Getting Started with C-Level Boards in Ender Turing
This guide provides a comprehensive overview of the C-Level Boards feature within the Ender Turing platform. It is designed to help you effectively group, display, and share key insights to gain value and insights faster and without effort while understanding the whole Ender Turing product.
Introduction
The C-Level Boards feature is a new addition to the Ender Turing platform, allowing users to create "meta dashboards". Its primary purpose is to group and display charts, metrics, funnels, numbers, etc, that are most relevant to a specific function (e.g., quality, sales, conversion) or key performance indicator (KPI). This provides a significant benefit by consolidating crucial information from various sources and formats within Ender Turing, such as metrics, funnels, charts, and numerical data, into a single, easily accessible view. Consequently, users no longer need to navigate through numerous charts to find the necessary information.
See the video guide below on creation, main functionality, and editing:
Step-by-Step Guide to Creating Your Boards
Follow these steps to create and manage your C-Level Boards:
C-Level Boards List: On the left side of the screen, you will find a list of C-Level Boards already created by you or your team.
Create a New Board: Click on the "create a board" button to enter creation mode.
Name Your Dashboard: Provide a name for your new dashboard (e.g., "Quality Dashboard").
Add a Description (Optional): You can add a description for your board, which can be helpful for your team or for when using the board in reports.
Add Content to the Board: The main area of the board is the content section. Click on "add content" to explore the various types of data you can include.
Available content options include text, shields (single numerical values), charts, funnels, tables, and more.
Select and Place Content: Choose the content types you wish to add. Examples shown in the video include:
Total conversations per period.
Average conversations per agent.
Internal quality scores (manual and automated).
Tables with agent scoring information.
Customize Layout:
Adjust Size: Make content elements larger or smaller to emphasize specific areas or numbers.
Rearrange: Change the placement of content elements on the board as needed.
Add Columns and Rows: Organize your data effectively by adding more columns and rows.
Use Dividers: Employ elements like text boxes as dividers to separate different sections of your board.
Save/Create the Board: Once you've added all the necessary information as a Content, you can Save the Board.
Jump to Details (Optional): Click Review at the top right corner of the board to jump to a detailed Chart or Funnel, and then jump to specific cases or conversations at the lowest possible level.
Share and Report: The created board can be shared with C-level executives or used as a report.
Further Customization: You can further customize the board by focusing on specific aspects, such as customer sentiment or your company's quality perspectives.
Manage Multiple Boards: You can create and rearrange as many boards as you need to suit your requirements.
Key Terminology and Concepts
C-Level Boards: The core feature allows users to create curated dashboards displaying relevant charts and metrics for specific functions or KPIs.
Meta Dashboard: Describes a C-Level Board's function of consolidating information from various sources within Ender Turing into a single view.
Content: Refers to the different types of data and visualizations that can be added to a C-Level Board, such as numbers, charts, funnels, tables, text, and shields.
Tips for Effective Use / Best Practices
Strategic Grouping: The primary benefit comes from grouping charts and metrics directly relevant to a specific function (quality, sales, conversion) or your most important KPIs.
Create a "Meta Dashboard": Leverage the feature to consolidate information from various sources (metrics, funnels, charts) into one centralized dashboard.
Customize Your View: Add diverse content types, such as numbers, charts, funnels, tables, and text descriptions, to build a comprehensive board.
Emphasize Key Data: Adjust the size and arrangement of elements to highlight the most critical information.
Share for Impact: Share your curated boards with C-level executives and utilize them as dynamic reports.
Focus on Perspectives: Tailor boards to concentrate on specific aspects like customer sentiment or overall company quality metrics.
Utilize Multiple Boards: Create and organize as many boards as necessary to meet your various analytical and reporting needs.
Conclusion / Next Steps
C-Level Boards offer a powerful way to streamline access to critical data within Ender Turing. After creating your boards:
Share them with your C-level executives or relevant stakeholders.
Utilize them as dynamic reports.
Continuously add more relevant data to enhance their value.
Focus on specific aspects by tailoring boards to highlight customer sentiment, company quality perspectives, or other key areas.
Feel free to create and rearrange as many boards as you need to support your analytical workflows best.
Import from templates. This will be covered in another article.
Permissions Required to Read/Manage C-Level Dashboards
