Appointments

View consolidated data for appointments made in in-person service.

The Appointment Dashboard presents charts that allow analysis of volume, success rate, origin channels, service and waiting times, as well as distribution by unit, category, type and counter.

To access, go to Service / In-Person Service / Dashboards / Appointments, as shown in the Figure 1 below:

^{Figure 1: Path to the Appointments Dashboard.}

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Chart Actions

Each chart on the page has four action icons in the upper right corner, as shown in the Figure 2 below:

^{Figure 2: Action icons available on each chart.}

• Hide / Show — hides or displays the chart on the screen.

• Maximize — expands the chart to occupy the entire screen, facilitating detailed analysis.

• Filters — opens filtering options specific to that chart, such as period, unit or region.

• Download — allows exporting the chart in SVG, PNG formats or the data in CSV.

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Available Charts

Appointments by Region

Stacked bar chart that displays the distribution of appointments by region, separating Scheduled and Completed statuses. Allows identifying the volume and completion profile of appointments in each region.

^{Figure 3: Appointments by Region.}

Available filters:

• Date (DD/MM/YYYY)

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Appointment Success Rate by Region

Stacked bar chart that shows, by region, the percentage of Completed Appointments relative to the total of non-completed Appointments. Allows comparing completion performance between regions.

^{Figure 4: Appointment Success Rate by Region.}

Available filters:

• Date (DD/MM/YYYY)

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Appointments by Units

Stacked bar chart that displays the distribution of appointments by service unit, separating Scheduled and Completed statuses.

^{Figure 5: Appointments by Units.}

Available filters:

• Date (DD/MM/YYYY)

• Region

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Appointment Success Rate by Service Unit

Stacked bar chart that shows, by service unit, the percentage of Completed Appointments relative to non-completed Appointments. Allows identifying units with higher or lower completion rates.

^{Figure 6: Appointment Success Rate by Service Unit.}

Available filters:

• Date (DD/MM/YYYY)

• Service unit

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Status by Day (Appointment)

Stacked bar chart that displays, by day, the distribution of appointments according to the different available statuses: In scheduling process, Scheduled, In service, Completed, Cancelled, Cancelled for no-show, Initial, Called, Paused and Transferred.

^{Figure 7: Status by Day (Appointment).}

Available filters:

• Date (DD/MM/YYYY)

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Counter Occupancy Rate (Appointment)

Pie chart that shows the proportion between Completed services with appointment and services performed without appointment (WITHOUT APPOINTMENT). Allows evaluating the level of counter utilization for previously scheduled appointments.

^{Figure 8: Counter Occupancy Rate (Appointment).}

Available filters:

• Date (DD/MM/YYYY)

• Company

• Service unit

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Types of Service Category

Bar chart that displays the number of appointments by service category. Allows identifying which categories concentrate the largest volume of appointments in the period.

^{Figure 9: Types of Service Category.}

Available filters:

• Date (DD/MM/YYYY)

• Region

• Service unit

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Appointments by Service Type

Bar chart that displays the number of appointments distributed by service type. Allows viewing which modalities are most used by customers.

^{Figure 10: Appointments by Service Type.}

Available filters:

• Date (DD/MM/YYYY)

• Service unit

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Appointment by Channel

Pie chart that displays the percentage distribution of appointments according to the origin channel used by the customer (e.g.: Website, WhatsApp, Facebook, Webchat). Allows identifying which channels generate more appointments.

^{Figure 11: Appointment by Channel.}

Available filters:

• Date (DD/MM/YYYY)

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Appointment Success Rate by Channel

Stacked bar chart that shows, by origin channel, the percentage of Completed Appointments relative to non-completed Appointments. Allows comparing the effectiveness of each channel in completing appointments.

^{Figure 12: Appointment Success Rate by Channel.}

Available filters:

• Date (DD/MM/YYYY)

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Average Service Time (Appointment)

Bar chart that displays the average duration time of services per day in the selected period, with a reference line indicating the overall average for the period.

^{Figure 13: Average Service Time (Appointment).}

Available filters:

• Date (DD/MM/YYYY)

• Service unit

• Users

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Average Waiting Time (Appointment)

Bar chart that displays the average waiting time of scheduled customers per day in the selected period, with a reference line indicating the overall average for the period.

^{Figure 14: Average Waiting Time (Appointment).}

Available filters:

• Date (DD/MM/YYYY)

• Service unit

• Users

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Appointments by Counter Type

Pie chart that shows the percentage distribution of appointments according to the type of counter used in the service (e.g.: Virtual Room). Allows understanding how appointments are distributed among the different types of counters available.

^{Figure 15: Appointments by Counter Type.}

Available filters:

• Date (DD/MM/YYYY)

• Service unit

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Labels (Appointment)

Bar chart that displays the number of appointments associated with each label. Allows identifying the main reasons or classifications assigned to appointments in the period.

^{Figure 16: Labels (Appointment).}

Available filters:

• Date (DD/MM/YYYY)