How do you create and share UCaaS dashboards and reports with stakeholders and teams?

1 Choose your UCaaS platform

When selecting a UCaaS platform, it’s important to consider the types and sources of data that can be collected and analyzed, such as call quality, usage, satisfaction, and cost. Additionally, you should ensure the platform offers flexibility and customization to create dashboards and reports that match your goals and preferences. It’s also critical to ensure the security and compliance of the platform to protect your data and meet industry standards. Lastly, check for integration and compatibility with existing tools and systems, such as CRM, ERP, and email.

2 Define your UCaaS goals and metrics

The second step is to define your UCaaS goals and metrics. You should align them with your business objectives and strategy, and identify the key performance indicators (KPIs) that will help you measure your progress and success. For instance, you could measure employee engagement and collaboration by the number and duration of calls, meetings, chats, and shared files. To gauge customer experience and loyalty, you could look at the customer satisfaction score, net promoter score, and first call resolution rate. Additionally, you can assess operational efficiency and cost savings through the total cost of ownership, return on investment, and resource utilization.

3 Create your UCaaS dashboards and reports

The third step is to create your UCaaS dashboards and reports using the data and metrics that you have defined. Consider utilizing the tools and templates your UCaaS platform provides, or a third-party software if more functionality and customization is necessary. For the best results, use clear and concise titles, labels, and descriptions to explain what each dashboard and report shows and why it matters. Visual elements, such as charts, graphs, tables, and icons, can display the data in an easy-to-understand and appealing way. Additionally, filters, segments, and drill-downs can enable users to explore the data in more detail from different perspectives. To create a consistent and professional look, use colors, fonts, and layouts for your dashboards and reports.

4 Share your UCaaS dashboards and reports

The fourth and final step is to share your UCaaS dashboards and reports with your stakeholders and teams. You should select the most suitable method for delivering and distributing them, depending on who the audience is and the purpose of the sharing. This could include emailing them as attachments or links with a brief summary and a call to action, embedding them on a website, intranet, or portal with access control, exporting them as PDF, Excel, or PowerPoint files with an option to print or download, or presenting them in a live or recorded webinar, meeting, or workshop with an opportunity for questions and feedback. By using UCaaS dashboards and reports to illustrate their value and impact to stakeholders and teams, you can use the data and insights to refine your communication strategy and performance.

5 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?