Introduction
As a default Chart mode, charts displayed only the number of conversations, making interpretation challenging. With this guide, you can switch to a chart view that displays money spent, providing clearer insights.
Prerequisites
Ensure you have an existing chart configured. If not, you can set up a basic chart using the following guides:
Switching to Money Display
To switch the chart to display money instead of conversations:
Enter Edit mode for your chart.
Locate the switcher labeled `Show Cost`.
Toggle the switcher to enable money display.
Configurable Rates
Money display rates can be configured at three levels, with each subsequent level overriding the previous level.
Org-Wide (Global) Rate
You can change the org-wide rate and currency in Settings, under Agent hourly rate
Setting, see screenshot below:
Team-wide Rate
If some of your Teams have different rates (from the Org-wide), you can set these team rates on a per-team level, see screenshot below:
Agent Rate
If some of your Agents have different rates (from the Org-wide or Team average), you can set Agent-specific rates on a per-agent level, see screenshot below:
Changing Rate Currency
If you need to change currency for your deployment, use the switcher in settings:
Using the Chart on C-Level Boards
Now, you can utilize this chart on C-Level boards to provide executives with valuable insights into financial aspects. Please review the C-Level configuration guide to create and add a chart to the C-Level board.