Generating an analysis
Select a participant from the searchable selector at the top of the page and click Generate Analysis. The selector shows each participant’s name, ID, and evaluated calls count.Navigating directly to a URL that includes a participant ID (e.g. from a bookmark or shared link) auto-loads the last cached result — no quota consumed.
The Generate Analysis button is disabled when no participant is selected or when your quota is exhausted.
Dashboard header
Once data is loaded, the dashboard header shows:Period filter
The first card of the dashboard — shown once an analysis has been run — scopes everything below it to a date range.
If the start date is after the end date, Apply is disabled and a message appears: “The start date can’t be after the end date.”
Clicking Apply also clears any active evaluator filter.
Navigating to another page and back keeps both the data and the From/To inputs. A browser reload does not — the dashboard re-queries unfiltered and the inputs come back empty.
Degradation Banner
A red alert banner appears directly above the KPI grid when the participant’s recent performance has dropped significantly. Trigger condition: The average score of the last 20 evaluated records is more than 10 points lower than the average of the previous 20 records. This banner is purely informational and has no interactive actions. It is hidden when no significant decline is detected. If an evaluator filter is active (see Evaluators Ranking), the trend comparison also applies only to records from that evaluator.KPI Grid
Four metric cards summarize this participant’s overall performance across all their evaluations.When Average Score or Pass Rate has no value, the card shows — (an em dash) with its
/100 or % suffix, rather than a misleading 0.Average Score — sparkline and trend badge
The Average Score card includes two extra elements not found in the Evaluator Analysis: Sparkline — an inline chart of the last 20 scores plotted in chronological order (left to right). The line color matches the current score color. Shown when at least 2 data points exist; a progress bar is shown otherwise. Trend badge — compares the last 20 records against the previous 20:Critical alert banner
If pending critical calls exist, a clickable amber/orange banner appears above the KPI grid:“N pending critical calls — Pending review · Click for details”Clicking it jumps directly to the Transcription Details table with the Pending Critical filter pre-applied.
Charts
When an evaluator filter is active, all chart data is sourced from the filtered dataset.Monthly Comparison
Two side-by-side period cards — This Month and Previous Month — each showing Calls · Average Score · Pass Rate. A delta summary below the cards shows the score change and pass rate change between periods.Duration Analysis
Three tiles grouping calls by duration using p25/p75 thresholds:
Each tile shows call count and average score for that tier.
Duration thresholds are dynamically calculated from p25 and p75 percentiles of the dataset — they adapt to the actual distribution of this participant’s calls.
Timeline Evolution
A dual-axis chart overlaying:- Left Y-axis — Average Score (line)
- Right Y-axis — Call Volume (bars)
Score Distribution
A bar chart grouping transcriptions into 20-point score ranges: 0–20 · 20–40 · 40–60 · 60–80 · 80–100.Evolution by criterion
A multi-line chart — one line per criterion, plotted per period — showing whether each criterion is getting better or worse over time. Rendered only when the analysis contains per-period criteria data. The header shows the covered range (e.g.Jan 2026 - Jun 2026) and an “N periods” pill.
In Native mode, the pills for Yes/No and Strict criteria are disabled (“Yes/No criteria are only shown in %”) — a 0–1 compliance rate and a 1–5 score cannot share a Y axis. If there are no scale criteria at all, the Native button itself is disabled and the chart opens in %.
When the same criterion name occurs on more than one evaluator — common on this page, since several campaigns score the same person — the series is labelled
Name · evaluator to disambiguate. Hovering a data point shows 85% (4.25/5) in % mode, 4.25/5 in Native mode, and “No data” where a period has none.
Empty states:
- No criterion selected → “Select at least one criterion to see its evolution.”
- No evolution data at all → “No criterion evolution yet” — “There’s no per-period criteria data yet. Assign a period when uploading recordings to see their evolution.”
Per-criterion data (this chart and the section below) only accumulates for transcriptions evaluated after this feature was released — older calls are not backfilled. If all your calls predate it, the chart stays empty until new recordings are evaluated. Set the recording date at upload so each call lands in the right period.
Performance by criterion
A ranked list of every criterion with data in the analysed range, across all the participant’s evaluators — scrollable, with no top-5 cut-off. Two sort buttons in the section header (the choice also drives the PDF report):- To improve (default) — worst first, highest fail rate. Subtitle: “To improve first · average score and fail %”
- Best — best first.
