Custom dashboard

Focused Area

Objective:

For tenant admin to view and focus on the most relevant data for monitoring and optimizing team performance, admin can select specific metrics, graphs, and tables to Focused area. The focused area will be prominently displayed at the top of each page, while the remaining tables, graphs, and metrics will be repositioned lower on the page.

The Focused Area is applicable to the reports only for Overview, Users, Performance, Unresolve, CSAT, and Conversation.
Figure 1. Focused Area

Overview:

  1. Click the edit button. The checkbox on each card will be visible—select the specific widget you want to focus on.
    Figure 2. Edit Option
  2. After the admin selects a specific widget , it will be displayed in the focused area. The admin can then click on the save.
    Figure 3. Select Cards
  3. Upon clicking the "Save" button, any modifications made within the focused area will be stored and preserved.
    Figure 4. Updated Dashboard
  4. If admin wants to unselect the cards from the focused area click on edit, unselect the cards and click on saveTo remove cards from the focused area, follow these steps:
    • Click on the Edit button. This will allow admins to make changes to the focused area.
    • Unselect the specific cards that the admin wants to remove from the focused area. Admin can do this by clicking on the cards to deselect them.
    • Once the adminunselected all the desired cards, click on the Save button.
    • This will save admin changes and remove the unselected cards from the focused area.

    Validation: At least two cards must be selected; otherwise, a warning message will appear.

    Figure 5. Warning Message
  5. To ensure a clear and uncluttered view of the data, the admin has the option to conceal rows that are not immediately relevant to their current task. This can be achieved by clicking on the designated "Hide Remaining" arrow, which will effectively collapse and hide the rows that are not currently in focus. This functionality allows admin to concentrate on the most pertinent information without being overwhelmed by excessive data.
    Figure 6. Conceal rows

Users:

  1. Click the edit button. The checkbox on each card will be visible—select the specific card you want to focus on.
    Figure 7. Edit option
  2. After the admin selects a specific widget, it will be displayed in the focused area. The admin can then click on the save.
    Figure 8. Select Card
  3. Upon clicking the "Save" button, any modifications made within the focused area will be stored and preserved.
    Figure 9. Updated dashboard
  4. If admin wants to unselect the cards from the focused area click on edit, unselect the cards and click on saveTo remove cards from the focused area, follow these steps:
    • Click on the Edit button. This will allow admins to make changes to the focused area.
    • Unselect the specific cards that the admin wants to remove from the focused area. Admin can do this by clicking on the cards to deselect them.
    • Once the admin unselected all the desired cards, click on the Save button. This will save your changes and remove the unselected cards from the focused area.

    Validation:

    At least four cards must be selected; otherwise, a warning message will appear.
    Figure 10. Warnings Message
  5. To ensure a clear and uncluttered view of the data, the admin have the option to conceal rows that are not immediately relevant to their current task. This can be achieved by clicking on the designated "Hide Remaining" arrow, which will effectively collapse and hide the rows that are not currently in focus. This functionality allows admin to concentrate on the most pertinent information without being overwhelmed by excessive data.
Figure 11. Conceal rows

CSAT

  1. Click the edit button. The checkbox on each card will be visible—select the specific card you want to focus on.
    Figure 12. Edit Option
  2. After the admin selects a specific card, it will be displayed in the focused area. The admin can then click on the save.
    Figure 13. Select Cards
  3. Upon clicking the "Save" button, any modifications made within the focused area will be stored and preserved.
    Figure 14. Updated Dashboard
  4. If admin wants to unselect the cards from the focused area click on edit, unselect the cards and click on saveTo remove cards from the focused area, follow these steps:
    • Click on the Edit button. This will allow admins to make changes to the focused area.
    • Unselect the specific cards that the admin wants to remove from the focused area. Admin can do this by clicking on the cards to deselect them.
    • Once the admin unselected all the desired cards, click on the Save button. This will save your changes and remove the unselected cards from the focused area.

