The Performance Evaluation Dashboard allows you to analyze calls for performance metrics, identify coaching opportunities, and track team effectiveness. This guide shows you how to access and navigate the dashboard.

Accessing the Performance Evaluation Dashboard #

Step 1: Navigate to Create Dashboards #

1. Login to your Insight7 account at https://insight7.io
2. Click on Analyze in the main navigation
3. Select Create Dashboards

Step 2: Select Performance Evaluation #

1. You’ll see different dashboard types available
2. Click on Performance Evaluation
3. You’ll see: “Analyze calls for performance, key metrics & coaching opportunities”

Choosing Your Evaluation Criteria #

You’ll see two sections for selecting criteria:

My Criteria Templates #

• Templates you’ve previously created or customized
• Your organization-specific evaluation criteria
• Quick access to frequently used custom templates

Criteria Templates #

Pre-built evaluation templates for common scenarios:

• Client Engagement Call – Assess client interaction quality
• Customer Discovery – Evaluate discovery question effectiveness
• Customer Success QA – Review customer success team performance
• Internal Stakeholder Meeting – Evaluate internal meeting effectiveness
• Investor Pitch Call – Assess pitch quality and persuasiveness
• Job Interviewer Performance Review – Review interviewer effectiveness
• Manager Feedback Call Review – Evaluate manager coaching sessions
• Podcast/Creator Interviewer Performance – Assess interview hosting skills
• Quality Assurance – Standard QA evaluation criteria
• Roast my performance – Get critical performance feedback
• Sales Discovery Performance – Evaluate sales discovery calls
• Speaker Presentation – Assess presentation delivery
• Training Session Delivery – Review trainer effectiveness

Step 3: Select Your Template #

1. Click on the template that matches your evaluation needs
2. The system will begin performing your evaluation
3. Wait for processing to complete

Understanding Your Evaluation Results #

Overview Metrics #

At the top of the view, you’ll see:

All Calls (1)

• Shows the number of calls evaluated in this view

AES: Agent Effort Score

• Measures how much effort the agent put into the call
• Score range displayed (e.g., 0.6)
• Higher scores indicate more agent engagement

CES: Customer Effort Score

• Measures how much effort the customer had to expend
• Score range displayed (e.g., 0.3)
• Lower scores typically indicate better customer experience

Scorecard View #

You’ll see a scorecard for each evaluated call containing:

Evaluee

• Name of the person being evaluated (agent, rep, interviewer, etc.)

Overall Score

• Aggregate performance score across all criteria
• Quick indicator of overall call quality

Step 4: Expand the Scorecard #

Click on any scorecard to expand and view detailed results.

Detailed Scorecard Breakdown #

When you expand a scorecard, you’ll see three tabs:

Score Card Tab #

What it shows:

• Detailed breakdown of performance by criteria
• Individual scores for each evaluation dimension
• Sub-criteria performance ratings
• Evidence and observations from the call

Use this to:

• Understand exactly how each criterion was scored
• Identify specific strengths and weaknesses
• Review performance across all evaluation dimensions

Coaching Tips Tab #

What it shows:

• AI-generated coaching recommendations
• Specific, actionable improvement suggestions
• Personalized feedback based on performance gaps

Use this to:

• Prepare for one-on-one coaching sessions
• Provide targeted feedback to evaluees
• Create development plans for skill improvement
• Share constructive guidance with team members

Trends Tab #

What it shows:

• Performance patterns over time
• Score progression across multiple evaluations
• Improvement or decline indicators
• Comparison against historical performance

Use this to:

• Track individual development over weeks or months
• Measure the impact of coaching interventions
• Identify persistent strengths or recurring gaps
• Celebrate improvements and wins

Performance Breakdown Section #

Below the scorecard tabs, you’ll see:

Performance Breakdown

• Granular view of how the evaluee performed on each criterion
• Visual indicators (scores, ratings, or pass/fail)
• Context and evidence for each assessment
• Detailed notes on specific call moments

Using the Dashboard Effectively #

For Managers and Team Leads #

Review Individual Performance

1. Expand scorecards for team members
2. Focus on the Score Card tab for overall assessment
3. Use Coaching Tips to prepare feedback
4. Reference Trends to track development

Identify Team Patterns

• Compare scorecards across multiple calls
• Look for common strengths or gaps
• Prioritize training on widespread issues

Prepare Coaching Sessions

• Export or screenshot coaching tips
• Combine insights from multiple calls
• Use specific examples from performance breakdown

For QA Teams #

Ensure Consistency

• Review evaluation scores for fairness
• Spot-check AI assessments
• Verify criteria are being applied correctly

Track Quality Metrics

• Monitor AES and CES scores across calls
• Identify quality trends over time
• Flag calls that need manual review

For Training Teams #

Design Targeted Training

• Identify which criteria have lowest scores
• Use coaching tips to inform curriculum
• Create training based on real performance gaps

Measure Training Impact

• Compare scores before and after training
• Use Trends tab to show improvement
• Validate training effectiveness with data

Dashboard Tips #

Regular Review Cadence

• Check dashboards weekly for active coaching
• Monthly for performance reviews
• Quarterly for trend analysis

Filter and Sort

• Use dashboard filters to view specific time periods
• Sort by score to find top performers or those needing support
• Filter by criteria to focus on specific skills

Share Insights

• Export scorecards for performance reviews
• Share coaching tips directly with evaluees
• Use dashboard data in team meetings