Metric widgets provide you with fast insights into key performance indicators (KPIs
An established metric used to measure agent performance) and metrics. The widgets use charts, graphs, and tables to depict data. This makes it simpler to grasp trends, patterns, and shifts. You can use the different metric widgets on your dashboard to visualize and interpret data in real-time. This helps you make informed decisions to improve efficiency, customer satisfaction, and performance.
You can drag and drop the widgets or double-click the widget to add them to your dashboard. You can also use the settings to add your filters to see the data.
Metric and Filter Selection
You need to keep the following points in mind when selecting the metrics and filters available in the metric settings.
Near Real-time Metrics
Whenever you select near real-time metrics in the Metrics widget, they will always display the current value, irrespective of the duration or interval you apply in the widget settings.
Data Filters
The metric widgets allow you to apply different dimensions, such as Team or Skill and attributes like Media Type and Direction as data filters. With the Metrics Summary and Metrics Interval widget, you can set them to display data based on a specific dimension or attribute. However, not every dimension and attribute is applicable to every metric. The available dimensions and attributes will differ depending on the particular metric you select.
Example
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The Unavailable Time metric can be applied with the Agent and Team filters, but not with the Skill or Campaign filters.
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The In Queue metric, can be viewed by the Skill and Campaign dimensions, but not by the Agent and Team dimensions.
To determine which dimensions and attributes are applicable for each metric, refer to the Metrics List. Additionally, when selecting a metric, you can hover over it to view the relevant dimensions and attributes that can be applied as filters.
Keep in mind:
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When you set a certain dimension or attribute as a filter in View By of Metrics widgets' settings, only metrics that apply with that selection will be available in the metric selector, the others will be grayed out.
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If you apply metrics widgets with filters or a View By value that isn’t applicable to the already selected metrics, the value of those metrics will display as 0 in the widget.
Visualizing Objectives
This feature is only available for organizations with the CXone PM license. The CXone Performance Management Insights is currently in controlled release.
The visualization of objectives feature is only available in the metric widgets. You can set objectives for various metrics via Performance Management (New) > Objectives.
If your objectives match the filters you select in the widget settings, the widget will display color-coded columns. These colors indicate the different performance levels of your objectives for the selected metrics. Even though you set objectives separately, they will automatically display in the widgets once created.
This feature applies to Metrics Summary, Metrics Interval, KPI widgets. It will also apply to the Gauge, Metrics Review, and Leaderboard widgets, provided you have aCXone PM license.
Here’s how it works for each widget:
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Metrics Summary, Metrics Review and Metrics Interval: Objectives are applied to the Tabular view. The table cells will be color-coded based on the set objective for the metric.
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Gauge: The gauge will be filled with color according to the objective. If no objective is set, the gauge remains uncolored.
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Leaderboard: The cell color will indicate the objective.
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KPI: The metric number will have a colored background to represent the objective.
This feature enhances data visualization, making it easier to understand whether the objectives are being achieved
Gauge
The gauge widget provides you with real-time data on your selected metric and its current progress towards any goals that you set. You can use this widget to understand the performance against the goals you set.
View refresh rate
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Real-time metrics (ACD real-time): 7-10 seconds
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Other metrics
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Contact-based metrics: 5 to 10 minutes after the end of the contact.
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Agent state-based metrics: 5 to 10 minutes after the agent's state ends.
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Digital Experience Metrics: 15 Minutes
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Widget refresh rate
When the widget includes:
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Real-time metrics: 7 seconds
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Other metrics: 90 seconds
The widget automatically refreshes only when you select Today in the Date Range.
Permissions and license
This widget is only available for organizations with the CXone PM license.
You must have these permissions:
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Dashboard > Metric Widgets > Gauge:On
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Dashboard > Dashboards: View
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Dashboard > Dashboards: Edit (optional)
If you cannot access the widgets or CXone Dashboard, check with your administrator. The administrator can find these permissions in CXone. Go to Admin > Security Settings > Roles and Permissions and select the role.
Click Options 
and then Settings on the widget to filter the data you want to see in each widget.
Settings
Field descriptions
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Display Name: Define a name for the widget.
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Date Range: Define the date range. You can set a custom date range or choose from options, like Today, Yesterday, Last 7 days, Last 30 days, Last 90 days, and Custom range. If you set the Time filter to Include or Exclude a specific time period, then you can only select Today, Yesterday, Last 7 days, or Last 30 days.
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Time: Define the time period. You can Include or Exclude a specific time period.
