Setting Up and Customizing Dashboards

Configuring dashboards in ActiveOps empowers digital operations leaders to interpret KPIs, track performance, and support data-driven decisions. With customizable layouts, adjustable widgets, and robust sharing options, you can turn real-time operational data into actionable insights. This article guides you step-by-step through setting up, customizing, and managing dashboards for optimal productivity and visibility across your team.

Accessing Dashboards in ActiveOps

1. Log in to your ActiveOps SaaS portal using your credentials.
2. From the home screen, navigate to the “Dashboards” module found on the main navigation menu.
3. Select a default or custom dashboard relevant to your operational function.

Customizing Dashboard Layouts

• Use drag-and-drop functionality to move widgets and arrange KPIs as desired.
• Resize sections to highlight priority metrics such as SLA performance, backlog trends, or productivity gains.
• Apply AOM methodology themes to unify operations data presentation.

Managing Widgets and Reports

• Add performance widgets for KPIs such as capacity utilization, process health, or team engagement.
• Configure data filters to tailor widget insights by department, timeframe, or case type.
• Integrate predictive analytics to anticipate capacity constraints or SLA risks.

Sharing Dashboards Efficiently

1. Select ‘Share’ in the dashboard options menu.
2. Choose recipients—individuals, teams, or entire departments.
3. Set sharing permissions: view only or allow edits/collaboration.

Conclusion: Maximizing Value from Dashboards

Well-designed dashboards in ActiveOps enable agile, data-driven management for service operations. By customizing layouts, managing widgets, and controlling sharing, your team can continuously monitor productivity and capacity, leading to actionable insights and rapid performance improvement. Harness the full value of your operational analytics for stronger decision intelligence.