Dashboard Templates
Connect version:
From the main menu bar, hover over Dashboard and then click Dashboard Templates.
Purpose
Dashboard templates allow users to customize metrics for the HTML5 Dashboard.
Clarity Connect provides over 500 potential metrics that could be calculated. Out of the box, far fewer are enabled as each additional metric affects performance and network utilization. As users customize Dashboard templates or create API integrations, metrics can be enabled via the Metrics tab on the API Management page.
Actions
Miscellaneous
Click the Clone icon (paper) to copy the selected template as a new template. A pop-up will prompt the user to enter a new name for the template.
Click the Rollback icon (clock) to revert to the previous version of the selected template.
Click the Hide icon (eye) to conceal the selected template.
Click Show Hidden Templates to display all templates. To conceal templates, click Hide Hidden Templates.
Click the Assign icon (silhouette) to assign the selected template to a business unit, team, agent, or group (Figure 1).
Figure 1 Change Assignment
Create New Dashboard Template
Click Create to create a new dashboard template. Enter the desired name for the template in the pop-up and click OK (Figure 2). The Edit Dashboard template page will appear (Figure 3).
Figure 2 Enter a template name
Figure 2 Enter a template name
Figure 3 Edit Dashboard Template page
The template name can be altered using the Name field.
From the View drop-down menu, select a Dashboard view to edit, including Queue Detail, Team Detail, Landing Page, and Agent Report Card.
From the Modality drop-down menu, select a modality to edit, including RealTime and Message.
Click any metric to change the information displayed for that particular position. The Select a metric for this position window will appear (Figure 4). Click the desired metric to display it on the Dashboard template in the selected slot.
Dimmed metrics are not yet enabled. These metrics can be enabled via the API Management page.
Figure 4 Select a metric for this position window
Click Save to finalize changes.
Edit Existing Dashboard Template
Under Actions, click the Edit icon (pencil) to edit an existing template (Figure 5).
Figure 5 Dashboard Templates page
The template name can be altered using the Name field.
From the View drop-down menu, select a Dashboard view to edit, including Queue Detail, Team Detail, Landing Page, and Agent Report Card.
From the Modality drop-down menu, select a modality to edit, including RealTime and Message.
Click any metric to change the information displayed for that particular position. The Select a metric for this position window will appear. Click the desired metric to display it on the Dashboard template in the selected slot.
Dimmed metrics are not yet enabled. These metrics can be enabled via the API Management page.
Click Save to finalize changes.