Before you start
None — every role sees a dashboard, with different widgets available by default.Steps
1
Go to your dashboard
It’s your home screen after sign-in, or select Dashboard in the left navigation.
2
Add or remove widgets
Select Edit layout, then turn widgets on or off — key metrics, call volume, recent
calls, queue SLA summary, agent leaderboard, campaign performance, disposition breakdown,
and more, depending on your role.
3
Reorder them
Drag a widget to move it. Your layout is saved to your own account, not shared with
anyone else.
4
Change the period, if a widget supports it
Some widgets — call volume, campaign performance — let you switch between 7, 30, and 90
days.
Verify
Your layout persists the next time you sign in, including on a different device.
Common problems
- A widget you expect isn’t available. Widget availability depends on your role — an agent’s default set is smaller than a supervisor’s or admin’s.
- Numbers refresh slower than expected. Most widgets refresh automatically about once a minute; that’s normal, not a fault.