Articles on: Reporting & follow-up

Front page

Roles with access: All users. The content of the Front page is based on the user’s role level. Note! The Front page always displays data from the current month. If evaluations are completed for another calendar month, they may not appear on the Front page.


From the Front page, each user can quickly see the information most relevant to them. The role level and permissions determine what is visible on the Front page. For example, an Agent sees their own data, while a Team Leader sees the data of their own Agents, and so on. You can check the visibility rules in more detail through this guide (does not automatically open in a new tab).


Contents:

Agent Front page core elements

Supervisor level Front page core elements

Front page customization

New Widgets NEW!



Agent Front page core elements


The elements on the Agent Front page differ slightly from supervisor level elements. This is because an Agent primarily sees only their own data, whereas supervisors monitor the data of multiple people, teams, units, or the entire company.


Agents Widgets (see image)
Note: The order may vary depending on how each user has customized their Front page.
  1. Quality average: Shows the team’s quality average for the current month and the change compared to the previous month.
  2. Agent information: Displays the Agent’s name and role.
  3. Development target: Shows the agreed development follow-up from the coaching form. By clicking this, you can open the related coaching form directly.
  4. Do evaluations: You can start peer evaluations and/or self-evaluations (if permissions are granted).
  5. Do coachings: You can start filling in a coaching form for yourself.
  6. Development: A development graph displays quality evaluations and coachings in one view. Time range can be changed from the date selector on the left side of the graph.
  • 7. Quality evaluations are shown as a blue line. Each dot represents a week, and by clicking it, you can open that week’s evaluation forms below the graph.
  • 8. The turquoise line indicates the quality trend and the direction it is moving.
  • 9. Orange dots indicate recorded coaching forms and show when a coaching session or 1 to 1 has taken place. By clicking them, you can view the coachings below the graph.
  1. Unfinished forms: Displays evaluation and coaching forms you have started but not completed. You can continue filling them in or delete them by opening and editing the form.

Other:

  1. Chat support, through which you can contact QualityDesk support.
  2. The Help Center button at the top takes you to the support site. By clicking your name, you can access your profile.


Additional elements may have been added after this guide was created. You can always see them by clicking the Settings gear icon in the upper left corner of the Front page.



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Supervisor level Front page core elements


The supervisor Front page consists (at the time of writing this guide) of the same elements regardless of role. However, the data within the elements is always determined by the role. For example, in the summary element, a Team Leader sees their own team members, while a Unit Manager sees the teams within their unit, and so on.


Supervisor-level Widgets (see image)
Note: The order may vary depending on how each user has customized their Front page.
  1. Agent / Team / Unit evaluations: Shows the number of evaluations for the current month across all evaluation forms.
  2. Team / Unit / Company coachings: Shows the number of coaching sessions for the current month across all coaching forms.
  3. Quality average: Shows the Team / Unit / Company quality average for the current month and the change compared to the previous month.
  4. Agent / Team / Unit summary: Shows the number of evaluations vs target, the number of coachings vs target, and the quality average. The default time range is the current month. It can be changed to the last 3 or 12 months.
  5. Agent / Team / Unit evaluation results graph: Displays results from highest to lowest. The default time range is the current month. It can be changed to the last 3 or 12 months. You can also switch the view by Unit, Team, or Agent.
  6. Do evaluations: You can start evaluations for others or for yourself. The widget includes a search where you can find the desired person by typing their name.
  7. Do coachings: You can start a coaching form for others or for yourself. The widget includes a search where you can find the desired person by typing their name.
  8. Upcoming follow-ups: If you have completed coaching forms for someone and added a Development follow-up, they will appear here until they are marked as Completed or Not completed. You can open the form by hovering over the follow-up item and clicking the Start follow-up button.
  9. Tasks: Displays tasks that may have been created for Team Leader-level users in Company Settings.
  10. Events: Shows activities completed within the team or unit, such as completed evaluations and coachings. Includes two tabs, one of which shows only your own activities. By clicking the date, you can open the form directly.
  11. Unfinished forms: Displays evaluation and coaching forms you have started but not completed. You can continue filling them in or delete them by opening and editing the form.

Other:

  1. Chat support, through which you can contact QualityDesk support.
  2. The Help Center button at the top takes you to the support site. By clicking your name, you can access your profile.


See below the image how you can arrange the widgets in your preferred order.



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Front Page Customization

You can customize the Front page layout by clicking the Settings icon in the upper left corner.


  1. Select the elements you want from the list that opens, or remove elements from view.
  2. You can freely move the elements.
  3. You can freely resize the elements.
  4. After making changes, remember to click Save before leaving the page.


Tell us what you would like to see on the Front page here. We would like to know what kinds of elements we should develop for the new Front page. Thank you very much in advance!


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New Widgets

Here is a list of all new elements introduced after the Dynamic Front Page released on March 13, 2026:


Start Evaluations

Released April 17, 2026.

  • The widget allows you to quickly start self-evaluations (for Agents, if self-evaluation rights have been granted).
  • You can also quickly start evaluations for other users (depending on permissions).


Start Coachings

Released April 17, 2026.

  • The widget allows you to quickly start a coaching form for yourself.
  • You can also quickly start coaching sessions for other users (depending on permissions).



Updated on: 14/04/2026

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