Cubu Docs
User Guide
User Guide
  • 👋Welcome to Cubu!
  • Getting Started
  • Understanding the Basics
    • Organizations
    • Process Management
      • 📚Introduction to Cases
      • 📚Service Models and Flow
      • 📚Storing Data with Fields
      • 📚Categorizing Cases with Tags
      • 📚Service Categories and Types
      • 📚Inboxes
      • 📚Routes
      • 📚Working Hours
      • 📚Walk-in Services
      • 📚Appointment-based Services
      • 📚Data Tables
      • 📚The Customers Data Table
      • 📚Automation
        • 📄Automation Triggers
        • 📄Automation Conditions
        • 📄Automation Actions
    • Agent Status Tracking
    • Portals
      • 📚Portal Flow I: Single Unit
      • 📚Portal Flow II: Cross Unit Search
      • 📚Prerequisites & Data Collection
    • Kiosks
      • 📚Kiosk Flow
      • 📚Kiosk Accessibility
    • Virtual Tickets
    • Service Level Alerts
    • Security and Permissions
      • Access Control
        • 📚Unit Access Permissions
        • 📚Inbox Access Permissions
        • 📚Service & Calendar Access Permissions
        • 📚Fields Access Permissions
        • 📚Data Table Access Permissions
      • 📚Built-in Roles
    • Subscriptions & Licensing
    • Chats Overview
  • User Tools
    • About Agents and Managers
    • Agent Console
      • ⚒️Agent Console Basics
      • ⚒️Processing Cases
      • ⚒️The Inbox Tab
      • ⚒️The Case Tab
      • ⚒️Workspace Settings Tab
    • Calendar
      • ⚒️Selecting Calendars
      • ⚒️Booking, Checking-in & Canceling Appointments
    • Appointment Booking
    • Data Manager
      • ⚒️Searching for Records
      • ⚒️Managing Data Records
    • Case Browser
    • General Tasks
      • ⚒️Updating your Profile
      • ⚒️Selecting Your Current Unit
      • ⚒️Change Language
      • ⚒️Switch Organization
    • Report Center
    • Real-time Monitor
      • Widgets Reference
      • Metrics Reference
  • Connected Apps
  • Admin Tools
    • About Administrators
    • Organization Tree
      • ⚒️Managing the Organization Tree
      • ⚒️Configuring Unit Access
      • ⚒️Configuring Time Zones
      • ⚒️Managing Inboxes
      • ⚒️Managing Routes
      • ⚒️Managing Workstations
      • ⚒️Managing Portals
      • ⚒️Managing Kiosks
        • ⚒️Printed Tickets Templates
    • Service & Process Configuration
      • ⚒️Global Service Settings
      • ⚒️Managing Service Categories
      • ⚒️Managing Service Types
      • ⚒️Managing Fields
      • ⚒️Managing Tags
      • ⚒️Managing Working Hours
      • ⚒️Managing Automations
      • ⚒️Managing Data Tables
      • ⚒️Managing Back-office Tasks
      • ⚒️Managing Alert Rules
    • Service Management
      • ⚒️Walk-in Services Settings
      • ⚒️Appointment-based Services Settings
      • ⚒️Managing Service Availability
      • ⚒️Manage Service Daily Plans
      • ⚒️Manage and Scedule Daily Plan Templates
    • Security and Permissions
      • ⚒️Managing Users & Invitations
      • ⚒️Managing Groups
    • Customer Engagement
      • ⚒️SMS Templates
      • ⚒️Email Templates
      • ⚒️ICS Templates
      • ⚒️Managing Themes
      • ⚒️Managing Fonts
      • ⚒️Media Library
      • 🗒️Dynamic Text Parameters (Messaging)
    • Localization and Translation
      • ⚒️Translating Resource Names
      • ⚒️Translating Kiosks, Portals, Tickets, and Chats
      • 📄Dynamic Text Parameters (Public Apps)
    • Organization Settings
      • ⚒️Organization General Settings
      • ⚒️Public Text Languages
      • ⚒️File Storage
      • ⚒️SSO
      • ⚒️BI and Reports
      • ⚒️Certificates
      • ⚒️Webhooks
      • ⚒️Integrations
      • ⚒️Groups
      • ⚒️Registered Applications
    • Chats Admin
      • ⚒️Chat Settings
      • ⚒️Chatbots Configuration
    • Billing
      • ⚒️Subscription Management
      • ⚒️Payments
    • Logs
      • ⚒️Event Log
      • ⚒️SMS Log
      • ⚒️Change Log
  • Digital Signage
    • 📚Digital Signage
    • 📚Digital Sign Appearance
    • ⚒️Managing Digital Signs
    • ⚒️Managing Screen and Frame Layouts
    • ⚒️Managing Playlists
    • ⚒️Managing Public Announcements
  • How To Guides
    • Agent Tasks
      • 🧐How to unlock a case processed by another user
    • Admin Tasks
      • 🧐How To: Compensate For No-shows
      • 🧐How To: Reference Data Records from Cases
      • 🧐How To: Configure a Phone Call Meeting
      • 🧐How To: Set Up a Kiosk Ticket Printer
      • 🧐How To: Configure SendGrid as an Email Provider
      • 🧐How To: Configure Mandrill as an Email Provider
      • 🧐How To: Use Google Fonts in Themes
    • Automations
      • 🧐How To: Use Automation to Send SMS
      • 🧐How To: Use Automation to Move a Case to Another Inbox
    • In-Branch Operations
      • 🧐How To: Use the Kiosk Client App
      • 🧐How To: Connect a Digital Sign
    • Kiosks
      • 🧐How To: Configure Accessible Kiosk with IVR
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On this page
  • User Roles and Access
  • Dashboard Overview
  • Dashboard Customization
  • Choosing Widgets
  • Charts Time Range and Reference Data
  • Reference Data
  • Aggregating Data from Child Units
  • Unit Breakdown
  • Choosing Columns
  • Viewing Active Alerts
  1. User Tools

