My Dashboards¶
The My Dashboards page displays all the dashboards that you own and the dashboards shared with you. Display the metrics and KPI’s that matter most to your team.
Select Dashboard¶
Click on the tabs to select the dashboard you wish to view. This tab is highlighted by turning a darker colour when selected.
Tab Options¶
On the selected tab, three new options are given to you:
Icon | Name | Description |
---|---|---|
Edit Dashboard |
Allows you to: - Change the colour of the tab - Change the name of the dashboard - Make it private |
|
Dashboard Owner |
Assign Dashboard to an owner | |
Copy Dashboard |
Make a new copy of the current dashboard |
Change Date Range¶
When you press the Change Date Range button (represented by the calendar icon) , you are presented with an interactive calendar that allows you to set a custom date range for the data displayed on your current dashboard.
Range Selection:¶
- Date Selection: You can navigate through past, current, and future months using the left and right arrow buttons. Specific dates within the selected range can be clicked to highlight them.
- Preset Ranges: You will also find options to select a Date Range, such as the Current Week, which can be adjusted according to preset periods (e.g., Yesterday, All Time, Previous Year).
- Granularity: Below the date range options, there is a Granularity setting, which determines the level of detail shown in the data (e.g., by day, week, month, years). You can set this to auto, or manually select your preferred level of granularity.
Once the desired date range and granularity are selected, the dashboard will update to reflect data relevant to that period, allowing you to filter and analyze information according to specific time frames.
Conditional Logic Builder¶
The Conditional Logic Builder allows you to filter the data displayed on your dashboard based on specific conditions.
- Logical Operator Dropdown: Choose between:
- "All of these conditions must be satisfied" (AND logic) – All selected conditions must be true for data to be included.
- "Any of these conditions must be satisfied" (OR logic) – Only one of the selected conditions needs to be true for data to be included.
- Add Logic / Condition: Use this to add specific conditions, such as "Call attempts" or "Campaign." The dashboard will update to show only data that meets the criteria of the added conditions.
This feature allows you to focus your dashboard on relevant data by applying custom filters based on your selected conditions.
Save Filters for Current Dashboard¶
This button allows you to save the current filter (encompassing the Date Range and Conditional Logic Builder) set for the currently selected dashboard. Allowing for naming and colour changing the created filter button. Clicking the Trashcan deletes it.
Edit Chart Configuration¶
The Edit Chart button enables you to create, edit and delete the charts displayed in the current dashboard. The functions below are now enabled.
Add Another Chart¶
Click the empty box at the end to add another chart. Read add or edit Chart.
Edit Chart¶
Click the cog on the top right of the chart to edit it. Read add or edit Chart.
Move Charts around¶
Click and drag the bottom right corner arrow of any chart to resize the selected chart.
Delete Charts¶
Click the X on the top right of the chart to delete it.
Create Dashboard¶
To create a new dashboard click on
at the top of the page.