CMA Activity Scorecard

An overview of the CMA Activity Scorecard in the Texada Condition Monitoring Portal.

CMA Activity Scorecard

The CMA Activity Scorecard (accessible by clicking the tab at the top of the page) helps you analyze overall monthly CMA performance.

Alerts Received

The Alerts Received chart displays the number of alerts of each type that were reviewed each month, for the selected time range.

Cases

The Cases chart displays the number of total Cases, as well as just the Cases with Leads, handled each month, for the selected time range.

Lead Won Amount

The Lead Won Amount chart displays the dollar amount of the lead won each month, for the selected time range.

CMA Activity Scorecard

The CMA Activity Scorecard table combines the first two charts (Alerts Reviewed and Cases) into one table, along with more detailed information on the status of the leads in the cases.

Click on an alert number in the CMA Activity Scorecard table to navigate to the Alerts table and view details about those alerts.

Click on a case number in the CMA Activity Scorecard table to navigate to the Case List table and view details about those cases.

Click on a number in the Current Status of Leads section of the CMA Activity Scorecard to navigate to the Opportunities table and view details about those opportunities.