AnsweredAssumed Answered

HELP TO CREATE A DASHBOARD LAYOUT

Question asked by lynton on Mar 7, 2014
Latest reply on Mar 9, 2014 by davidanders

Title

HELP TO CREATE A DASHBOARD LAYOUT

Post

     Scenario; I developed a database for  a client that has appr. 7 employees that work in a call center. Each employee is assigned 500 accounts / customers to work. As a default all accounts are imported in the "STATUS CODE NEW"....(SEE SOFTWARE SCREENSHOT- below)....As they work the accounts they change the status code to whatever happened on the account (ie) - if they called and left a message for a customer they then change the status code to (1st attempt) - NOTE: there are 15 different status codes...

      

     Now with 7 employees as they are all working there assigned que of accounts, the status codes are constantly changing within the que...

      

     What I need is a layout that will show how many accounts each employee has in each status code in real time as they are changing the codes ( SEE STATUS CODE DASHBOARD )... SEE TABLE BELOW

      

      

     I would appreciate any help with this and if necessary I can arrange a screen-share to show exactly what is needed

      

     Thank You In Advance.....

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        
                                        collectors                                                                                   NEW                                         1ST ATTEMPT                                         2ND ATTEMPT                                         3RD ATTEMPT                                         HOT                                         DECLINES                                                                                   TOTAL
                                                                                                                                                                                                                                                                                                                                                                                    
                                                             
                                   
                                                                                                                                                                                                                                                                                                                                                                                         
                                                                                                                                                                                                                                                                                                                                                                                                                                   
                                        DONNIE                                                                                   10                                         25                                         13                                         14                                         9                                         3                                                                                   74
                                                                                                                                                                                                                                                                                                                                                                                                                                   
                                        LAMAR                                                                                   4                                         45                                         22                                         9                                         55                                         4                                                                                   139
                                                                                                                                                                                                                                                                                                                                                                                                                                   
                                        KELVIN                                                                                   22                                         16                                         45                                         31                                         6                                         6                                                                                   126
                                                                                                                                                                                                                                                                                                                                                                                                                                   
                                        SHANA                                                                                   50                                         44                                         13                                         33                                         4                                         4                                                                                   148
                                                                                                                                                                                                                                                                                                                                                                                                                                   
                                        RICK                                                                                   36                                         69                                         26                                         44                                         2                                         5                                                                                   182
                                                                                                                                                                                                                                                                                                                                                                                                                                   
                                        VINCE                                                                                   25                                         25                                         25                                         11                                         47                                         2                                                                                   135
                                                                                                                                                                                                                                                                                                                                                                                                                                   
                                        MIKE                                                                                   33                                         58                                         52                                         95                                         42                                         9                                                                                   289
                                                                                                                                                                                                                                                                                                                                                                                                                                   
                                        TOTALS                                                                                   180                                         282                                         196                                         237                                         165                                         33                                                                                   1093
               
                                                                                                                                                                                                                                                                                                                   
                                                                                                                                                                                                                                                                                                                                         
                                                                                                                                                                                                                                                                                                                                         
                                                                                                                                                                                                                                                                                                                                         
                                                                                                                                                                                                                                                                                                                                         
                                                                                                                                                                                                                                                                                                                                         
                                                                                                                                                                                                                                                                                                                                         
                                                                                                                                                                                                                                                                                                                                         
                                                                                                                                                                                                                                                                                                                                         
                                                                                                                                                                                                                                                                                                                                         

      

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Outcomes