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CSQA FIELD GUIDE / QA dashboard

How to Set Up QA dashboard

To set up QA dashboard, confirm the input format/device, choose output settings, then run a small batch.

Updated 2026-11-01About 3 minLocal test
Quick answer

To set up QA dashboard, confirm the input format/device, choose output settings, then run a small batch. A QA dashboard should answer what worsened, why, and who owns the fix.

Why it matters

Validate on a small sample before running the whole batch.

Three layers: outcomes, process, root cause.

Step by step

  1. Define QA goals and observable behaviors before building a giant scorecard.
  2. Stratify samples by shift, channel and risk so they represent real problems.
  3. Calibrate scoring boundaries before ranking or performance decisions.
  4. Attribute issues to knowledge, process, system or people before choosing fixes.

Common mistakes

  • Scoring without calibration makes managers incomparable.
  • Sampling only easy tickets biases the result.
  • Using QA as punishment makes agents hide context.
  • Looking only at CSAT while ignoring resolution and rework.

Checklist

  • Scorecard has behavioral anchors.
  • Sampling has stratification rules.
  • Calibration records disputed samples.
  • Issues have owners and review dates.

Key facts

  • Three layers: outcomes, process, root cause.
  • Every metric needs definition, window and owner.
  • Keep fewer than eight core metrics.

FAQ

How do I set up QA dashboard?

To set up QA dashboard, confirm the input format/device, choose output settings, then run a small batch. A QA dashboard should answer what worsened, why, and who owns the fix.

How long does it take?

Usually 1-3 minutes; for intermittent issues, run 30 seconds and retest elsewhere.

Is data uploaded?

Runs locally and does not upload video/audio; extensions may still read the page.

Source: Databox