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
- Choose the period you want to review
- Compare areas and roles (case workers/coordinators)
- Identify bottlenecks and high performers
- 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