Creating a dashboard for call center is a great way for call center epmloyees to monitor day-to-day operations, customer buying history as well as their satisfaction based on various metrics and KPIs. In this use case you will design a dashboard for call center personnel. It will be a reporting tool that shows call center-related analytics so you can monitor, optimize and improve contact with your customers. The goal of the visual presentation is to make analysis simpler by cutting down the time it takes to ingest information from hours to seconds.
Call center dashboard
## Prerequisites --- - Implement a [tracking code](/developers/web/installation-and-configuration) on your website. - Implement transaction events using [SDK](/developers/web/transactions-sdk) or [API](https://developers.synerise.com/DataManagement/DataManagement.html#operation/CreateATransaction). - Add [custom events](https://developers.synerise.com/DataManagement/DataManagement.html#operation/CustomEvent) and their [parameters](/docs/assets/events/adding-event-parameters) to save data to customers' profiles when they perform an activity. In this particular use case: - `product.return`, - `callcenter.call`. - Implement [OG tags](/developers/web/og-tags) on your website. ## Process --- In this use case, you will go through the following steps: 1. [Create expressions](#create-expressions) that return the date of transaction, returns and page visit. 2. [Create aggregates](#create-aggregates) for transactions, returns, visits to the website and call center history. 3. [Create metrics](#create-metrics) for bought products, returns, top visited brands, top visited products and queries. 2. [Create reports](#create-reports) for history of bought products, returns, top visited brands, top visited products and history of queries. 3. [Create trends](#create-trends) of history of calls. 4. [Create a dashboard](#create-a-dashboard) that gathers created analyses. 5. [Add the dashboard to customer profiles](#add-the-dashboard-to-customer-profiles).
These are just examples of analytics you can use, such a dashboard can be expanded with various other analytics suitable for your business needs.
## Create expressions --- In this part of the process, create two expressions for the following events: `transaction.charge` and `page.visit`. They will be later used in [aggregates](#create-aggregates) to return dates of specific events. 1. Go to Behavioral Data Hub icon **Behavioral Data Hub > Expressions > New expression**. 2. Enter the name of the expression. 3. Set the **Expression for** option to **Event**. 4. From the **Choose event** dropdown list, select `transaction.charge` event. 5. In the **Formula definition** section, click **Select**. 6. From the list that opens, select **Function > Regexp**. 7. In the brackets, click the **Select** button and from the list, select **Event attribute**. 1. Click the **Unnamed** node that appeared. 9. At the bottom of the page, click **Choose parameter**. 10. In the list of attributes, find and select **TIMESTAMP**. 8. Click the next **Select** button in the brackets and from the list, select **Constant**. 1. Click the **0** node that appeared. 2. At the bottom of the page, type `....-..-..` for date format. 9. Save the expression. 10. Create a second expression and repeat all steps for `page.visit` event.
The view of the configuration of the expression returning transaction date
Configuration of the expression returning transaction date
## Create aggregates --- In this part of the process, you will create a number of aggregates on transactions, returns, page visits and call center calls, which will be used in the dashboard in the further part of the process. ### Transactions Create aggregate that:
Returns the date of the first and last transaction made by a customer
  1. Go to Behavioral Data Hub icon Behavioral Data Hub > Live Aggregates > Create aggregate.
  2. As the aggregate type, select Profile.
  3. Enter a meaningful name of the aggregate.
  4. Switch the Show in profile card option on.
  5. Click Analyze profiles by and select First to return the date of first transaction.
  6. Click the Choose event dropdown list.
  7. From the dropdown list, select the transaction.charge event.
  8. Click choose parameter and search for the expression created in the previous part of the process regarding the chosen event.
