It's Monday morning. My MD has asked why my zone is disbursing less when we're getting more leads. I have a review in an hour. Today this takes about a week: an LMS export, a CRM dump, a call-quality review and calls to branch managers. With Cortex it is one question.
Reading…
1Where the drop happened
North zone funnel, last week against the week before.
2Why it happened
Cortex reads what no dashboard can: the decline reasons staff tapped on the tablet, and the call transcripts.
3What to do about it
Two fixes, ready to test.
Figures are read from the zone's lead, visit, decline and call-review records. The “live” line counts declines tapped on the branch tablet in this session.