Dashboard example

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Introduction

Navigate to Analytics > Board Builder to create powerful live dashboards by combining existing reports. Our Board Builder allows you to combine saved reports into a single view. You can use these boards to track metrics that are most important to you or use the TV Mode feature to output this to a display for real-time updates.
Board Builder is perfect for executives and stakeholders who need a high-level view of your support operations at a glance.

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Creating Your Dashboard

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Step 1: Access Board Builder

  1. Go to Analytics > Board Builder in your dashboard
  2. Click “Create New Board” to start building
  3. Give your board a descriptive name

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Step 2: Add Reports

  1. Select from your saved reports
  2. Choose the layout and positioning for each report
  3. Configure display options for each widget

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Step 3: Customize Your View

  • Layout Options - Choose from grid layouts to arrange your reports
  • Size Controls - Resize reports to emphasize important metrics
  • Auto-refresh - Set refresh intervals for real-time updates Dashboard

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TV Mode

Use TV Mode to display your dashboard on a monitor or TV screen for:
  • Team visibility - Keep everyone informed of current metrics
  • Real-time monitoring - Display live updates during busy periods
  • Executive dashboards - Provide leadership with key insights
  • War rooms - Centralized monitoring during critical situations

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Setting Up TV Mode

  1. Create your board with the reports you want to display
  2. Click Preview
  3. Select TV Mode

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Best Practices

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Dashboard Design

  • Keep it focused - Include only the most important metrics
  • Use consistent layouts - Maintain visual hierarchy
  • Consider your audience - Tailor content for different stakeholders
  • Regular updates - Refresh dashboards as your needs evolve

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Performance Optimization

  • Limit report count - Too many reports can slow performance
  • Use appropriate date ranges - Shorter ranges for better performance
  • Apply filters - Reduce data volume for faster loading
  • Schedule updates - Set reasonable refresh intervals

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Common Use Cases

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Executive Dashboard

  • High-level performance metrics
  • Customer satisfaction scores
  • Volume trends
  • Team productivity indicators

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Operations Dashboard

  • Real-time response times
  • Open conversation counts
  • Agent workload distribution
  • SLA compliance metrics

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Team Dashboard

  • Individual performance metrics
  • Channel-specific data
  • Quality indicators
  • Improvement opportunities

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