Managing Dashboard Content Overview
Dashboards have a wide variety of content items that can be used for customization, including:
- Metric Widgets — Metric widgets capture metric
Calculates a measure for the various intervals of time and various roll-up combinations. The formula to create a metric is: a measure plus the keys for “what” and “when.” data from any measureA simple measurement, such as: average talk time, average QA score, number of calls handled, average interaction talk time, etc. collected in your NICE Uptivity implementation. You use widgets to present this information on a dashboard in a variety of ways. Wizards guide you through data metric selection, configuration, and presentation options. This widget is available as part of Performance Management, which requires additional licensing. - Report Widgets — Report widgets include a variety of useful lists and reports you can post to dashboards, including access to your favorite reports, scheduled reports, and the NICE Uptivity Performance Management Reports Library (based on your assigned reporting tasks and security roles). NICE Uptivity reports accessed from the Reporting tab (such as QA and Call Recording reports) are not available for use with report widgets.
- Scorecard Widget — Scorecard widgets allow you to include scorecard information in dashboards. This widget is available as part of Performance Management, which requires additional licensing. For more information on scorecards, see Balanced Scorecards Overview.
- Metric View Widget — Metric view widgets let you add metric views to a dashboard, including views generated when you create a scorecard. A wizard walks you through the selection of a view and parameters for the data presentation. This widget is available as part of Performance Management, which requires additional licensing. For more information on metric view widgets, see Metric Views.
- Message Widgets — Message Widgets allow you to add a message box onto the dashboard. Messages can be sent to agents or groups and can be read-only or require acknowledgments. This widget is available as part of Performance Management, which requires additional licensing.
- Assignments Widget — The Assignments Widget takes the place of the Assignment Inbox. This widget allows supervisors to distribute evaluations and documents (for example, training material and announcements) to Uptivity users. Users can then view new and pending assignments and mark them completed once finished. To ensure all users have this, add this widget to the main dashboard you want to publish as a template.
- Achievement Widget — The Achievements Widget provides visibility into the recently earned achievements of you and your team. To ensure all users have this, add this widget to the main dashboard you want to publish as a template.
You can add different types of widgets to the same dashboard. You can also move, resize, rename, clone (copy), and edit widgets using the icons on each widget to create a custom dashboard appearance. For example, you can stack widgets in a column, line up indicators in a row, or enlarge a gauge to make it more prominent.
When the Dashboard page is unlocked, you can drag any widget to the bottom of your screen to pop open the tray; that is, a temporary location where you can “park” widgets when needed. For example, you might want to park a widget in the tray if you are not sure where you want to put it, or if you want to move a widget to a different dashboard. You can park up to three widgets at a time.
