One of Kaizan's key purposes is to improve visibility for all client-facing personnel across their accounts - the "Client" and "Supplier Dashboard"(s) are a key feature to facilitate this improved, real-time visibility.
At the Dashboard, you receive a snapshot of client/supplier health based on a mixture of qualitative and quantitative data.
Tier: The type of folder this account is - this follows your organisation's bespoke tiering system. E.g. are they P1/P2/P3, Gold/Silver/Bronze etc.
Members: Which team members manage or are assigned to this account.
Total Calls: Number of calls with this client in the last 30 days.
High Moments/Low Moments: The number of hi/lo moments with this client/supplier in the last 30 days. You can read more on Moments here.
Your Response Time: Average time taken by your company to respond to client emails in the last 30 days - this does not factor in OOO hours/days.
Time on Comms: AI calculated amount of time spent on client calls and emails in the last 30 days.
AI CSAT Score: Your guiding metric to client health. You can read more about AI CSAT Scores here.
You can also filter your dashboard view through different tiers for more focussed views of client health:
Hit the yellow button in the top right with "X included, Y excluded".
This opens the below pop up. Hit the green "Include" and red "Exclude" buttons to filter for different views, then to update the view, hit "Apply".
You can also switch between the "All Clients" and "My Clients" tabs - if your org has multiple clients in Kaizan, you may just want to view your own!
If no accounts are showing up in the "My Clients" tab, this is because you are not designated as an owner to any account.
You can read how to make yourself an owner of an account in this article.