Watch: Tracking KTI Progress

Video transcript

Now that your goals are set and your KTI data has been entered, you can start using that information to track your team's progress and identify areas that may need attention. Start on the Dashboard for a quick view of your team's performance. Here, you can review Technician and CSR metrics and see how individual members are performing against their goals.

Use the date filter to review performance across different time periods. Choose from the available options or select a Custom Range when you want to focus on a specific timeframe. For a closer look at technician performance, select the Technician.

And from here, you can narrow down the information you want to review. This page supports both summary and detailed views. Use the Time Period, Trade and Technician filters to focus on a specific team member.

This makes it easy to review their KTI data and track their progress over the selected period. Review the results to see where the Technician is performing well, and where additional coaching or training may be helpful. Use these insights to guide conversations and support continued improvement.

The KTI help material specifically positions these performance metrics as a way to identify coaching opportunities. To take the next step, finish the Technician KTI Analysis Course - Optimizing Technician Training Through KTI Data to learn how to use KTI results, to identify coaching opportunities, and improve Technician performance. And that's it!

By regularly reviewing your KTI data, you can track progress, recognize strengths, and focus your coaching where it can make the greatest impact.