Checkmate BDC Operating System · XBM Suite V3

XBM-107 — Analytics and KPI Intelligence - Operational Toolkit / Kit Operativo

XBM-107 · Publication Edition / Edición de Publicación

Metric Dictionary / Diccionario de Métricas

Purpose: Use this field tool during live operations, coaching, review, or certification.

metric: ______________________________________________

definition: ______________________________________________

source: ______________________________________________

formula: ______________________________________________

owner: ______________________________________________

frequency: ______________________________________________

threshold: ______________________________________________

action rule: ______________________________________________

Evidence attached: ______________________________________

Owner signature: ________________________________________

Funnel Diagnostic Worksheet / Hoja de Diagnóstico del Embudo

Purpose: Use this field tool during live operations, coaching, review, or certification.

stage: ______________________________________________

volume: ______________________________________________

rate: ______________________________________________

variance: ______________________________________________

possible cause: ______________________________________________

evidence: ______________________________________________

test: ______________________________________________

Evidence attached: ______________________________________

Owner signature: ________________________________________

Capacity Planner / Planificador de Capacidad

Purpose: Use this field tool during live operations, coaching, review, or certification.

demand: ______________________________________________

staff hours: ______________________________________________

handle time: ______________________________________________

documentation: ______________________________________________

coaching: ______________________________________________

absence: ______________________________________________

language coverage: ______________________________________________

gap: ______________________________________________

Evidence attached: ______________________________________

Owner signature: ________________________________________

Executive KPI Brief / Informe Ejecutivo de KPI

Purpose: Use this field tool during live operations, coaching, review, or certification.

current state: ______________________________________________

trend: ______________________________________________

cause: ______________________________________________

risk: ______________________________________________

corrective action: ______________________________________________

decision: ______________________________________________

Evidence attached: ______________________________________

Owner signature: ________________________________________