Objective
Dashboards provide a broad overview of data centralized around a specific theme.
Let's begin!
Leverage a pre-built Dashboard to understand trends in your organization's data across a specific theme. The following pre-built Dashboards are available:
Booking Experience Satisfaction
Review customer satisfaction with the booking experience across your organization
Customer Satisfaction
Analyze customer satisfaction scores and feedback across your organization
Engagements Overview
Review engagement-related trends across your organization including type (appointments and walk-ins), status, service, and average handle time
Location Deep Dive
Develop a comprehensive understanding of appointment types, engagement levels per staff member, and busy times at one, multiple, or all locations
NOTE: All appointment statuses except for Canceled are included in utilization calculations
Locations - Traffic
Discover patterns in customer traffic at one, multiple, or all locations
NOTE: All appointment statuses except for Canceled are included in utilization calculations
Missed Appointments
Investigate which services, staff, and locations experience the most missed and canceled appointments to help determine if trends exist
Outcome Analytics
Review engagement outcomes in relation to questions asked and answers given during the booking process
Services Deep Dive
Analyze engagement trends across your organization by multiple service-related parameters
Staff Utilization
Understand staff and location utilization trends across your organization
Refine Dashboards
Apply filters to Dashboards to tailor parameters to meet your organization's needs. You can also take additional actions, such as scheduling the delivery of a Dashboard directly to your inbox.
Apply Filters
Filters enable you to redefine the time period for visualizing your data. To modify filters:
From your pre-selected Dashboard, click the box for the filter you want to update
Make your selection
Click Update
Updating the time filter on the Utilization Dashboard
Additional Actions
From Dashboard actions (⋮), you can take additional actions related to the Dashboard, such as downloading it or scheduling the send for a specific time or if a specific criterion is met. From here, you can also reset the filters to the original selections.
Schedule delivery of a Dashboard
Explores and Dashboards can be scheduled to be sent by email to your inbox at a frequency of your choosing. Smart alerts can also be created by scheduling the send if/when a specific criterion is met.
NOTE:
To help maintain Coconut's security standards, Dashboards and Explores can only be scheduled to be delivered to yourself at the email address used to login to Coconut.
To schedule delivery of a Dashboard:
From your chosen pre-built Dashboard, click Dashboard actions (⋮)
Click Schedule delivery
From the Settings tab, set the recurrence, destination, and format
From the Filters tab, select your desired filter
From the Advanced options tab, include a custom message or further customize the delivery of the dashboard
When ready, click Save
Personal Navigation
From the Open Folders icon, you can navigate to your favorites, your personal Dashboard(s) and Look(s). pre-built dashboards, or the Advanced Analytics homescreen.
Create your own Dashboard
A Dashboard in Advanced Analytics consists of a combination of Looks and visualizations. A Look is a metric that can be saved from an Explore and added as a tile to a dashboard. A visualization is similar to a Look, but is added directly to a Dashboard as a tile without saving it in your folders. Combining various Looks and visualizations enables you to create a Dashboard that highlights the metrics that matter most to your organization.
Create a Look
From the Explore you want to use as a Look, click Explore actions (⚙)
Click Save…
Click As a Look
Enter a title for the Look and, if desired, a description
Click Save
The Look is saved. Click View Look or access the Look from your Personal folder, accessible by clicking the folder icon.
Create a new (blank) Dashboard
Click the folder icon and access a Look you want to add to your new Dashboard
Click Explore actions (⚙)
Click Save…
Click As a new dashboard
Enter a title for the Dashboard
From Folder, select the folder where you want the dashboard to be saved
Click Save
From Explore actions, save a Look as a new dashboard to get started with a custom dashboard
The Dashboard is saved. Click View dashboard or access the Dashboard from the folder it is saved to, accessible by clicking the folder icon.
Add Looks and/or visualizations to your Dashboard
Click the folder icon and access the Dashboard you want to add Looks to
Click Dashboard actions (⋮)
Click Edit dashboard
Click Add
Click Visualization
Select an Explore upon which the visualization will be based
Select and/or customize the dimensions (fields) you want to include
Enter a title for the visualization
Click Save
The visualization appears as a tile on your Dashboard. You can rearrange the tiles to meet your presentation needs or complete additional Tile actions by clicking the Tile actions (⋮) icon.
Copy and modify an existing Dashboard
To copy an existing dashboard and modify it to create a customized view:
From Advanced Analytics, click (⋮) on the desired dashboard
Click Copy to my content
From the My Content section, select the copied dashboard
Click Dashboard actions (⋮)
Click Edit dashboard
Make desired changes