MULTIDIMENSIONAL INSIGHTS ON CUSTOMER SERVICE DYNAMICS
The disclosed embodiments provide a system for processing data. During operation, the system obtains a set of key performance indicators (KPI) for one or more customer service representatives, wherein the set of KPIs includes a number of cases (e.g., solved cases, reopened cases, handled cases, and/or routed cases) per queue hour. Next, the system uses the set of KPIs to display a graphical user interface (GUI) comprising a chart of a two-dimensional performance measurement for the one or more customer service representatives. The system then displays, in the chart, a first axis representing a productivity KPI comprising the number of cases per queue hour and a second axis representing an additional KPI from the set of KPIs.
1 . A method, comprising:
obtaining a set of key performance indicators (KPI) for one or more customer service representatives, wherein the set of KPIs comprises a number of cases per queue hour;
using the set of KPIs to display, by a computer system, a graphical user interface (GUI) comprising a chart of a two-dimensional performance measurement for the one or more customer service representatives; and
displaying, in the chart, a first axis representing a productivity KPI comprising the number of cases per queue hour and a second axis representing an additional KPI from the set of KPIs.
2 . The method of claim 1 , further comprising:
obtaining, through the GUI, one or more targets for the set of KPIs; and
updating the chart based on the one or more targets.
3 . The method of claim 2 , wherein updating the chart based on the one or more targets comprises:
displaying one or more thresholds representing the one or more targets in the chart.
4 . The method of claim 3 , wherein updating the chart based on the one or more targets further comprises:
modifying one or more representations of the two-dimensional performance measurement in the chart based on the one or more thresholds.
5 . The method of claim 4 , wherein modifying the one or more representations of the two-dimensional performance measurement in the chart based on the threshold comprises:
modifying a color of the one or more representations based on a comparison of the two-dimensional performance measurement with the one or more thresholds.
6 . The method of claim 1 , further comprising:
displaying one or more values from the set of KPIs based on a position of a cursor in the GUI.
7 . The method of claim 6 , wherein the one or more values comprises at least one of:
a number of solved cases;
the productivity KPI; and
the additional KPI.
8 . The method of claim 1 , wherein the number of cases per queue hour comprises at least one of:
a number of solved cases;
a number of reopened cases;
a number of handled cases; and
a number of routed cases.
9 . The method of claim 8 , wherein the one or more filters comprise at least one of:
a location;
a manager;
a senior manager;
a hire status;
a queue-facing status; and
a role.
10 . The method of claim 1 , wherein obtaining the set of KPIs for the one or more customer service representatives comprises:
calculating the productivity KPI by dividing a number of cases per unit time for the one or more customer service representatives by a number of queue hours per unit time for the one or more customer service representatives; and
including the productivity KPI in the two-dimensional performance measurement for the one or more customer service representatives.
11 . The method of claim 1 , wherein the additional KPI is at least one of:
a customer satisfaction score (CSAT);
a number of queue hours;
a number of solved cases; and
a reopen rate.
12 . An apparatus, comprising:
one or more processors; and
memory storing instructions that, when executed by the one or more processors, cause the apparatus to:
obtain a set of key performance indicators (KPI) for one or more customer service representatives, wherein the set of KPIs comprises a number of cases per queue hour;
using the set of KPIs to display a graphical user interface (GUI) comprising a chart of a two-dimensional performance measurement for the one or more customer service representatives; and
display, in the chart, a first axis representing a productivity KPI comprising the number of cases per queue hour and a second axis representing an additional KPI from the set of KPIs.
13 . The apparatus of claim 12 , wherein the memory further stores instructions that, when executed by the one or more processors, cause the apparatus to:
obtain, through the GUI, one or more targets for the set of KPIs; and
update the chart based on the one or more targets.
14 . The apparatus of claim 13 , wherein updating the chart based on the one or more targets comprises:
displaying one or more thresholds representing the one or more targets in the chart; and
modifying one or more representations of the two-dimensional performance measurement in the chart based on the one or more thresholds.
15 . The apparatus of claim 14 , wherein modifying the one or more representations of the two-dimensional performance measurement in the chart based on the threshold comprises:
modifying a color of the one or more representations based on a comparison of the two-dimensional performance measurement with the one or more thresholds.
16 . The apparatus of claim 12 , wherein the memory further stores instructions that, when executed by the one or more processors, cause the apparatus to:
display one or more values from the set of KPIs based on a position of a cursor in the GUI.
17 . The apparatus of claim 12 , wherein the memory further stores instructions that, when executed by the one or more processors, cause the apparatus to:
obtain one or more filters from a user through the GUI; and
update the chart based on the one or more filters.
18 . A system, comprising:
an analysis module comprising a non-transitory computer-readable medium comprising instructions that, when executed by one or more processors, cause the system to obtain a set of key performance indicators (KPI) for one or more customer service representatives, wherein the set of KPIs comprises a number of cases per queue hour; and
a management module comprising a non-transitory computer-readable medium comprising instructions that, when executed by the one or more processors, cause the system to:
use the set of KPIs to display a graphical user interface (GUI) comprising a chart of a two-dimensional performance measurement for the one or more customer service representatives; and
display, in the chart, a first axis representing a productivity KPI comprising the number of cases per queue hour and a second axis representing an additional KPI from the set of KPIs.
19 . The system of claim 18 , wherein the non-transitory computer-readable medium of the management module further comprises instructions that, when executed by the one or more processors, cause the system to:
obtain, through the GUI, one or more targets for the set of KPIs; and
update the chart based on the one or more targets.
20 . The system of claim 19 , wherein updating the chart based on the one or more targets comprises:
displaying one or more thresholds representing the one or more targets in the chart; and
modifying one or more representations of the two-dimensional performance measurement in the chart based on the one or more thresholds.