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Team: Select the teams to include in the widget. Only the agents from the teams you select are displayed.
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Agent: Select the agents to include in the widget from your selected teams in the Teams filter.
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Campaign: Select the campaign that you want to include in the widget.
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Skill: Select the agent skills
Used to automate delivery of interactions based on agent skills, abilities, and knowledge to include in the widget. -
Data Attribute: Select the data attribute that you want to use as a metric filter for the widget. You can choose from options like Agent, Company, Campaign
A grouping of skills used to run reports., Skill Used to automate delivery of interactions based on agent skills, abilities, and knowledge, Team.-
ACD/Voice: Media Type
A medium, such as voice, email, and chat, through which a contact connects with an intended recipient., Disposition Result assigned by the agent or system at the end of a voice (disposition) or digital (status) interaction., Direction The metric direction upwards or downwards -
DFO/Digital: Channel
A way for contacts to interact with agents or bots. A channel can be voice, email, chat, social media, and so on., Disposition, Tag Name, Direction, Contact Type A type of contact handled in one or more MUs such as emails, chat sessions, or inbound calls -
CXone Guide: Engagement Type
The type of engagement that could be a link, article entry point, and chat., Engagement Rule, Device The device type in which the user is using the suite -
Coaching: Coaching Status
The coaching status of the agent, Coaching type The type of coaching assigned to the agent
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Metrics: You can select from ACD, ACD-Real Time, Digital Experience, CXone Guide, and CXone QM metric types, to include on the widget. For more information on metrics, click here.
KPI
The KPI An established metric used to measure agent performance widget shows you the status of your key performance indicators (metrics) over a specific time or for the current day at a selected time.
View refresh rate and duration support
Data refresh rate
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Real-time metrics (ACD real-time): 7-10 seconds
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Other metrics
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Contact-based metrics: 5 to 10 minutes after the end of the contact.
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Agent state-based metrics: 5 to 10 minutes after the agent's state ends.
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Digital Experience Metrics: 15 Minutes
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Widget refresh rate
When the widget includes:
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Real-time metrics: 7 seconds
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Other metrics: 90 seconds
The widget automatically refreshes only when you select Today in the Date Range.
Duration Support
Near Real-time & Historical
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24 months for ACD and Digital Experience metrics
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13 months for CXone QM metrics
Permissions
You must have these permissions:
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Dashboard > Metrics Widgets > KPI: On
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Dashboard > Dashboards: View
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Dashboard > Dashboards: Edit (optional)
If you cannot access the widgets or CXone Dashboard, check with your administrator. The administrator can find these permissions in CXone. Go to Admin > Security Settings > Roles and Permissions and select the role.
Click Options and then Settings on the widget to filter the data you want to see in each widget.
Settings
Field descriptions
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Display Name: Define a name for the widget.
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Date Range: Define the date range. You can set a custom date range or choose from options, like Today, Yesterday, Last 7 days, Last 30 days, Last 90 days, and Custom range. If you set the Time filter to Include or Exclude a specific time period, then you can only select Today, Yesterday, Last 7 days, or Last 30 days.
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Days of the Week: Select the days of the week you want to include in the widget, for example, Sunday, Monday or Saturday
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Time: Define the time period. You can Include or Exclude a specific time period.
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Team: Select the teams to include in the widget. Only the agents from the teams you select are displayed.
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Agent: Select the agents to include in the widget from your selected teams in the Teams filter.
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Campaign: Select the campaign that you want to include in the widget.
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Skill: Select the agent skills
Used to automate delivery of interactions based on agent skills, abilities, and knowledge to include in the widget. -
Data Attribute: Select the data attribute that you want to use as a metric filter for the widget. You can choose from options like Agent, Company, Campaign
A grouping of skills used to run reports., Skill Used to automate delivery of interactions based on agent skills, abilities, and knowledge, Team.-
ACD/Voice: Media Type
A medium, such as voice, email, and chat, through which a contact connects with an intended recipient., Disposition Result assigned by the agent or system at the end of a voice (disposition) or digital (status) interaction., Direction The metric direction upwards or downwards -
DFO/Digital: Channel
A way for contacts to interact with agents or bots. A channel can be voice, email, chat, social media, and so on., Disposition, Tag Name, Direction, Contact Type A type of contact handled in one or more MUs such as emails, chat sessions, or inbound calls -
CXone Guide: Engagement Type
The type of engagement that could be a link, article entry point, and chat., Engagement Rule, Device The device type in which the user is using the suite -
Coaching: Coaching Status
The coaching status of the agent, Coaching type The type of coaching assigned to the agent
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Metrics: You can select from ACD, ACD-Real Time, Digital Experience, CXone Guide, and CXone QM metric types, to include on the widget. For more information on metrics, click here.
