The customer screening dashboard helps you to understand the performance of your screening program.
- Select the Insights tab.
- Select Customer Screening.
- You see the customer screening insights.
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The headline metrics at the top of the screen are:
- Screens: How many customers were screened in the period (by default the last 30 days).
- Hits: The number of hits. A hit occurs when a profile matches your screening criteria, with any matching profiles being returned for you to review.
- Profiles per hit: An average of the number of profiles per hit. A profile is an individual screening search result.
- Hit rate: The number of hits as a percentage of the number of screens.
- Distribution of profile decisions: True positive versus false positive profiles as a percentage.
- The next chart shows the number of customers screened for a given period (as bars) and the average hit rate across all the screens (as points). The default date range is last month (the last 30 days), and the default frequency is daily.
- The next chart shows the average number of profiles being returned per hit within a given time period. The default date range is last month (the last 30 days), and the default frequency is daily. This helps you to see if you’re getting too many (or too few) profiles returned each time there is a hit, and if any adjustments are needed to the screening settings.