Per-Agent Restricted View & Customizable KPI Dashboard for Performance Reports
PROBLEM STATEMENT
Currently, granting a user access to Performance Reports allows them to view metrics across the entire team or department. There is no native setting to restrict an individual user to viewing only their own metrics while restricting peer data and limiting visible KPIs.
DESIRED FUNCTIONALITY & REQUIREMENTS
1. Role-Based Data Isolation (Per-Agent Self-View)
-Agent A sees only Agent A's performance data.
-Agent B sees only Agent B's performance data.
-Employees are strictly prevented from viewing peer metrics, logs, or reports.
-Managers and Admins retain full access to all team, group, and department reports.
- Customizable KPI Display for Agent View
-Admins/Managers can choose which specific KPIs are displayed on the employee's personal report.
-Support selecting specific metrics for the agent view, including:
Inbound Calls
Answered Calls
Missed Calls
Outbound Calls
Connected Calls
Average Call Duration
BUSINESS JUSTIFICATION & VALUE
-Privacy & Confidentiality: Protects individual productivity data from unauthorized peer viewing.
-Self-Management: Allows agents to monitor their own KPIs and performance goals independently.
-Operational Efficiency: Eliminates the need for managers to manually export, edit, and email individual reports to each team member.