What is it?

Role-Based Dashboards provide a suite of pre-built, customizable dashboards tailored to each user role. Users can further personalize their experience by adding dashlets or creating multiple dashboards for different use cases. Reps, Managers, and Sales Leaders benefit from a focused view of the most relevant data, enabling faster insights and helping them identify areas for improvement. Data is displayed through configurable dashlets and external widgets, ensuring flexibility and relevance.

• Glossary
• Key Benefits
• Navigation
• Dashlet Settings
• Navigating To User Role Based Dashboard
• Navigating To Program Type Based Dashbaord
• Example Use Cases
• Current Dashlets

Glossary

• Dashlet: A self-contained data visualization that is accessible on the homepage dashboard of TruVoice.
• External Widget: A dashlet that is accessible from a third-party platform via iframe.

Key Benefits

• Personalized Insights: Users receive customized dashboards tailored to their specific roles, enhancing the relevance and applicability of data for informed decision-making.
• Efficiency and Accessibility: The dashboards allow quick access to relevant data, reducing time spent navigating and filtering, which boosts productivity, especially for sales roles.
• Customization and Flexibility: Dashboards are highly customizable with "dashlets" and external widgets, allowing users to tailor the information displayed to their specific needs.
• Improved Collaboration: Role-specific insights improve communication and collaboration across departments, enabling each team member to contribute effectively to organizational goals.
• Scalable and Adaptable Use: The flexibility to create multiple dashboards for various use cases makes the tool scalable and adaptable to different business needs and scenarios.

Navigation

Users can access the role-based dashboard on the homepage screen of the TruVoice platform. An array of recommended role-specific dashlets are provided for each role by default which a user can add to and customize. Dashlets contain unique functionality, controls, hover states, and links to delve more deeply into the data that feeds the summary view. To create an optimal display, dashlets can be dragged and dropped, and their size can be controlled in their settings window.

Located in the top-right corner, the Add Dashlet button opens a window where users can add additional dashlets to their role-based dashboard. Note: Available dashlets may vary based on user role and system availability.

Dashlet Settings. 

When adding or editing a dashlet, users can access Dashlet Settings to further customize it. Common options include title, subtitle, width, and height, along with dashlet-specific settings that control the unique behavior of each dashlet. These powerful options help users tailor the dashlet to surface the most relevant insights.

Remember: It may be desirable to have more than one instance on your dashboard of a given dashlet type because versions may feature different customizations (e.g. customized for insights on different products, or performance data per team/department).

The Dashlet Settings window can also be opened by clicking the three-dot menu on any dashlet and selecting Edit. This lets you update the dashlet’s format, appearance, and fine-tune the insights it provides. The menu also includes options to remove the dashlet or access Dashlet Help for the relevant help article.

Navigating To User Role Based Dashboard

Users can navigate role-based dashboards that are pre-built for specific user roles. Selecting a role displays a tailored layout with dashlets relevant to that role.

To access a role-based dashboard:

1. Click the User Role dropdown located next to the Add Dashlet button.

2. Select the assigned role to view its customized dashboard layout.

Once the dashboard loads, user can see the default layout and dashlets for the selected user role

Navigating To Program Type Based Dashboard

Users can navigate Program Type dashboards, which are pre-built for specific program types. Selecting a program type displays a tailored layout with dashlets relevant to that program.

To access a Program Type dashboard:

1. Click the Program Type dropdown next to the Add Dashlet button.

2. Select the desired program type to view its customized dashboard layout.

Once the dashboard loads, user can see the default layout and dashlets for the selected program type

Example Use Cases

• For Sales Rep: Personalized view of relevant data for quicker access, helping reps focus on areas to improve. No need to click through and work with filters, dashlets get straight to the information needed.
• For Sales Manager: Enables a complete perspective of where reps stand and key opportunities for coaching based on customized dashboards.
• For Sales Leadership: Provides quick, real-time access to strategic insights into the sales team's performance.

Current Dashlets

The current suite of dashlets that can be configured within role-based dashboards include:

• Action Items: Monitor and interact with action items in TruVoice.
• Buyer Quotes: Search for customer feedback, identify relevant quotes, save them, and tag them.
• Buying Trigger Events: Buyer needs or problems that trigger an evaluation of a specific product.
• Competitor History: Competitor performance by frequency, outcomes, and price position, with key strengths and weaknesses highlighted.
• Competitor Intelligence: Comprehensive insights into key strengths, weaknesses about your competitor based on buyer feedback.
• Custom Content: Access to other relevant content added to TruVoice.
• Decision Drivers: Track top decision drivers for why you win and lose.
• Experience Drivers: Track top positive and negative customer experience drivers.
• Experience Reasons: Customer positive and negative experience reasons with frequency and impact data.
• Feedback Success Rates: Track success rates for capturing feedback from buyers and customers.
• Feedback Types: Breakdown of feedback types captured.
• Most Important Criteria: Monitor what’s most important to buyers in wins and losses.
• Other Resources: Links to other important resources that are outside of TruVoice.
• Outcome Reasons: Win and loss outcome reasons with frequency and impact data.
• Performance Monitor: Monitor performance in selected criteria for selected sales and success representatives.
• Price Position: Audit pricing by position and outcome.
• Published Profiles: Simple feed of recently published feedback profiles.
• Recent Feedback: Custom feed of most recently captured feedback.
• Sample Status: Monitor feedback request funnel by category; new, active, disqualified and qualified.
• User Activity: Track user and role-specific activity across modules, devices, and browsers for engagement insights. (Coming soon!)
• Win Rates: Monitor win rates versus most frequent competition.
• And more coming soon!