Set Up Dashboards:
After configuring AI Agents and collecting conversation insights, access the Dashboard feature from the main navigation menu.
The dashboard serves as a central hub for visualizing and managing data extracted by AI agents
By leveraging the Dashboard feature in Meetric, teams can transform raw conversation data into meaningful insights, driving better performance, strategic alignment, and overall success
Benefits of using Dashboards
Comprehensive Data Visualization and performance:
See all key metrics and insights in one place, making it easier to identify actionable trends.
Track individual and team performance metrics, fostering accountability and growth.
Quickly access relevant insights without manually combing through raw data, enabling timely and informed decisions.
Enhanced Cross-Department Collaboration:
Share dashboard insights with teams like sales, marketing, and customer success to ensure everyone is aligned with organizational goals.
Adapt the dashboard to meet the unique needs of different teams or departments, ensuring relevance and usability.
Use the dashboard to track performance and insights across the entire organization, from individual contributors to global teams.
Continuous Improvement and Strategy:
Share data-backed insights from the dashboard with stakeholders, demonstrating transparency and driving informed discussions.
Regularly review dashboard data to identify opportunities for refinement in strategies, training, and customer interactions.
How to set up, use and interpret dashboards
Customize the Dashboard View:
Tailor the dashboard to display the metrics most relevant to your team or organization, such as:
Keyword trends.
Call performance metrics.
Track insights
Sentiment analysis.
Filter data by date range, team, recording type, meeting type, outcome or specific AI agents to focus on particular insights and trends.
Analyze Key Metrics:
Review widgets, such as graphs, charts, or ratio, to identify patterns and trends in conversation data.
Drill down into specific widgets to gain deeper insights, such as pinpointing frequent objections or high-performing sales strategies.
Set Goals and Benchmarks:
Use the dashboard to define success metrics and track progress against targets.
Compare team performance over time to identify areas for improvement.
Generate Reports:
Share dashboard insights with stakeholders or aligning cross-functional teams.
Use sharing to highlight successes, identify gaps, or plan strategic initiatives.
Take Action from Insights:
Leverage insights from the dashboard to:
Refine playbooks or scripts.
Provide data-driven feedback to teams.
Adjust strategies to address identified trends or pain points