Module 5 / 5

Cases and dashboards

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Introduction 

Dashboards turn your case data into visual insights that help you understand what's happening across your team at a glance. Instead of manually reviewing cases one by one, dashboards let you spot trends, track performance, and identify bottlenecks in real time.

In this module, you'll learn how to create and customize dashboards to monitor case workflows, share insights with your team, and make data-driven decisions.

Learning objectives 

By the end of this module, you'll be able to:

  • Explain how dashboards provide visibility into case workflows and team performance.

  • Create and customize dashboards to track case-specific metrics and share insights with your team.

  • Interpret dashboard data to identify trends, bottlenecks, and opportunities for improvement.

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