Create an Analytics Dashboard Suite

v8.3-8.4

Overview

Create an Analytics dashboard suite to customize the dashboards that display for Flowtime user. In this sample, the dashboard suite consists of dashboards for a customer service agent.

Create an Analytics Dashboard Suite

To create a dashboard suite, navigate to Administration > Analytics > Dashboard Suites.

Define Dashboard Suite Properties

Follow these parameters when you define the dashboard suite properties.

  • Container: the value must be Default.
  • Authorization Policy: the value must be Role Based Permission.

Define the Data Model

The data source that defines the dashboard.

  • Table
  • Lookup Table
  • Stored Procedure
  • Service
  • File

Define KPI

Set key performance indicators (levels of achievement) for your team to set team goals and rate performance.

Set Permissions

Set permissions for the dashboard suite to control user access by adding users or groups to specific security roles.

v8.5

Overview

Create an Analytics dashboard suite to customize the dashboards that display for Flowtime users. In this sample, the dashboard suite consists of dashboards for a customer service agent.

Create an Analytics Dashboard Suite

To create a dashboard suite, navigate to Administration > Analytics > Dashboard Suites.

Define Dashboard Suite Properties

For Analytics dashboard suites, the Container must be Default.

Define the Data Model

The data source that defines the dashboards' data.

The data source that defines the dashboard.

  • Table
  • Lookup Table
  • Stored Procedure
  • Service
  • File

Define KPI

Set key performance indicators (levels of achievement) for your team to set team goals and rate performance.

Set Permissions

Set permissions for the dashboard suite to control user access by adding users or groups to specific security roles.

About this Article
  • Created: 12/26/2017 3:28 am EST
  • Last updated: 07/26/2018 10:20 am EDT
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