This guide will take you through the steps to build a dashboard to measure the main metrics for monitoring a contact center. You will need to build the reports first before they can be pulled into the dashboard.
Dashboard Components
Average Speed to Answer / Average Wait Time in the Queue
Build this report: Average Wait Time in a Queue
Add a new dashboard component and select the numerical icon.
Make sure the ‘Measure’ = Average from From Call Queue Last Wait Seconds (Or From Call Queue Total Wait Seconds)
You can choose to customise the ‘Range' - this will give you a traffic light system to see if you are hitting your metrics.
You can also customise the name of the component to be different from the report name by scrolling down and changing the ‘Title’.
Number of calls that enter the queue / number of calls offered
Use the same report as number 1
Add a new dashboard component and select the numerical icon.
Make sure the ‘Measure’ = Record Count
You can choose to customise the ‘Range' - this will give you a traffic light system to see if you are hitting your metrics.
You can also customise the name of the component to be different from the report name by scrolling down and changing the ‘Title’. (For example ‘# of Calls Offered’)
Average handle time
Build this report: Average Inbound Handle Time Per Agent
You could customise this report to be just for call queue call or all calls an agent handles (including outbound calls).
Add a new dashboard component and select the numerical icon.
Make sure the ‘Measure’ = Average Handle Time
You can choose to customise the ‘Range' - this will give you a traffic light system to see if you are hitting your metrics.
You can also customise the name of the component to be different from the report name by scrolling down and changing the ‘Title’.
Average talk time
Build this report: Average Inbound Talk Time Per Agent
You could also use the report from number 3 instead of having to build another report as long as you have added Time Talking.
As with above, you could customise this report to be just for call queue call or all calls an agent handles (including outbound calls).
Add a new dashboard component and select the numerical icon.
Make sure the ‘Measure’ = Average Time Talking
You can choose to customise the ‘Range' - this will give you a traffic light system to see if you are hitting your metrics.
You can also customise the name of the component to be different from the report name by scrolling down and changing the ‘Title’
Average Wrap-Up Time / After Conversation Work Time
If you are using Freedom with Natterbox, use the report from number 3 instead of building a new report and make sure you have added Wrap-Up Duration.
If you are using SCV with Natterbox, you will need to use the ‘Agent Work’ object. As this is a different object, it won’t work with any dashboard filters you add.
Add a new dashboard component and select the numerical icon.
Make sure the ‘Measure’ = Average Wrap-Up Duration
You can choose to customise the ‘Range' - this will give you a traffic light system to see if you are hitting your metrics.
You can also customise the name of the component to be different from the report name by scrolling down and changing the ‘Title’. (For example ‘Average Wrap-Up Time’)
Average Hold Time
Build this report: Average Inbound Hold Time Per Agent
Add a new dashboard component and select the numerical icon.
Make sure the ‘Measure’ = Average To Used On Hold Seconds
You can choose to customise the ‘Range' - this will give you a traffic light system to see if you are hitting your metrics.
You can also customise the name of the component to be different from the report name by scrolling down and changing the ‘Title’. (For example ‘Average Hold Time’)
% SLA (Service Level Adherence)
Build this report: Simple SLA%
Add a new dashboard component and select the chart icon (vertical or horizontal is your choice).
Make sure the ‘X-Axis’ = SLA? (the bucket field on From Call Queue Last Wait Seconds) and ‘Y-Axis’ = SLA % (calculation summary formula field)
You can also customise the name of the component to be different from the report name by scrolling down and changing the ‘Title’.
% Abandoned vs Handled (answered calls vs hung up calls)
Build this report: % Abandoned vs Handled (Simple)
You can customise the way that handled and abandoned are categorised on that report by changing the bucket field, for example: do you categorise a callback request as a handled or abandoned call?
Add a new dashboard component and select the chart icon (vertical or horizontal is your choice).
Make sure the ‘X-Axis’ = Handled vs Abandoned (the bucket field on From Call Queue Last Disposition) and ‘Y-Axis’ = % Abandoned / Handled (calculation summary formula field)
You can also customise the name of the component to be different from the report name by scrolling down and changing the ‘Title’.
Dashboard Filters
Adding dashboard filters allows you to use 1 dashboard for different teams, skills, time frames, etc… Here is how to add a dashboard filter and some ideas of filters that might work for the dashboard components above.
Please note: dashboard filters only work on components with the same object. This means you need to use the same report type or report types with a common object. For example, Call Reporting could be used with Call Reporting with Requested Skills and Skills or Phone Events with To Call Reporting record
How to add a dashboard filter:
Edit your dashboard and then select ‘+ Filter’ at the top.
Enter a field name, for example: Conversation Start Time
Display name = Time
Values (choose relative):
TODAY
THIS WEEK
THIS MONTH
Other filter ideas (you can have multiple on the same dashboard):
Skill
Switchboard
User Names (for a small team)
Department / Team / Role
Example Image
Once you have created all those components and added a filter, you will have a dashboard that looks something like this: