Dashboard

14min
The Dashboard serves as the central hub for your Sanoflow activities, offering a high-level overview of important metrics and tasks. From here, you can monitor the health of your customer interactions and team performance.
﻿Getting Here﻿
This module is viewable by all users, but some of the content may require specific authorized access by your admin.
Once you're logged into Sanoflow, the first page that will be appear is our Dashboard screen in default. Later on, you may also access this page through the navigation list on your left side of the screen. 
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Using the Dashboard, you will be presented with a variety of widgets to assist you in monitoring your workforce and in providing you with a comprehensive snapshot of what is happening in your Workspace.
Dashboard Widgets
Here are 5 widgets in the Dashboard that will assist you in different ways:-
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Open Tasks
2
Open Enquiries
3
Team Members
4
Conversations
5
Daily Enquiries
Open Tasks
This widget allows you to view all the tasks that are due for you to perform. Tasks that are late and are still incomplete, they will have their due dates in red. Tasks that are still in progress will be viewed normally. If you have many tasks open, you will be able to view them all in different pages using this widget on your Dashboard.
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Your Open Tasks is basically your daily to-do-list.
Open Enquiries
This widget allows you to organize your Enquiries chronologically, with details of each enquiry, and it's status. This facilitates efficient management as it also helps teams prioritize urgent requests. When you press on the enquiry, it will provide you with the full details about the enquiry. 
<div style="position: relative; box-sizing: content-box; max-height: 80vh; max-height: 80svh; width: 100%; aspect-ratio: 1.820480404551201; padding: 40px 0 40px 0;"><iframe src="https://app.supademo.com/embed/cm3pbj5xz1ospahr7c43yyld9?embed_v=2" loading="lazy" title="Dashboard - Open Tasks" allow="clipboard-write" frameborder="0" webkitallowfullscreen="true" mozallowfullscreen="true" allowfullscreen style="position: absolute; top: 0; left: 0; width: 100%; height: 100%;"></iframe></div>
<div style="position: relative; box-sizing: content-box; max-height: 80vh; max-height: 80svh; width: 100%; aspect-ratio: 1.820480404551201; padding: 40px 0 40px 0;"><iframe src="https://app.supademo.com/embed/cm3pbj5xz1ospahr7c43yyld9?embed_v=2" loading="lazy" title="Dashboard - Open Tasks" allow="clipboard-write" frameborder="0" webkitallowfullscreen="true" mozallowfullscreen="true" allowfullscreen style="position: absolute; top: 0; left: 0; width: 100%; height: 100%;"></iframe></div>
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Team Members
A quick overview of your team’s current activity and availability, ensuring smooth collaboration. This helps in knowing who is currently online, and who is working on the different tasks assigned based on their role in your organization.
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Conversations
Lists ongoing customer interactions to make sure no chat is missed. This widget also assists managers to supervise the ongoing chat process, and get a quick insight on the workload on agents at a given time. 
Statuses
Open: Current open conversations that have not been resolved yet.
Assigned: Open chats that have been assigned to users.
Unassigned: Chats that are open but have not been assigned to a user yet.
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Daily Enquiries Report
This gives you a statistical view of Enquiries received over a selected period. This helps in analyzing the team's workload and customer engagement levels over the past 30 days.
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Can I Customize the Main View?
From the Dashboard, you will be able to select different views. You change the view in two ways:-
User Selection: A dropdown menu is available to filter Tasks and Enquiries by team members or view everything at once.
﻿Timeframe Selection: Customize your Dashboard view by selecting different timeframes, like 'Today', 'Yesterday', 'This Week', 'This Month', or a custom range, to focus on tasks and Enquiries relevant to that period.﻿
<div style="position: relative; box-sizing: content-box; max-height: 80vh; max-height: 80svh; width: 100%; aspect-ratio: 1.820480404551201; padding: 40px 0 40px 0;"><iframe src="https://app.supademo.com/embed/cm3pcpasq1ow1ahr7ot4lqk9b?embed_v=2" loading="lazy" title="Dashboard - Custom View" allow="clipboard-write" frameborder="0" webkitallowfullscreen="true" mozallowfullscreen="true" allowfullscreen style="position: absolute; top: 0; left: 0; width: 100%; height: 100%;"></iframe></div>
<div style="position: relative; box-sizing: content-box; max-height: 80vh; max-height: 80svh; width: 100%; aspect-ratio: 1.820480404551201; padding: 40px 0 40px 0;"><iframe src="https://app.supademo.com/embed/cm3pcpasq1ow1ahr7ot4lqk9b?embed_v=2" loading="lazy" title="Dashboard - Custom View" allow="clipboard-write" frameborder="0" webkitallowfullscreen="true" mozallowfullscreen="true" allowfullscreen style="position: absolute; top: 0; left: 0; width: 100%; height: 100%;"></iframe></div>
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Notifications
Notifications is an essential tool that keep our users informed about incoming chats, important updates, and activities within their Workspace. They alert users to new Tasks, responses to Enquiries, and other pertinent events, enhancing overall communication and workflow efficiency. 
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Notification Bell: It's your alert center where you can see all the notifications. It comes with a default sound alert to ensure you don't miss anything important.
User Availability 
You may view your user profile as well from the user profile icon next to the notification bell. The user profile will assist you in quickly accessing your user profile, logging out, or setting yourself away, whether it is to go on a break or take a call.
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FAQs

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