Personal Dashboards
Personal Dashboards are user-customizable walls available to every Contact Center via the Nimbus main menu. Compared to the default Nimbus Service-specific Dashboard - which are hard-configured for each MS Teams "Nimbus" tab - Personal Dashboards offer additional flexibility:
- Fully user-customizable in their appearance, widget placement and filtering.
- Cross-service data display, allowing to include KPIs and metrics from multiple (types of) services simultaneously in tabular or graph form.
- Scalable based on needs, allowing each user to have as many individual Dashboards as needed, each with its own set of widgets, data and filters shown.
Preconditions
Contact Center feature. To access the Dashboard feature in the Portal main menu:
- A Contact Center license needs to be applied within the User Administration.
- You need to be a service owner to see related service data in any personal Dashboard widgets.
About Dashboard ownership, data visibility and permissions
- Once created, Dashboards are tied to their Nimbus user and cannot be reassigned. If the user is deleted, all related Dashboards are removed.
- Dashboard KPI data access is limited to service owners. Ownership may granted manually by any admin (e.g. for standalone Contact Center service owners) or automatically (MS Teams-based), by retrieving and applying ownership rights directly from the team itself.
- Dashboards can mix and compare KPI from various Service types (licenses).
- Dashboard service filter visibility is following Organization Units rules, meaning that Dashboard widgets show only services that the user is allowed to see (and select), same in other areas of the Nimbus UI.
- OU based filters are set per-widget on each Dashboard. By default each widget with filters will show "No Data" until Services and Users are are added (Opt-in).
- If an OU of a service is changed (moved) outside of the Dashboard owner's visibility - e.g. by an administrator - corresponding services and their data are automatically removed from (any existing) Dashboard filters.
- If a Dashboard ends up with no service filters anymore, "No Data" is shown on all widgets until their filters are readjusted.
- Non Personal Dashboards may be made available (published) by an administrator and will be listed alongside any personal Dashboards you've created.
Non Personal Dashboards can only be viewed, not edited. Icons help identifying the type of Dashboard: For Personal Dashboards
and
for Non Personal Dashboards .
Updates to Service KPI. filters and Organization Unit changes may not occur immediately, but upon next data refresh or Dashboard view reload in the Nimbus main menu.
Creating a Dashboard
A new Dashboard consists of a Dashboard card (high level overview of boards) and the widgets to display data in the dashboard itself. To configure both, follow the steps below:
Dashboard Properties
- Click "Create New" on the main Dashboards overview.
- Fill in the details for your Dashboard:
- Name - as your Dashboard will be identified in lists.
Mandatory, max. 40 characters
- Description - will be displayed below the name.
Optional, max. 80 characters
- Color - will be used as background for the dashboard tile if you don't specifiy an image
Mandatory
- Picture - a background used as thumbnail for your Dashboard card in the overview.
Optional, max. size 1 MB. The image will be scaled to fit.
- Name - as your Dashboard will be identified in lists.
Tip: You can review these settings on any existing Dashboard.
Edit Mode: Adding Widgets
On any existing Dashboard you can reach the Properties (Previous Step) and Edit mode on the top right. → A grid for Widgets will be shown.
A new Dashboard is shown without widgets and opened in "Edit mode" so you can add widgets of your choosing.
You can also add widgets at any later time via Edit Mode:
- Click on "Add Widget" → A selection of available widgets is shown.
- Add any widget with the "+" button → The widget will appear on a free spot on the grid.
- Continue to add widgets, including multiples of the same type as needed.
A counter displays how many widgets of that type are currently on your Dashboard.
- When done, press "Close".
→ The Dashboard remains in "Edit mode"
→ Your Widgets can now be moved, resized and configured individually.
Widget Move and Resize
- While in edit mode, each widget shows individual edit and deletion controls on its top-right corner.
- On any widget click on "Edit" → A sidebar with widget properties opens
- You can move and change size (down to a limit) by dragging your mouse cursor.
Widget Properties
For each widget you can adjust widget properties such as:
- Size - by changing the height, weight and size (scaling) of the widget.
- Order - by changing column sorting and order of KPIs / entries shown.
- Scope - by applying filters on widgets which determine which services / users / KPI should be shown.
- Style - by applying thresholds that react to data changes with sound and color.
Properties listed below apply for multiple widgets. Their functionality and behavior is usually identical.
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Avatar | Picture of the user as defined in the Tenant's user directory. Also shows the → Presence State as a small colored dot. |
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Background Color | A choice of background colors.
