How do I use dashboard templates?
Required Feature Flags
The following feature flags and permissions are required to use this feature:
Feature Flag | Technical Name | Description |
Dashboard |
| Enables the SmartView dashboard and templates (included by default) |
Required Permissions:
Quality & KPIs (
reporting.kpis) — common minimum permission to view reports and reach SmartView
Introduction
A dashboard template is a pre-built dashboard provided by evaluagent. It comes with a sensible set of widgets already configured, so you get useful insights without building anything from scratch.
Templates are read-only. You can apply temporary filters and clone widgets out of them, but you can't change the layout or rename them.
Step 1: Open SmartView
Go to Reporting > SmartView.
The template dashboard is the first tab. It may be named "evaluagent Dashboard" or branded with your partner's name.
You can tell it's a template because:
It always sits first in the tab list
The edit button is greyed out
Hovering the edit button shows "The default dashboard cannot be edited"
Step 2: Review the Widgets
The default evaluagent dashboard template includes widgets for:
Pass Rate
Quality Score
1-to-1 Sessions
Quality Feedback
Performance trend
1-to-1 Sessions trend
Quality Feedback trend
Top performing line items
Bottom performing line items
The exact set adjusts based on which features your account has enabled. For example, 1-to-1 widgets only appear if 1-to-1 Sessions is on.
Step 3: Apply Temporary Filters
You can filter the whole template without changing the underlying dashboard.
Click Dashboard filters in the action bar
Pick your date range, scorecards, teams, or channels
Apply the filters — every widget refreshes
These filters are temporary and reset when you leave the page.
Step 4: Adjust an Individual Widget
You can also temporarily tweak filters on a single widget.
Click the cog icon on the widget and select Edit
The widget editor opens with only the Filters tab available
Change the date range, scorecards, or other filters
Click Update
Changes here create a personal configuration that sticks across your sessions, but the widget remains part of the template.
Step 5: Use a Template as a Starting Point
You can't edit a template directly, but you can copy widgets out of it into your own custom dashboard.
Click the cog icon on a template widget
Select Clone from the dropdown
Pick one of your custom dashboards as the destination
The cloned widget is fully editable on your custom dashboard.
Templates vs Custom Dashboards
Action | Template | Custom |
Edit layout | No | Yes |
Add or remove widgets | No | Yes |
Rename or delete dashboard | No | Yes |
Apply temporary filters | Yes | Yes |
Save permanent filter changes | No | Yes |
Use templates when you want a fast, standard view. Build a custom dashboard when you need specific metrics, a different layout, or role-specific views.
Troubleshooting
The Template Isn't Showing
Check that you have reporting access. If you can see other reports but not the template, contact your administrator.
Widgets Aren't Loading
Make sure evaluation data exists for the default date range. Try refreshing the page.
The Layout Looks Different to a Colleague's
Templates adjust based on which features are enabled. If a feature is turned off, related widgets are hidden and the layout fills the space.