  9. Using the date picker in the lower-right corner, set the time range to Lifetime.
  10. Click Apply.
  11. Save the aggregate.
  12. Create a second aggregate and repeat all steps for Last option, to return the date of last transaction.
The view of the configuration of the aggregate returning first transaction date
Configuration of the aggregate returning first transaction date
Returns the last product a customer bought
  1. Go to Behavioral Data Hub icon Behavioral Data Hub > Live Aggregates > Create aggregate.
  2. As the aggregate type, select Profile.
  3. Enter a meaningful name of the aggregate.
  4. Switch the Show in profile card option on.
  5. Click Analyze profiles by and select Last to return the name of the last bought product.
  6. Click the Choose event dropdown list.
  7. From the dropdown list, select the product.buy event.
  8. Click choose parameter and choose the $name parameter.
  9. Using the date picker in the lower-right corner, set the time range to Lifetime.
  10. Click Apply.
  11. Save the aggregate.
The view of the configuration of the aggregate returning the name of the last bought product
Configuration of the aggregate returning last brought product name
Returns last transaction value
  1. Go to Behavioral Data Hub icon Behavioral Data Hub > Live Aggregates > Create aggregate.
  2. As the aggregate type, select Profile.
  3. Enter a meaningful name of the aggregate.
  4. Switch the Show in profile card option on.
  5. Click Analyze profiles by and select Last to return the value of the last transaction customer made.
  6. Click the Choose event dropdown list.
  7. From the dropdown list, select the transaction.charge event.
  8. Click choose parameter and choose the $totalAmount parameter.
  9. Using the date picker in the lower-right corner, set the time range to Lifetime.
  10. Click Apply.
  11. Save the aggregate.
The view of the configuration of the aggregate returning the value of the last transaction made by a customer
Configuration of the aggregate returning customer's last transaction's value
Calculates the number of transactions for a customer
  1. Go to Behavioral Data Hub icon Behavioral Data Hub > Live Aggregates > Create aggregate.
  2. As the aggregate type, select Profile.
  3. Enter a meaningful name of the aggregate.
  4. Switch the Show in profile card option on.
  5. Click Analyze profiles by and select Count to return the number of all the transactions customer made.
  6. Click the Choose event dropdown list.
  7. From the dropdown list, select the transaction.charge event.
  8. Using the date picker in the lower-right corner, set the time range to Lifetime.
  9. Click Apply.
  10. Save the aggregate.
The view of the configuration of the aggregate returning the number of transactions made by a customer
Configuration of the aggregate returning the number of transactions made by a customer
Calculates the value of all transactions for a customer
  1. Go to Behavioral Data Hub icon Behavioral Data Hub > Live Aggregates > Create aggregate.
  2. As the aggregate type, select Profile.
  3. Enter a meaningful name of the aggregate.
  4. Switch the Show in profile card option on.
  5. Click Analyze profiles by and select Sum to return the value of all the transactions customer made.
  6. Click the Choose event dropdown list.
  7. From the dropdown list, select the transaction.charge event.
  8. Click choose parameter and choose the $totalAmount parameter.
  9. Using the date picker in the lower-right corner, set the time range to Lifetime.
  10. Click Apply.
  11. Save the aggregate.
The view of the configuration of the aggregate returning the value of all transactions made by a customer
Configuration of the aggregate returning the value of all transactions made by a customer
### Returns Create an aggregate that:
Which result is the name of the last returned product
  1. Go to Behavioral Data Hub icon Behavioral Data Hub > Live Aggregates > Create aggregate.
  2. As the aggregate type, select Profile.
  3. Enter a meaningful name of the aggregate.
  4. Switch the Show in profile card option on.
  5. Set the Analyze profiles by option to Last to display the last product a customer returned.
  6. Click the Choose event dropdown list.
  7. From the dropdown list, select the product.return event.
  8. Click choose parameter and choose the name parameter.
  9. Using the date picker in the lower-right corner, set the time range to Custom and set to 90 days.
  10. Click Apply.
  11. Save the aggregate.
The view of the configuration of the aggregate returning the name of the last product customer returned
Configuration of the aggregate returning the name of the last product customer returned
Which result is the price of the last returned product
  1. Go to Behavioral Data Hub icon Behavioral Data Hub > Live Aggregates > Create aggregate.
  2. As the aggregate type, select Profile.
  3. Enter a meaningful name of the aggregate.
  4. Switch the Show in profile card option on.
  5. Click Analyze profiles by and select Last to display the price of the last product a customer returned.
  6. Click the Choose event dropdown list.
  7. From the dropdown list, select the product.return event.
  8. Click choose parameter and choose the price parameter.
  9. Using the date picker in the lower-right corner, set the time range to Custom and set to 90 days or according to your business needs.
