Metrics Widget

Required permissions: Interaction Analytics View

The Metrics widget is a bar chart that allows you to view applicable contacts that match criteria set by a single metric. For example, you can use the Team Name metric to only view interactions for a specific team. This widgetClosed Graphical representation of data that meets specified filter criteria. can display many different things and can have any title. In the following image, the Metrics widget displays the number of contacts that occurred during the currently selected time period where an abandon did not occur.

Watch this short training video to learn more about this widget.

Read the Chart

The bars indicate the number or percentage where a certain threshold was met, if a threshold is configured. To view details about the bar measurement, hover over the bar. A box appears containing the threshold met and the number or percentage associated with it. You can edit the widget settings or use workspace filters Funnel to configure additional metrics to appear in the widget.

Change the View

You have two options for viewing information in the Metrics Widget: 

  • To view an exact number of contacts where the selected metric met a certain threshold, select Number of Interactions. This is the default view.
  • To view the percentage of contacts where the selected metric met a certain threshold, select Percentage.

View Interaction Details

When you click a bar in the chart, you can click Show Interactions to view the contacts that match the metric during this time period. For example, if you click a bar that indicates 46 contacts were not abandoned during the time period and select Show Interactions, the Interactions Widget opens to display those 46 contacts.

You can perform all the same actions in this pop-up that you can in the Interactions Widget. These actions include:

  • Viewing transcripts.
  • Listening to call recordings.
  • Highlighting selected items.
  • Sorting data into your preferred view.

For more instructions, see the Interactions Widget.

Modify the Metrics Widget Settings

You can modify the Metrics Widget settings to apply filters, change the name of the widget in the workspaceClosed Named view of one or more widgets., specify the number of bars displayed in the widget, change the color of the bars, and change the default view.

Change the Title of the Widget

  1. Click more options icon of 3 verticle dots in the top right corner of the widget.
  2. Click Settings.
  3. Enter the new widget name in the Title field.
  4. Click OK.

Customize the Widget

  1. Click more options icon of 3 verticle dots in the top right corner of the widget.
  2. Click Settings.
  3. To change the Field displayed in the widget, select another metric from the drop-down.
  4. To change the number of bars the widget displays, enter the desired number in the Number to Show text box. The default is 10 and the maximum is 25.
  5. To change the Color of the bars and text in the widget, either click the colored box to open the color picker or manually type the hexadecimal code of the color to use in the text box.
  6. Select whether to Sort the metrics into Ascending or Descending order.
  7. Select whether the Default View of the widget chart bars display a Count or Percentage.
  8. Under Percentage Accuracy, select whether to view a Rounded percentage or a Precise percentage with decimal points. Rounded is selected by default. The widget setting you select also determines how values display when exported. If you select a Rounded percentage and the data value is less than .01, the value will display as 0.
  9. Click OK.

Export the Metrics Chart as CSV

  1. Click Options icon of 3 verticle dots in the top right corner.
  2. Click Export The export icon looks like a three-sided square with an arrow pointing down into it..

Save the Metrics Chart as an Image

Images are exported as PNG files.

  1. Click Optionsicon of 3 verticle dots in the top right corner of the widget.
  2. Click Save Chart as Image The Save as Image icon appears as a square with a picture in it..