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Responsiveness KPI Dashboard (Calls & Cases)

Mar

2022

Problem / Purpose

Leadership needed centralized visibility into responsiveness across client-facing channels, including phone and case activity. Metrics existed in separate systems and lacked consistency or trend reporting.

Solution

Built a company-wide KPI dashboard using raw Salesforce and Amazon Connect data in Snowflake. Created metrics for call responsiveness (answer rate, answer time, voicemails) and case handling (resolution time, reopen rate, case flow). Final dashboard built in Tableau with summary and trend tabs, definitions, and filters. Maintained usage for 1–2 years.

Key Achievements / Impact

Delivered a unified dashboard used across the organization for tracking responsiveness KPIs. Enabled visibility into both near-real-time metrics and historical trends. Supported operational monitoring and performance review across departments.

Key Technologies / Tools Used

Snowflake, Amazon Connect, Salesforce, Tableau, Data Modeling, KPI, Dashboard Design, SQL

Role

Data Scientist

ProService Hawaii

Email

laura.mcd.mitchell

@gmail.com

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