Customer Service Dashboard Template
NoteForSelfHelpConnectorsRequired
This template belongs to the Dashboard category in the Service Apps templates. It offers multiple dashboards displaying performance indicators and objectives related to the quality of service, processes, customer satisfaction and digitalization.
It is shipped in a single version that is:
- Responsive: Automatic scaling of the app based on the device used, e.g. workstation, smartphone, tablet, etc.
- Multilingual: The six main languages managed by Service Manager are available in the standard version.
Notes
- Most of the data comes from CSV data sources and is not linked to Service Manager. You can replace it using data sources loaded by third-party solutions.
List of functionalities
Functionalities | Notes | |
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Main page
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Procedure: How to create an app using this template
ProcedureStep1_CreatingApp
Step 1: Creating the app in Service Apps
1. Click Create App in the App Gallery toolbar.
The template library will appear.
2. Select the template you want.
- A new app will automatically be created using the template.
- It will appear in the Design pane.
Step 2: Import trends to Service Manager
1. Download the file below to your workstation.
- % Answers in 30s
- % First call resolution
2. Import the downloaded files to Service Manager by selecting Administration > Import / Export > Import in the menu.
3. Enable the trends by selecting Administration > Trends > Trends in the menu.
ProcedureStep3_FinalizingApp
Step 3: Finalizing the creation of the new app
1. Click to display the general properties of the app.
- You can rename the app.
- You can select the image associated with the app from the App Gallery in the Apps Icon tab.
- You can select the icon to be displayed in the tab bar of the Web browser or as a shortcut on the Desktop in the Favicon tab.
- You can modify the default theme.
2. Click to make the required translations in the Objects pane.
See the multilingual management of the apps.
3. Distribute the new app to users.
- Assign access rights to the relevant users or teams.
- Create the shortcut pointing to your app.
- Click
to send the shortcut to users.