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How Cal.com's Routing Forms Streamline Client Appointments and Data Management
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Get StartedThis is the first of a three-part series that highlights key benefits of Cal.com's Insights Dashboard. The Insights Dashboard is a tool that provides account holders with meaningful booking-centered data. This is crucial information that can be leveraged as part of effective and impactful decision-making.
As a calendar scheduling product, Cal.com is devoted to empowering people. We want to make sure that individuals, as well as small businesses and large-scale enterprises, have the tools they need to save time while gaining meaningful booking-based insights that can supercharge their workflow.
The Insights Dashboard is a product that's exclusive to paid subscribers and complements other business-oriented features like advanced routing forms, round-robin booking, collective events, and managed meeting types.
Everything comes down to time and people; without these, nothing happens. This is why it's essential for organizations of all sizes to have access to tools that support and amplify these crucial resources. One of the reasons why high-performing team members are so valuable is because of their lived experience.
They have invested time in gaining expertise and skills unique to their chosen field. This means that their actions generate net positives. You don't have to micromanage high performers. You can trust that they've appropriately dotted their i's and crossed their t's. High performers inspire confidence because team members and managers alike know that they will reliably apply best practices by optimizing and investing in iterative improvement. This combination of professional knowledge and practical know-how is one of the reasons high performers drive morale, profits, and innovation.
How do we identify our high-performing team members? It's not always easy to do, especially if you work in a dynamic and complex environment. You might not see the same people every day. This could be due to hybrid office policies, scheduling, or the sheer size of the team. Maybe your responsibilities as a supervisor mean that you're traveling between multiple locations consistently as part of overseeing and boosting productivity.
During your work-related travel, you'll probably hear anecdotes about people who are doing really well. However, this isn't the same as being able to view concrete time-based insights. The booking data provided by Cal.com's Insights Dashboard is a great way of gaining an objective bird's-eye view of who's really hustling.
This isn't always something that's easy to do with other calendar scheduling solutions, but with us, it's simple. This is because Cal.com's Insights let account managers effortlessly see how team members are performing. This makes it easy to identify up-and-coming power players so that you can connect them with the resources (like mentors) they need to become long-term high performers.
Cultivating promising talents and supporting reliable high performers lead to a whole host of benefits:
It makes it easier to identify best practices.
It helps keep employees engaged.
It helps ensure that resources and hours are allocated in a meaningful way.
It simplifies talent management and retention.
Using Cal.com's Insights Dashboard makes it easier to identify and acknowledge team members who consistently go above and beyond. This is because the dashboard makes it easy to see who has the most bookings. These are the team members who, regardless of the appointment type, day, or time slot, are chronically hitting the ball out of the park and wowing clients.
It only takes a moment to log in to the Insights Dashboard; however, the decisions that are made based on that data could generate positive impacts for months and years to come.
We hope you've enjoyed the first part of our series covering Cal.com's Insights Dashboard. If you'd like to learn more about our Enterprise plan offerings, please click here. And as always, happy scheduling!
How Cal.com's Routing Forms Streamline Client Appointments and Data Management
A Step-by-Step Guide to Setting Up Out-of-Office Dates and Sharing Them with Your Team
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