Real-time Monitor

PreviousReport CenterNextWidgets Reference

Last updated 8 months ago

Manager Tools -> Real-time Monitor.

Access to this tool requires the Service Operator, Agent, or Power Agent roles.

The Real-time Monitor tool enables agents and managers to monitor various performance indicators and metrics in near real-time.

User Roles and Access

  • Service Operator Role: Users can utilize the organization tree to select the organization or a specific unit for monitoring.

  • Agents and Power Agent Roles: Users can view data only for their current unit.

Dashboard Overview

Upon selecting a unit, the In-focus tab displays a dashboard of widgets. Each widget shows various metrics and a chart depicting the progression of the main metrics from the beginning of the day.

The dashboard updates automatically every 5 minutes or when new metrics become available, ensuring users have the most up-to-date information.

Dashboard Customization

Choosing Widgets

Choose widgets from the dropdown menu to add them to the view. You can rearrange the appearance order of the widgets by dragging them with your mouse.

For detailed information about the available widgets, see:

Charts Time Range and Reference Data

Reference Data

Selecting a reference date allows you to compare today’s metrics to those of a past date.

By ticking the Show Reference Data checkbox, a line representing data from the selected reference date will be added to each of the dashboard charts. This feature enables you to compare today’s progression to that of the chosen date and to anticipate future trends.

Usually, you’d compare today’s data to the previous workday. However, it can sometimes be useful to compare it to other dates. For example, if you know that certain days of the week exhibit different behavior (e.g., weekends), you can compare today to the same day in the previous week to better anticipate future behavior.

Aggregating Data from Child Units

When you select a unit, the real-time monitor displays metrics calculated specifically for that unit.

However, if the unit contains sub-units (e.g., the unit represents a region), you have the option to display aggregated metrics that include both the unit and its sub-units.

To enable this, turn on the Include Child Units switch. When this switch is activated, all data displayed on the dashboard will be aggregated from the selected unit and its descendant units.

Unit Breakdown

Viewing aggregated metrics is useful when you are responsible for multiple units. However, the Unit Breakdown view becomes handy when you need to understand the source of a specific value.

This view displays all sub-units under the selected unit or organization, showing non-aggregated metrics for each selected metric. This allows you to pinpoint where specific values originate within the hierarchy.

Choosing Columns

Choose metrics from the dropdown menu to add them to the view. You can rearrange the appearance order of the metrics by dragging them with your mouse.

For detailed information about the available metrics, see:

Viewing Active Alerts

The real-time monitor displays active alerts for the organizational units. The badge next to the unit name indicates the number of active alerts, and the badge's color represents the highest alert severity. You can use the Alerts tab to view the active alerts in the selected unit.

To learn more about alerts, see:

To choose the widgets to show and control their order, click the Widgets button ( ) to open the Widgets dialog:

To limit the charts to a specific time range or choose a reference date, click the Settings button () to open the Settings dialog:

To choose the columns to show, click on the Columns button ( ) to open the Columns dialog:

Widgets Reference
Metrics Reference
Service Level Alerts
The Widgets dialog
The Settings dialog
The Include Child Units switch
The Unit Breakdown tab
Real-time Monitor/ Alrts Tab