  10. Click Apply.
  11. Save the aggregate.
The view of the configuration of the aggregate returning the price of the last product customer returned
Configuration of the aggregate returning the price of the last product customer returned
### Web activities In this part of the process, create an aggregate that returns the date of the first or last visit to the web page. 1. Go to Behavioral Data Hub icon **Behavioral Data Hub > Live Aggregates > Create aggregate**. 2. As the aggregate type, select **Profile**. 2. Enter a meaningful name of the aggregate. 3. Switch the **Show in profile card** option on. 3. Click **Analyze profiles by** and select **First** or **Last** to return the date of the first or last date customer visited the web page. 4. Click the **Choose event** dropdown list. 5. From the dropdown list, select the `page.visit` event. 6. Click **choose parameter** and search for the [expression created in the previous part of the process](#create-expressions) regarding the chosen event. 7. Using the date picker in the lower-right corner, set the time range to **Lifetime**. 8. Click **Apply**. 9. Save the aggregate.
The view of the configuration of the aggregate returning the date of the first customer vist to the web page
Configuration of the aggregate returning the date of the first customer vist to the web page
### Contact Center In this part of the process, create aggregate that returns the time of call center calls. 1. Go to Behavioral Data Hub icon **Behavioral Data Hub > Live Aggregates > Create aggregate**. 2. As the aggregate type, select **Profile**. 2. Enter a meaningful name of the aggregate. 3. Switch the **Show in profile card** option on. 3. Click **Analyze profiles by** and select **Sum** to return the time of call center calls. 4. Click the **Choose event** dropdown list. 5. From the dropdown list, select the `callcenter.call` event. 6. Click **choose parameter** and choose the `callDuration` parameter. 7. Using the date picker in the lower-right corner, set the time range to **Custom** and set to **30 days** or according to your business needs. 8. Click **Apply**. 9. Save the aggregate.
The view of the configuration of the aggregate returning the duration of calls with call center
Configuration of the aggregate returning duration of calls with call center
## Create metrics --- In this part of the process, you will create five metrics for the following events: `product.buy`, `product.return`, `page.visit` and `item.search`. They will be later used in [reports](#create-reports). ### Number of bought products This metric will return the number of all products bought by a customer. 1. Go to Decision Hub icon **Decision Hub > Metrics > New metric**. 2. Enter the name of the metric. 3. As a metric kind, select **Simple metric**. 4. As the type, set **Event**. 5. As the aggregator, set **Sum**. 4. As the occurrence type, set **All**. 5. From the **Choose event** dropdown list, select `product.buy`. 6. Click where icon button. **Result**: The **Choose parameter** button appears. 7. From the **Choose parameter** dropdown list, choose `$quantity`. 8. To select a specific time range, click the calendar icon. In our case it will be **Lifetime**. Confirm your choice with the **Apply** button. 9. Click **Save**.
The view of the configuration of the metric returning the number of all bought products
Configuration of the metric returning the number of all bought products
### Number of returned products This metric will return the number of all products returned by a customer. 1. Go to Decision Hub icon **Decision Hub > Metrics > New metric**. 2. Enter the name of the metric. 3. As a metric kind, select **Simple metric**. 4. As the type, set **Event**. 5. As the aggregator, set **Count**. 4. As the occurrence type, set **All**. 5. From the **Choose event** dropdown list, select `product.return`. 6. To select a specific time range, click the calendar icon. In our case it will be **Lifetime**. Confirm your choice with the **Apply** button. 7. Click **Save**.
