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Dashboards

Dashboards turn your conversation data into clear, visual analytics. Instead of digging through individual calls, you get headline metrics, leaderboards, and trends gathered onto one page so you can see how things are going at a glance.

Dashboards

When you open Dashboards from the sidebar, you land on a gallery of pre-built dashboards. As RedFlare describes it, you can "Browse pre-built dashboards that bring together the metrics, leaderboards, and trends that matter for each area." Each one is a card you can click straight into.

What you can do​

  • Browse a gallery of ready-made dashboards, each focused on a specific area.
  • Open the Agents Dashboard for headline metrics, a top-performer leaderboard, and performance trends across your agents.
  • Narrow what you see with a date range and filters, then refresh to pull the latest numbers.
  • See how every metric is moving with a Δ vs prev comparison against the previous period.
  • Explore conversation events, rubric and scorecard compliance, and evaluation insights in one place.
  • Drill into any event, rubric, or scorecard to see which agents are behind it.
  • Export a snapshot of the dashboard as a PDF, a full-page image, or a spreadsheet of the underlying data.

How it works​

A dashboard never recomputes everything from scratch while you wait. Behind the scenes, RedFlare continuously rolls your raw conversations up into pre-aggregated summary tables, one for each section of the dashboard (overview metrics, events, rubrics, scorecards, and evaluations). These summaries refresh on a rolling cycle roughly every 15 minutes, so the numbers you see are close to live without you ever sitting through a long load.

  1. As calls are processed, each one contributes its sentiment, compliance, rubric scores, and detected events into the rolling summaries for your organisation.
  2. When you open a dashboard, RedFlare reads from those summaries and filters them down to your chosen date range and filters.
  3. For every metric, it also computes the same figure for the period immediately before your range, so it can show you the Δ vs prev change and 7-day trend sparklines.
  4. Leaderboards, "notable shifts," and "evaluation insights" are derived by ranking those same numbers, for example finding the biggest spike, the biggest drop, and the most concentrated event versus the previous period.
  5. Everything stays scoped to your organisation and your access permissions, so you only ever see agents and conversations you're allowed to see.
note

Because the summaries refresh on a cycle, a call that finished a few minutes ago may not appear instantly. Use the refresh control to pull the latest completed cycle.

Open a dashboard​

  1. Select Dashboards in the sidebar.
  2. On the dashboard gallery, find the card you want, for example Agents Dashboard.
  3. Click the card to open the full dashboard.

The Agents Dashboard opens on the Agents overview, summed up as "Performance, compliance, and conversation events across all active agents."

Focus the data with filters and dates​

Every dashboard reads from your conversation data, so you'll usually want to set the window and scope first.

  1. Use the date control in the top-right to pick the period you want to look at.
  2. Open the filters next to it to narrow the data by the fields that matter to you.
  3. Click the refresh control to pull the most recent numbers into the view.

As you change the date range or filters, the metrics, trends, and tables all update to match, and the Δ vs prev comparisons shift to the period right before your new range.

Explore the Agents Dashboard​

The Agents Dashboard brings several sections together on one scrolling page.

Agents overview​

Headline metrics across all active agents, including how many agents are active and your average compliance, each shown with its change versus the previous period.

Overall agent analytics​

Organisation-wide performance and trend lines. The Organisation trend chart can plot average sentiment, average compliance %, average rubric score, and call volume so you can see how the whole team is moving over time. Leaderboards surface Top performers and Bottom performers on a chosen metric, and you can click a row to open that agent's profile.

Rubrics & Compliance​

Compliance insights for a single Playbook. Pick a playbook to load its results; until you do, you'll see "Select a playbook to see rubric and scorecard insights." Once selected, you get:

  • Rubric overview cards showing the average score and a bucket distribution for each rubric. Click a histogram bar to see the agents in that score band.
  • Scorecard compliance listing every scorecard under the playbook with its average score, pass rate, change versus the previous period, a 7-day trend, and the worst-performing agent. Click a row to see the agents scoring on it.
  • Evaluation insights highlighting standout evaluations: the worst performer, the biggest regression, and the most improved.

Events catalog​

"Every event detected in the period, ranked by frequency." Each row shows the detection type, total count, per-call rate, the change versus the previous period, a 7-day trend, and the most frequent agent. Click any row to open "Agents triggering" that event.

Event trends charts activity for the top events in the range, and you can pin specific events with + Add event. Notable shifts surfaces "The largest spike, drop, and most concentrated event vs the previous period" so you can spot what needs attention quickly.

tip

In the Events catalog, click a row to open the agents triggering that event. It's the fastest way to go from "this is happening a lot" to "here's who it's happening with."

Export a dashboard​

You can save a snapshot of a dashboard to share or keep for your records.

  1. On the dashboard, click Export in the top-right actions.
  2. In the Export dashboard panel, enter an Export name. This is "A label to help you identify this export later."
  3. Choose a Format:
    • PDF paginates the dashboard cleanly across pages.
    • Full page (PNG) captures the full page as one image.
    • Data (XLSX) exports the underlying data as a spreadsheet.
  4. Click the export action to generate it.

How each format is produced​

PDF and Full page (PNG) are rendered directly from what's on your screen. RedFlare captures the live dashboard and prepares the file in your browser, showing "Preparing your export…" and then "Export downloaded" when it's ready. Because they snapshot the view, set your date range, filters, and selected playbook the way you want them before exporting.

Data (XLSX) is different: it's queued as a background job rather than rendered on screen. RedFlare hands your date range, filters, and selected playbook to a report worker, which rebuilds the underlying figures and assembles the spreadsheet on its own. You'll see "Data export queued. Track it in the Activity Center", where you can follow its progress and download the finished file when it's ready.

note

A spreadsheet export needs a date range. If you haven't set one, you'll be prompted with "Pick a date range before exporting the data." Choose a window first, then export again.

tip

Give each export a descriptive name (for example the team and the period) so a stack of downloads is easy to tell apart weeks later.

If an export can't be created you'll see "Couldn't generate the export. Please try again." Re-open the Export dashboard panel and try once more.

Tips​

tip

Lead with the Δ vs prev columns and Notable shifts. They point you straight at what changed, which is usually more useful than the raw totals.

note

The Rubrics & Compliance section only fills in once you pick a Playbook. If a section looks empty, check the playbook selector and widen your date range before assuming there's no data.

tip

For a clean PDF or PNG, get the dashboard looking exactly how you want it on screen first; those formats capture the current view, while the spreadsheet export rebuilds the data in the background regardless of what's visible.