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Coming soon: Analytics Dashboards with enhanced UI and sharing options

  • 1.  Coming soon: Analytics Dashboards with enhanced UI and sharing options

    Posted 01-10-2024 09:13

    Hi everyone,

    We're thrilled to announce the upcoming release of Genesys Cloud Analytics dashboards UI – now with a more responsive layout. Your dashboard experience will be redefined, effortlessly adapting to the content you want to see. The responsiveness of the UI is going to be the cornerstone feature of this release and that will enable you to focus on actionable insights while saving time on layout decisions.

    The highlights of this release include:

    Optimized View: The new layout is going to dynamically adjust content, ensuring constant access and visibility to crucial performance insights without compromising the user experience.


    Visual Delight:
    Visual delight is one of the major goals of this release. This means charting components with better color contrast, aligned with modern, accessibility-compliant, user experience standards.


    Intuitive & Integrated Experience:
    This new design will provide a sleek, consistent, and user-friendly experience across all the aspects of dashboard functionality. That includes enabling better access control via flexible sharing options. With this release, you will be able to share dashboards easily with work teams or individuals from the dashboard summary UI or from the dashboard itself.   

    Please note that this is not yet released but will be coming soon. Since this is a significant change to the experience in which dashboards are used, we want to make you aware of this prior to the release. To ensure we get early feedback, we will release this as a beta first and then follow-up with GA release. 

    We will post an update on the beta and GA timelines with at least 3 weeks' notice.

    For beta enrollment, we will share the beta enrollment link via Genesys Beta HQ and make another announcement one week before the beta release date.

    I will continue to post updates in this thread so that you know exactly when to expect changes and please reach out to me in case of any questions or feedback.

    Thanks,


    #Reporting/Analytics
    #Roadmap/NewFeatures

    ------------------------------
    Nikhil Ponnam
    Principal Product Manager, Genesys Cloud CX
    ------------------------------



  • 2.  RE: Coming soon: Analytics Dashboards with enhanced UI and sharing options

    Posted 01-15-2024 07:39

    Will there be a dark mode for this?

    For users looking at dashboards on their desktop/laptop the bright colors might be preferred by some, but if used on a TV screen as a wallboard dark mode makes more sense.



    ------------------------------
    Jan Heinonen
    Contact Center Specialist
    GlobalConnect AB
    ------------------------------



  • 3.  RE: Coming soon: Analytics Dashboards with enhanced UI and sharing options

    Posted 01-15-2024 10:36

    Jan,

    Judging by what happened with Architect, I wouldn't hold your breath.... Some folks may be able to tolerate the bright colors (for others it causes health issues) but I don't know anyone who doesn't want, and in most cases prefers, a Dark Mode. I hope to be proved wrong!



    ------------------------------
    Paul Simpson
    Views expressed are my own and do not necessarily reflect those of my employer.
    ------------------------------



  • 4.  RE: Coming soon: Analytics Dashboards with enhanced UI and sharing options
    Best Answer

    Posted 01-16-2024 11:10
    Edited by Jason Kleitz 01-03-2025 13:12

    This release will not include dark theme option.  We acknowledge the significance of dark theme-based dashboards and, as you noted, the feedback we gathered indicates the preference for the dark theme primarily for cases where dashboards are used as wallboards.

    With this release, we are switching over to a new UI framework that will provide a more responsive UI with dynamic widget sizes and richer visualizations. While this framework does not include the dark theme yet, the work is in progress to make that available as soon as possible.

    To ensure we quickly address the current widget size-based limitations (one of the high-vote ideas) and maximize the value for our customers, we are prioritizing the delivery of these features (including the ability to share dashboards with individuals/team - another high-vote idea) ahead of the dark theme work.

    To enable seamless transition to the new UI, this release includes a preview capability for each dashboard and users can make the switch when they are ready, providing a way to work with their dashboards in the current experience until that point.

    However, there are a few things to be considered with this release (Note: Feature highlights, key points such as the ones listed below and FAQs will be provided in the subsequent post, at least 3 weeks before the beta date):

    • The new dashboards can only be created in the new light background theme. So, if there is a strong preference to continue using the current dark-theme based dashboards within your organization, please create the required dashboards prior to this release. That ensures the availability of all the dashboards/wallboards in the dark theme.
    • The new capabilities such as sharing with individuals and work teams will only be available for the dashboards created using the new light themed framework.

    Thanks,



    ------------------------------
    Nikhil Ponnam
    Principal Product Manager, Genesys Cloud CX
    ------------------------------



  • 5.  RE: Coming soon: Analytics Dashboards with enhanced UI and sharing options

    Posted 01-16-2024 11:24

    Nikhil,

    So Genesys is switching to a new UI framework? That explains some of the other changes that have been announced / released recently, which nobody seems to have asked for (or, in some cases, want!)