The view of the configuration of the metric returning the number of all returned products
Configuration of the metric returning the number of all returned products
### Number of page visits This metric will return the number of all page visits made by a customer. 1. Go to Decision Hub icon **Decision Hub > Metrics > New metric**. 2. Enter the name of the metric. 3. As a metric kind, select **Simple metric**. 4. As the type, set **Event**. 5. As the aggregator, set **Count**. 4. As the occurrence type, set **All**. 5. From the **Choose event** dropdown list, select `page.visit`. 6. To select a specific time range, click the calendar icon. In our case it will be **Lifetime**. Confirm your choice with the **Apply** button. 7. Click **Save**.
The view of the configuration of the metric returning the number of all page visits
Configuration of the metric returning the number of all page visits
### Number of visited products This metric will return the number of all products visited by a customer. 1. Go to Decision Hub icon **Decision Hub > Metrics > New metric**. 2. Enter the name of the metric. 3. As a metric kind, select **Simple metric**. 4. As the type, set **Event**. 5. As the aggregator, set **Count**. 4. As the occurrence type, set **All**. 5. From the **Choose event** dropdown list, select `page.visit`. 6. Click where icon button. **Result**: The **Choose parameter** button appears. 7. From the **Choose parameter** dropdown list, choose `product:retailer_part_no`. 5. From the **Choose operator** dropdown list, select **String** and **Is not empty**. 6. Using the date picker in the lower-right corner, set the time range to **Lifetime**. Confirm your choice with the **Apply** button. 7. Click **Save**.
The view of the configuration of the metric returning the number of all page visits
Configuration of the metric returning the number of all page visits
### Number of searched items This metric will return the number of all products searched by a customer. 1. Go to Decision Hub icon **Decision Hub > Metrics > New metric**. 2. Enter the name of the metric. 3. As a metric kind, select **Simple metric**. 4. As the type, set **Event**. 5. As the aggregator, set **Count**. 4. As the occurrence type, set **All**. 5. From the **Choose event** dropdown list, select `item.search`. 6. Using the date picker in the lower-right corner, set the time range to **Custom** and set to **30 days** or according to your business needs. Confirm your choice with the **Apply** button. 7. Click **Save**.
The view of the configuration of the metric returning the number of all item.search events
Configuration of the metric returning the number of all item.search events
## Create reports --- In this part of the process, you will create reports on transactions, returns and web activities which will be used in the dashboard in the further part of the process. ### History of bought products This report will return the name of all products bought by a customer and the time of their purchase. 1. Go to Decision Hub icon **Decision Hub > Reports > New report**. 2. Enter a meaningful name of the report. 3. Click the **Choose metric** and from the dropdown list, select [a metric for number of bought products, created in the previous part of the process](#number-of-bought-products). 4. From the **Range** dropdown list, select the number of top (the most frequently bought) products to be shown in the preview of the report. In this case it will be **TOP 5** products. 5. In the **Dimension** section, from the dropdown list, select **Event > Parameters**. To be able to show products name in the report, choose `$name`. 6. Click **Add dimension**. 1. Click **Choose dimension** and from the dropdown list, select **Event > Specials**. To be able to show when the product wast bought, choose `TIMESTAMP`. 8. Click **Enable filter**. 1. Click **Choose filter** and from the dropdown list, select **CLIENT_ID**. 2. Click **Choose operator** and from the dropdown list, select **Equal (String)**. 3. Change the type of value by clicking the icon until you get Dynamic key icon. 3. In the first field, write `clientId` and in the second field enter `.` 4. Click **Apply**.
The view of the configuration of the filter in report
Configuration of the filter in report
8. Using the date picker in the lower-right corner, set the time range to **Custom** and set to **90 days** or according to your business needs. Confirm your choice with the **Apply** button. 9. Save the report.
