In this article we will explain how the functionality in Dashboards.
What is a dashboard?
A dashboard is a visualisation and easy way to present your data. You'll have different widgets which shows your data history. Depending on what you want the dashboard to show, you can create different widgets, key numbers, diagrams etc.
You have the possibility the create dashboards which are only visible to specific team members, which can be extremely valuable if you have different customers who are not allowed to the the data on other campaigns.
What is dashboards used for?
You can give either your team or your target group a specific focus on an assignment. The benefit of a dashboard is that you only need to visualize the relevent numbers.
Besides visualize it you can also create competitions based on the dashboards, eg. the phoner who sells the most.
You can also stream your dashboard live to an external screen in the call center. You can also generate a direct URL to the dashboard.
How does it work?
1. You need to find the dashboard through "Insights" and afterwards "Dashboard":
2. When you are at the dashboard site, you can create your own personel setup with different widgets, key numbers, placement etc. You can create a new dashboard on the top right corner.
You can change the time period (eg. last 30 days) as well as the campaigns.
3. You can also change the layout with your mouse. You can move the widgets around, change the size and also delete the widgets.
4. If you want to add more widgets you can click on the dropdown "Add widgets". You can add all at once or one at a time. You can also save different set ups of the campaign eg. one dashboard for the week and one for the day.
You are also able to create your own KPI's. If you go to Add widget and click on widget:
And then create your own KPI:
In here you need to first give the KPI a appropriate name.
Afterwards you need to choose the source, you can choose the following sources:
- Leads where you can look at leads contacted a specific time, with a specific status etc.
- Calls where you look calls made, duration, if the calls is answered etc.
- Booking where you look at bookings made (Only works with calendar users) and you can look at specific meeting status (Held, cancelled) og specific calendar users.
- Sales where you look at sales made (Only works if you have added products to your campaign) by specific users, time, price etc.
- Sales lines (Only works if you have added products to your campaign) looks at specific products associated with a sale if you sell more products in one sale.
- Activity where you look at specific things agents do in the dialer. Example duration for a users activities.
Once you've chosen the source you need to look at the time from which you will look at. The time differs depending on the source chosen.
The you need to choose aggregate which is how you will look at the data from the source. You can count, summarise, find minimum and maximum.
Lastly you can filter if you only want to find specific things from you data source. In the following example, I've created a KPI showing the total number of successes on leads:
Once the KPI is created you can use it in your widget. Then you need to choose how you want to group the KPI, example by user, time og campaign.
Then you can give it a name and choose the visualisation you want:
Once you've added the widget you can see the total number og succes based on campaigns (In the example 7 successes in total 2 on the booking campaign and 5 on the sales campaign):
5. The frequency will be instant, so at the moment a phoner save a lead as a succes. You can in the top right corner set it to full screen.
