Analytics Overview Dashboard
ReportingWhat the Analytics Overview Is
The Analytics Overview (the "Overview" page under
Analytics in the sidebar) is the default landing page
after login. It lets users arrange widgets in a
drag-and-drop grid layout.
Widget Types
Available widget types include:
- Metric cards: single-number displays (e.g., total calls today, revenue this month).
- Charts: line, bar, and pie charts for trend analysis.
- Tables: tabular data displays for detailed breakdowns.
Customization
Users can:
- Add new widgets from a catalog.
- Resize and reposition widgets by dragging.
- Configure each widget's data source, filters, and date range.
- Save layouts that persist across sessions.
Per-User Layouts
Screenboard layouts are per-user. Each team member can
create their own arrangement without affecting others.