Custom Dashboards
A powerful feature of XCALLY Motion is the Real time Dashboard Editor which allows Administrators to create custom Responsive Dashboards for Supervisors, in order 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 realtime 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 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!
You can just create in a few steps a new custom dashboard:
create the dashboard
pick a ready-to-use widget type and use it to create new widgets
define the format, the source and the range of the data you want to be displayed in the widget
run the preview and revise the widget if necessary
move the widgets on the desktop according to the layout you like best
define the set of permissions allowed on the Custom Dashboard for each User Profiles (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 are 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, clicking on , using filters and ruling out some data source.
This filter is not permanent: it will only apply to the current session or until it is removed.
About the header filter and edit function:
Dashboard editing is always allowed to Users with Admin role and to Users belonging to Profiles that grant Edit permission
Users belonging to Profiles without the Edit permission on the specific Dashboard will not see the Edit button
, but only the filter
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 suites best to your needs!
The 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.
As soon as you create a new Custom Dashboard, it will be displayed in the User/Admin Desktop view:
In this picture for example there are two Custom Dashboards: Queues Overview and Queue Details.
Remember that each Custom Dashboard visibility can be enabled/disabled:
in the User Permission section by the Administrator if your XCALLY Motion version is earlier than 2.1.0
as one of the User Profile permissions that apply to all the Users belonging to that group if your XCALLY Motion version is equal or later than 2.1.0