Dashboard Training

A small investment of time into education can go a long way. With that in mind, Brightmetrics has selected and designed a valuable set of key topics to be discovered in each of the trainings we provide. For more information on the included topics covered in our Dashboards training module, please see the outline below. Also included are two ways you can access our training. 

Dashboard Training Syllabus 

  • Viewing Dashboards

    • How to interact with the charts
    • Updating summary tables for on-the-fly analysis
    • Drilling into the details
    • Accessing the cradle to grave
    • Printing Dashboards or Charts
  • Dashboard Maintenance

    • How to configure a Ticker on a Real Time dashboard
    • Which data source do you choose?
    • Chart Settings and Chart Options
    • Chart layouts
    • How to apply thresholds
    • Organizing, Editing, Sharing and Scheduling existing dashboards
    • Creating new dashboards from templates
    • Creating new summary charts 
    • Creating new Real Time charts
    • Editing existing charts
  • Advanced Functions

    • Applying targets, cumulative, moving averages, top X, offset time and chart spanning
    • Advanced Chart Creation
    • Mass Replace Filters on dashboards
    • Creating Custom Calculated Fields
    • Creating a public link or wallboard


How do I schedule a live training?

To pick a date and time for your live training, simply click here.  You do not need to schedule separate training sessions for the Administrator, Dashboards, and Reports trainings.  We will cover all three sessions in your scheduled training. Please coordinate with your team to have all users attend a training session together. It's also helpful if you have brightmetrics@brightmetrics.com added to your account as a user in order for us to do the training on your own account.  If you need help adding a user, the Help Center article for Adding a User will guide you through it, or we can always walk you through it at the start of our training if you'd prefer.


Where can I view the recorded training sessions? 

To learn at your own pace in our Recorded Trainings, please follow these steps after logging into the Brightmetrics portal. Please note this will look different than what you'll see when you log in because a) it is not on your data and b) it is not on a Genesys system. The underlying functionality of our platform remains the same. 

1.  Click on the question mark icon in the upper right corner of the page

2.  Select the Help Videos section


3.  Click on Recorded Training to expand the section and select a training



Questions or feedback? Please email us at support@brightmetrics.com.


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