Customize Your Contact Center Dashboard

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The Contact Center Dashboard presents key metrics in an intuitive visual format that is easy to interpret. It offers enhanced flexibility through extensive customization options, allowing users to apply up to 17 activity filters, narrow views by specific Contact Center, and define custom time ranges.
Additionally, dashboards can be saved for later reference, enabling quick access to personalized views that support efficient, data-driven decision-making.

Let's dive into the details.

Who can use this

Contact Center Dashboards are available to Dialpad Sell and Dialpad Support customers on Advanced and Premium plans.  

View Contact Center dashboard

To view your Contact Center dashboard, go to the Dialpad Admin portal.

  1. Select the Live Dashboard

  2. Select Contact Center

Filter your dashboard

Before customizing your dashboard, you can apply filters to ensure you’re viewing data for specific contact centers, channels, and time periods.

To filter your dashboard, select the desired filter(s), then choose which data you want to see.

Notes

The Channels Filter will only appear if you have selected a Digital Contact Center.

Metrics categorized and labelled as Live are calculated based on their present status, and are independent of the timeframe chosen.

Customize the Live Dashboard

Dashboards can be customized by adding and removing widgets, or by specific data points.  

To customize your Live Dashboard:

  1. Go to the Live Dashboard

  2. Select Customize

  3. Hide or view a widget by selecting the eye icon

  4. Select Apply

Tips

Use the search bar to quickly find a specific widget.

Drag and drop widgets into different positions on the screen.

The following data points are available to be viewed or hidden:

Service level (SLA) per channel

Active agent sessions

Abbreviated name

Session capacity

Queued calls

Survey engagement

Longest wait time

Survey CSAT score

Agents: Available

Total agent sessions

Agents: On a call

Automated sessions

Agents: wrap-up

Customers queued

Agents: Busy

Deflection rate

Total inbound calls

Automation sessions by channel

Answered calls

Agent sessions by channel

Abandoned calls

Ai Agent answer feedback

Missed calls

Ai Agent queries

Voicemails

Ai Agent answers

Outbound connected

Total minutes

Canceled calls

Average call duration (ACD)

Average speed to answer (ASA)

Fullscreen view

Dialpad's built-in dashboard includes a full-screen option, which can easily be projected onto a large monitor in a physical, in-person setting.

Select the Fullscreen button and just like that, the dashboard will fill your entire screen.

Save a dashboard

Save your customized dashboard so that you don't have to reset your filters each time.

To save a dashboard, go to the Live Dashboard, select the desired filters and select Save dashboard.

That's it! Your saved Live dashboard will now appear in the Saved Dashboards section, ready to be viewed again at your leisure.

Edit a saved dashboard

Need to make changes to a saved dashboard? No problem.

To edit a saved dashboard, go to the Dialpad Admin Portal

  1. Select Live Dashboard

  2. Go to Saved Dashboards

  3. Select the dashboard

  4. Add or remove any applied filter(s)

  5. Select Save changes or Save as new dashboard

The Dashboard will automatically update.

Delete a saved dashboard

To remove a saved dashboard, select the dashboard you'd like to remove, then select the trash can icon.

Contact Center alerts

Contact Center alerts appear on your dashboard, allowing you to keep tabs on your high-risk stats in a quick glance. You'll recognize them when cells and/or rows turn red.