One of Kaizan's key purposes is to improve visibility for all client-facing personnel across their accounts - the "Dashboard" is a key feature to facilitate this improved, real-time visibility.
At the Dashboard, you receive a snapshot of client health based on a mixture of qualitative and quantitative data.
Tier: Which type of client this account is
Owners: Which team members manage this account
Overall Sentiment: Average sentiment of your client and your team across all calls and emails in the last 30 days
Your Response Time: Average time taken by your company to respond to client emails in the last 30 days
Time on Comms: Amount of time spent on client calls and emails in the last 30 days
Relationship Score: Measuring 8 metrics over the last 30 days to determine whether a client account is in a good position or needs attention
Your "Relationship Score" will either be:
Needs Attention (red): Only 0-4 metrics on track
Okay (yellow): 5-6 metrics on track
Good (green): 7-8 metrics on track
You can read more about how the Relationship Score is calculated and which metrics are tracked in this article.
You can also filter your dashboard view through these tiers for more focussed views of client health:
Gold
Silver
Bronze
New Business
Unassigned
Inactive
As well as 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.