Designing Dashboards Overview

Dashboards offer a way to deliver information and broadcast data to your groups. Using a variety of widgets (charts, lists, and gauges), lists, and reports, you can design a dashboard for any person or group to support any objective or goal.

  • Agents know exactly where they stand (and how they are doing compared to the team) with their KPIs for call stats in front of them.
  • Evaluators can stay on top of their evaluations by phase, task list, average score (this month vs. last), and number of auto-fails this month.
  • Supervisors can use dashboards to monitor performance KPIs across their group.
  • Executives value dashboards that provide a view of performance across your entire customer contact.
  • Administrators can use dashboards to find and fix issues fast using user administration and troubleshooting reports.

Each dashboard consists of one or more panels, and the panels in turn have a one-column or two-column layout. Each panel contains content, such as widgets, lists, or reports. This section discusses how to design dashboards; the following section deals with how to manage the dashboard content.

Related Tasks

Related References

Related Overview Topics