WFM Widgets

WFM Widgets help supervisors and workforce managers track agent schedule adherence and measure team performance. These widgets make it easier to spot adherence trends, review activities that fall outside scheduled work, and compare adherence across teams. The insights can help improve scheduling, support coaching, and increase overall workforce efficiency.

Agent Adherence Variance

Data Refresh Rate: 3 hours

Widget Refresh Rate: 30 minutes

Duration Support: Historical - up to 95 days

This widget displays a scatter plot chart showing each agent's adherence percentage and scheduled time. A median line makes it easy to compare an agent's adherence with the rest of the team. It helps workforce managers quickly identify agents who are falling behind or exceeding adherence targets.

By default, the widget opens in Chart view.

The Chart shows a scatter plot where each dot represents a single agent. The position of each dot reflects:

Axis Description
X-Axis Adherence Percentage (%)
Y-Axis Total Scheduled Time (minutes)

A legend displayed on the chart explains the dot color coding:

Color Adherence Range Interpretation
Blue > 95% Exceeds target — high adherence
Green 85% – 95% On target — meets expected performance
Yellow 70% – 85% Below target — monitor and coach
Red < 70% Critical — immediate attention required

A dashed vertical line marks the Median Adherence Percentage of all selected agents and serves as a benchmark for comparison. Agents to the left of the line are below the median, while agents to the right are above it.

To see data in a Table format, click OptionsIcon for options, then Widget Display to change the view to Table. The table displays all agents shown in the chart and includes the following columns:

Column Description
Agent Full name of the agent
Scheduled Time Total scheduled time in minutes
In Adherence % Percentage of time the agent adhered to the schedule
% Median The team’s median adherence percentage
Variance from Median (%) Difference from the team median adherence

Click any column header to sort ascending or descending.

Out of Adherence (OOA) Cause

Data Refresh Rate: 3 hours

Widget Refresh Rate: 15-20 minutes

Duration Support: Historical - up to 95 days

This widget displays the activities agents actually performed when they were out of adherence, compared to what was scheduled. Select one or more scheduled activities to view mismatches.

By default, the widget opens in Chart view.

The Chart is organized into columns, one per scheduled activity. Within each column, blocks are colored by actual activity type. Each block shows the actual activity name and a count representing the number of instances.

Hover over any block to see a tooltip with the following details:

  • Scheduled Activity Name

  • Actual Activity Name

  • Number of Instances

  • Total OOA Duration

To see data in a Table format, click OptionsIcon for options, then Widget Display to change the view to Table. The table provides a row-level breakdown of OOA events with the following columns:

Column Description
Scheduled Activity The activity the agent was scheduled to perform.
Actual Activity The activity the agent was actually performing.
OOA Duration The total duration of the OOA period.
OOA Cause % The percentage of the total OOA duration attributed to each scheduled activity.

Click any column header to sort ascending or descending.

You can configure the Date and Activity filters directly from the inline filter bar. All other filters must be configured from the Settings menu. Filter changes update both the chart and the data table simultaneously.