Account Health Metrics

The Account Health Metrics are a comprehensive tool that provide insights into user engagement, integration status, and individual user status to optimize platform adoption and user experience.

The Account Health Metrics is available to Owners and Admins, they offer a user-friendly interface for capturing vital user engagement and integration status. Quickly assess active user counts, Browser and Desktop Extension setups, and integration summaries for key call and calendar applications like Zoom, Slack, Microsoft Teams, Google Calendar, and Microsoft Outlook. Dive deeper into individual user details for a comprehensive breakdown. 

Table of Contents

1. Where to find your Account Health Metrics
2. User Summary
3. User Details 
4. How to use the Account Health Metrics

Where To Find Your Account Health Metrics 

1. Navigate to the Company Account page in your Produce8 account by clicking your name at the top-right of the page and select Company Account. 
2. Click on the Account Health tab.
    
   

User Summary

In the User Summary, you'll find the following information for all users:

1. Number of active users, as well as the number in onboarding status.
2. Breakdown of users with Browser and Desktop Extensions setup versus not setup
3. Integration summary (number of users with integrations setup) for each of the following:
   1. Calendar Apps
      1. Google Calendar 
      2. Microsoft Outlook 
   2. Call Apps
      1. Zoom 
      2. Slack
      3. Microsoft Teams

User Details

For each active user, you will be able to see the following details:

1. User name and email address
2. Status (Active, Onboarding)
3. Extension status for Browser and Desktop Extensions
4. Last Active - the last time the had a session in any of either our Web App, Browser or Desktop Extension, or Mobile App. 
5. Calls Integration setup status for: 
   1. Zoom
   2. Slack
   3. Microsoft Teams
6. Calendar Integration setup status for:
   1. Google Calendar
   2. Microsoft Outlook
7. Select the > next to the user name to expand the details of the integrations setup.
   
8. You can search a name or email address by selecting the search box at the top of the User Details.
   

How To Use The Account Health Metrics

The Account Health Metrics are designed to help you ensure your team is fully adopted and connected to the right integrations, providing a comprehensive view of their workday. Here's how you can make the most of this tool: 

1. Ensure Full Adoption:
   1. Review Active and Onboarding Users: Regularly check the number of active users and those in onboarding status to ensure all team members are progressing through the setup process and actively using Produce8. For example, if you notice a high number of users still in onboarding status, consider sending out a reminder or offering a training session. 
   2. Confirm Extension Setups: Verify that all users have both Browser and Desktop Extensions set up. This ensures that their activities across web and desktop applications are being captured accurately. If some users do not have their extensions set up, provide step-by-step instructions or a quick tutorial to assist them.
2. Verify Integration Connections:
   1. Call Apps Integration: Check that all users have their applicable call applications (Zoom, Slack, Microsoft Teams) integrated. This integration allows Produce8 to capture time spent in calls, providing a complete picture of communication activities.
   2. Calendar Apps Integration: Ensure that applicable calendar applications (Google Calendar, Microsoft Outlook) are connected for each user. This is crucial for accurately measuring time in meetings and understanding scheduling patterns.
3. Enhance Data Accuracy:
   1. Comprehensive View: With all necessary extensions and integrations in place, Produce8 can provide a complete view of time spent in various activities throughout the day, helping individuals and teams better understand their work habits and identify areas for improvement.
   2. Identify Gaps: If you notice users without certain integrations, address these gaps promptly to ensure no part of the workday is missed. Full integration allows for measurement of time spent in calls and meetings, leading to better insights and more informed decision-making.
4. Leverage User Details:
   1. Individual Insights: Dive into the User Details section to get a detailed view of each user’s engagement and integration status. This can help in identifying specific users who might need additional support or guidance.
   2. Support Onboarding: Use the status indicators (Active, Onboarding) to check on users who may be stuck in the onboarding phase and connect with them to help them  complete their setup. Providing assistance with adding integrations or extensions can smooth the onboarding process and ensure full adoption.

By regularly using the Account Health Metrics to review and assess user engagement and integration statuses, you can optimize platform adoption and enhance user experience. This ensures a comprehensive view of your team's work habits, focus, and productivity, leading to continuous improvement and success.