    May I suggest that unless there is some functionality that is being urgently added that required the new UI, you pause any further roll-outs until the new framework supports Dark mode (or even skinning / custom themes). It seems to me that every time a change is made to the UI, particularly if the old one was Dark by nature, there is a chorus of complaints about the lack of Dark Mode. This isn't merely about personal preference either. There are people who find the brighter themes difficult, painful or even impossible to use. (See comments about the new Architect inducing migraines.)

    Assuming the new UI framework has been developed by Genesys, then I would suggest that you UI developers focus on adding Dark mode to the framework, rather than utilizing the new framework in additional areas.



    ------------------------------
    Paul Simpson
    Views expressed are my own and do not necessarily reflect those of my employer.
    ------------------------------



  • 6.  RE: Coming soon: Analytics Dashboards with enhanced UI and sharing options

    Posted 01-16-2024 14:14

    @Paul Simpson - thanks for the feedback. The UI framework I mentioned above specifically is related to the Genesys Cloud Analytics Dashboards. I believe the other changes that you are seeing are not related to this.

    As mentioned above, we are prioritizing the dashboard features such as dynamically adjusting widget sizes to address layout-related limitations experienced by the users (which is one of the top-voted ideas) and this framework shift is required for that as we cannot implement these changes on the existing UI. However, I agree with you on the importance of dark theme and the significance of it to help with issues related to eye strain and the overall visibility. As pointed out above, the work to support dark theme is going on and we will add that as soon as possible.

    Thanks,



    ------------------------------
    Nikhil Ponnam
    Principal Product Manager, Genesys Cloud CX
    ------------------------------



  • 7.  RE: Coming soon: Analytics Dashboards with enhanced UI and sharing options

    Posted 01-16-2024 14:57

    Thank you for clarifying.



    ------------------------------
    Paul Simpson
    Views expressed are my own and do not necessarily reflect those of my employer.
    ------------------------------



  • 8.  RE: Coming soon: Analytics Dashboards with enhanced UI and sharing options

    Posted 02-22-2024 10:58

    Hi, Nikhil! 
    Looking forward for the changes mentioned above. 
    Do I understand correctly that the dashboards repository continues to be non-division aware and the only way to add agents to widgets is still picking them one by one?



    ------------------------------
    Ekaterina Kononova
    IKEA IT AB
    ------------------------------



  • 9.  RE: Coming soon: Analytics Dashboards with enhanced UI and sharing options

    Posted 02-22-2024 11:31

    Hi @Ekaterina Kononova, to make sure I understand your question correctly, are you referring to the ability to select the agents to be added to the dashboard using "division" as a filter? If so, that will not be part of this release and we are evaluating that idea (along with the similar idea around being able to select and add agents using "Reports to" filter). As part of the evaluation there are two scenarios, we need to consider -

    • select a list of agents using division or "reports to" filter and this list then will be the static list of agents for whom the metrics will be shown on the dashboard.
    • show the list of agents based on the selected division and this list is expected to be dynamic due to division membership changes. This is a challenging scenario to address, given the limits we have in place for the maximum number of agents per widget.

    We are evaluating the use cases for both the scenarios and if you have any feedback on these, that would be very valuable to us in this effort. For tracking, here are the relevant ideas  https://genesyscloud.ideas.aha.io/ideas/ANLS-I-120, https://genesyscloud.ideas.aha.io/ideas/DARAR-I-1570

    Thanks,



    ------------------------------
    Nikhil Ponnam
    Principal Product Manager, Genesys Cloud CX
    ------------------------------



  • 10.  RE: Coming soon: Analytics Dashboards with enhanced UI and sharing options

    Posted 03-08-2024 03:53

    I see that you've added a filter in status now, but will this allow me to create additional widget for agent status?
    like for example I want to have a widget for agents whose status are on-queue and a separate widget for agents who are off-queue.
    because for other metrics you can add 2 or more widget but for agent status only 1 widget within the dashboard.



    ------------------------------
    Ernest John Nuque
    ------------------------------



  • 11.  RE: Coming soon: Analytics Dashboards with enhanced UI and sharing options

    Posted 03-11-2024 10:15

    Hi @Ernest John Nuque - The status filtering capability will not be part of this release's scope. Status-based filtering is part of the roadmap (https://genesyscloud.ideas.aha.io/ideas/ANLS-I-281) and we approached the designs with some these future requirements taken into consideration. Sorry for the confusion, I accidentally included the future screenshot in this post. I will provide an updated screenshot. 

