Convin's custom dashboard functionality allows you to gain valuable insights effortlessly right where you need them.
As the name suggests, the customized view on the analytics with the report-level view is accessible.
Convin's Custom Dashboard with Versatile Visualisations!
Various visualizations or charts are available in Convin's custom dashboard; a few are mentioned below.
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Single Object: Analyse a single data point or metric effortlessly. Choose from various single object metrics such as Conversation Count, Overall Conversation Score, Active Users, Inactive Users, Conversations Audited, and much more.
Convin Reports: Gain deeper insights with ready-to-use reports. For example: Uncover agent performance details in the Agent Report, displaying total calls, good calls, bad calls, % change, wpm, total talk time, and more—all in a single view.
Customize Your Dashboard (Re-arrange/ Re-size)
To re-arrange charts, simply drag & drop for your desired arrangement.
Need to resize? Just drag the "arrow symbol" on the right-hand side of each chart.
Want to remove a chart? Click the three dots on the chart and select "unpin."
Need to rename a chart? Click the three dots and choose "rename."
Configuring your visualizations
After the dashboard is created, it's time to configure each visualization and populate it with data-driven insights. To get started, just tap on the three dots at the top right of each view and click 'Filters.'
Please Note: These filters are the same filters available in the home tab
Teams & Sub-teams: Choose specific teams and sub-teams to draw insights from.
Reps: Select individual reps to focus on their performance.
Template: Pick a particular Audit Template for specialized analysis.
Duration: Filter and draw insights from conversations within the desired timeframe.
More Filters: Fine-tune your analysis with call type, call tag, status/stage, and Audit type filters. Uncover the most relevant data effortlessly!
Apply filters to fine-tune your chart; if you want to make further edits, just click "EDIT" to keep updating the data.
Sharing your Dashboard
To share your dashboard:
Click "SHARE."
Export it as a PNG or select users from your organization, add a personalized comment, and send the dashboard PNG via email effortlessly.
I hope this article was helpful to you. If you have any queries, drop us an email at "[email protected]," and we'll help you.
Good day