Reports -> Process Adherence

The Process Adherence report allows the managers to optimize Quality Assurance processes by analyzing rep’s adherence to System of Protocol/Process (SOP). It does so by providing a view of the coverage of process-related signals on the selection of specific call categories.

It can be filteredsorted, and downloaded as required.

This report can be manipulated as follows - 

1. Choose the signal to observe - These are the signals that are to follow when the chosen category of signals occurs during the conversation. For example, demand for a refund is usually followed by an apology, acknowledgment of the issue, and a polite offer to initiate the refund process. The signals you want to observe must be configured

Note that signal categories that have already been chosen as ‘Call Categories’ cannot be chosen as ‘Signals to Observe’.

It can also be filtered based on the speaker (who uttered the signal markers - customer or rep) or team, or agent.

2. Signals to correlate- These are the signals that are to follow when the chosen category of signals occurs during the conversation. 

The report is divided into three sections - 

1. The bar graph 

    The graph shows the average coverage< of the signals across all call categories.

For example, in the graph above,  ‘Acknowledgment’ is covered in 65% of conversations where issues with damaged goods, double payment, or product return were reported by the customer. This percentage is calculated by - 

[Coverage % of ‘Acknowledgement’ Signal across Call Categories ( ‘Damaged Goods’ + ‘Default Products’ + ‘Double Payment’ + ….)]


[Number of categories chosen]

Hovering over the bars gives you a breakdown of each coverage based on call categories.

2. The playbook stats 

The ‘Playbook Stats’ section classifies signals as ‘strong’ and ‘weak’ based on each signal’s coverage during conversations.

  • A strong signal is one that appeared in more than 50% of the sales conversations i.e., Coverage >= 50%
  • A weak signal is one that appeared in less than 20% of the sales conversations i.e., Coverage <= 20%

3. The two dimensional matrix of call categories vs observed signal categories

This matrix presents call categories in rows and observed signals in the columns.

The total number of calls is the number of unique calls where at least one of the call category signals appeared.
Using the grid above as an example, you can see that there was a total of 1200 conversations where ‘Damaged Goods’, etc. were reported, followed by ‘Acknowledgment’, ‘Apology’, and so on. This grid shows you that among these 1200 conversations, 260 conversations also marked the occurrence of the ‘Damaged Goods’ signal in that conversation. So, in 260 conversations, the signal of ‘Damaged Goods’ was followed by an ‘Acknowledgment’ signal. The coverage shows the percentage of these individual numbers against the total.

With this data, this grid allows you to see how many conversations adhered to the SOP in place.


To see what filters are available for this report, click on the funnel filter icon at the top right corner of the report. Select the values you want to filter the report by and click on the ‘Apply’ button.

You can use any of the following filter values or a combination of these:

  • Filter by Speaker:  Filter by Customer or Agent. Available for signal analysis reports where  number of instances of a signal, coverage etc. can be measured from conversations based on what the Rep spoke versus what the customer spoke.
  • Filter by Team/Agent - Name of the Team or Agent. Select one of the following:
    • Team - to choose a team from the drop-down option.
    • Agent - to choose a Rep from the drop-down option.
  • Filter by Date Range - Select the 'from' and 'to' date from the calendar. By default, the date range for the filter is set to represent past 7 days.
  • Filter by Pipeline - Select the pipeline name from the drop-down. Pipeline is the defined sales process configured under “Configuration” menu. To know more about how to set up pipeline, click here (link to pipeline page).


Tip - Filters can be reset by clicking on ‘Reset’ link under the filter icon.


To sort lists either in ascending or descending order, just click on the titles of each column.  Based on the sorting, the values of entire grid will be updated.


To download Activity Log report, just click on the ‘DOWNLOAD’ button next to the filter button. The report is downloaded in the Excel (.xlsx) format.