Telesales Dashboard Standalone (Settings)

Overview

The Telesales Standalone Dashboard can be configured to display a series of informational screens and charts which are displayed in sequence, and updated automatically.

Accessing Telesales Dashboard Standalone Settings

Settings > Telesales Settings > Telesales Dashboard Standalone.

Telesales Dashboard Standalone Settings

Each of the settings is described below:

Screen Selection (mandatory)

Several Dashboard displays are available, and those which are selected in the settings are displayed in sequence for the specified duration (see below).

Select the screens to be displayed in the Standalone Dashboard; multiple screens can be selected by clicking the screen names in conjunction with the Shift and / or Ctrl keyboard keys.

At least one screen must be selected.

In the above screenshot, dashboard screens 1, 5, 6, 7 and 11 have been selected.

Screen/Data Refresh rate

The duration for which each selected screen will be displayed, prior to display of the next screen.

It is recommended that the duration is set to as long a period as is practical; each time a screen is displayed, the relevant data must be obtained from your CommTrak server, and is used to generate the relevant charts and data.

Applies to Settings of All Screens

Staff

Filters the charts and data to show only selected staff member(s).

Promotion

Filters the charts and data to show only results matching the specified Promotion. The available options are:

  • Show All (default)
  • Not Specified

In addition to the above options, all Promotions with active opportunities (if any) are listed.

Sourced From

Filters the charts and data to show only results creating from the specified source. The available options are:

  • Show All (default)
  • Customers Report
  • Manual Entry

Applies to Settings of Screen #04 and #05 only

Telesales Opportunities

The number of opportunities to include in the display.

The dropdown list contains the following options:

  • 10
  • 20
  • 30
  • 50

Applies to Settings of Screen #01, #02, #06-#10 only

Period

The available options are:

  • Today
  • Week
  • Month
  • Quarter

Applies to Settings of Screen #03 only

Period

The available options are:

  • Hour
  • Today
  • Week
  • Month
  • Quarter

Applies to Settings of Screen #11 only

Period

The available options are:

  • Week
  • Month
  • Quarter

Direct Link

This field contains a unique URL (web address) which is generated based on the specified Standalone Dashboard settings.

The link can be copied and pasted into the address bar of any web browser, and will display the screens as configured in the above settings.

The URL is unique, and must be copied and pasted as-is. Changing any of the Standalone Dashboard settings will automatically update the URL in this field.

Security Considerations

Although the Direct Link URL can be pasted into any web browser, CommTrak will only display dashboard data when the IP of the web browser matches one of the IP addresses specified in Settings > General Settings > Miscellaneous > Comma separated list of IPs permitted to view CommTrak dashboards. Unauthorised web browsers will display an appropriate security message.