๐ What youโll make (in minutes)
Each drag-and-drop simpleโswap photos, type names/scores, export, done.
Four ready-to-share Canva graphics for your weekly huddles or Slack/Email updates:
๐ Top 3 โ Average Call Rating
๐ Top 3 โ Appointments Set
โ๏ธ Top 3 โ Completed Calls
โญ๏ธ Top 3 โ Most 5-Star Calls
โก๏ธ Canva Leaderboard โ help.shilo.ai/canvaleaderboard
๐ Quick Steps (do this each week)
Shilo โ Insights โ Agents
Set Date = Last 7 days.
Fairness filter
Add Number of Calls โฅ 20 (avoid 1-call outliers).
Build each Top 3 (recipes below).
Canva template
Drag headshots into the circle โ type names + numbers.
Export & share
Download PNG, Size 2ร, post to Slack/Email/Slides.
โ๏ธ Input Directly into Canva
Name: Full name (e.g., โJackie Nguyenโ)
Metric:
Avg Rating โ 3.3 โ > ๐ Appointments Set โ 9
๐ฒ Completed Calls โ 147 > 5-Star Calls โ 12 ร โญ๏ธ
๐ Recipes (copy these exactly)
๐ Average Call Rating
Date: Last 7 days
Filter: Calls โฅ 20
Sort: Avg Rating (desc)
Tie-breaker: More calls, then higher rating
๐ Appointments Set
Date: Last 7 days
Filter: Outcome = Appointment Set
Sort: Count (desc)
โ๏ธ Completed Calls
Date: Last 7 days
Sort: Calls (desc)
โญ๏ธ Most 5-Star Calls
Date: Last 7 days
Filter: Rating = 5
Sort: Count of 5-Star (desc)
๐ง Tiny Tips
If the photo wonโt โclip,โ drag it onto the circle edge until it highlights.
Keep the same date range + call minimum across all four boards for consistency.