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Attempts & Successes (booked) per month, with Scheduled $ booked — the peak-to-now trajectory.
Quarter-over-quarter, with change vs the prior quarter. This is the view to send offices.
Attempts (call volume) and Scheduled $ booked, month by month this year.
Ranked by Scheduled $ booked. Click a ROD to see their offices. Canonical RODs from SGA master-data (DI owner names can be stale).
Auto-built from the latest month. Copy & send to the offices.
Polished workbook of the current view — respects the Enterprise filter (top right) and the Timeframe you pick on the Office Scorecard. Two sheets: By Office and By ROD, with Attempts / Contacts / Success / $ Scheduled + rates and totals.
Same layout as the server-built file: 2 sheets, number formats, autofilter, totals.
Set the timeframe first: open Office Scorecard → Timeframe and choose All months, MTD, YTD, or check any combination of months. The export uses exactly that selection.