What is it?

Dashboards are a collection of pre-built, role-based views designed to surface the most relevant insights for each user. Users can further personalize their experience by adding configurable dashlets, external widgets, and by creating multiple dashboards tailored to different use cases.

Reps, Managers, and Sales Leaders benefit from a focused, personalized view of the data that matters most to them. This enables faster access to insights and helps them quickly identify areas for improvement.

• Glossary
• Key Benefits
• Navigation
• Adding Dashlet
• Dashlet Settings
• Navigating Roles Based Dashboards
• Creating Custom Dashboards
• Dashboard Actions
• Example Use Cases
• Current Dashlets

Glossary

• Dashlet: A self-contained data visualization that is accessible on the homepage dashboard of TruVoice.

Key Benefits

• Personalized Insights: Role-based dashboards deliver tailored insights that align with each user’s responsibilities, ensuring data is relevant and actionable for better decision-making.
• Efficiency and Accessibility: Quick access to key metrics reduces time spent navigating and filtering data, increasing productivity, particularly for sales teams.
• Customization and Flexibility: Highly configurable dashlets and external widgets allow users to tailor dashboards to their specific needs and workflows.
• Improved Collaboration: Role-specific visibility into data enhances communication across teams, helping each group align and contribute more effectively to shared goals.
• Scalable and Adaptable Use: The ability to create multiple dashboards for different use cases makes the solution flexible and scalable as business needs evolve.

Navigation

Users can access the Dashboard directly from the TruVoice homepage or by navigating to Insights → Dashboard. Each user role is provided with a set of recommended, role-specific dashlets by default. These dashlets can be added, removed, and customized to suit individual needs.

Dashlets offer interactive functionality, including controls, hover states, and links that allow users to explore the underlying data in greater detail beyond the summary view.

To create an optimal layout, dashlets can be rearranged using drag-and-drop functionality. Users can also adjust the size and configuration of each dashlet through its settings window, enabling a fully personalized dashboard experience.

Adding Dashlet

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

Dashlet Settings

When adding or editing a dashlet, users are presented with Dashlet Settings, which allow for further customization. These settings typically include options for the dashlet title, subtitle, width, and height. In addition, each dashlet includes type-specific settings that control its unique behavior. 

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 existing dashlet and selecting Edit. This allows users to update the dashlet’s layout, appearance, and configuration to better refine insights.

From this same menu, users can also Remove a dashlet or access Dashlet Help, which links to the relevant help article for that dashlet.

Navigating Roles Based Dashboard

Users can navigate between prebuilt dashboards designed for specific role types. Selecting a role displays a tailored dashboard layout with dashlets relevant to that role’s responsibilities.

To navigate to a role-based dashboard:

1. Click the Dashboard dropdown located next to the Add Dashlet button.

2. Select the desired role from the list.

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

Creating Custom Dashboards

Users can create their own custom dashboards if they prefer not to use the default role-based dashboard layouts.

To create a custom dashboard:

1. Open the Dashboard dropdown

2. Click New Dashboard

Add Dashboard Name and click Save.

Once a dashboard is created, users can add the required dashlets by clicking the Add Dashlet button.

Dashboard Actions

Users can perform various actions on a dashboard by clicking the three-dot menu beside the dashboard name. The available actions include:

• Make Primary Dashboard: Set the dashboard as the primary view. This dashboard will then be displayed by default every time the user logs in. Available for Role-Based and Custom Dashboards.

• Duplicate Dashboard: Create a copy of the dashboard. This is useful when only minor changes are needed, but multiple dashboards are required. Available for Role-Based and Custom Dashboards.

• Rename: Change the name of the dashboard. Available for Custom Dashboards only.

• Share Dashboard: Share the dashboard with another user, allowing them to view and make edits. Available for Custom Dashboards only.

• Share a Copy of Dashboard: Share a read-only copy of the dashboard so others can view the dashlets and data but cannot edit them. Available for Custom Dashboards only.

• Delete Dashboard: Permanently remove the dashboard. Available for Custom Dashboards only.

Example Use Cases

• For Sales Rep: Access a personalized dashboard that highlights the most relevant data, allowing reps to quickly focus on areas for improvement. Dashlets provide direct insights without the need to navigate multiple filters or reports.
• For Sales Manager: Gain a complete view of team performance and identify key opportunities for coaching, all through customized dashboards tailored to managerial needs.
• For Sales Leadership: Obtain real-time, strategic insights into the overall performance of the sales team, enabling faster, data-driven decision-making.

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.
• Criteria Performance: Track performance for a specific criteria and select sales and success representatives.
• 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!