Lead Dashboard

This article provides an in-depth guide to understanding the user interface (UI) features of the PowerRouter dashboard for the Lead record type. The PowerRouter dashboard is a powerful tool designed to help you manage and monitor Lead records efficiently. We'll cover various aspects of the dashboard, including date filters, workflow filters, statistics, user information, assignment distribution, live workflows, assignment details, and recent assignments.

Accessing the Lead Dashboard:

By default the Dashboard for Lead object type opens which looks as shown below.

Date Filter:

The date filter, located in the top left corner, allows you to view Lead records routed within a particular time period. Click on the drop-down menu to select a date filter from the following options:

Today: Displays the count of Lead records processed by PowerRouter on the current day.
Yesterday: Shows the count of Lead records processed by PowerRouter on the previous day.
This Week: Displays the count of Lead records processed by PowerRouter within the current week.
Last Week: Shows the count of Lead records processed by PowerRouter in the previous week, within the last 7 and 14 days.
This Month: Displays the count of Lead records processed by PowerRouter within the current month.
Last Month: Shows the count of Lead records processed by PowerRouter in the previous month.
This Quarter: Displays the count of Lead records processed by PowerRouter within the current quarter, encompassing the last 3 months.
Last Quarter: Shows the count of Lead records processed by PowerRouter in the previous quarter.

Workflow Filter:

On the right side of the Date Filter, you'll find the Workflow Filter. By default, all workflows are selected, which means metrics for Lead records routed in all Lead workflows are displayed. To view metrics for a specific Lead workflow, click on the dropdown menu and select the desired workflow.

Refresh Button:

Adjacent to the Workflow Filter, the Refresh button allows you to reload the dashboard console to get the most up-to-date data.

Statistics:

The Statistics section, positioned prominently in the dashboard, provides a hub of metrics related to Lead records. Metrics include:

Assignments: The number of Lead records assigned to the user.
Reassignments: The number of Leads reassigned to another user.
Task Created: Highlights the number of Lead tasks created.

You can customize the variables displayed in the Statistics section by clicking on the Edit button in the top right corner.

This will open the View Settings in PowerRouter, where you can choose object types and select the variables you wish to display.

There are various other variables in Lead such as -

Match Accounts - The number of how many Leads that have been matched to any account; that is, how many routed Leads meet the requirements for Lead-Account matching and enter the Match Account component's Yes Path in Powerrouter Workflow.
Accounts Created: The number of Accounts created from Lead using the “Create Account” component in Powerrouter.
Lead Duplicate Detected - The number of Leads that are duplicates of already existing Lead
Merged Duplicates: The number of duplicate Leads that were merged into the existing Lead.
Convert Leads - The number of leads that were converted to Accounts, Contacts, and Opportunities when routed to the Convert Lead component.
Contacts Duplicate Detected - The number of Leads that are duplicates of already existing Contacts.

Users:

The Users section presents user status in a Pie-Chart format, categorizing users into four sections:

Active Users: The number of active PowerRouter users available for assignments.
Capped Users: Users whose assignments have been capped.
Users on Leave: The number of users currently on leave or holiday.
Inactive Users: Count of Salesforce inactive or unlicensed users.

Assignment Distribution:

This section shows the number of assignments made within routing components of workflows. The pie chart is based on label values associated with routing components. By default, the chart displays the top 5 routing components with the most assignments. If there are equal assignments, random values are chosen.

Live Workflows:

This section lists all published workflows for various object types in PowerRouter.

Clicking on "View" opens the workflow in View Mode, while "Track" opens the workflow in Track Mode. To view all workflows, click on "View All" to access the Published Workflow section of PowerRouter.

Assignment Details of Users:

This section provides details about users to whom assignments have been made. Information includes the table with the following factors:

User Name and Role: Name of the user along with their role to whom records were assigned.
Leads Assigned: Number of Lead Assignments done to the users
Leads Reassigned: Number of Leads reassigned to the users
SLA Breached: Demonstrates the percentage of Service Level Agreement (SLA) breaches for each user, represented as a progress bar. Default values are marked as "N/A."
Status: The live status of the assigned user, indicating whether the user is Active, On Holiday, or a Salesforce Inactive User.

Recent Assignments:

This section displays the top 200 assignments made in the selected workflow and duration. For the Account record type, the sections added in this part are - Name, Company, Assignment Reason, Assigned Date, Assigned To, and Action.

Besides the table of records, you have the following actions available:

View All: Clicking on this action takes the user to the activity page in detailed mode, which is paginated for easy navigation.
Reassign: Opens a modal that allows users to search for a user to reassign the record to.
- After clicking on the Reassign button a dialog box will appear with the header - “Reassign Record”
- Choose the user, you want to reassign the record.
- Click on the “Reassign” button to save the changes Made.
- Later click on the “Refresh” button, and check the Assignment Users to view the changes.

The PowerRouter dashboard for Lead Records offers a robust set of features to help you manage and monitor Lead records effectively. By understanding how to use the various filters, view statistics, explore user information, and manage assignments, you can optimize your Lead record management process.