Portfolio Analytics

The Portfolio Analytics section provides a reporting view for portfolio performance and scoring configuration. Use this section to review analytics for a selected period and export the current reporting view as needed.

What's in Portfolio Analytics

The Portfolio Analytics page includes:

• Last updated timestamp - Shows when the analytics data was last refreshed

• Date-range selector - Choose the reporting period to analyze

• Export action - Download the current reporting view

• Overview tab - Review portfolio performance metrics

• Score Card tab - Create and manage custom scoring criteria for calls

What You Can Do in Portfolio Analytics

Teams commonly use the Portfolio Analytics section to:

• review analytics for a selected reporting period

• export portfolio reporting views

• create and manage custom call scorecards

• define weighted scoring criteria for call evaluation

• set a default scorecard for call reviews

Best Practices

Use the date-range selector to focus your analysis on the relevant reporting period before exporting. Review and update scorecard criteria regularly to ensure your call quality standards remain aligned with current priorities.