    To your question, you will be able to add only one agent status widget per dashboard as it is in the current functionality. We do have an idea logged for this - https://genesyscloud.ideas.aha.io/ideas/ANLS-I-121. 

    I understand how this would be beneficial if you have status-based filtering and I'll add your inputs to this idea.  If there is any more feedback that you think would be relevant to this capability, please add to the idea and also add your vote to the idea.

    Thanks,



    ------------------------------
    Nikhil Ponnam
    Principal Product Manager, Genesys Cloud CX
    ------------------------------



  • 12.  RE: Coming soon: Analytics Dashboards with enhanced UI and sharing options

    Posted 06-04-2024 05:33

    Hi, Nikhil! 

    We were informed by your collegues from Genesys that this would be released in June 2024. Any updates on when this would happen plus training material/knowledge articles? This seems like a big change and will impact many users in 28 countries for us. 

    Thank in advance!



    ------------------------------
    Ekaterina Kononova
    Product Specialist | Data, Analytics & Quality Management
    Sweden
    ------------------------------



  • 13.  RE: Coming soon: Analytics Dashboards with enhanced UI and sharing options

    Posted 06-04-2024 11:18

    Hi @Ekaterina Kononova - We are planning to release this feature mid-July. I will send you the links to the enablement material shortly, which includes the high level overview and a video briefly explaining what this release entails.

    Thanks,



    ------------------------------
    Nikhil Ponnam
    Principal Product Manager, Genesys Cloud CX
    ------------------------------



  • 14.  RE: Coming soon: Analytics Dashboards with enhanced UI and sharing options

    Posted 06-05-2024 15:15

    Hi Nikhil, 

    Whatever you are going to share with Kononova - can that be shared with others as well?  OR possible for you to share the links with me as well? 

    Thanks,

    Suyog



    ------------------------------
    suyog gupta
    Health Alliance Plan
    ------------------------------



  • 15.  RE: Coming soon: Analytics Dashboards with enhanced UI and sharing options

    Posted 06-06-2024 02:25

    Hi Nikhil,

    Can you share this info with all? If not also with me?

    Kind Regards



    ------------------------------
    Ewald Lap
    NN Insurance Eurasia N.V.
    ------------------------------



  • 16.  RE: Coming soon: Analytics Dashboards with enhanced UI and sharing options

    Posted 06-10-2024 09:50

    Hello everyone, in response to the feature overview requests on this thread, I am sharing the following link that includes high level overview of the feature and a short video showing the new experience. Please let me know if you have any questions.

    https://help.mypurecloud.com/dashboard-ui-updates/

    Thanks,



    ------------------------------
    Nikhil Ponnam
    Principal Product Manager, Genesys Cloud CX
    ------------------------------



  • 17.  RE: Coming soon: Analytics Dashboards with enhanced UI and sharing options

    Posted 06-11-2024 15:40

    The sharing capability is very exciting.

    Is there any chance that there will be an option to reassign the owner?

    Currently, there are no great options if a dashboard owner leaves the company.



    ------------------------------
    Daniel Cross
    Bright Horizons Family Solutions LLC
    ------------------------------



  • 18.  RE: Coming soon: Analytics Dashboards with enhanced UI and sharing options

    Posted 06-12-2024 12:09

    @Daniel Cross- option to change/re-assign the owner is tracked using this idea and we are planning to implement this as part of this year's roadmap: https://genesyscloud.ideas.aha.io/ideas/DARAR-I-1554

    Thanks,



    ------------------------------
    Nikhil Ponnam
    Principal Product Manager, Genesys Cloud CX
    ------------------------------



  • 19.  RE: Coming soon: Analytics Dashboards with enhanced UI and sharing options

    Posted 09-03-2024 15:25

    Hi everyone,

    We are excited to announce that the new dashboard UI is planned to be generally available (GA) end of September. For details on what's coming with this feature and a short video tour of the new UI, please refer to the announcement here: https://help.mypurecloud.com/dashboard-ui-updates/

    When Genesys Cloud releases the new dashboard UI feature, the current functionality remains unaffected. Users can preview their existing dashboards in the new layout and the "Preview" option will continue to be available after GA, for a period of time, to help ease the transition to the new UI. 

    We released the beta version of this feature in June and received incredible feedback during the beta phase providing crucial insights into areas that need improvement.

    Based on the feedback, following are a few key enhancements to the new UI being planned/considered as part of the roadmap after GA:

    •  Dark theme option: Ability to switch between light and dark themes for the dashboard – This a Suite-wide UI framework-level feature and foundational work is in progress. We will provide an update on ETA as soon as possible.       
    • Manual resizing options: We are planning a concept testing phase for these features to test the potential solutions and will follow with an implementation plan.
      • Widget
      • Font size
    • Layout enhancements – The following options are being evaluated to enhance the overall user experience and are being considered for the roadmap.
      • Fixed Positioning option for the widgets
      • Enhance font scaling to optimize the white space.

