METRICRM
FeaturesAIPricingResources
//
Talk to us
METRICRM
ProductPricingFeaturesAIIntegrations
ResourcesUser GuideContact
LegalTerms of ServicePrivacy NoticePDPA NoticeData Processing AgreementCookie Policy
© 2026 Webbalances Solution (003096168-D). All rights reserved.Version 4.37.0
All guidesAnalyticsUse the live dashboardsBuild your own dashboardSee the records behind a numberUnderstand customer experienceRun a standard reportBuild your own reportExport a report to Excel, CSV or PDFUse the service analytics pagesBuild a wallboard for your team's screenSpot unusual numbers and see why they changedEmail a report on a scheduleAsk your data a questionGet the weekly insights email
User Guide › Analytics

Build a wallboard for your team's screen

Put the live figures your operations floor watches on a big screen, coloured against your own targets.

For: Supervisors and managers

Steps

  1. 1Open Reports and select + New wallboard in the Analytics list.
  2. 2Name the board and choose its team. Add tiles: live numbers (queue, waiting chats, longest wait, calls in progress, missed calls, agents online), any metric, agents by state, queues, or an alert ticker.
  3. 3Select a tile to choose its field, team, label and width. Turn on Colour by target, say whether lower or higher is better, and set the amber and red levels.
  4. 4Add pages if one screen isn't enough; the board rotates between them.
  5. 5Save, then select Create TV link and open the link on the screen. No sign-in is needed there.

Good to know

  • Anyone with the TV link sees the board, so treat it like a key. Create a new link or turn it off any time.
  • Colours always come with words (On target, Near limit, Over limit), so they read well from across the room.
  • The board refreshes by itself; there's nothing to click on the screen.

Related guides

  • Use the live dashboardsOpen Reports to see your dashboard — built for your role — with numbers that update while you watch.
  • Build your own dashboardPut the numbers you check every day on one dashboard, and share it with the roles that need it.
  • See the records behind a numberClick any tile, bar, slice or heatmap cell to list the cases, emails, chats, deals or survey responses it counts.
  • Understand customer experienceTrack CSAT, NPS and customer effort over time, find what drives the scores with AI, and spot accounts that need attention.

Still need help? Contact support

On this pageStepsGood to knowRelated guides