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Dashboards and reporting

Updated on January 7, 2022

Pega Customer Service for Financial Services includes a variety of standard reports and graphs providing real-time information regarding processes, work, assignments, and historical data for analyzing contact center key performance indicators (KPIs) over time. In Pega Customer Service for Financial Services, there are two distinct report types – dashboard widgets, and analytics reports.

Pega Customer Service for Financial Services Product Overview
CapabilitiesInteraction PortalBack Office Portal
Out-of-the-box KPI summary reports
Library of 170+ out-of-the-box reports
Role-specific dashboards (*illustrated in the figure after this table)
Report builder / designer / scheduling
Data exploration tools
Drag and drop dashboard editors / designers

The following figure shows an example of a role-specific dashboard:

Dashboard example
Example of dashboard reports for a specific role

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