Check the source first
Meetings can appear differently depending on whether they came from:- Ergo Notetaker.
- Ergo Desktop recording.
- Third-party notetakers or imported recordings.
- Meetings that were not captured or were not processed.
Common edge cases
- Internal meetings may be intentionally skipped.
- Some meetings may be filtered out by title, source, user, team, or time range.
- Rescheduled or recurring meetings can be represented differently from one-off meetings.
- A meeting may be captured but not yet processed.
- A user may have calendar, notetaker, or desktop setup issues outside Reporting.
- Shared dashboard viewers may not have access to the full source detail.
Review adoption safely
- Check the dashboard time range.
- Check user and team filters.
- Compare meeting source before counting a miss.
- Review processing status for recent meetings.
- Use source evidence before coaching a rep on a specific meeting.
What not to conclude
- Do not assume every uncaptured internal meeting is a failed adoption event.
- Do not assume a missing reporting row means the meeting never happened.
- Do not assume a shared dashboard contains every detail available to an authenticated manager.