The Dashboard view is a configurable grid of reports and charts. It provides an overview of relevant data for both individual users and whole teams
Create a new chart by clicking on the plus button at the bottom right corner of the screen:
Select and preview a chart type before adding it to the dashboard
Types of Charts
- Tracker
- Shows a line graph of selected value created over time
- For example, “Check-ins this Week” or “New Records this Quarter’
- Monitor
- Shows a count of all records that meet selected criteria
- For example, Companies Past Due or People with no contact yet
- Map / List
- Shows a list or mini map of records that meet selected criteria
- For example, records out of frequency
After selecting the chart type, you can configure it based on:
- Chart Title
- Adjusting how this chart will be named on your dashboard
- Chart Criteria
- Specify Filters for data to be shown on the chart such as data Source or Activity Types
- Time Range
- Specify the time period from which data is displayed on the chart inclusive of current or previous day, week, month, quarter or year
- Preferences
- Show or hide the:
- Chart line - Line graph displaying trend over time in addition to the raw number value
- Rank position - Specific to the Team or Individual Dashboard, see the user or team’s stack rank position for the metric
- Verified Breakdown - Specific to Check-in charts, see a pie chart that breaks down verified check-ins versus un-verified check-ins
- Trend - % change up or down from the previous period
- Show or hide the:
- Goal
- Set a goal to be displayed with the chart
Note: Goals can be set equally amongst all Team Members within a Team or can be individually determined using the "Also set a goal for each team member" toggle where applicable
There are two types of goals:
- Goals within Trackers: Goals are displayed as a progress bar and are expected to be met by the end of the period
- Goals within Monitors: Goals are displayed as a threshold, a maximum of records that should meet such criteria
Click the ellipsis menu on a chart to:
- View the chart's data in a table and be able to quick Export if needed
- Expand the chart to take up more space horizontally in your dashboard to look at longer time periods
- Edit the chart criteria, time range, preferences, etc. that were originally set up when building the chart
- Create a Copy / clone of the chart
- Remove the chart from the Dashboard view
Sharing Dashboard content to Teams
As a Team Owner role - you are able to create Dashboards at the Organization level or at the individual Team level. Use the Stack Rank on the left side of the screen to elect if you would like to build at the Organization or Team level. Team Managers will be able to view and edit Dashboards that have been create at the Team level. Team Members will be able to view Dashboards that have been created for their Team.
If you have created a Dashboard at the Organization level you would like to push down to all or specific Teams - use the ellipses in the upper right corner of the Dashboard:
- Select "Apply Org Dashboard to Teams"
- