Customise Success Dashboard

Naveen87
Tera Guru

Hello Developers,

I'd like to customize the Success Dashboard by adding a new metric titled ‘Self-Solved using AI’, positioned below the existing ‘Self-Solved using Virtual Agent’ section.

At this point, I'm not sure where these metrics are being sourced from or how to configure new ones. Once the option is added, I’d also like to define the underlying numerator/denominator matrix that will drive the metric display.

Could you please guide me on:

  1. Where these dashboard metrics are configured

  2. How I can add and define the new 'Self-Solved using AI' metric

Appreciate your support.

Naveen87_0-1751974068256.png

 

8 REPLIES 8

abirakundu23
Mega Sage

Hi @Naveen87 ,
Thanks for your update. I am sharing my response for your latest request. 
Please mark helpful and accept my previous answer worthy for you.

abirakundu23
Mega Sage

Hi @Naveen87 ,
Have you created new data source for interaction table ? if yes "Facts Table" you have to select the interaction table for indicator source and indicator. Reference screenshots as your reference.

abirakundu23_0-1752073683224.png

abirakundu23_1-1752073781730.png

 

Please mark helpful and accept my previous answer worthy for you.

Thank you. That was really helpful. 

I found existing entry for relevant table & I have used it now.

Naveen87_0-1752222135024.png

My KPI looks like this,

Naveen87_1-1752222185187.png

How can I make it look like this?

Naveen87_2-1752222207206.png

 

 

Can you please Advice.

 

abirakundu23
Mega Sage

Hi @Naveen87 ,
Did you get a chance to check my previous response ? 
Please mark helpful and correct answer if it's worthy for you.