    This new UI will be the foundation for all new dashboard features going forward. Following is the near-term dashboard roadmap that will be built on this new experience.

    To gain access to these new features in future, we strongly recommend your dashboards in the current format be transitioned to the new UI as soon as possible, after we release this feature. This will help ensure your organization has enough time to train and familiarize with the new experience. 

    Also, we are planning an AMA session for the Genesys Community next week when our team will be available to answer any questions you may have related to this feature. Stay tuned, we will be sending out the details of this session soon!

    Thanks,



    ------------------------------
    Nikhil Ponnam
    Principal Product Manager, Genesys Cloud CX
    ------------------------------



  • 20.  RE: Coming soon: Analytics Dashboards with enhanced UI and sharing options

    Posted 09-17-2024 10:57

    Hi everyone,

    Following up on the dashboard UI release date, the GA release is currently planned for the week of September 23rd, as per the regular release schedule https://help.mypurecloud.com/articles/genesys-cloud-release-schedule/.

    Beta release for dashboard sharing is planned for the following week (September 30). For more details on the sharing feature and the beta sign-up information, please refer to this post: https://community.genesys.com/discussion/beta-share-dashboards-with-work-teams-and-individuals#bmc6a6a326-14e9-4f80-b870-0191c22bf696

    Thanks,



    ------------------------------
    Nikhil Ponnam
    Principal Product Manager, Genesys Cloud CX
    ------------------------------



  • 21.  RE: Coming soon: Analytics Dashboards with enhanced UI and sharing options

    Posted 09-26-2024 05:30

    Hello Nikhil,

    are there any updates regarding the darkmode? I think that's gonna be a highly requested feature for us

    Thank you and kind regards

    Kevin



    ------------------------------
    Kevin Broscheit
    VR Voice GmbH
    ------------------------------



  • 22.  RE: Coming soon: Analytics Dashboards with enhanced UI and sharing options

    Posted 12-03-2024 11:17

    Hi All

    Can I please ask when sharing dashboards will be released as GA? Th resource centre advises that the feature is coming soon?

    Thanks

    Shauna



    ------------------------------
    Shauna Gibson
    PS
    ------------------------------



  • 23.  RE: Coming soon: Analytics Dashboards with enhanced UI and sharing options

    Posted 12-03-2024 11:31

    @Shauna Gibson - we are targeting mid-December for GA as we are working on implementing some of the beta feedback. I will confirm the release date next week.

    Thanks,



    ------------------------------
    Nikhil Ponnam
    Principal Product Manager, Genesys Cloud CX
    ------------------------------



  • 24.  RE: Coming soon: Analytics Dashboards with enhanced UI and sharing options

    Posted 12-16-2024 08:40

    Update on GA release date of dashboard sharing enhancements: 

    Hi everyone, we got close to releasing this feature with all the beta feedback accounted for but unfortunately couldn't make it to the cut-off date to release this feature this week. I sincerely apologize for the delay and thank you very much for your patience.

    Due to the holiday schedule, the GA Date of this feature is currently targeted for the week of January 13th in 2025. If your org is interested in getting the beta version of this feature, please fill out this form here and we can enable betas up until Thursday (December 19).

    https://forms.office.com/r/4LE0Zr7Fj0

    Thank you!



    ------------------------------
    Nikhil Ponnam
    Principal Product Manager, Genesys Cloud CX
    ------------------------------



  • 25.  RE: Coming soon: Analytics Dashboards with enhanced UI and sharing options

    Posted 12-03-2024 11:37

    Hi @Kevin Broscheit - sorry I missed this message. We are working on the dark mode option as a platform-wide capability, which will enable dashboards to leverage this as soon as its available. We will post updates on the release timeline here: Enable Dark Mode for Dashboards | Genesys Cloud Ideas Portal

    Thanks,



    ------------------------------
    Nikhil Ponnam
    Principal Product Manager, Genesys Cloud CX
    ------------------------------



  • 26.  RE: Coming soon: Analytics Dashboards with enhanced UI and sharing options

    Posted 12-03-2024 13:52

    I use Darkling Dark Mode add-on until we get what Nikhil is working on.

    https://microsoftedge.microsoft.com/addons/detail/darkling-dark-mode/ppeomjlekedagfngjmcmbkgpacgabooa?hl=en-US

     



    ------------------------------
    Robert Wakefield-Carl
    ttec Digital
    Sr. Director - Innovation Architects
    Robert.WC@ttecdigital.com
    https://www.ttecDigital.com
    https://RobertWC.Blogspot.com
    ------------------------------



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