The Chameleon-i dashboard records user actions and logs these providing a report that details a user's activity, performance and a forecast of predicted revenue.
- To access the Dashboard, select 'Reporting' from the main menu.
- Select 'Dashboard' from the reporting drop-down list.
- You have 3 options when the report loads
The 'Activity' tab enables users to view their individual activity by way of scheduled diary entries and scheduled meeting and interviews. If you are an administrator, you will be able to view all or selected users' activities.
The 'Performance' tab enables users to view their individual performance, providing 3 months of historical data and the current month on a weekly basis. If you click the individual numbers this will show the detail for each activity. If you are an administrator, you will be able to view all or selected users' activities.
The 'Forecast' tab enables users to view projected revenue based on user historic and scheduled activity within the database. If you are an administrator, you will be able to view all or selected users' activities.
This reporting tool enables you to check at a glance, weekly and monthly figures - however, we recommend you use the i-Dash and the Action Reporting features for real-time data and reporting.
Clicking the 'Email Me' button will send via email the content of the report in CSV format.
Please note this Dashboard is updated overnight and is NOT real-time.