We provide built-in statistics and performance reports that offer valuable insights into training outcomes, agent improvement, and scenario success. However, we understand that every customer has unique reporting needs.
Therefore, instead of trying to create a one-size-fits-all dashboard, we recommend our users take full advantage of our webhook functionality. This allows you to export raw data from Smart Role to any third-party data visualization or analytics tool of your choice.
By exporting your data, you can use tools like Tableau, Power BI, Google Data Studio, or any custom internal tool to create tailored reports and visualizations that match your specific needs.
1. Navigate to Webhooks Settings
- Go to the Organization Settings in your Smart Role dashboard.
- Select Webhooks from the menu.
- Click +Add to create a new webhook.
2. Provide the Webhook URL
- You will need to provide the URL of the webhook endpoint where you want Smart Role to send the data.
- Typically, this URL is provided by your chosen visualization tool or internal system. Each tool has its own instructions for generating webhook URLs. For example:
- Tableau: Refer to Tableau’s Webhooks Documentation for how to set up webhooks and obtain your URL.
- Power BI: Follow this guide on Power BI Webhooks to integrate data streams via webhooks.
- Google Data Studio: You can use the webhook capabilities of a service like Zapier to integrate Google Data Studio with webhooks.
3. Test the Webhook
- Once the webhook is set up, it’s good practice to test it by completing a training session or simulating a scenario. This will ensure that the data is properly flowing from Smart Role to your reporting tool.
Leveraging the Raw Data for Customized Analytics
Once you’ve successfully set up the webhook, your selected tool will begin receiving real-time or scheduled updates from Smart Role. You can then:
- Create custom dashboards that show performance trends over time.
- Segment data by agents, scenarios, skills, or time periods.
- Combine data sources from Smart Role with other tools to get a more holistic view of performance and training effectiveness.
By exporting raw data and using your own reporting tools, you ensure that your analytics are flexible and perfectly aligned with your business needs. Whether you’re looking to track KPIs like agent improvement rates, scenario completion times, or soft skill mastery, the power is in your hands.
For any further assistance on setting up webhooks or choosing the right tool for your reporting needs, feel free to reach out to our support team!