Article

    Board Builder - Unthread

    3 min read
    Last updated 1 month ago
    Dashboard example

    Introduction

    Navigate to Analytics > Board Builder to create powerful live dashboards by combining existing reports. Our Board Builder allows you to combine saved reports into a single view. You can use these boards to track metrics that are most important to you or use the TV Mode feature to output this to a display for real-time updates.

    Creating Your Dashboard

    Step 1: Access Board Builder

    1. Go to Analytics > Board Builder in your dashboard
    2. Click “Create New Board” to start building
    3. Give your board a descriptive name

    Step 2: Add Reports

    1. Select from your saved reports
    2. Choose the layout and positioning for each report
    3. Configure display options for each widget

    Step 3: Customize Your View

    • Layout Options - Choose from grid layouts to arrange your reports
    • Size Controls - Resize reports to emphasize important metrics
    • Auto-refresh - Set refresh intervals for real-time updates
      Dashboard

    TV Mode

    Use TV Mode to display your dashboard on a monitor or TV screen for:

    • Team visibility - Keep everyone informed of current metrics
    • Real-time monitoring - Display live updates during busy periods
    • Executive dashboards - Provide leadership with key insights
    • War rooms - Centralized monitoring during critical situations

    Setting Up TV Mode

    1. Create your board with the reports you want to display
    2. Click Preview
    3. Select TV Mode

    Best Practices

    Dashboard Design

    • Keep it focused - Include only the most important metrics
    • Use consistent layouts - Maintain visual hierarchy
    • Consider your audience - Tailor content for different stakeholders
    • Regular updates - Refresh dashboards as your needs evolve

    Performance Optimization

    • Limit report count - Too many reports can slow performance
    • Use appropriate date ranges - Shorter ranges for better performance
    • Apply filters - Reduce data volume for faster loading
    • Schedule updates - Set reasonable refresh intervals

    Common Use Cases

    Executive Dashboard

    • High-level performance metrics
    • Customer satisfaction scores
    • Volume trends
    • Team productivity indicators

    Operations Dashboard

    • Real-time response times
    • Open conversation counts
    • Agent workload distribution
    • SLA compliance metrics

    Team Dashboard

    • Individual performance metrics
    • Channel-specific data
    • Quality indicators
    • Improvement opportunities