You can set case creation estimate only for registered Circle members.
In this article you will learn how to:
- Set case creation estimate for a Circle member
- Monitor case creation estimate
- Monitor case creation compliance rate
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.
You can switch off/on the required column on the graph by clicking the corresponding eye icon on the right of the graph
- 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