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Erica C.
Joined Apr 16, 2021
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Last activity May 12, 2023
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Latest activity by Erica C.
Erica C. commented,
+1 for scheduling queries instead of dashboards. Every single one of our 58 agents currently receives personalized productivity reports several times a day through Insights. Now I have to setup 58 dashboards to support this functionality? That's bonkers, y'all, what a time suck and adds so much unnecessary noise to the dashboards section in Explore.
Editing to add: So I started to change my reporting for my team so that I could cut down on the number of dashboards I would need to setup... but as it turns out, the hourly productivity report I use is too wide to send as an image anyway. There's no winning here. I can only send it as an excel file or else the report gets cutoff.
With Insights, this report could be sent in the body of the email, it was such a quick an easy way for agents to keep track of their work. Now I can't send it as an individual query, I can't send it as an image, and my agents have to download a file just to see how many emails they've sent throughout the day.
This is def not an improvement.
View comment · Posted May 25, 2021 · Erica C.
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Erica C. commented,
huge, HUGE thanks to all of y'all who contributed to this post. You all saved me from totally destroying my own help center since I don't really know what I'm doing when it comes to updating the templates, but I have big dreams.
View comment · Posted Jun 25, 2020 · Erica C.
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