Example
A supervisor examines the KPIs related to agent performance during peak hours. They can detect problems with individual or team performance and take action to improve it.
KPI Trend
The KPI Trend widget displays the direction or pattern in which a Key Performance Indicator (KPI An established metric used to measure agent performance) or metric moves over a certain period. You can use this widget to track metrics and analyze trends, which will help you get to know the efficiency of your contact center processes.
View refresh rate and duration support
Data refresh rate
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Real-time metrics (ACD real-time): 7-10 seconds
-
Other metrics
-
Contact-based metrics: 5 to 10 minutes after the end of the contact.
-
Agent state-based metrics: 5 to 10 minutes after the agent's state ends.
-
Digital Experience Metrics: 15 Minutes
-
Widget refresh rate
When the widget includes:
-
Real-time metrics: 7 seconds
-
Other metrics: 90 seconds
Duration Support
Near Real-time & Historical
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24 months for ACD and Digital Experience metrics
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13 months for CXone QM metrics
Permissions
You must have these permissions:
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Dashboard > Metrics Widgets > KPI Trend: On
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Dashboard > Dashboards: View
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Dashboard > Dashboards: Edit (optional)
If you cannot access the widgets or CXone Dashboard, check with your administrator. The administrator can find these permissions in CXone. Go to Admin > Security Settings > Roles and Permissions and select the role.
On Widget Display, you can choose between the Compact or Detailed view to display your widget.
Click Options and then Settings on the widget to filter the data you want to see in each widget.
Settings
Field descriptions
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Display Name: Define a name for the widget.
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Date Range: Define the date range. You can set a custom date range or choose from options, like Today, Yesterday, Last 7 days, Last 30 days, Last 90 days, and Custom range. If you set the Time filter to Include or Exclude a specific time period, then you can only select Today, Yesterday, Last 7 days, or Last 30 days.
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Time: Define the time period. You can Include or Exclude a specific time period.
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Interval Unit: Define the interval time range. You can set the interval time from options, like 15 minutes, 30 minutes, and Hour.
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Team: Select the teams to include in the widget. Only the agents from the teams you select are displayed.
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Agent: Select the agents to include in the widget from the teams you have selected in the Teams filter.
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Campaign: Select the campaign that you want to include in the widget.
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Skill: Select the agent skills
Used to automate delivery of interactions based on agent skills, abilities, and knowledge to include in the widget. -
Data Attribute: Select the data attribute that you want to use as a metric filter for the widget. You can choose from options like: Agent, Company, Campaign
A grouping of skills used to run reports., Skill Used to automate delivery of interactions based on agent skills, abilities, and knowledge, Team.-
ACD/Voice: Media Type
A medium, such as voice, email, and chat, through which a contact connects with an intended recipient., Disposition Result assigned by the agent or system at the end of a voice (disposition) or digital (status) interaction., Direction The metric direction upwards or downwards -
DFO/Digital: Channel
A way for contacts to interact with agents or bots. A channel can be voice, email, chat, social media, and so on., Disposition, Tag Name, Direction, Contact Type A type of contact handled in one or more MUs such as emails, chat sessions, or inbound calls -
CXone Guide: Engagement Type
The type of engagement that could be a link, article entry point, and chat., Engagement Rule, Device The device type in which the user is using the suite -
Coaching: Coaching Status
The coaching status of the agent, Coaching type The type of coaching assigned to the agent
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Metrics: You can select from ACD, ACD-Real Time, Digital Experience, CXone Guide, and CXone QM metric types, to include on the widget. For more information on metrics, click here.
Leaderboard
The Leaderboard widget displays the ranking of agents in your team based on the metric you select. It provides visibility over their performance and the team’s performance. As an agent or supervisor, you can use this widget to track your team’s performance and identify areas for improvement.
View refresh rate
Data refresh rate
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Real-time metrics ( real-time): 7-10 seconds
-
Other metrics
-
Contact-based metrics: 5 to 10 minutes after the end of the contact.
-
Agent state-based metrics: 5 to 10 minutes after the agent's state ends.
-
Digital Experience Metrics: 15 Minutes
-
Widget refresh rate
When the widget includes:
-
Real-time metrics: 7 seconds
-
Other metrics: 90 seconds
Permissions and license
This widget is only available for organizations with the CXone PM license.
