NoticeBoards
Dashboards
Unaric Guide includes three main dashboards to address different aspects of notice management and compliance. You will find these dashboards in your Salesforce's Dashboards tab.
This dashboard provides a high-level overview of NoticeBoard implementation and usage, helping users understand the scope and status of notices across the platform.
- Key questions answered
- How many NoticeBoards and notices exist?
- What is the current status of notices (e.g., Drafted, Published, Suspended)?
- How frequently are notices created over time?
- How many recipients have flagged their responses for further attention?
- Which notices remain unacknowledged?
- Use cases
- Monitor the total number of NoticeBoards to ensure all publishing teams are active.
- Track notice creation trends.
- Identify notices with incomplete recipient acknowledgment.
- Customization tips
- Filter by specific NoticeBoards (e.g., Compliance or Sales Support) to focus on relevant data.
- Create time-based charts to visualize notice creation rates.
- Add a report to highlight flagged notifications for prioritized follow-up.
This dashboard focuses on recipient engagement and compliance, providing detailed insights into how recipients interact with notifications.
- Key questions answered
- What comments are recipients providing in response to notices?
- How are recipients responding (e.g., Acknowledge vs. Acknowledge and Flag)?
- Which users are delayed in completing required actions?
- Use cases
- Analyse recipient comments to refine notice content.
- Track acknowledgment rates.
- Identify users who haven’t completed actions by deadlines for targeted reminders.
- Customization tips
- Create a report summarizing comments by notice or NoticeBoard for qualitative analysis.
- Build a table of overdue acknowledgments, sorted by deadline or recipient.
- Include metrics on Acknowledge and Flag responses to track issues needing resolution.
This dashboard tracks notice lifecycles, focusing on publication schedules and approval statuses.
- Key questions answered
- Which notices have scheduled publication dates?
- Which NoticeBoards have notices pending approval?
- How many notices are currently live in recipients’ banners?
- Use cases
- Monitor scheduled publications.
- Track pending approvals.
- Assess active notices.
- Customization tips
- Add a timeline view to display publication schedules across NoticeBoards.
- Create a report listing notices pending approval, including approver details and submission dates.
- Build a chart showing live notices by NoticeBoard to balance communication volume.