Customer Metrics Dashboard

The Customer Metrics Dashboard provides a visual representation of key metrics related to customers. Through the use of charts and scorecards, this dashboard enables users to quickly and intuitively analyze customer visits and identify areas that require attention.

1. Customer Metrics: This section provides the following employee metrics.
   • Total Customers: Displays the total number of customers in your organization. When you click on this metric, you will be redirected to the customer's section.
   • Pending Requisition Approvals: Displays the number of customer requisitions pending approval.
   • Total Visits Today: Displays the total number of customer visits performed on the current day.
2. Visits: In this section, you can find the count of customer activities performed during different time intervals. The customer visits are categorized based on specific time ranges: 0-7 days, 7-30 days, 30-90 days, and 90+ days. By clicking on the bar graph, you can view the details of the customers.
3. Customers With Atleast One Pending Work (Process wise): In this section, you will find a pie chart illustrating the distribution of works with pending tasks to be completed. By hovering your cursor over any section of the pie chart, you can view the name of the work along with the number of pending tasks associated with it. Furthermore, clicking on a section will provide you with customer names and the employees assigned to those tasks.