You must have these permissions:
-
Dashboard > Metrics Widgets > Leaderboard:On
-
Dashboard > Dashboards: View
-
Dashboard > Dashboards: Edit (optional)
If you cannot access the widgets or CXone Dashboard, check with your administrator. The administrator can find these permissions in CXone. Go to Admin > Security Settings > Roles and Permissions and select the role.
Click Launch Coaching to initiate a coaching session directly from the dashboard. The launched session opens in a new tab with details like the agent’s name and metric name. The metric name is displayed only when the coaching session is in the Draft status. However, you need to have the Coaching permissions to use this feature.
Click Options and then Settings on the widget to filter the data you want to see in each widget.
Settings
Field descriptions
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Display Name: Define a name for the widget.
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Date Range: Define the date range. You can set a custom date range or choose from options, like Today, Yesterday, Last 7 days, Last 30 days, Last 90 days, and Custom range. If you set the Time filter to Include or Exclude a specific time period, then you can only select Today, Yesterday, Last 7 days, or Last 30 days.
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Days of the Week: Select the days on the week that you want to include.
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Time: Define the time period. You can Include or Exclude a specific time period.
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Team: Select the teams to include in the widget. Only the agents from the teams you select are displayed.
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Agent: Select the agents to include in the widget from your selected teams in the Teams filter.
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Campaign: Select the campaign that you want to include in the widget.
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Skill: Select the agent skills
Used to automate delivery of interactions based on agent skills, abilities, and knowledge to include in the widget. -
Data Attribute: Select the data attribute that you want to use as a metric filter for the widget. You can choose from options like Agent, Company, Campaign
A grouping of skills used to run reports., Skill Used to automate delivery of interactions based on agent skills, abilities, and knowledge, Team.-
ACD/Voice: Media Type
A medium, such as voice, email, and chat, through which a contact connects with an intended recipient., Disposition Result assigned by the agent or system at the end of a voice (disposition) or digital (status) interaction., Direction The metric direction upwards or downwards -
DFO/Digital: Channel
A way for contacts to interact with agents or bots. A channel can be voice, email, chat, social media, and so on., Disposition, Tag Name, Direction, Contact Type A type of contact handled in one or more MUs such as emails, chat sessions, or inbound calls -
CXone Guide: Engagement Type
The type of engagement that could be a link, article entry point, and chat., Engagement Rule, Device The device type in which the user is using the suite -
Coaching: Coaching Status
The coaching status of the agent, Coaching type The type of coaching assigned to the agent
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Metrics: You can select from ACD, ACD-Real Time, Digital Experience,CXone Guide, and CXone QM metric types, to include on the widget. For more information on metrics, click here.
Metrics Breakdown
The Metric Breakdown widget displays an aggregated view of count and non-percentage metric values for various entities based on the entity type you select in the View By setting.
You can choose to display the widget in a Table, Chart or a combination of both. Additionally, you have the option to present the data using Legends or Data Insights.
View refresh rate and duration support
Data refresh rate
-
Real-time metrics (ACD real-time): 7-10 seconds
-
Other metrics
-
Contact-based metrics: 5 to 10 minutes after the end of the contact.
-
Agent state-based metrics: 5 to 10 minutes after agent's state ends.
-
Digital Experience Metrics: 15 Minutes
-
Widget refresh rate
When the widget includes:
-
Real-time metrics: 7 seconds
-
Other metrics: 90 seconds
The widget automatically refreshes only when you select Today in the Date Range.
Duration Support
Near Real-time & Historical
-
24 months for ACD and Digital Experience metrics
-
13 months for CXone QM metrics.
Permissions
You must have these permissions:
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Dashboard > Metrics Widgets >Metric Breakdown: On
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Dashboard > Dashboards:View
-
Dashboard > Dashboards: Edit (optional)
If you cannot access the widgets or CXone Dashboard, check with your administrator. The administrator can find these permissions in CXone. Go to Admin > Security Settings > Roles and Permissions and select the role.
Click Options and then Settings on the widget to filter the data you want to see in each widget.
Settings
Field descriptions
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Display Name: Define a name for the widget.
