Dashboards

Get oriented with the pre-built Agent Analytics dashboard, refresh data, drill into a report, and spin up a new dashboard of your own.

Open the Agent Analytics dashboard

Every Kubit workspace ships with a default Agent Analytics dashboard so you have something live the first time you log in.

1. In the left navigation, click Dashboards.

2. Open Agent Analytics.

[Screenshot: Dashboards list with Agent Analytics highlighted]

Placeholder — write a brief tour of what's actually on the Agent Analytics dashboard once the default reports are finalized. Today's content is still being built out.

Refresh the data

Dashboards in Kubit are not live by default — what you see on screen is the data from the last refresh.

1. In the top-right corner of the dashboard, click the refresh icon.

2. Wait for the reports to reload with the latest data.

[Screenshot: refresh icon highlighted in the top-right of a dashboard]

Custom dashboard and report schedules are coming soon. Until then, refreshing manually is how you keep the view current.

Drill into a report

Click into any report on the dashboard to inspect the underlying data, change filters, or jump to the users behind a segment.

Drill in freely — reports in Kubit are immutable. Every execution creates a new report, so any filter, breakout, or tweak you make from a drill-in never overwrites the original or affects what your teammates see.

Placeholder — capture the drill-in flow once we have a report on the default dashboard worth opening up.

Create a new dashboard

When you want your own view, you can spin up a new dashboard at any time.

1. From the Dashboards list, click New Dashboard in the top-right.

2. Name your dashboard.

3. Add existing reports, or create a new report from scratch.

[Screenshot: New Dashboard modal with the option to add existing content or create a new report]

Next steps

• Build your first report and add it to your new dashboard — see Reports.