
A Dashboard can only be properly set up when agents, groups and questionnaires have been defined.
- Click Dashboard in the left hand menu. The Dashboard tab opens.
- Click either User Dashboard or Default Dashboard.
- 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.
- 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.