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View By: Select the filter to view the metrics by. You can choose from options like: Agent, Company, Campaign
A grouping of skills used to run reports., Skill Used to automate delivery of interactions based on agent skills, abilities, and knowledge, Team, Media Type A medium, such as voice, email, and chat, through which a contact connects with an intended recipient., Disposition Result assigned by the agent or system at the end of a voice (disposition) or digital (status) interaction., Direction The metric direction upwards or downwards, Channel A way for contacts to interact with agents or bots. A channel can be voice, email, chat, social media, and so on., Tag Name, Contact Type A type of contact handled in one or more MUs such as emails, chat sessions, or inbound calls, Engagement Rule, Engagement Type The type of engagement that could be a link, article entry point, and chat., Rule Name, Device The device type in which the user is using the suite, Coaching Status The coaching status of the agent, Coaching type The type of coaching assigned to the agent. -
Date Range: Define the date range. You can set a custom date range or choose from options, like Today, Yesterday, Last 7 days, Last 30 days, Last 90 days, and Custom range. If you set the Time filter to Include or Exclude a specific time period, then you can only select Today, Yesterday, Last 7 days, or Last 30 days.
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Days of the Week: Select the days on the week that you want to include.
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Time: Define the time period. You can Include or Exclude a specific time period.
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Team: Select the teams to include in the widget. Only the agents from the teams you select are displayed.
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Agent: Select the agents to include in the widget from your selected teams in the Teams filter.
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Campaign: Select the campaign that you want to include in the widget.
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Skill: Select the agent skills
Used to automate delivery of interactions based on agent skills, abilities, and knowledge to include in the widget. -
Data Attribute: Select the data attribute that you want to use as a metric filter for the widget. You can choose from options like Agent, Company, Campaign
A grouping of skills used to run reports., Skill Used to automate delivery of interactions based on agent skills, abilities, and knowledge, Team.-
ACD/Voice: Media Type
A medium, such as voice, email, and chat, through which a contact connects with an intended recipient., Disposition Result assigned by the agent or system at the end of a voice (disposition) or digital (status) interaction., Direction The metric direction upwards or downwards -
DFO/Digital: Channel
A way for contacts to interact with agents or bots. A channel can be voice, email, chat, social media, and so on., Disposition, Tag Name, Direction, Contact Type A type of contact handled in one or more MUs such as emails, chat sessions, or inbound calls -
CXone Guide: Engagement Type
The type of engagement that could be a link, article entry point, and chat., Engagement Rule, Device The device type in which the user is using the suite -
Coaching: Coaching type
The type of coaching assigned to the agent , Coaching Status The coaching status of the agent
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Metrics: You can select from ACD, ACD-Real Time, Digital Experience, CXone Guide, and CXone QM metric types, to include on the widget. For more information on metrics, click here.
You can customize the columns:
-
Click
to auto size a specific column or all the columns. -
Click
to select filter options. -
Click
to select the columns you want to see on the widget.
You can personalize your column settings by adjusting the column size, sort, filter, and arrangement and then saving these changes.
You can sort the columns on the widget. Hold down Shift while sorting to do a secondary sort of the columns.
Metrics Interval
This widget shows the value of the metrics Statistics you can measure to keep track of your contact center aggregated based on time intervals configured in the widget settings. The View By setting controls how the metrics are displayed on the widget.
On Thresholds, you can select metrics and set specific values for each range to define when they perform well or need attention. You can monitor performance and identify when they meet or exceed the desired thresholds. If you use CXone PM (currently in a controlled release) and have objectives defined for the same metrics for which you create thresholds, the defined thresholds will be displayed instead of the objectives.
Example
A supervisor at a customer service center wants to monitor the performance of teams based on the number of Inbound Contacts they handle for a specific period. They set specific threshold ranges for the Inbound Contacts metric for a month, to identify when a team needs attention or improvement.
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Green: 70 and upwards
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Yellow: Between 30 to 60
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Red: 20 and below.
For example, Team A handles 17 Inbound Contacts, resulting in a red alert on the widget. This signals the supervisor to monitor Team A's performance. Similarly, Team B handles 40 Inbound Contacts, leading to a yellow alert, indicating that the team needs improvement. By setting the threshold limits in the widget, the supervisor can swiftly detect performance issues among teams and take suitable actions.
You can display the data in your widget as a Table, Chart, or Table and Chart. In the Chart view, you have the option to choose between Line, Vertical Bar, or Horizontal Bar charts. You also have the flexibility to switch between vertical and horizontal display in bar charts depending on how you want to see your data.
Click Launch Coaching to initiate a coaching session directly from the dashboard. The launched session opens in a new tab with details like the agent’s name and metric name. The metric name is displayed only when the coaching session is in the Draft status. However, you need to have the Coaching permissions to use this feature.