The view of the configuration of the report returning the name and the price of top 5 products bought by a customer
Configuration of the report returning the name and the price of top 5 products bought by a customer
### History of returned products This report will return the name of all products returned by a customer, their price and the time of return. 1. Go to Decision Hub icon **Decision Hub > Reports > New report**. 2. Enter a meaningful name of the report. 3. Click the **Choose metric** and from the dropdown list, select [a metric for number of returned products, created in the previous part of the process](#number-of-returned-products). 4. From the **Range** dropdown list, select the number of top (the most frequently returned) products to be shown in the preview of the report. In this case, it will be **TOP 3** products. 5. In the **Dimension** section, from the dropdown list, select **Event > Parameters**. To be able to show products name in the report, choose `name`. 6. Click **Add dimension**. 1. Click **Choose dimension** and from the dropdown list, select **Event > Parameters**. To be able to show what the product price is, choose `price`. 6. Click **Add dimension**. 1. Click **Choose dimension** and from the dropdown list, select **Event > Specials**. To be able to show when the product was returned, choose `TIMESTAMP`. 8. Click **Enable filter**. 1. Click **Choose filter** and from the dropdown list, select **CLIENT_ID**. 2. Click **Choose operator** and from the dropdown list, select **Equal (String)**. 3. Change the type of value by clicking the icon until you get Dynamic key icon. 3. In the first field, write `clientId` and in the second field enter `.` 4. Click **Apply**. 8. Using the date picker in the lower-right corner, set the time range to **Custom** and set to **90 days** or according to your business needs. Confirm your choice with the **Apply** button. 9. Save the report.
The view of the configuration of the report returning the name, price and time of return for top 3 products returned by a customer
Configuration of the report returning the name, price and time of return for top 3 products returned by a customer
### Top visited brands This report will return the name of the most frequently visited brands by a customer and the number of visits. 1. Go to Decision Hub icon **Decision Hub > Reports > New report**. 2. Enter a meaningful name of the report. 3. Click the **Choose metric** and from the dropdown list, select [a metric for number of all page visits, created in the previous step](#number-of-page-visits) 4. From the **Range** dropdown list, select the number of top (the most frequently viewed) products to be shown in the preview of the report. In this case it will be **TOP 5** products. 5. In the **Dimension** section, from the dropdown list select **Event > Parameters**. To be able to show product's brand in the report, choose `brand`. 8. Click **Enable filter**. 1. Click **Choose filter** and from the dropdown list, select **CLIENT_ID**. 2. Click **Choose operator** and from the dropdown list, select **Equal (String)**. 3. Change the type of value by clicking the icon until you get Dynamic key icon. 3. In the first field, write `clientId` and in the second field, enter `.` 4. Click **Apply**. 8. Using the date picker in the lower-right corner, set the time range to **Custom** and set to **30 days** or according to your business needs. Confirm your choice with the **Apply** button. 9. Save the report.
The view of the configuration of the report returning the top 5 product brands visited by a customer
Configuration of the report returning the top 5 product brands visited by a customer
### Top visited products This report will return the name of most visited products by a customer, their price, and the number of visits. 1. Go to Decision Hub icon **Decision Hub > Reports > New report**. 2. Enter a meaningful name of the report. 3. Click the **Choose metric** and from the dropdown list, select [a metric for number of all visited products, created in the previous step](#number-of-visited-products) 4. From the **Range** dropdown list, select the number of top (the most frequently visited) products to be shown in the preview of the report. In this case, it will be **TOP 5** products. 5. In the **Dimension** section, from the dropdown list, select **Event > Parameters**. To be able to show products name in the report, choose `title`. 6. 6. Click **Add dimension**. 1. Click **Choose dimension** and from the dropdown list, select **Event > Parameters**. To be able to show the product's price, choose `price`. 8. Click **Enable filter**. 1. Click **Choose filter** and from the dropdown list, select **CLIENT_ID**. 2. Click **Choose operator** and from the dropdown list, select **Equal (String)**. 3. Change the type of value by clicking the icon until you get Dynamic key icon. 3. In the first field, write `clientId` and in the second field, enter `.` 4. Click **Apply**. 8. Using the date picker in the lower-right corner, set the time range to **Custom** and set to **30 days** or according to your business needs. Confirm your choice with the **Apply** button. 9. Save the report.