    Validation:

    A warning message will be displayed if the admin does not select all cards.
    Figure 15. Warnings Message
  5. To ensure a clear and uncluttered view of the data, the admin has the option to conceal rows that are not immediately relevant to their current task. This can be achieved by clicking on the designated "Hide Remaining" arrow, which will effectively collapse and hide the rows that are not currently in focus. This functionality allows admin to concentrate on the most pertinent information without being overwhelmed by excessive data.
Figure 16. Conceal rows

Conversations

  1. Click the edit button. The checkbox on each card will be visible—select the specific card you want to focus on.
    Figure 17. Edit Option
  2. After the admin selects a specific card, it will be displayed in the focused area. The admin can then click on the save.
    Figure 18. Select Cards
  3. Upon clicking the "Save" button, any modifications made within the focused area will be stored and preserved.
    Figure 19. Updated Dashboard
  4. If admin wants to unselect the cards from the focused area click on edit, unselect the cards and click on saveTo remove cards from the focused area, follow these steps:
    • Click on the Edit button. This will allow admins to make changes to the focused area.
    • Unselect the specific cards that the admin wants to remove from the focused area. Admin can do this by clicking on the cards to deselect them.
    • Once the adminunselected all the desired cards, click on the Save button. This will save your changes and remove the unselected cards from the focused area.

    Validation:

    A minimum of four metric cards must be selected; otherwise, a warning message will be displayed.
    Figure 20. Warnings Message
  5. To ensure a clear and uncluttered view of the data, the admin have the option to conceal rows that are not immediately relevant to their current task. This can be achieved by clicking on the designated "Hide Remaining" arrow, which will effectively collapse and hide the rows that are not currently in focus. This functionality allows admin to concentrate on the most pertinent information without being overwhelmed by excessive data.
    Figure 21. Conceal rows

Performance

  1. Click the edit button. The checkbox on each card will be visible—select the specific card you want to focus on.
    Figure 22. Edit Option
  2. After the admin selects a specific card, it will be displayed in the focused area. The admin can then click on the save.
    Figure 23. Select Cards
  3. Upon clicking the "Save" button, any modifications made within the focused area will be stored and preserved.
    Figure 24. Updated Dashboard
  4. If admin wants to unselect the cards from the focused area click on edit, unselect the cards and click on saveTo remove cards from the focused area, follow these steps:
    • Click on the Edit button. This will allow admins to make changes to the focused area.
    • Unselect the specific cards that the admin wants to remove from the focused area. Admin can do this by clicking on the cards to deselect them.
    • Once the admin unselected all the desired cards, click on the Save button. This will save admin changes and remove the unselected cards from the focused area.

    Validation:

    The admin should select several small metric cards that will completely fill the row. Otherwise, a warning message will appear.
    Figure 25. Warnings Message
  5. To ensure a clear and uncluttered view of the data, the admin have the option to conceal rows that are not immediately relevant to their current task. This can be achieved by clicking on the designated "Hide Remaining" arrow, which will effectively collapse and hide the rows that are not currently in focus. This functionality allows admin to concentrate on the most pertinent information without being overwhelmed by excessive data.
Figure 26. Conceal rows

Unresolved Queries

  1. Click the edit button. The checkbox on each card will be visible—select the specific card you want to focus on.
    Figure 27. Edit Option
  2. After the admin selects a specific card, it will be displayed in the focused area. The admin can then click on the save.
    Figure 28. Select Cards
  3. Upon clicking the "Save" button, any modifications made within the focused area will be stored and preserved.
    Figure 29. Select Cards
  4. If admin wants to unselect the cards from the focused area click on edit, unselect the cards and click on saveTo remove cards from the focused area, follow these steps:
    • Click on the Edit button. This will allow admins to make changes to the focused area.
    • Unselect the specific cards that the admin wants to remove from the focused area. Admin can do this by clicking on the cards to deselect them.
    • Once the admin unselected all the desired cards, click on the Save button. This will save admin changes and remove the unselected cards from the focused area.
  5. To ensure a clear and uncluttered view of the data, admin have the option to conceal rows that are not immediately relevant to their current task. This can be achieved by clicking on the designated "Hide Remaining" arrow, which will effectively collapse and hide the rows that are not currently in focus. This functionality allows admin to concentrate on the most pertinent information without being overwhelmed by excessive data.
    Figure 30. Conceal rows