View refresh rate and duration support
Data refresh rate
-
Real-time metrics (ACD real-time): 7-10 seconds
-
Other metrics
-
Contact-based metrics: 5 to 10 minutes after the end of the contact.
-
Agent state-based metrics: 5 to 10 minutes after agent's state ends.
-
Digital Experience Metrics: 15 Minutes
-
Widget refresh rate
When the widget includes:
-
Real-time metrics: 7 seconds
-
Other metrics: 90 seconds
The widget automatically refreshes only when you select Today in the Date Range.
Duration Support
Near Real-time & Historical
-
24 months for ACD and Digital Experience metrics
-
13 months for CXone QM metrics
Permissions
You must have these permissions:
-
Dashboard > Metrics Widgets >Metrics Interval: On
-
Dashboard > Dashboards:View
-
Dashboard > Dashboards: Edit (optional)
If you cannot access the widgets or CXone Dashboard, check with your administrator. The administrator can find these permissions in CXone. Go to Admin > Security Settings > Roles and Permissions and select the role.
The Metrics Summary and Metrics Interval widgets are visible to users with the Skill Summary widget permissions. It's better to use the Metrics Summary and Metrics Interval widget permissions. If users have the Skill Summary permission, we recommend switching it to Metrics Summary or Metrics Interval permission as needed.
Click Options and then Settings on the widget to filter the data you want to see in each widget.
Settings
Field descriptions
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Display Name: Define a name for the widget.
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View By: Select the filter to view the metrics by. You can choose from options like: Agent, Company, Campaign
A grouping of skills used to run reports., Skill Used to automate delivery of interactions based on agent skills, abilities, and knowledge, Team, Media Type A medium, such as voice, email, and chat, through which a contact connects with an intended recipient., Disposition Result assigned by the agent or system at the end of a voice (disposition) or digital (status) interaction., Direction The metric direction upwards or downwards, Channel A way for contacts to interact with agents or bots. A channel can be voice, email, chat, social media, and so on., Tag Name, Contact Type A type of contact handled in one or more MUs such as emails, chat sessions, or inbound calls, Engagement Rule, Engagement Type The type of engagement that could be a link, article entry point, and chat., Rule Name, Device The device type in which the user is using the suite, Coaching Status The coaching status of the agent, Coaching type The type of coaching assigned to the agent. -
Date Range: Define the date range. You can set a custom date range or choose from options, like Today, Yesterday, Last 7 days, Last 30 days, Last 90 days, and Custom range. If you set the Time filter to Include or Exclude a specific time period, then you can only select Today, Yesterday, Last 7 days, or Last 30 days.
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Time: Define the time period. You can Include or Exclude a specific time period.
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Interval Unit: Define the interval time range. You can set the interval time from options, like 15 minutes, 30 minutes, Hourly, Daily, Weekly and Monthly. When selecting Hourly, Daily, Weekly, or Monthly, you can choose intervals such as 1 hour, 1 day, 1 week, or 1 month using the Every option.
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Include Breakdown (Table View): Select this option to see the metrics based on each time interval as well as drill-down into the metric selected in the column header.
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Team: Select the teams to include in the widget. Only the agents from the teams you select are displayed.
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Agent: Select the agents to include in the widget from your selected teams in the Teams filter.
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Campaign: Select the campaign that you want to include in the widget.
-
Skill: Select the agent skills
Used to automate delivery of interactions based on agent skills, abilities, and knowledge to include in the widget. -
Data Attribute: Select the data attribute that you want to use as a metric filter for the widget. You can choose from options like: Agent, Company, Campaign
A grouping of skills used to run reports., Skill Used to automate delivery of interactions based on agent skills, abilities, and knowledge, Team.-
ACD/Voice: Media Type
A medium, such as voice, email, and chat, through which a contact connects with an intended recipient., Disposition Result assigned by the agent or system at the end of a voice (disposition) or digital (status) interaction., Direction The metric direction upwards or downwards -
DFO/Digital: Channel
A way for contacts to interact with agents or bots. A channel can be voice, email, chat, social media, and so on., Disposition, Tag Name, Direction, Contact Type A type of contact handled in one or more MUs such as emails, chat sessions, or inbound calls -
CXone Guide: Engagement Type
The type of engagement that could be a link, article entry point, and chat., Engagement Rule, Device The device type in which the user is using the suite -
Coaching: Coaching Status
The coaching status of the agent, Coaching type The type of coaching assigned to the agent
-
-
Metrics: You can select from ACD, ACD-Real Time, Digital Experience,CXone Guide, and CXone QM metric types, to include on the widget. For more information on metrics, click here.
