Call Thresholds & Consequences

What is a call threshold?

A call threshold is the minimum number of calls a sales staff member must make per day. If they don't meet their threshold, their PI score is reduced and management is notified.

Configuring thresholds (Admin Panel)

1. Go to Admin Panel → Calling Thresholds
2. Enable the feature
3. Set the daily minimum per role (for example General: 80 calls/day, Team Lead: 60 calls/day)
4. Set the check time (for example 6PM WAT)
5. Set the PI deduction per missed day (for example 2 points)
6. Enable notifications to management and/or super admin
7. Save

The check runs automatically every day at the configured time.

Call Count Dashboard

Sales staff can see their daily call count vs target in a progress card on their dashboard. It refreshes every 5 minutes.