• Use the Productivity Dashboard to track the activity of PM Users.

This Dashboard presents 5 visuals:

1. Count or Dollar Amount of Transactions Added
2. Hourly User Activity
3. Claim Submission
4. Claims with More than # Submits
5. Claim Completion Performance

Use the Controls header to modify the display criteria on the Productivity Dashboard.

Productivity Dashboard Visuals

1. Count or Dollar Amount of Transactions Added:

• Displays the Transaction values by User.

• Productivity Metric Amount Type: Toggle between Count and Dollar Amount in the Controls header.
• Productivity Metric Type: Select the Transaction Types that will be reported in the visual.

2. Hourly User Activity

• Sums the number of fields changed by a User by the Date and Hour.

• Entity: Select the Entities (fields) that will be considered User Activity.

• Example: If you do not want to count interactions with Custom Fields as a User Activity, deselect Custom Fields from the list.

3. Claim Submission

• Tracks the daily number of Claims submitted per User.

• The Claim Productivity line represents the average Claim  submission productivity across all Users.

4. Claims with More Than # Submits

• Displays the number of Claims that have more than the selected number of submissions.

• Use the Number of Submissions field to control the number of submissions a Claim must have before it appears in the Visual.

5. Claim Completion Performance

• Displays the average number of submissions a Claim has before it is Paid per User.