You can customize the columns:
-
Click
to auto size a specific column or all the columns. -
Click
to select filter options. -
Click
to select the columns you want to see on the widget.
You can personalize your column settings by adjusting the column size, sort, filter, and arrangement and then saving these changes.
You can sort the columns on the widget. Hold down Shift while sorting to do a secondary sort of the columns.
Metrics Review
The Metrics Review widget allows you to quickly view and compare metric averages for specific time periods like Today, Last 7 days, and Last 30 days. It can be used my managers, supervisors and agents. Managers can use the widget to track the performance of their team as a whole, while supervisors can use it to monitor the performance of individual agents on their team. Agents can also use the widget to monitor their own performance over time.
View refresh rate and duration support
Data refresh rate
-
Real-time metrics (ACD real-time): 7-10 seconds
-
Other metrics
-
Contact-based metrics: 5 to 10 minutes after the end of the contact.
-
Agent state-based metrics: 5 to 10 minutes after agent's state ends.
-
Digital Experience Metrics: 15 Minutes
-
Widget refresh rate
When the widget includes:
-
Real-time metrics: 7 seconds
-
Other metrics: 90 seconds
The widget automatically refreshes only when you select Today in the Date Range
Permission and license
This widget is only available for organizations with the CXone PM license.
You must have these permissions:
-
Dashboard > Metric Widgets > Metrics Review:On
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Dashboard > Dashboards: View
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Dashboard > Dashboards: Edit (optional)
If you cannot access the widgets or CXone Dashboard, check with your administrator. The administrator can find these permissions in CXone. Go to Admin > Security Settings > Roles and Permissions and select the role.
Click Options and then Settings on the widget to filter the data you want to see in each widget.
Settings
Field descriptions
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Display Name: Define a name for the widget.
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Team: Select the teams to include in the widget. Only the agents from the teams you select are displayed.
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Agent: Select the agents to include in the widget from your selected teams in the Teams filter.
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Campaign: Select the campaign that you want to include in the widget.
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Skill: Select the agent skills
Used to automate delivery of interactions based on agent skills, abilities, and knowledge to include in the widget. -
Data Attribute: Select the data attribute that you want to use as a metric filter for the widget. You can choose from options like Agent, Company, Campaign
A grouping of skills used to run reports., Skill Used to automate delivery of interactions based on agent skills, abilities, and knowledge, Team.-
ACD/Voice: Media Type
A medium, such as voice, email, and chat, through which a contact connects with an intended recipient., Disposition Result assigned by the agent or system at the end of a voice (disposition) or digital (status) interaction., Direction The metric direction upwards or downwards -
DFO/Digital: Channel
A way for contacts to interact with agents or bots. A channel can be voice, email, chat, social media, and so on., Disposition, Tag Name, Direction, Contact Type A type of contact handled in one or more MUs such as emails, chat sessions, or inbound calls -
CXone Guide: Engagement Type
The type of engagement that could be a link, article entry point, and chat., Engagement Rule, Device The device type in which the user is using the suite -
Coaching: Coaching Status
The coaching status of the agent, Coaching type The type of coaching assigned to the agent
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Metrics: You can select from ACD, ACD-Real Time, Digital Experience,CXone Guide, and CXone QM metric types, to include on the widget. For more information on metrics, click here.
You can customize the columns:
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Click
to auto size a specific column or all the columns. -
Click
to select filter options. -
Click
to select the columns you want to see on the widget.
You can personalize your column settings by adjusting the column size, sort, filter, and arrangement and then saving these changes.
You can sort the columns on the widget. Hold down Shift while sorting to do a secondary sort of the columns.
Metrics Summary
The Metrics Summary widget shows the metrics Statistics you can measure to keep track of your contact center value aggregated for the option you select in the View By setting. You can drill down to see the metrics based on the hierarchy.
On Thresholds, you can select metrics and set specific values for each range to define when they perform well or need attention. This helps you to monitor their performance and quickly identify when they meet or exceed the desired thresholds. If you use CXone PM (currently in a controlled release) and have objectives defined for the same metrics for which you create thresholds, the defined thresholds will be displayed instead of the objectives.
You can display the data in your widget as a Table, Chart, or Table and Chart. In the Chart view, you have the option to choose between Line, Vertical Bar, or Horizontal Bar charts. You also have the flexibility to switch between vertical and horizontal display in bar charts depending on how you want to see your data.
