Wallboards allow endless customization options, whether you're tracking multiple call queues or focusing on specific performance metrics. Office managers are the only users authorized to create and edit Wallboards.
How to Add a New Performance Wallboard
There is no limit to the number of Wallboards you can create: the customization is endless!
- Log in to the Sonar Insights portal with Office Manager credentials.
- Click Performance Wallboards.
From here, you can edit a previously created Wallboards, or create a new one. - Click New Wallboard.
- Choose a Wallboard Type.
- Service Template
- Executive Template
- Sales Template
- Enter a Description for your Wallboard.
- Choose the Call Queue you want to track.
- Click Create.
Edit Wallboards
The editing page has many options, so you can track exactly what data is relevant to your needs.
Wallboard Component Types
Insight Wallboards offer various components to display call data. These components update every minute, except for Agent Presence, which updates in real time. Available component types include:
- Value – Displays a single number or time.
- Gauge – Shows a percentage using a half-circle scale.
- Table – Organizes data in rows and columns.
- Chart – Presents data in pie, bar, scatter, or radar formats.
- Text Box – Add notes or context.
- Clock – Analog or digital clock options.
Check out this article for a full list of Wallboard components.
Editing and Customizing Components
To edit any component,
- Click the pencil icon in the top-right corner.
- Configure the input data such as:
- descriptions,
- data sources,
- colours, and,
- additional formatting (for example, a Gauge component has minimum and maximum values for the scale and customizable background colours).
- Adjust the component size and placement on your board using the drag-and-drop user interface.
