Performance Metrics

What you’ll learn

  • Completion rates and average time to complete
  • Workload by area and by team member
  • Where to add support or rebalance effort

How to use it

  1. Choose the period you want to review
  2. Compare areas and roles (case workers/coordinators)
  3. Identify bottlenecks and high performers
  4. Follow up with targeted coaching or resources

Tips:

  • Celebrate improvements and share best practices
  • Reassign or adjust workloads when one area is overloaded

Troubleshooting

  • Missing people or areas? Confirm assignments are up to date
  • Numbers don’t match other pages? Align filters and date ranges