Create Dashboards

Overview

Dashboards are part of the basic inContact WFO system. This feature includes a variety of widgets that display news, QA-related information, call center performance metrics, and more.

This topic explains how to create a new dashboard.

For more information, see Dashboards Overview.

1. Click WFO Home Manage Dashboards.
   
2. Click Add New Dashboard.
3. Type a unique Name (25 characters max).
4. Optional: Type a Description (200 characters max).
5. Select the checkboxes next to the widgets to be displayed on the dashboard and then click Add.
6. Optional: Set this as your default dashboard.

   If you view another dashboard, the default setting is overwritten. When you log in again, the last dashboard viewed is displayed.

7. Click OK.