Create Dashboards

Dashboards are part of the basic inContact Workforce Optimization 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. In the inContact WFO Web Portal, click Home Dashboard 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.