The view of the configuration of the report returning the top 5 products visited by a customer
Configuration of the report returning the top 5 products visited by a customer
### Searched queries This report will return the name of the most frequently searched queries by a customer and the number of searches. 1. Go to Decision Hub icon **Decision Hub > Reports > New report**. 2. Enter a meaningful name of the report. 3. Click the **Choose metric** and from the dropdown list, select [a metric for number of all searched items, created in the previous step](#number-of-searched-items) 4. From the **Range** dropdown list, select the number of top (the most frequently searched) phrases to be shown in the preview of the report. In this case, it will be **TOP 10**. 5. In the **Dimension** section, from the dropdown list, select **Event > Parameters**. To be able to show the searched query in the report, choose `query`. 8. Click **Enable filter**. 1. Click **Choose filter** and from the dropdown list, select **CLIENT_ID**. 2. Click **Choose operator** and from the dropdown list, select **Equal (String)**. 3. Change the type of value by clicking the icon until you get Dynamic key icon. 3. In the first field, write `clientId` and in the second field, enter `.` 4. Click **Apply**. 8. Using the date picker in the lower-right corner, set the time range to **Custom** and set to **30 days** or according to your business needs. Confirm your choice with the **Apply** button. 9. Save the report.
The view of the configuration of the report returning the top 10 most searched queries
Configuration of the report returning the top 10 most searched queries
## Create trends --- In this part of the process, you will create trends on history of page visits and call center calls. ### Visits on the website This trend will show number of customer visits to the webiste over a specific time frame. 1. Go to Decision Hub icon **Decision Hub > Trends > New trends**. 2. Enter a meaningful name of the trend. 3. Click the **Choose event** button and from the dropdown list, select `page.visit`. 8. Click **Enable filter**. 1. Click **Choose filter** and from the dropdown list, select **CLIENT_ID**. 2. Click **Choose operator** and from the dropdown list, select **Equal (String)**. 3. Change the type of value by clicking the icon until you get Dynamic key icon. 3. In the first field, write `clientId` and in the second field, enter `.` 4. Click **Apply**. 9. Set the **Interval** in the lower-right conrer to **day**. 8. Using the date picker in the lower-right corner, set the time range to **Last 7 days** or according to your business needs. Confirm your choice with the **Apply** button. 9. Save the trend.
The view of the configuration of the trend of page visits in the last 7 days
Configuration of the trend of page visits in the last 7 days
### History of calls This trend will show the number of customer call center calls over a specific time frame. 1. Go to Decision Hub icon **Decision Hub > Trends > New trends**. 2. Enter a meaningful name of the trend. 3. Click the **Choose event** and from the dropdown list, select `callcenter.call`. 8. Click **Enable filter**. 1. Click **Choose filter** and from the dropdown list, select **CLIENT_ID**. 2. Click **Choose operator** and from the dropdown list, select **Equal (String)**. 3. Change the type of value by clicking the icon until you get Dynamic key icon. 3. In the first field write `clientId` and in the second field enter `.` 4. Click **Apply**. 9. Set the **Interval** in the lower-right conrer to **day**. 8. Using the date picker in the lower-right corner, set the time range to **Last 7 days** or according to your business needs. Confirm your choice with the **Apply** button. 9. Save the trend.
