Dashboard can only be properly set up when agents, groups and questionnaires have been defined.

  1. Click Dashboard in the left hand menu. The Dashboard tab opens.
  2. Click either User Dashboard or Default Dashboard.
  3. Choose the number of Widgets per Row from the drop-down list. For example, two Widgets per Row are used and two rows are in the figure, enabling four widgets in the display.
  4. Create the first widget by clicking Add Widget and selecting one of the following types from the drop-down list:
    High Scoring Agents
    High Scoring Groups
    Low Scoring Agents
    Low Scoring Group

Specify the maximum number to display using the Count parameter.
Trend displays the average score trend from a specified questionnaire for an agent group, or groups, with numbers comparing this week/month to last week/month.
Pie uses the pass and fail criteria, Good / Bad Threshold, from a specified questionnaire to display a pie chart of agent categories, good, average, or bad for a group or all groups.

Repeat step 4 until all of the widgets have been selected.