PhoneIQ Dashboards give you instant access to reports of inbound and outbound calls, with the ability to filter user, department, or queue. There are six types of dashboards:
Agent Performance
Department Performance
Queue Agent Performance
Queue Performance
Dials to Opportunities
After Call Work
In each of these reports, you can filter by date with one of the pre-defined values or add your own custom filters.
Access the PhoneIQ Dashboards in Salesforce:
Step 1: Go to the PhoneIQ Lightning App (or any app with the dashboard tab), and enter the Dashboard view.
Step 2: Click on the 'All folders' option.
Step 3: Search the 'PhoneIQ Dashboard' folder, and click on it.
Step 4: Select the desired dashboard. Note that you have many dashboards to select from; however, the ones mentioned in this guide start with 'PhoneIQ.' The rest are legacy reports that will not contain data derived from the logged tasks.
