Monitoring & analytics

Distribution Engine allows you to monitor daily assignment activity through its distribution console and see longer terms trends using the built in analytics tool. As a native application you also have the option to build out your own reports and dashboards – we provide some pre-built examples you can start with.

DISTRIBUTION CONSOLE

The Distribution Console is a snapshot of today’s activity. As a manager / admin you can see how many assignments have been made by each team, drill down into the logs, monitor the queues to see leads waiting to go out and check on the current availability of your team members.

Console_1

CUSTOM ANALYTICS

In order to see longer term trends, such as how many leads team members have been receiving day by day you can use the Distribution Analytics tab. This allows you to see at a glance whether your setup is resulting in a fair spread among the teams and whether you are getting spikes at certain times of day.

Analytics

SALESFORCE REPORTS AND DASHBOARDS

Distribution Engine keeps a history of all the assignments it makes. As a native application this history is all available in your Salesforce org so you can create your own reports and dashboards as you need. We’ve provided some out of the box features to get you started.

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