New Dashboard Overview
The Dashboard page provides a customizable workspace where users can track key performance data using widgets. This guide outlines how to add widgets, choose between Charts and KPIs, customize their settings, and manage the layout of your dashboard.
1. Add Widget
To add a widget, click the “+ Add Widget” button or the “+” icon. You’ll then be able to choose between adding a Chart or a KPI.
2. Chart Tab
In the “Add Widget” modal, select the Chart tab to add charts to the new Dashboard page.
3. Expand More Options
From the Chart tab, select to expand and display available chart options.
4. Select Chart
When expanded, search for or select from categories like Accounts, Packages, Revenue, Scheduling, Subscriptions, or Workouts to choose the specific chart you want to display.
5. Select Category
For example select the “Accounts” category.
6. Select Sub-category
Once a category is selected, a list of available chart items will be displayed. For example, under the “Accounts” category, options include Active Clients, New Clients, and Lead Assessments Completed.
7. Chart Display
Notice the chart as it initially displays to see the default view.
8. Configure
Click “Configure” to proceed with setting up the chart.
9. Customize Chart
From the “Edit Chart” panel, you can now name your chart, add a description, choose the chart style, select the range type, and set a comparison period on the left side. The right side provides a live preview of how the chart will appear once added to the dashboard.
10. Update
Click “Update” to save your changes and add the widget to the dashboard.
11. Save Changes
After configuring the chart, it will now display on the dashboard. Click “Save Changes” to save it.
12. Add Widget
Now, select a KPI to add it to the new Dashboard page.
13. Expand More Options
From the KPI tab, select to expand and display available chart options.
14. Select KPI
When expanded, search for or select from categories such as Balance, Subscriptions, Revenue, Accounts, Packages, Scheduling, or Workouts to choose the specific KPI you want to display.
15. Select Category
For example select the “Subscriptions” category.
16. Select Sub-category
Once a category is selected, a list of available KPI items will be displayed. For example, under the “Subscriptions” category, options include Active Subscriptions, Scheduled Subscriptions, Paused Subscriptions and Pending Cancellation.
17. KPI Display
Notice the KPI as it initially displays the default view.
18. Configure
Click “Configure” to proceed with setting up the KPI.
19. Customize KPI
From the “Edit KPI” panel, you can now name your KPI , add a description, and select the date range type, and set a comparison period on the left side. The right side provides a live preview of how the KPI will appear once added to the dashboard.
20. Update
Click “Update” to save your changes and add the widget to the dashboard.
21. Save Changes
After configuring the KPI, it will now display on the dashboard. Click “Save Changes” to save it.
22. Select Settings
From the dashboard, hover your mouse over a Chart or KPI, then click the settings icon to configure it.
23. Delete
Click the delete icon on the Chart or KPI to remove it from the dashboard.
24. Save Changes
Save your changes.
25. Settings
Click the settings icon to reveal additional options, including adding a widget, editing it, deleting it or rearranging it.
26. Rearrange Widget
Drag and drop the widget to rearrange its position on the dashboard.
This guide covered the new Dashboard Overview.
