• Double Calls
• Criteria
• AVG Mark
• Plan Mark
• Average Score (last 10)
• Dynamic Competency Rating Logic - 1th
• Dynamic Competency Rating Logic - 2th–10th
• Dynamic Competency Rating Logic - 11th
• Trend Icon Logic - 1th icon
• Trend Icon Logic - 2th icon–10th icon

Double Calls

Displays the total number of unique double calls included in the selected reporting scope.

Business Value

Helps evaluate the volume of completed double call evaluations.

DAX Formula

COUNTROWS(
   SUMMARIZE(
       crm_surveyresult_csv,
       crm_surveyresult_csv[dt_task_id]
   )
)

Calculation Logic

Calculates the number of unique double call tasks recorded in the evaluation results table.

Criteria

Displays the total number of evaluation criteria recorded for double calls.

Business Value

Helps evaluate how many assessment criteria were completed during double call evaluations.

DAX Formula

COUNT(crm_surveyresult_csv[dt_task_id])

Calculation Logic

Counts evaluation result rows, where each row represents one assessment criterion within a double call.

AVG Mark

Displays the average evaluation score across selected criteria.

Business Value

Helps monitor overall evaluation quality and employee performance level.

DAX Formula

ROUND(
   AVERAGE(crm_surveyresult_csv[dt_mark]),
   2
)

Calculation Logic

Calculates the average score across all evaluation criteria and rounds the result to two decimal places.

Plan Mark

Displays the target evaluation score.

Business Value

Provides a reference value for comparing actual employee evaluation results.

DAX Formula

IF(
   NOT(ISBLANK([AVG Mark])),
   5
)

Calculation Logic

Returns 5 when at least one actual evaluation score exists.

Average Score (last 10)

Displays the average evaluation score across the latest 10 double calls.

Business Value

Helps monitor recent performance dynamics without excessive influence from older evaluations.

DAX Formula

VAR v1 = [1th]
VAR v2 = [2th]
VAR v3 = [3th]
VAR v4 = [4th]
VAR v5 = [5th]
VAR v6 = [6th]
VAR v7 = [7th]
VAR v8 = [8th]
VAR v9 = [9th]
VAR v10 = [10th]
RETURN
AVERAGEX(
   {v1, v2, v3, v4, v5, v6, v7, v8, v9, v10},
   [Value]
)

Calculation Logic
Calculates the average value across the latest 10 double call evaluation scores.

Dynamic Competency Rating Logic - 1th

Displays the average score of the first double call in the current context.

DAX Formula

VAR MinTaskNum = MIN(crm_surveyresult_csv[dt_task_num])
RETURN
AVERAGEX(
   FILTER(
       crm_surveyresult_csv,
       dt_task_num = MinTaskNum
   ),
   crm_surveyresult_csv[dt_mark]
)

Calculation Logic

Calculates the average score for the first double call based on the minimum task number in the current context.

Dynamic Competency Rating Logic - 2th–10th

Display average scores for the 2nd through 10th double calls in the current context.

Calculation Logic

Each measure calculates the average score for the corresponding double call order number:

• 2th uses MinTaskNum + 1
• 3th uses MinTaskNum + 2
• 4th uses MinTaskNum + 3
• 5th uses MinTaskNum + 4
• 6th uses MinTaskNum + 5
• 7th uses MinTaskNum + 6
• 8th uses MinTaskNum + 7
• 9th uses MinTaskNum + 8
• 10th uses MinTaskNum + 9

These measures are used to display the dynamic competency rating for the latest double calls.

Dynamic Competency Rating Logic - 11th

Displays the average score of the 11th double call.

DAX Formula

CALCULATE(
   AVERAGEX(
       FILTER(
           crm_surveyresult_csv,
           dt_task_num = 11
       ),
       crm_surveyresult_csv[dt_mark]
   ),
   ALL(crm_calendar_v2)
)

Calculation Logic

Calculates the average score for the 11th double call and ignores calendar filters.

Trend Icon Logic - 1th icon

Displays the trend direction between the 1st and 2nd double call scores.

DAX Formula

CALCULATE(
   IF(
       NOT(ISBLANK([1th])),
       SWITCH(
           TRUE(),
           [1th] > [2th], 1,
           [1th] < [2th], 0,
           TRUE, 2
       )
   ),
   ALL(crm_calendar_v2)
)

Calculation Logic

Compares the score of the 1st double call with the 2nd double call.

Returned values:

Trend Icon Logic - 2th icon–10th icon

Display trend direction between consecutive double call scores.

Calculation Logic

Each icon measure compares one double call score with the next one:

• 2th icon compares 2th with 3th
• 3th icon compares 3th with 4th
• 4th icon compares 4th with 5th
• 5th icon compares 5th with 6th
• 6th icon compares 6th with 7th
• 7th icon compares 7th with 8th
• 8th icon compares 8th with 9th
• 9th icon compares 9th with 10th
• 10th icon compares 10th with 11th

Returned values:

These measures are used for visual trend indicators in the Dynamic Competency Rating section.