Dashboard

This article overviews the manager and agent dashboards in CommPeak Cloud PBX and includes instructions on customizing and managing dashboard content.

The dashboard is your homepage in CommPeak Cloud PBX. It offers an easy view of call and agent activity statistics depending on your role and can be configured to show the data you need.

Manager's Dashboard

A manager's dashboard can display extensive data and graphs reflecting the activity of the entire call center.

Screenshot of the Manager's dashboard

Manager's dashboard

Agent's Dashboard

An agent's dashboard is limited to their personal performance data, including call figures, and a meeting card where the agent can see their planned calls.

Screenshot of the Agent's dashboard

Agent's dashboard

Dashboard Editing

Click Edit Dashboard at the top-right of the page to change the dashboard content and view.

In the edit mode, you can do the following:

  • apply filters to data cubes

    Screenshot with applying filters to data cubes

    Applying filters to data cubes

  • add cubes to cube panels

    Screenshot of adding cubes to cube panels

    Adding cubes to cube panels

  • delete data cubes and graph boxes

    Screenshot of deleting data cubes

    Deleting data cubes

  • move elements to change their order

    Screenshot of reordering elements

    Reordering elements

  • add widgets

    Screenshot of adding widgets

    Adding widgets

    Click Save Changes in the top right to confirm your edits or Cancel to exit without applying any changes.

    Screenshot with the Save Changes and Cancel buttons

    Save Changes and Cancel buttons