Customize your Dashboard
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Table of Contents
By default, there are 5 dashboards available on the list, including:
- Inbound Call Queue
- Active Calls
- SMS Result
- Users
- Calls Result
However, you can customize the dashboards and widgets for the best account overview. The custom dashboards can contain one or more widgets (up to 6 per dashboard) that give you an overview of the dimensions and metrics you care about most.
Note:
- Admins within the Organization who have been granted access by the Owner can customize (Edit) the Dashboard.
- Members within the Organization who have been granted access by the Owner/Granted Admins can customize (edit) the granted Dashboard.
1. Create a Custom Dashboard
In order to create & customize your dashboard:
- Go to Dashboard
- Click on + Add
- Fill in the dashboard name and select the layout (max 6 widgets)
- Select widget(s)
- Create
Note:
- The newly-created custom dashboard will automatically be starred on the top navigation bar.
- The maximum number of custom dashboards can be created is 10.
1.2 Create a Custom Dashboard for Inbox
Users can create a custom dashboard for Omni-Channel under the filter “Inbox”. This custom dashboard includes 5 widgets, details of which are shared below.
Widget |
General Formula |
Conversation Assigned Rate |
Assigned Rate = Assigned Txn / Total Txn
|
Shortest Conversation Lifetime |
Min Lifetime = Min Txn Duration |
Average Conversation Lifetime |
Average Lifetime = Average Txn Duration This widget presents the average duration of a transaction within a specific inbox |
Longest Conversation Lifetime |
Max Lifetime = Max Txn Duration |
Conversation Transferred Rate |
Transferred Rate = Transferred Txn / Assigned Txn
|
2. Edit a Custom Dashboard
In order to edit your customer dashboard:
- Go to your custom dashboard
- Click on theedit icon
- Edit the dashboard name / layout / widgets as you wish
- Update
3. Star a Dashboard
You can select which dashboards (custom or default dashboards) you want to appear on the top navigation bars by marking them as starred.
In order to star a dashboard, follow the steps below:
- Click on the 3-dash icon
- Star the dashboard you want
Note:
- If no custom dashboard exists, the five default dashboards will be marked as starred.
- The other dashboards are still accessible through a dropdown menu. However, it will disappear from the top navigation bar once you switch to other tabs.
4. Auto Scroll Threshold
This function will allow the users to configure the Auto Scroll Threshold (in seconds) and the dashboard will navigate between widgets automatically.
User can configure the threshold for the Auto Scroll function in the dashboard from 10 to 60 seconds.
- Go to your dashboard
- Click on the edit icon next to autoscroll.
- From the drop down list choose the duration for Auto Scroll.
- Done
5. Multiple Layout for One Widget
This feature provides the different layouts in which the widget can be arranged or presented on the screen. Layouts can be selected based on the user's preferences.
This multiple layout option allows the users to:
- change the widget layout as preference
- switch between different types of charts
Note:
This feature is only available for the "Queue Average Waiting Time" at the moment.
6. Delete a custom dashboard
In order to delete your customer dashboard:
- Go to your custom dashboard
- Click onthe trash icon
- Confirm