Dashboards

Every business organization has to assess the quality of data and analyze agent performance for continuous improvement of the process. There are many tools available online to help you analyze the data. However, it is not easy to achieve this as they require manual effort and common technical knowledge to input the data and process it.

Well, Office2by7 has a solution: dashboards. Dashboards are visual displays that provide an overview of key metrics and data related to modules, objects, fields, and user actions. With customizable dashboards, you can create widgets to help assess progress and identify trends. These widgets aggregate and present information such as important reports, interactions, statuses, and performance indicators through graphical and textual elements.

Let’s take a detailed look at how to create dashboards in the Office24by7 platform. 

Creating a New Widget

Step 1: The ‘Dashboards’ panel can be opened by simply clicking the dashboard icon from the main menu on the left.

Step 2: Click the ‘+Add Widget’ button on the top-right corner of the screen. This will open a ‘Create Widget’ panel on the top with the necessary functions.

Step 3: Name the widget in the ‘Widget Name’ cell.

Step 4: In the ‘Select Filter’ cell, you will find all the filters you have created in the panels related to the services you have subscribed to so far. You can select multiple filters from ‘Select Filter’. This cell will also contain the names of all panels you have subscribed to, which you can select in case you want to create a widget with the complete data.

Step 5: This step will depend on your selection in the previous step:

1. 1. If you selected any filters instead of the complete panel data, the filter conditions you have applied for that particular field will appear below the widget settings. If you wish to make any changes to those conditions, you can edit them there.
      Note: The edits you make to the filter in the widget settings won’t affect the actual filter in the panel.
   2. If you selected the panel instead of any filter, click the ‘+Add’ icon that appears below to add any filter conditions to the data. After entering the conditions, you can click ‘Save’ to apply them.

Step 6: The ‘Select Columns’ cell will be loaded automatically with all the columns you have added in the filter/panel that you have selected in step 4. You can choose one or more columns in this cell so as to display them in the widget.

Note: The number of widgets in which you can present the data varies based on the number of columns you select. Types of widgets with one column selected: Bar, Line, Stacked, Pie, List, Funnel Types of widgets with two columns selected: Bar, Line, Stacked Types of widgets with three or more columns selected: Tree, Radial Tree, Sunburst, Treemap

Step 7: If you want to create more than one widget at the same time and compare them side-by-side, you can choose a size in the ‘Zoom Percentage’ cell. This lets you minimize the size of the widget so that you can create another widget and place it on the side to have an overall comparison.

Step 8: Once you are done with defining the widget settings, click the ‘Save’ button.

Your widget will appear on the dashboard you just created. 

Types of Widgets

We saw in the previous section that you can choose from a variety of widget types to customize your dashboard. In this section, let us take a deeper look into what each widget type is and how it can help you analyze your data.

Bar

A bar chart is a graphical representation where individual bars of different heights represent data values. Each bar’s length is proportional to the value it represents, making it easy to compare different categories over a specific period. Users can quickly identify trends, such as the highest lead-generating source or the best-performing sales agents.

Bar charts provide a simple and clear comparison of data points. They can highlight similarities and differences in performance. This helps managers identify areas that are performing well or need improvement.

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Line

A line chart is a simple graph that connects data points with a continuous line. It is ideal for portraying the sales and marketing trends over time. It is ideal to track any metric that changes over a period of time (e.g., sales performance, customer growth, etc.). The upward or downward slope of the line can be used to identify business trends.

Analyzing the changes over any period is crucial for monitoring progress and predicting future outcomes. Line charts come in handy in this regard as they reveal patterns that might not be obvious in raw data. It can even point out seasonal fluctuations or the impact of marketing campaigns.

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Stacked

A stacked chart is a type of bar chart where different data series are stacked on top of each other. This type of visualization is most useful for showing the cumulative effect of multiple data series. For instance, stacked charts can be used to display total sales by product categories over time, with each segment in the bar representing a different product.

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Pie

Pie charts display data as slices of a circle, or in other words, as parts of a whole. It is ideal for showing percentage or proportional data in business organizations. For instance, it can be used to illustrate the different stages leads are in, the distribution of customer demographics, the breakdown of sales by category, etc.

Pie charts are particularly useful for displaying parts-to-whole relationships in an easily digestible format. This can aid in understanding the relative importance or dominance of certain factors in the whole system.

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List

A list widget displays data in a straightforward and textual format. A list is the best way to view leads, lead information, task lists, etc., and provides users with detailed, itemized information. Lists come in handy while looking for data that doesn’t lend itself well to graphical representation.

List widgets are the best way to organize data in a clear and readable format that can be easily navigated and managed. Clicking each item in the list shows a pop-up box that contains detailed information about the particular item.

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Funnel

A funnel chart presents the data range in the form of a funnel. This type of chart can be used to visualize and compare the data between different attributes. The top of the funnel shows the attribute with the highest value and the bottom of the funnel shows the attribute with the lowest value. For instance, you can use this chart to compare the number of deals closed by the sales agents.

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Tree

A tree diagram is the best way to display hierarchical data, where each branch represents the relationship with the main branch and between elements. This helps you understand the relationships and dependencies within your data. Tree diagrams can illustrate the lead journey and transfer among agents, customer segmentations, etc.

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Radial Tree

A radial tree is a variation of the tree diagram, where the nodes will be arranged in a circular layout. This will be very useful for displaying hierarchical data in a more compact and aesthetically pleasing format. Radial trees can be used to represent complex relationships, such as customer hierarchies or interconnected data points. Radial trees can reveal patterns and connections that might be less obvious in linear or rectangular layouts.

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Sunburst

A sunburst chart is an advanced pie chart that displays hierarchical data through concentric circles. Each hierarchy level in the same section is represented by a ring, with the innermost circle representing the top level. Sunburst charts can be used to illustrate the breakdown of segments (For e.g., lead statuses, pipeline stages, etc.). They make it easy to understand the composition and distribution of data across different levels.

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TreeMap

A treemap displays data using nested rectangles, with the size of each rectangle proportional to its value. This is ideal for demonstrating large amounts of data in a compact space. Treemaps not only provide a concise overview of data but also their relative magnitudes. For instance, you can use a treemap to represent sales performance by region, customer demographics by location, etc. They make it extremely easy to identify large and small segments.

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Editing a Widget

If you want to make any changes to the widget that you already created, follow the steps below:

Step 1: Open the ‘Dashboards’ panel by clicking the Dashboards icon in the main menu on the left.

Step 2: From the set of widgets, find the widget that you want to edit. Click the settings icon on the top-right corner of the widget.

Step 3: Clicking the settings icon will open the widget settings and the filter conditions you have applied. Make necessary changes on any cell you want to change.

Step 4: Click ‘Save’ to save your widget. 

Deleting a Widget

If you want to make any changes to the widget that you already created, follow the steps below:

Step 1: Click the Dashboards icon from the main menu to open the ‘Dashboards’ panel.

Step 2: You will view all the widgets you have created so far. Click the ‘Delete’ icon on the top-right corner of the widget you wish to delete.

Step 3: A pop-up message will appear asking your confirmation on whether or not to delete the widget. If you are sure about deleting it, click “Yes, Delete Widget”. Else, click “No, Keep Widget”.

Once you click “Yes, Delete Widget”, the widget will be removed.