View refresh rate and duration support
Data refresh rate
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Real-time metrics (ACD real-time): 7-10 seconds
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Other metrics
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Contact-based metrics: 5 to 10 minutes after the end of the contact.
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Agent state-based metrics: 5 to 10 minutes after agent's state ends.
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Digital Experience Metrics: 15 Minutes
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Widget refresh rate
When the widget includes:
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Real-time metrics: 7 seconds
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Other metrics: 90 seconds
The widget automatically refreshes only when you select Today in the Date Range.
Duration Support
Near Real-time & Historical
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24 months for ACD and Digital Experience metrics
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13 months for CXone QM metrics
Permissions
You must have these permissions:
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Dashboard > Metrics Widgets > Metrics Summary: On
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Dashboard > Dashboards: View
-
Dashboard > Dashboards: Edit (optional)
If you cannot access the widgets or CXone Dashboard, check with your administrator. The administrator can find these permissions in CXone. Go to Admin > Security Settings > Roles and Permissions and select the role.
The Metrics Summary and Metrics Interval widgets are visible to users with the Skill Summary widget permissions. It's better to use the Metrics Summary and Metrics Interval widget permissions. If users have the Skill Summary permission, we recommend switching it to Metrics Summary or Metrics Interval permission as needed.
Click Options and then Settings on the widget to filter the data you want to see in each widget.
Settings
Field descriptions
-
Display Name: Define a name for the widget.
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View By: Select the filter to view the metrics by. You can choose from options like: Agent, Company, Campaign
A grouping of skills used to run reports., Skill Used to automate delivery of interactions based on agent skills, abilities, and knowledge, Team, Media Type A medium, such as voice, email, and chat, through which a contact connects with an intended recipient., Disposition Result assigned by the agent or system at the end of a voice (disposition) or digital (status) interaction., Direction The metric direction upwards or downwards, Channel A way for contacts to interact with agents or bots. A channel can be voice, email, chat, social media, and so on., Tag Name, Contact Type A type of contact handled in one or more MUs such as emails, chat sessions, or inbound calls, Engagement Rule, Engagement Type The type of engagement that could be a link, article entry point, and chat., Rule Name, Device The device type in which the user is using the suite, Coaching Status The coaching status of the agent, Coaching type The type of coaching assigned to the agent. -
Date Range: Define the date range. You can set a custom date range or choose from options, like Today, Yesterday, Last 7 days, Last 30 days, Last 90 days, and Custom range. If you set the Time filter to Include or Exclude a specific time period, then you can only select Today, Yesterday, Last 7 days, or Last 30 days.
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Time: Define the time period. You can Include or Exclude a specific time period.
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Team: Select the teams to include in the widget. Only the agents from the teams you select are displayed.
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Agent: Select the agents to include in the widget from your selected teams in the Teams filter.
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Campaign: Select the campaign that you want to include in the widget.
-
Skill: Select the agent skills
Used to automate delivery of interactions based on agent skills, abilities, and knowledge to include in the widget. -
Data Attribute: Select the data attribute that you want to use as a metric filter for the widget. You can choose from options like Agent, Company, Campaign
A grouping of skills used to run reports., Skill Used to automate delivery of interactions based on agent skills, abilities, and knowledge, Team.-
ACD/Voice: Media Type
A medium, such as voice, email, and chat, through which a contact connects with an intended recipient., Disposition Result assigned by the agent or system at the end of a voice (disposition) or digital (status) interaction., Direction The metric direction upwards or downwards -
DFO/Digital: Channel
A way for contacts to interact with agents or bots. A channel can be voice, email, chat, social media, and so on., Disposition, Tag Name, Direction, Contact Type A type of contact handled in one or more MUs such as emails, chat sessions, or inbound calls -
CXone Guide: Engagement Type
The type of engagement that could be a link, article entry point, and chat., Engagement Rule, Device The device type in which the user is using the suite -
Coaching: Coaching Status
The coaching status of the agent, Coaching type The type of coaching assigned to the agent
-
-
Metrics: You can select from ACD, ACD-Real Time, Digital Experience, CXone Guide, and CXone QM metric types, to include on the widget. For more information on metrics, click here.
You can customize the columns:
-
Click
to auto size a specific column or all the columns. -
Click
to select filter options. -
Click
to select the columns you want to see on the widget.
You can personalize your column settings by adjusting the column size, sort, filter, and arrangement and then saving these changes.
You can sort the columns on the widget. Hold down Shift while sorting to do a secondary sort of the columns.