V3 Custom Dashboards

What’s about

A powerful feature of XCALLY Motion is the Real-time Dashboard Editor which allows Administrators to create custom Responsive Dashboards for Supervisors, to display real-time information (which are reset at midnight, every day) according to the Contact Center's needs.

Most dashboard widgets (i.e counters or charts) are engineered as responsive: when a new event occurs the information is pushed from the server directly in the widget window in real-time and the widgets load information as the user scrolls past them.

Other dashboard widgets (i.e. web reports) run performance analytics reports and are refreshed at regular intervals (but can also be refreshed manually).

You can create as many dashboards as you need and customize them using widgets and metrics that are keys for tracking your contact center's performance and, what is more important, you don't need to be a SQL expert to do it!

How it works

You can just create in a few steps a new custom dashboard:

1. create the dashboard

2. pick a ready-to-use widget type and use it to create new widgets

3. define the format, the source and the range of the data you want to be displayed in the widget

4. run the preview and revise the widget if necessary

5. move the widgets on the desktop according to the layout you like best

6. define the set of permissions allowed on the Custom Dashboard for each User Profile (you find this menu entry in the Tools section): consequently, all the Users belonging to it will be able to benefit from these permissions

Once created the Custom Dashboards can be cloned and the copy can be modified, and this is also really fast and saves your time!

Custom Dashboard Widgets work per Channel: Administrators can create mixed widget types of Custom Dashboards to allow Users to monitor just the activities they need to supervise in a unique and complete layout. 

Moreover, several Custom Dashboards can be created and made available for each Supervisor, achieving better results in terms of customization capability and efficiency, following the rules stated below:

• Each supervisor (User) will only see data their Profile has been enabled to access. This function is available only for counter, bar and pie charts.

• At runtime Users/Admins can also decide to narrow the view, by clicking on , using filters and ruling out some data sources.

Open

New Custom Widgets can be developed in addition to the list of those already available: you can do it yourself or ask our professional service to develop what suits best to your needs best!

Handle Custom Dashboards Section

To create and modify Custom Dashboards go under the Tools Menu:

Here you can create and customize Custom Dashboards and add permissions to allow specific users to display each of them.

Create a New Custom Dashboard

To create a new Custom Dashboard click on  :

After the Custom Dashboard is created, you can edit and start customizing the dashboard layout by adding widgets.

Anytime you want to see your Dashboard results, use the Preview commands.

Edit a Custom Dashboard

Find the new Custom Dashboard from the list

click on 

and then click on Edit Custom Dashboard:

where:

• Settings shows Custom Dashboard general information

• Dashboard allows you to design your custom dashboard by adding widgets in it.

Configure your Custom Dashboard

Add New Widget

In the Dashboard tab you can customize your Dashboard  look and feel (adding Title, Font size an colors of the window) and features (adding widget in it).

The latter in particular is very important because adding the widgets you can define what will be shown in the Custom Dashboard layout: you can add widgets that perform actions defined in a list of ready-to-use types (with specific metrics and filters associated to them), or you can add widgets showing information available in a file stored in a specific custom path.

To add a new widget, click on  and fill the New Dashboard Widget form:

Edit/Delete a Widget

Once a Widget has been created in a Custom Dashboard, you can easily modify it.

Click to move your widget window to another screen position and drag to resize it.

Click on the top right-hand corner of the widget and then on Edit Widget

Insert or modify data in your widget edit panel and Save the changes.

Use the same commands list to Delete a widget from a Custom Dashboard.

Custom Dashboard Widget Types

Custom Dashboard Widget types are specific for each Channel.