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.
Select any event, rubric, or scorecard to view the agents associated with it, along with their individual scores or event detections.
Export a snapshot of the dashboard as a PDF, a full-page image, or a spreadsheet of the underlying data.

How it works

Dashboards are designed to load quickly and stay close to real time. Metrics refresh automatically every few minutes, ensuring you always see the latest available results without waiting for the dashboard to recalculate ever time the users open it.

As your calls are analysed, their sentiment, compliance, rubric scores, and detected events feed straight into the dashboard.
When you set a date range and filters, every metric, chart, and table all gets updated to match the search.
For each metric, RedFlare calculates the same value for the previous equivalent time period, enabling the dashboard to display the Δ vs prev comparison and a trend line that highlights changes over time.
Leaderboards, Notable shifts, and Evaluation insights highlight what stands out, like the biggest spike, the biggest drop, and the most improved.
The users will be able to access the calls or modules based on the access provided to each user.

Because the numbers refresh on a short cycle, a call that finished a minute ago may not appear instantly. Use the refresh control to pull the latest results.

Open a dashboard

Select Dashboards in the sidebar.
On the dashboard gallery, find the card you want, for example Agents Dashboard.
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.

Use the date control in the top-right to pick the period you want to look at.
Open the filters next to it to narrow the data by the fields as per your requirement.
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 is organized as a single scrolling page that brings together multiple sections, allowing you to view key agent metrics and insights in one place.

Agents overview

The dashboard displays headline metrics for all active agents, including the total number of active agents and the average compliance score. Each metric also includes its change compared with the previous equivalent period, helping you quickly assess performance trends.

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 displays a card for each rubric, showing its average score and score distribution across buckets based on the average calculated across all agents. Click a histogram bar to view the agents whose scores fall within that bucket.
Scorecard Compliance lists every scorecard in the selected playbook, along with its average score, pass rate, change compared to the previous period, a 7-day trend, and the bottom-performing agent. Click a scorecard to view the agents and their scores for that scorecard.
Evaluation insights highlighting standout evaluations: the bottom performer, the biggest regression, and the most improved.

Events catalog

The Event Detection section lists every event detected during the selected period, ranked by frequency. Each row displays the detection type, total count, change compared to the previous period, a 7-day trend, and the agent with the highest number of detections. Click an event to view the list of agents who triggered that event, sorted by the number of detections.

Event trends and Notable shifts

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.

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 export the dashboard to share or keep your records.

On the dashboard, click Export in the top-right actions.
In the Export dashboard panel, enter an Export name. This is "A label to help you identify this export later."
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.

Click the export action to generate it.

How each format is produced

PDF and Full Page (PNG) exports capture exactly what is displayed on your screen. When you start an export, you'll see a "Preparing your export..." message, followed by "Export downloaded" once the file is ready. Since the export captures the current dashboard view, ensure your date range, filters, and selected playbook are configured as desired before exporting

Data (XLSX) is different: it runs in the background using your date range, filters, and selected playbook, then assembles the spreadsheet for you. You'll see "Data export queued. Track it in the Activity Center present above your profile wit an Download Icon", where you can follow its progress and download the finished file when it's ready.

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.

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

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.

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.

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 pulls the underlying data in the background no matter what's on screen.

Dashboards

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