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Columns | Determines which columns get shown in a tabular widget.
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Content | Uses → Markdown language to show content of your choice. Supported features are:
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Controls |
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Current Date and Time (Widget) | Note: Properties below are unique to the "Current Date and Time" widget:
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Height | Determines the amount of grid tiles used by this widget.
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Items per Page | For tabular widgets, amount of entries to show before pagination should occur. |
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Orientation | For bar chart widgets, shows the bars in either horizontal (X-Axis) or vertical (Y-Axis) direction. |
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KPI, (Metrics) | Various Key Performance Indicators (KPI), also used within "Live" Reporting for each service.
"Historical" / based on → Time Frame
KPI Notes on Widget behavior
KPI Units and Thresholds Some widgets allow to define → Thresholds to react to KPI value changes with color and sound. Note that changing your KPI metric type (e.g. from percentage to a flat numbers) will delete any of your defined → Threshold entries as they are now invalid. → Switching to the same type (e.g. from % to %) will retain the thresholds you defined previously. |
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Legend | Allows to either hide the KPI legend or show it on any side of the widget.
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Level | → See Widget Filters. Shows the level of call (task) escalation in a service queue.
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Priority | Column showing the Task Priority of incoming calls.
Weighted Round Robin Task DistributionDue to the rules above, task may "starve" for very long in a queue. An example would be a "Lowest" priority task getting outranked by higher priority tasks. To avoid this, a weighted round robin method is in place to mix in lower-priority tasks, equally distributed amonst available users: Learn more...
Q: Calls in Queue | H: Handled | R: Remaining
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Scale | Text and Element scaling within the widget.
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Supervision Active | Status indicator for when Supervision → Controls were used.
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Threshold (Filters) | Applies an event threshold that reacts to a specified KPI (or column in tabular widgets). The threshold criteria are as follows:
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Time Frame / Scope | Narrows down shown data by time:
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Time in State | Tracks the time (upwards counting) since the Service / User state has changed. Depending on the widget this column tracks different times:
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Title | Customizable widget title, can be hidden for some widgets via "Show Title" Toggle.
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Widget Filters | Depending on Widget type this field narrows down your view either by:
Certain widgets also allow you to set further conditional filters, e.g. based on advanced Nimbus Features enabled:
1 You need to be a owner of the services you want to see and filter users by. |
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Width | Determines grid tiles used by this widget.
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No data shown in your widgets? Some widgets rely on Service filters to actually show data. Make sure you are owner of these services and add them to your widget filters.
Saving changes
- Save" your widget changes → The widget will reload with the new properties and data.
- Once you are done configuring all your widgets save your Dashboard.
→ "Edit mode" is ended and you will see live data in the widgets.
Linking to your Dashboard
Additional controls at the Dashboard top allow you to:
Copy the URL to clipboard for later reference. You can specific additional parameters to hide the header bar via URL parameters:
<Base Nimbus Portal URL> <UniqueDashbaordID> ?hideMenu=true ?hideHeader=true
CODEThe "Copy URL" button will auto-generate the URL for you so you can directly bookmark the board in the desired configuration.
KNOWN ISSUE Hiding the menu via URL does currently not work as intended. Only the header can be hidden.- Enter full screen (which is equal to pressing F11 on most browsers).
Please Note
- Dashboards URLs are for your personal use only as a convenience quick-access. Other users will never see a personal Dashboard of your user, even if they have exactly the same permissions.
- Using the same URL, other uses may see just a blank area as (data) access is not granted.
- In general Dashboards are restricted by Roles and Permissions. Sharing Dashboards with anonymous (non-authenticated) users is not possible.
Duplicating existing Dashboards
If you want to duplicate any existing Personal Dashboard, simply click on "Duplicate" within the Dashboard overview.
→ The duplicated dashboard will be created like a "new" one, allowing you to adjust its properties and naming.
→ Widgets and their filter settings (properties) will be carried over to the duplicate.
After duplication a dashboard copy acts independently, meaning that you can fully configure all its properties and widgets without affecting the original.
Removing a Dashboard
If you want to remove a Dashboard, simply click on "remove" within the Dashboard overview.
Please Note
- If a Nimbus User is removed, the associated Personal Dashboards are removed as well.
- Non Personal Dashboards are made available (published) by administrators. They cannot be removed via the Frontend UI. If the original creator of these boards is removed from Nimbus, a N/A placeholder is shown, but the board still exists and can be managed by any administrator.