Nextiva CX - Customize Your Dashboard

The Dashboard is your personalized command center within NextivaCX. It's where you'll land after your initial login, providing a snapshot of the key metrics and insights that matter most to you.

The Complete Setup widget gives you the power to tailor your dashboard to your specific needs.

1. On the Onboarding tab, locate the Complete Setup widget.
   
   
2. Select the Customize Your Dashboard button.
   
   
3. Choose the specific data and visualizations you want to see on your Dashboard from the available options. 
   
   You must select at least one dashboard item from each of the two sections to proceed.
   
   
4. Once you've made your selections, select Finish Setup. You'll be redirected to your newly customized Dashboard on the Home Page, ready to provide you with valuable insights at a glance.
   
   

XBert Tip: The Dashboard Tab can be customized in the future by navigating to the Dashboard Tab and selecting Customize Dashboard from the button on the top right of the screen.