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1. On your browser, in the Address bar, enter the Wallboard link provided by LiveVox (similar to https://client.livevox.com/qcsportal).
   The Sign in window appears.
2. Enter your user name and password, and then click Sign in.
   The Dashboard tab appears.
   

Icon Descriptions

The following table describes some of the icons that appear in the Dashboard window.

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• Create a new dashboard (): Enables you to create a dashboard.
• Rename the selected dashboard (): Enables you to rename a dashboard.
• Duplicate the selected dashboard (): Enables you to copy a dashboard.

• Delete the selected dashboard (): Enables you to delete a dashboard.
  

  Note
  Before you can rename, copy, or delete a dashboard, you must select the dashboard on the Dashboard menu.

  
  

Designing a

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Dashboard and Panel

To display a dashboard on a screen for you or others to see (that is, to use a dashboard as a Wallboard), besides creating a dashboard, you must configure the panels of the dashboard such that they can be easily viewed by the intended users (for example, agents or managers) at the intended places (for example, call centers). Such configuration also involves defining the font size and panel color as appropriate.

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1. On the Dashboard menu, click Create a new dashboard icon ().
   The New dashboard row appears in the Personal section.

   Info
   You can change the type of dashboard (shared or personal) anytime.

   A dashboard is created.

2. Specify a name for the dashboard, and then click anywhere.

   Info
   You can rename the dashboard anytime.

   The New panel window appears.

   Info
   You can rename the panel anytime.

   
   

3. Click the Edit this panel icon ().
   The Editor window appears. 

   Info
   You can modify the font size and the frame color for the panel by using . The default view of the panel is a grid (with rows and columns). You can, however, change the view. Image Removed. For more information, see the Panel Views section.

   
   

   Note
   The following steps in this procedure assume that you have retained the default view (Grid).

   
   

4. On the Rows tab, click .
   The following options (subjects) appear:
   
   • Agencies, call centers and services
   • Agents
5. Select the subject for which you want to display the metrics on the panel.
   Parameters related to the selected subject appear, each displaying a checkbox.

6. Select the checkbox next to each parameter for which you want to display the metrics on the panel.

   Info
   To select all the parameters at once, select the checkbox next to the subject.

   
   

7. On the Columns tab, click .
   The following options (statistic types) appear:
   
   • Historical stats: Statistics for the last two hours.
   • Real-time context: Statistics in real time.

8. Select the statistic type for which you want to display the parameters on the panel.
   Parameters related to the selected statistic type appear, each displaying a checkbox.

   Info
   To learn about a parameter, hover over it. For more information about the parameters, see the Statistics section. Some parameters appear in a color other than black. The parameters that appear in the same color together represent a group (nuclear family). This group is used in the calculation of percentages in some panels of the dashboard.

   
   

9. Select the checkbox next to each parameter for which you want to display the metrics on the panel.

   Info
   To select all the parameters at once, select the checkbox next to the statistic type.

   
   

10. If you want to define the service-level agreement (SLA) values (limits) for the applicable parameters (based on which warnings and alerts are displayed):
    1. Click the SLA tab
       A table with the selected statistic parameters appears.
       
    2. In the row displaying the parameters for which you want to define SLA values, in the Too low and Too high columns, specify values in the Violation and Warning subcolumns.
    3. If you want the SLA values that you have defined for a parameter to take precedence over the default SLA values, select the Override checkbox in the row displaying that parameter.

11. Click Apply.
    A preview of your changes appears in the New Panel window.

    Info
    If a chart was displayed in the New Panel window, it is updated to reflect the SLA limits that you specified. You can display the values in the panel as one of the following by using : Percentages only Values and percentages Values only You can revert all your changes (before you save them) by using the Undo pending edits icon ().

    
    

12. Click the Save changes icon ().
    Your changes are saved.

Panel Views

When designing a panel, you can specify the view in which you want the panel to appear on the dashboard.
Image Added

The following table contains an image as an example to represent each view.

Viewing a Dashboard and its Panels

To view a dashboard and its panels:

1. On the Dashboard menu, select the dashboard that you want to view.

2. On the Panel menu, select the panel that you want to view.
   

   Tip
   If you want to view all the panels of a dashboard, on the Panel menu, select All Panels.

   The dashboard and the selected panel appear.
   

Panel Menu

The Panel menu contains a table of all panels for the dashboard that you have selected on the Dashboard menu. The panels are grouped into the following categories:

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