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Dashboard

Get a quick view of activity across your workspace and teams.

When to use it

Start here for a daily overview. Use Data Center when you need historical trends.

Where to find it

Click here: Dashboard

Step-by-step instructions

  1. Click here: Dashboard

    Open the team dashboard

    The captured page is Team Dashboard, not Overview. No data means the workspace has no team metrics yet, not that the feature is missing.

    On this image, 1 is Dashboard on the left; 2 is Refresh at the top right. No data means there are no team metrics yet.Click to enlarge
  2. Click here: Dashboard → Refresh

    Refresh and go deeper

    Refresh reloads the view. An empty workspace needs service records first. For conversation, agent and satisfaction reports, scroll the left menu below Form Builder and open Data Center.