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      Case Creation Estimate

      You can set case creation estimate only for registered Circle members.

      In this article you will learn how to:

      Setting Case Creation Estimate for a Circle Member

      1. Go to Circles and select the required one from the list 


      2. In the Circle Members field, click three dots next to the required Circle member and select Change cases estimate 

      3. Enter the required number and click APPLY 

      a. Enter the number equal or more than 0 (zero) 

      Monthly cases estimate and the changes made in it relate only to the current month. Each month the case estimate should be updated. Otherwise, the last entered number will be applied to all subsequent months automatically. 

       

      Monitoring Case Creation Estimate

       

      The case creation estimate relates only to the Circle you are looking statistics in. 

      You can monitor case creation estimates for yourself, for the whole Circle or for each of your Circle members individually. 

       

      To do so,  

      1. Go to the Circles tab and select the required one from the list 
      2. In the Circle Statistics,  you’ll find the following info: 

      • Circle Monthly Estimate which shows the total expected number of cases for all the Circle members for the current month 
      • My Monthly Estimate:  the number of cases you are expected to create in this month 

       

      The case creation estimate on each Circle member individually can be found in the Circle Members section, column CASES ESTIMATE: 

       

      Monitoring Case Creation Compliance Rate 

       

      To evaluate if the Circle members are creating the expected level of the cases:

      1. Go to Circles and select the required one from the list 

      2. In the Circle Analytics field, select Compliance and Adherence → CASE CREATION RATE 

       
       

      On the graph you will see two columns for each period: 

      Statistics include only active and completed cases. Archived cases are not included.

      • Blue column - My Cases - reflects all active cases created by you for this Circle during the given month 

      • Black column - All Circle Cases – reflects all active cases created by all the Circle members (including your cases as well) for this Circle during the given month 

       

      You can switch off/on the required column on the graph by clicking the corresponding eye icon on the right of the graph 

       


         
         

        3. Hover your mouse over the required column to see the actual and the expected number of created cases.  
        • Actual cases: the sum of all active cases created by the Circle members for this Circle during the given month 
        • Expected cases: the sum of all active cases which was planned to be created by the Circle members for the given month 

           

           

          The numbers in actual cases are displayed in different colors: 

          •  red if Actual number of created cases is 30% less than Expected 

          • black if Actual number of created cases is less than Expected up to 29% 

          • green if Actual number of created cases is equal or more than Expected