Organization Dashboard
The Organization Dashboard shows you aggregate data for all users and accounts on your platform.
You can see key metric trends over time side by side with your most engaged users and accounts.

Customization
Each Calixa user can customize their own dashboards. Customizations to the dashboard change the layout for that type. For example, customizing the Acme Corp account dashboard will also update the layout of the Big Widgets Co account dashboard, for that Calixa user. The Organization Dashboard has an independently customizable layout.
Filters can be applied within the User, Conversation, Invoice, etc. cards. These filters also carry over from one account dashboard to another.
Add a Card
Cards can be added to display any metric that Calixa computes or collections of other entities like users, invoices, conversations, etc.

Manage Cards
You can also customize the layout of the dashboard by clicking "Manage Cards" then dragging around or removing cards from the layout.
Updated 10 months ago