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Using the Customer Dashboard

The customer dashboard gives you information about the customer and lets you perform common tasks for the customer. Icons support touch screens.

The dashboard includes the information shown in the following areas:

• Action Launchpad. Click this button to initiate guided processes that enable you to perform guided tasks. For more information, see Tasks Using the Action Launchpad.
• Account Information. The customer's name and account number is displayed on screen. Click the More arrow in this area to view more account information.
• Installed Assets. This area provides information about this customer's assets. You can display the information in a grid or tile format. You can click the Show All button to view the details of all the assets in a single page, displaying the service ID, description, and status for each.
• Key Customer Attributes. This area provides information about the customer's status, value, churn, open trouble tickets, and open orders.
• Last Customer Interaction. You can browse the list of activities or interactions with the customer to see recent customer interactions, and you can create new customer interactions.
• Account Summary. This area provides billing information for the account, such as its previous balance, balance forward, monthly charge, total amount due, and payment due date. This feature requires integration with Oracle E-Billing.
• Account Billing Trend. This area provides a graph showing the customer's spending during recent months. This feature requires integration with Oracle E-Billing.
• Current Usage Since. This area shows the customer's use of your services during the current billing period. For example, it might show that the customer has used 34% of the allowed 2,500 minutes of voice service for this month, and the customer has used all of the data service for this month. This feature requires Oracle eBilling.

You can use the customer dashboard through the customer directory by following the procedure in Using the Customer Directory.