Q-assign Data Dashboard / Omni-Supervisor

What is Q-assign Data Dashboard?

Q-assign Data Dashboard gives you a single, centralized view of what's happening across your Assignment Groups - instead of piecing information together from multiple tabs and objects, everything you need is available in one place: how much work is in the queue, who's available to take it, how your team is performing, and how much time Q-assign is saving you.

Dashboards are made up of tabs, and each tab is made up of individual widgets (small panels showing a metric, a list, or a chart). Because tabs and widgets are configurable, your dashboard may look different from a colleague's - this page explains the building blocks you're likely to see so you can read and customize whichever layout you have.

Widget library: Components & Key Metrics

Every tab holds one of two kinds of items - Components (larger visual widgets: charts, bars, lists) or Key Metrics (small single-number stat tiles). A tab is dedicated to one type at a time, so when you add an item to a tab, only the matching type appears in the picker. Here's the full catalog of what you can add.

Every component and key metric shows a "Updated" timestamp and can auto-refresh on an interval you choose (e.g. every 30 seconds), or you can refresh it manually at any time with the refresh icon.

Customizing your dashboard

Click the gear icon in the top-right of the dashboard to open Configuration, where you can:

• Add, reorder, or remove tabs using the + button and the up/down arrows and trash icon next to each tab name.
• Add items to a tab from the Add Item dropdown inside that tab's settings — remember, a tab only offers Components or Key Metrics, not both, so pick a tab of the matching type first.
• Save your layout under a configuration name, so you can switch between different views (for example, one for daily monitoring and one for a weekly team review).
• Control who can use a saved configuration via its Visibility setting, which ranges from private (only you) to public read-only to fully public read/write (teammates can load it and edit it too).
• Load a previously saved configuration from the dropdown, or start a new one with Save As New.

Instance IDs: using the dashboard on more than one page

The Data Dashboard component can be placed on more than one Salesforce page, for example, the Q-assign Home page and a dedicated QA Teams page. Each placement is tied to an Instance ID, a short identifier set when the component is added to a page in Lightning App Builder (or Gear Icon >> Edit Page). The Instance ID determines whether two placements act as the same dashboard or two completely separate ones.

• Same Instance ID, different pages - the placements are the same dashboard. Any tab, widget, or saved configuration change made in one place shows up in the other, because both are reading and writing the same underlying configuration.
• Different Instance IDs - the placements are independent dashboards. Each has its own tabs, saved configurations, and widget settings, even though they're built from the same component.

For example, the Home page dashboard uses the Instance ID default, while the dashboard on the QA Teams page uses qa_team - so the QA team can have its own set of tabs and widgets without it affecting, or being affected by, what's shown on the Home page.

How workload and status data is configured

Behind the scenes, an admin defines which record statuses count toward "active workload" and how work is weighted. You'll typically see this reflected as colored status labels across the dashboard, for example:

Admins configure this per object (for example, "Work Item"), including which records are included, how many capacity points each record type is worth, and which users or groups the configuration applies to. If a number on your dashboard looks off, this is usually the first place to check with your admin — a record may intentionally be excluded, or scoped to a different set of users than you expect.

Choosing which columns/fields display

In list-style components like Record Inbox, you can control which columns appear. Open the component's settings and move fields between Available Fields and Selected Fields using the arrow buttons, then reorder the selected list with the up/down arrows. If you'd rather start over, Reset to Defaults restores the original column set.

Frequently asked questions