Dashboard Training

A small investment of time into education can go a long way. With that in mind, Brightmetrics has selected and designed a valuable set of key topics to be discovered in each of the trainings we provide. For more information on the included topics covered in our Dashboards training module, please see the outline below. Also included are two ways you can access our training. 

Dashboard Training Syllabus 

  • Viewing Dashboards

    • How to interact with the charts
    • Updating summary tables for on-the-fly analysis
    • Drilling into the details
    • Accessing the cradle to grave
    • Printing Dashboards or Charts
  • Dashboard Maintenance

    • How to configure a Ticker on a real time dashboard
    • How to enable and use Call Center Group Supervisor for ECC Real Time
    • Which data source do you choose?
    • Chart Settings and Chart Options
    • Chart layouts
    • How to apply thresholds
    • Organizing, Editing, Sharing and Scheduling existing dashboards
    • Creating new dashboards from templates
    • Creating new summary charts 
    • Creating new real time charts
    • Editing existing charts
  • Advanced Functions

    • Applying targets, cumulative, moving averages, top X, offset time and chart spanning
    • Advanced Chart Creation
    • Mass Replace Filters on dashboard
    • Creating Custom Calculated Fields
    • Creating a public link or wallboard
  • Our additional Support/Resources available to you


How do I attend the training?

To register to attend a live training, simply click here.  

To learn at your own pace in our Recorded Trainings, please follow these steps after logging into the Brightmetrics portal:

(Question Mark on top>Help Videos>Recorded Training)

  1. Click on the question mark in the top right hand corner
  2. Select Help Videos
  3. Select Recorded Training, then click on the Recorded Training - Dashboards


Questions or feedback? Please email us at support@brightmetrics.com.



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