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Custom Dashboards

You can build your custom dashboards in Salted CX. Your dashboards can use built-in insights and custom insights in one canvas.

Create a Custom Dashboard​

You can create a new dashboard either from scratch or from an existing built-in or custom dashboard.

Create a New Dashboard​

To create a new dashboard from scratch:

  1. Go to Dashboards
  2. Click New Dashboard

Copy an Existing Dashboard​

You can copy an existing built-in or custom dashboard:

  1. Go to Dashboards
  2. Click the dashboard that is the closest to the
  3. Click the menu in the top right corner
  4. Click Save as New

Add Insights​

Dashboards are collections of insights organized on a canvas. Ideally, one dashboard focuses on a small set of use cases and uses multiple insights to provide a look from multiple perspectives.

To add an insight to a dashboard:

  • Drag an insight from the left pane anywhere to the dashboard canvas. Depending on where you move Salted CX will highlight the area where the insight will be dropped. You can place the insight anywhere in the dashboard. When you place it below the last row you create a new section.

Layout​

The dashboards respond to the device screen size to rearrange the insights in a way that is best suitable for a user’s device. On a desktop computer, the insights are shown as you see them in the editor. On a phone, they will be shown in a narrow column one after another.

After adding insights you can change the dashboard layout by:

  • Drag insights from one place to another to change the order of the insights in the dashboard.
  • Move over the right side of an insight to adjust its width. Note that the dashboard is split into 12 narrow columns which are the increments you can use when setting the dashboard width.
  • Move over the bottom side of an insight to adjust the height of all insights in the same row.

Sections​

Sections help you organize a dashboard. Sections are placed vertically one under another. Each section has an option title and description. Use this opportunity to describe to users the purpose of the dashboard or the section and how to use it.

To place an insight into a new section drag a newly added insight or insight already in the dashboard below the last row of insights in the dashboard.

Remove Insight​

To remove an insight from a dashboard:

  • Click the dashboard you want to remove
  • Click on three dots in the top right corner
  • Click Remove from dashboard in the menu

Filters​

You can add attribute filters to your dashboards. Attribute filters apply to all insights in the dashboard by default.

To add a filter to a dashboard:

  • Drag an Attribute Filter item from the left pane to the filter bar on top of the dashboard
  • Select the Attribute you want to use for filtering
  • Select the default values in the filter. These are the values the users will see when opening the dashboard. They can change the filter afterward.
  • Click Apply
  • Now you will see the dashboard filtered to your selection.
note

You can change the default filtering criteria later by clicking on a filter and choosing different values.

Exclude Filters​

By default, each insight in a dashboard is filtered by all filters in the dashboard. In some cases, you might want not to filter some insights by some attributes.

These are examples when you can disable filtering by a specific attribute:

  • Show a long-term trend next to a recent performance. Chart showing the long-term trend would have filter by date disabled.
  • Agent performance comparison with the team. Charts showing the team performance would have filtering by agent disabled.
  • Team performance compared to the department or the entire contact center. Charts showing the performance of the higher level organization units would have filtering by team disabled.

To exclude individual insights from filtering:

  • Click on the insight you do not want to filter by one of the filters.
  • Click the three dots button in the top right corner of the insight
  • Click Configuration in the menu
  • In Filter by section uncheck all filters that you do not want to apply to the insight
  • Click outside of the menu
note

Under the Date option in the Filter by section, you have a menu where you can choose by what date and time to filter the contents. Choosing different dates and times shows different results in the reports. Learn more about date and time.

Drill Downs​

Drill downs enable you to explore data deeper whenever you find something interesting in a table or a chart. Drill downs enable to open insights, other dashboards, Customer Journey or external websites when you click on a metric or an attribute.

See Drill Down from Dashboards for more details.

Delete Dashboard​

To delete a dashboard in the Dashboards tab:

  • Open the dashboard you want to delete
  • Click the menu button in the top right corner
  • Click Delete in the menu
  • Click Delete in the confirmation dialog
note

Insights and metrics used in the deleted dashboard are not deleted. You can use them to build another dashboard.