How to Use the Tag Filter on the Performance Dashboard

The Sales Performance Dashboard is a management and analytics tool for tracking conversion rates from customer interactions to sales. It streamlines reporting, insight generation, data downloads, and detailed tracking of both sales team and AI performance. The dashboard also lets you monitor conversion across different sales channels, providing a comprehensive view.

With advanced filtering options, you can also filter specific tags—standard or custom—to gain insights into conversion funnel scenarios.

Chat tags

Chat tags are customizable tags that help classify and identify conversations within your live chat, simplifying interaction management. They are key to streamlining workflows, allowing agents to strategically and efficiently handle requests. For further details, see the Help Center article on tags.

How the tag filter works on the Performance Dashboard

The tags shown in the filter load according to the units selected in the "units" filter. Adjusting the filter will reload the tag filter, as tags are customized by each unit in a chain.

When filtering by one or more tags, the Performance funnel will reload to display interactions with the selected tags that were updated within the selected period.

For example, if you filter for “this month” and apply the tag “groups,” the dashboard will show all interactions with the "groups" tag that had updates within this month, regardless of when the tag was initially applied.