Creating a Dashboard

  • Published on Nov 20, 2025
  • 1 minute(s) read
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Creating a dashboard is a foundational step in leveraging analytics effectively within your organization. Dashboards serve as customizable visual interfaces that consolidate key metrics, trends, and insights into one cohesive view. By building tailored dashboards, users can monitor performance, track critical indicators, and quickly identify areas requiring attention or improvement.

You can create as many dashboards as needed to meet your analysis and reporting requirements. However, each dashboard is limited to a maximum of six visual elements (such as charts, KPI cards, or tables). This limitation ensures optimal performance and clarity when interpreting the data presented.

This section guides you through the essential steps to create, customize, and manage dashboards that align with your specific business needs. Whether starting with a pre-built template or building from scratch, dashboards empower users to visualize complex data simply and interactively, enabling informed, data-driven decisions.

To create a dashboard:

  1. Click on the Analytics tab at the top of the  interface to open the Analytics page.

  2. Click the Manage Dashboards.
    Dashboard interface showing options to manage and add dashboards for analytics.

  3. Click the Add Dashboard (plus sign) button.

  4. Select a predefined dashboard layout from the available options to define how your visuals are arranged.

    Dashboard configuration interface showing layout options and visual types for data analysis.

  5. From the Visual Types drop-down list, select the required visual type to display all available visuals of that type. For example, if you select Filter, only filter visuals such as Agent Group, Agent Sentiment, and others are displayed.
    Dashboard interface displaying various visual types for data representation and filtering options.

  6. Drag and drop or double-click your desired visuals (charts, KPI cards, tables) into the dashboard add visual area. You can add up to six visuals per dashboard.

  7. Drag and drop or double-click filter visuals (such as date range, agent group, sentiment) into the filter section to enable dynamic filtering for your dashboard.

  8. In the Name box, enter a unique name. (Optional) add a description to explain the dashboard’s purpose.

  9. (Optional) In the Tags box, enter the required tags to categorize dashboards, helping filter and organize dashboards.
    Input field for adding tags with a highlighted customer tag option.

  10. Click Save Dashboard.

  11. (Optional) Set the dashboard as your default view, so it loads first when accessing the My Dashboards tab.