status. The report shows the number of seconds in each status. A bit of excel knowhow is needed to make the report more user-friendly by creating a minute and an hour column (divide seconds by 60 for min and divide min by 60 for hours). This report generates a large number of rows and Looker settings limits how many rows can be returned. Therefore - , you are limited on the number of days you can pull for your team. Depending on how many agents worked and how often they alter to different statuses, you can probably pull 2-5 days at most. Important: This is one report that requires viewing the “Data” dropdown because, be default, looker pulls back 500 rows. Select the date range (1) and change the “row limit” (2) to 5000 (Looker’s limit) as shown in the screenshot below:
Pulling one day should be sufficient to see ‘a day-in-the-life’ of an agent’s activity. Download into Excel. Create a Minutes column (divide seconds by 60). Create an Hours column (divide minutes by 60). Sort “Start Time” from A-Z (earliest to latest time chronologically). Filter for the agent your are meeting with. To do this: Click the ‘data’ dropdown' followed by the cog-wheel for ‘agent name’ followed by ‘filter’
Image AddedYou should now see the “Agent Name” filter option in the “Filters” section which allows you to select for a single agent.
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Enter the name of the agent whose status usage you are reviewing. Walk through their “Day-in-the-life” This exercise will shine the spotlight on shady Productivity practices. The screenshot below demonstrates one example of what to watch for. The casual observer may overlook the fact that the “Disposition Status” was abused this day. The agent seemingly takes advantage of the Disposition status with a few minutes here and a few there. But the total sum of hours in Disposition adds to 1.48 Hrs.
Taking the total Disposition Minutes (1.48 hrs *60 = 89 min) divided by the total number of Disposition line items listed above (32calls (27 as indicated by the Historical Performance Report shown below) suggests the agent spent an average of 23.8 3 min in Disposition status. This alone is enough to call the agent out because there is very excessive. There should not be more than 1 min in this status on average. But, looking at additional reporting for this day shows the true number of inbound and outbound calls is 27: …which makes the average worse. Maybe some agents have found a way to embellish reporting details? If so we should verify so we can watch for this.The example above was found in one attempt of pulling data for an agent who has a history long disposition time. These situations are not difficult to find for the careful observer. Here is another example of how to utilize this report. The daily CR-Productivity report shows some agents who ‘struck out’ for the day and were advised to stop taking calls struggled with CR and were pulled for additional coaching time (ie lines 14-17). It is somewhat apparent why their Productivity may have been low. What about the agent on line 5 with 75% Productivity? 1 Submit, 7 IB Calls, 3 outbound calls, and 75% Productivity…there were no trainings scheduled this day. Maybe there were extensive coaching sessions…if so, you would know as their coach.
The agent in the first example has worked on this campaign for about 4 months. There should be no reason the agent is not adhering to status expectations by now. The agent in the second example has been here since 2020. This is inexcusable and a reflection of poor management. These behaviors must be quickly identified and corrected for new agents this year. Note |
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Some agents will be running games on your watch, on your team, at your expense. Can you efficiently identify these behaviors to correct and weed them out or will these slip your attention and cause goals to be missed? |
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title | Inbound Call Disposition Report |
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Inbound Call Disposition Report Shows the number of Dispositions over selected time frame Shows the % of total calls were used for each disposition over selected timeframe Warning: If large date ranges are selected, it is likely some agents will come back more than once due to team changes, etc. This is full of potential coaching opportunities. For example, if pulled over the course of a month, it is easy to find outliers for the following dispositions: % Call Disconnected - Call customer back right away - Does the agent have internet problems? % Callback Pipeline Created - If close to 0%, why is the agent apparently not setting up Pipeline? % Did Not Connect - Call Failed - Agent has internet problems? Agent purposefully hanging up right away and blaming on Call Failed? % Has Insurance - Not Interested - Being Outlier in Not Interested categories may indicate lack of closing skills. % Not Eligible - Other - May indicate lack of ability to identify SEPs % Missed Direct Inbound - Timeout - This one is huge. Having any missed calls here is an indication of not being at desk, ready to answer a call. Agents should be coached for anything over 5% and CAPs for over 10% for call avoidance.
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title | User Intraday KPIs Aggregate |
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User Intraday KPIs Aggregate This report is crucial because it shows each agent’s CR as the day progresses. It identifies agents running through calls so we can pull for coaching. Filter for your team and manage them with this report.
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title | Historical Performance Report - Activity & Granularity Breakout |
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Historical Performance Report - Activity & Granularity Breakout This is report includes agent status time and enrollment data so it is a great overview of overall performance. However, it does not include training time. Therefore, this report cannot be used for an accurate calculation of the 85% Productivity metric.
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Medicare App Report |
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expandeach app by each agent over the selected timeframe. Notice, some policies show an enrollment code and SEP code but some do not. Those that do not show and enrollment code and SEP code are not legitimate enrollments. The “Historical Performance Report” counts the the non-enrollment code/SEP code situations…but it should not do this. Some agents may know how to get invalid “submits” to show up on the “Historical Performance Report,” but we use this report to filter those out on EOW reporting. This report is also useful for seeing enrollment reasons selected. If you see invalid enrollment reasons such as OTH or CSP then you have found an urgent coaching opportunity. The Sunfire Enrollments Lookup is similar in that it lists each individual enrollment for each agent but the Sunfire report duplicates some of the enrollment codes (ie inaccarate) and is limited in info relative to this report so the Sunfire report may not be needed as long as this report is available.
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