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internal dashboard for customer calls

Dashboard Setup

Define purpose of dashboard

Identify key metrics and KPIs to track

Determine frequency of updates

Data Collection

Gather customer call data from various sources (CRM, helpdesk software, etc.)

Ensure data is accurate and up-to-date

Clean and organize data for easy analysis

Dashboard Design

Choose appropriate visualization tools (charts, graphs, tables, etc.)

Create user-friendly interface for easy navigation

Customize dashboard to display relevant information for different user roles

Integration

Integrate dashboard with other internal systems for seamless data flow

Test dashboard functionality and ensure data is syncing properly

Train employees on how to use the dashboard effectively

Feedback and Improvement

Gather feedback from users on dashboard usability and functionality

Continuously monitor and analyze customer call data for trends and insights

Implement improvements based on feedback and data analysis to optimize dashboard performance

Security and Privacy

Ensure customer call data is secure and protected

Implement user access controls to restrict sensitive information

Comply with data privacy regulations and industry standards.

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