How to create a new dashboard

Introduction

This article describes the processes for creating a new dashboard and assigning your first tile in the Dashboard section of the Premier Contact Point administration module.

Background

Dashboards allow user and queue activity to be monitored in real time. The dashboard editor is used to configure what information is visible on the dashboard and the way the dashboard will display the information.

How to create a new dashboard

1. Select Dashboard from the Administration menu panel then click on the Add button.
   
2. Enter a unique name for the dashboard and then select the Canvas type, followed by SAVE. (see below for more information on Canvas types)
   
   
3. Click the Edit Canvas button on the Production Copy line. This will open the dashboard canvas into a new tab within the browser.
   
4. As this is a brand new canvas, a default size of W 1920 x H 1080 will be created. Use the Canvas size selector in the Presentation Parameters to select a different preset size or custom width and height.
   
   Now that the canvas has been created, it’s time to start adding tiles.

How to add your first tile

1. Using the left mouse button, click and drag the preferred tile type from the tile list onto the canvas. Each tile type contains an image to show the type of display it will generate.
   

This will add a blank tile to the canvas, the tile can be moved around the canvas using your mouse to click and drag to the preferred location. A selected tile will have a faint glow around it to indicate it is selected.

Each tile has four control items

• Gear (top left) – This is used to edit the tile configuration.
• Duplicate (top right) – This is used to duplicate the tile configuration to a new tile.
• Resize (bottom right) – This is used to resize the tile.
• Delete (bottom left) – This is used to delete the tile.

How to edit your first tile

1. Click the tile that was dropped onto the canvas. The Tile settings panel will automatically jump to selected tiles configuration.
   

Depending on the tile type, up to five configuration sections are available. Each section can be expanded or collapsed using the arrows on the right hand side of the section. If a section is not collapsed it will remain open while other sections of the tile are worked on.

Dataset & Display Type

The Dataset and Display Type section is used to configure the data set type. For example on a Hero tile, Data sets of Queue, Agent and Contact Flow information can be selected.

Define Contents

The Define Contents section is used to define which data metric/s will be displayed and tile labels. For example Contact data to display the number of contacts currently in the queue.

Filter Settings

The Filter Settings section is used to apply filters to the data metrics. For example selecting which queues to sum multiple entities are being used to define contacts in queue.

Layout & Styling

This Layout & Styling section is used to configure the layout of the tile allowing users to configure their preferred fonts, font sizes, colours and backgrounds.

Alert Settings

The Alert Settings section is used to define alerts on the data metrics, for example changing the colour of the text when calls in queue exceeds a set threshold or applying an audio alert.

Slide in settings

The Slide in settings toggle can be used to hide the Dashboard tile toolbox and Canvas settings.

When enabled, the Dashboard tiles and Canvas settings will be minimised to a thin ribbon on each side of the screen. Moving the mouse over the ribbon will slide out the settings.