This SOP outlines the steps to access, review, and analyze agent performance data within Shilo.ai. By understanding agent activities and their outcomes, managers and agents can make data-driven decisions to enhance productivity and optimize results. Follow these steps to navigate agent pages, view data, and analyze performance effectively.
Exploring Shilo's Multi-Filter Option
1. Navigating to the Filtering Options
Navigate to the Data Section
Go to the section in Shilo where you want to filter data.
Locate the filtering options, typically found in the upper part of the interface.
2. Applying Multiple Filters
Select First Filter
Choose the first filter criterion from the available options.
Example: Select agents who meet $100K in sales.
Select Additional Filters
Add more filter criteria to narrow down the data.
Example: Select "Group One" and "Group Two" from the team options.
3. Comparing Data with Multiple Filters
Filter by Stages
In addition to filtering by teams, you can filter by stages of the sales process.
Example: Choose "Active Listings" and "Met with Customer" as additional criteria.
Aggregate Data
Shilo will automatically aggregate and display data based on the selected filters.
Use this feature to compare different segments and gain insights.