NextOS Analytics metrics glossary for CRM cases The table below lists the available metrics for the Case entity in Nextiva CRM. NOTES: The same metric can be...
NextOS Analytics metrics glossary for CRM sales The table below lists the available metrics for the Sale entity in Nextiva CRM. NOTES: The metrics can be grouped...
What is report builder in NextOS Analytics? The report builder in NextOS Analytics allows administrators to designate what metrics to report on, which users to report on, what...
Creating reports in NextOS Analytics Create custom reports to run once, or save them to run regularly. Visit nextiva.com, and click Client Login to log...
Viewing reports in NextOS Analytics When users run a report, all relevant data is loaded, analyzed, and presented in the method and format selected by...
Editing reports in NextOS Analytics Visit nextiva.com, and click Client Login to log in to NextOS. From the NextOS Home Page, select Analytics. Select Reports in the...
Filtering report data in NextOS Analytics Filtering data in reports limits the results to a subset of information. For example, an analyst may want to create...
Drilling down in NextOS Analytics While viewing reports, Administrators can drill down in a column or stack chart to see the data of a single...
Duplicating reports in NextOS Analytics Visit nextiva.com, and click Client Login to log in to NextOS. From the NextOS Home Page, select Analytics. Select Reports in the...
Deleting reports in NextOS Analytics Visit nextiva.com, and click Client Login to log in to NextOS. From the NextOS Home Page, select Analytics. Select Reports in the...
Exporting reports in NextOS Analytics NextOS Analytics allows Users to export report data in any type of chart to a CSV, PDF, PNG, JPG, or...
Understanding the customer journey In order to offer the best service for customers, businesses must understand the customer experience and previous interactions with the...
What is dashboard builder in NextOS Analytics? The dashboard builder in NextOS Analytics allows administrators to design one-page views that combine reports and metrics to provide a...
Creating dashboards in NextOS Analytics Create standard dashboards from scratch or by using NextOS Analytics system-generated dashboard templates. For more information on using dashboard templates,...
Creating wallboards in NextOS Analytics Wallboards display a high-contrast set of metrics to be displayed on large TVs or screens in a call center to...
Adding reports to dashboards in NextOS Analytics Add reports to dashboards while creating a dashboard, modifying a dashboard, or creating a dashboard from a system-generated template. In...
Adding metric tiles to dashboards in NextOS Analytics Add metric tiles to dashboards while creating a dashboard from scratch or from a system-generated template or while modifying a...
Renaming dashboards in NextOS Analytics In the Dashboard Builder view, click the Ellipsis (…) icon corresponding to the desired dashboard, then select Edit. Alternatively, click the row...
Modifying the report element on dashboards in NextOS Analytics Modify the report element to change its appearance on the dashboard while modifying a dashboard or creating one from scratch...
Configuring dashboard settings in NextOS Analytics Configure the dashboard settings to publish the dashboard to a specific location. Specify how the dashboard will be shared. Share...
Duplicating dashboards in NextOS Analytics Create a copy of an existing dashboard and begin editing it immediately to create another custom dashboard. Visit nextiva.com, and...
Deleting dashboards in NextOS Analytics Delete a dashboard from the list of custom dashboards on the Dashboard Builder view. Visit nextiva.com, and click Client Login...
Modifying the metric tile element on dashboards in NextOS Analytics Modify the metric tile element to change its appearance on the dashboard while modifying a dashboard or while creating one...
Using dashboard templates in NextOS Analytics Use dashboard templates as a starting point to create new dashboards. Visit nextiva.com, and click Client Login to log in...
Creating lead reports in NextOS Analytics Generate Lead reports to forecast your monthly sales or visualize leads in an organized log for easy access. Lead reports...