The large number is the fail %, computed over the calls where the criterion was actually evaluated — the “of N evaluated” count — not over total calls. A criterion evaluated in 5 of the participant’s 25 calls with 2 fails shows 40%, not 8%.
The average-score badge has its own scale (higher = greener), because a low fail rate and a good score are different things — a criterion can pass every call and still score mediocre:
The average badge is deliberately hidden for Yes/No and Strict criteria: for those, the average is just the mirror of the fail rate already shown.
Criteria with no data in the range are hidden entirely — not shown as perfect, not shown at all. This typically means their only calls in range were evaluated before per-criterion tracking was released (no backfill). If the participant is scored on 12 criteria and you only see 9, this is why.
Weekly Heatmap
A day-of-week × hour-of-day grid showing the average quality score per time slot. This heatmap is built client-side from the raw data — it updates automatically when an evaluator filter is active, without consuming quota.
Two auto-generated insights are shown above the grid:
Hover over any cell to see the exact average score for that time slot.
The hour axis comes from each call’s recording time. Recordings uploaded with a date-only recording date land at midnight UTC and pile into that column — add the time at upload for an accurate heatmap.
Evaluators Ranking
A table of the top 8 evaluators this participant has been evaluated under, sorted by average score. Only rendered when evaluator data is present.
Consistency thresholds:
Click-to-filter
Clicking any row in the Evaluators Ranking activates a client-side filter for that campaign:- The clicked row is highlighted; all other rows are dimmed.
- An active filter tag (evaluator name + X button) appears in the table header.
- Clicking the X button, or clicking the same row again, clears the filter.
- While a filter is active, the KPIs, charts, heatmap, and the transcription table are instantly recalculated using only records from that evaluator. No new API call is made.
- The two criteria sections — Evolution by criterion and Performance by criterion — disappear entirely while the filter is active.
Click-to-filter is a purely client-side operation. Exploring a specific campaign does not consume any quota — all recalculations happen locally from the already-loaded data.
The criteria sections cannot follow the evaluator filter: their data (per-criterion rates, average score, criterion type) is computed server-side and returned pre-aggregated — it cannot be re-sliced per evaluator in the browser. Recomputing it client-side is exactly what used to produce misleading fail rates, so correct-but-absent was chosen over present-but-wrong. The evaluator badge on each row of the unfiltered list already tells you which evaluator a criterion belongs to. Applying or clearing the period filter, refreshing, or re-running the analysis all reset the evaluator filter, bringing both sections back.
Transcription Details
A full paginated table (10 per page) of every transcription included in the analysis.Group tabs
Filter by workflow group with a single click:Filters
Click Filters to open the filter panel:Table columns
Click any row to open the full transcription detail in a new tab.
Group changes made from this table are applied immediately and reflected without requiring a full page re-fetch.
PDF Export
The Download PDF button in the header is available once analysis data is loaded. Report filename:Participant_Report_[name]_[date].pdf
Report contents:
- Participant name and evaluation date
- Period range — only when a date range is applied, e.g.
Period: 2026-01-01 → 2026-03-31(a missing side prints an ellipsis; dates print raw asYYYY-MM-DD) - KPIs: Total Calls · Average Score · Pass Rate · Critical Fails
- Critical fails warning (if applicable)
- Monthly comparison — omitted when a date range is applied
- Performance by criterion — color-coded bars
- Evolution by criterion — table
- Evaluators ranking table
- Transcription detail table (ID · Date · Score · Duration · Evaluator · Critical · Group)
The period line reflects the range that was applied — what the report’s numbers actually cover — not whatever is typed in the From/To boxes. Typing dates and downloading without pressing Apply produces a report with no period line and full-history figures.
With a date range applied, Monthly Comparison disappears from the PDF: it compares the current calendar month against the previous one, which is meaningless — and misleading — inside an arbitrary range. Its absence is intentional.
avg 3.4/5 shown for scale criteria only. Each criterion name is prefixed with its evaluator tag in blue (truncated), since names repeat across evaluators.
Evolution by criterion is printed as a table, not a chart — one row per criterion, with an Evaluator column (printing — when a criterion has no evaluator tag) and one column per month. It deliberately differs from the on-screen chart in three ways: it is always monthly (the Quarter toggle has no effect), period labels are raw keys (2026-01, not Jan 2026), and it includes every criterion with data regardless of which pills are selected. Cells show 3.4 for scale criteria, 78% for Yes/No and Strict, and — where a month has no data.
Participants
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Evaluator Analysis
View evaluator-level dashboards