The view of the configuration of the trend of call center calls in the last 7 days
Configuration of the trend of call center calls in the last 7 days
## Create a dashboard --- In the final part of the process you will create a dashboard with [aggregates](#create-aggregates), [reports](#create-reports) and [trends](#create-trends) created in previous steps. 1. Go to Image presents the Decision Hub icon **Decision Hub > Dashboards > Add dashboard**. 2. Enter the name of the dashboard. 3. To add a widget to the dashboard, click an icon on the The panel of analysis icons panel. The icons are (left to right): HTML code, text field, image, [segmentation](/docs/analytics/segmentations/creating-segmentations), [trend](/docs/analytics/trends/creating-trends), [funnel](/docs/analytics/funnels/creating-funnels), [metric](/docs/analytics/metrics/creating-simple-metrics), [histogram](/docs/analytics/histograms/creating-histograms), [aggregate](/docs/analytics/aggregates/creating-aggregates), [expression](/docs/analytics/expressions), and a [report](/docs/analytics/reports/creating-reports).
You can create the dashboard by grouping the created analytics in sections: Transactions, Returns, Web Activities, Call Center. You can create custom template according to your business needs with the help of this [article](/docs/analytics/analytics-dashboard/creating-dashboards) or follow the sample instructions below.
4. Click the Text icon on the panel. **Result**: A **Text widget** will appear on the blank dashboard. 2. You can edit widget contents with the editor on the right. In the **Title** field type `Transactions`, you can add a **Description** below.
You can adjust the size of widgest by dragging their lower right corner.
The view of the configuration of the text widget on the dashboard
Configuration of the text widget
3. Add an aggregate by clicking the Aggregate icon on the panel. 4. Edit widgets contents with the editor on the right. In the **Aggregate** section choose the [aggregate that returns the date of the first transaction made by customer you have created in the previous part of the process](#transactions). You can change the title and description. Do the same for the following [aggregates created in the previous part of the process](#transactions): the date of the last transaction, last bought product, last transaction value, number of transactions, value of all transactions.
The view of the configuration of the text aggregate on the dashboard
Configuration of the aggregate widget
5. Add a report by clicking the Report icon on the panel. 6. Edit widgets contents with the editor on the right. In the **Report** section choose the [report on history of bought products you have created in the previous part of the process](#history-of-bought-products). You can change the title and description. 7. Click the **Style** section in the widget editor and change **Visualization type** to **Table**.
The view of the configuration of the report widget on the dashboard
Configuration of the report widget
8. Repeat steps **4 to 10** to create another sections: Returns, Web activities and Call Center.
You can look up the sample dashboard created in the Demo workspace [here](https://app.synerise.com/analytics/dashboards/33651c9f-666e-4a48-aa6d-7dc1cfd0d9f8/edit?clientId=0)
11. When you complete creating the dashboard, click **Save dashboard**.
By default, a new dashboard is private. If you want to share it with others, check the instruction [here](/docs/analytics/analytics-dashboard/sharing-dashboards).
## Add the dashboard to customer profiles --- Optionally, you can add the dashboard to customer profiles.
You can add a dashboard with dynamic data to a customer’s profile, only if at least one analysis inside the dashboard includes a dynamic key. To be able to display statistics about an individual customer, a dashboard must contain at least one analysis that uses the dynamic key - `clientId`. Aggregates and expressions don’t need `clientId` because they already contain it.
1. Go to Behavioral Data Hub icon **Profiles** and select a customer on the list. 2. On the top of the activity list, click **Statistics**. **Result**: A set of statistics appears. 4. On the top of statistics, click the Three-dot icon icon. **Result**: A dropdown list appears. 5. Select **Manage dashboards**. **Result**: A pop up appears. 6. On the top of the pop-up, click **Add dashboard**. **Result**: A dropdown list appears. 7. From the dropdown list, select a dashboard. 8. To confirm your choice, click **Add**. **Result**: The dashboard appears on the bottom of the list. 9. To manage the order of the dashboards added to the customer's profile, drag and drop them in the preferred order. 10. To save the changes, click **Apply**. ## Check the use case set up on the Synerise Demo workspace --- You can check all configurations directly in Synerise Demo workspace: - Expressions - [Transaction date](https://app.synerise.com/analytics/expressions/0d844720-6bb7-4776-a661-52cc81577b06) - [Page visit date](https://app.synerise.com/analytics/expressions/d31828b7-ef9c-4c7d-8316-3769eb8612c2) - Aggregates - [First transaction date](https://app.synerise.com/analytics/aggregates/7380e558-3d44-30b7-ac26-b1e233e9b16e) - [Last transaction date](https://app.synerise.com/analytics/aggregates/d6baacd7-684e-31f6-b3c4-76376090c061) - [Last bought product name](https://app.synerise.com/analytics/aggregates/ccbd08cc-1cd0-3b44-bc39-eb2dcd0998e5) - [Last transaction value](https://app.synerise.com/analytics/aggregates/8a459dea-e2e7-3c99-8e9b-1b7e12f850e0) - [Number of transactions](https://app.synerise.com/analytics/aggregates/24011aa2-632d-319f-9047-8f13712105c8) - [Sum of all transactions](https://app.synerise.com/analytics/aggregates/55cf86a5-acd9-3540-8293-13737a495300) - [Last returned product name](https://app.synerise.com/analytics/aggregates/d36783fa-382d-3141-8537-9c70ff53ba97) - [Last returned product price](https://app.synerise.com/analytics/aggregates/2aee5c1f-2cbc-3961-9d07-cc15ef8550e1) - [First page visit date](https://app.synerise.com/analytics/aggregates/b75f9b8f-01b8-3733-80cf-b31a35c46da7) - [Last page visit date](https://app.synerise.com/analytics/aggregates/3ff1c746-488c-3f4f-b0ef-2ca09f0b593a) - [Call center calls duration](https://app.synerise.com/analytics/aggregates/36bf88a6-e646-36cd-957e-a87c5f32a11e) - Metrics - [Bought products](https://app.synerise.com/analytics/metrics/077074e8-db7c-4e46-bd2e-24e292bee839) - [Returned products](https://app.synerise.com/analytics/metrics/5772cbe8-5cef-4659-b049-383747f4a355) - [Product page visits](https://app.synerise.com/analytics/metrics/ec561bb7-8227-4f56-9d9c-6979437fed51) - [Page visits](https://app.synerise.com/analytics/metrics/4afbcbc7-ab8f-4bc9-8b73-2547b2dfeee2) - [Number of searched items](https://app.synerise.com/analytics/metrics/e40f03f4-58d3-4156-9a41-776b3b2c2b24) - Reports - [History of bought products](https://app.synerise.com/analytics/reports/08639f32-0d6c-4b4b-a78e-4eec7a8d00cb) - [History of returned products](https://app.synerise.com/analytics/reports/9e92b281-ef93-4cfb-9fd0-916334ef8df9) - [Top visited brands](https://app.synerise.com/analytics/reports/2de0ad6c-3fb4-434f-8de9-1bf6b6528504) - [Top searched queries](https://app.synerise.com/analytics/reports/1c09d8b2-fdfe-465a-b030-78f3593860e9) - Trends - [Page visits](https://app.synerise.com/analytics/trends/1bfa16b9-9518-4c1a-af12-9c4671048800) - [Call center calls](https://app.synerise.com/analytics/trends/d813b0ae-aa02-4cb1-929b-de75fdbb46ac) - [Dashboard](https://app.synerise.com/analytics/dashboards/33651c9f-666e-4a48-aa6d-7dc1cfd0d9f8?clientId=0) If you’re our partner or client, you already have automatic access to the **Synerise Demo workspace (1590)**, where you can explore all the configured elements of this use case and copy them to your workspace. If you’re not a partner or client yet, we encourage you to fill out the contact [form](https://demo.synerise.com/request) to schedule a meeting with our representatives. They’ll be happy to show you how our demo works and discuss how you can apply this use case in your business. ## Read more --- - [Aggregates](/docs/analytics/aggregates) - [Dashboards](/docs/analytics/analytics-dashboard) - [Expressions](/docs/analytics/expressions) - [Metrics](/docs/analytics/metrics) - [Behavioral Data Hub](/docs/crm) - [Reports](/docs/analytics/reports) - [Trends](/docs/analytics/trends)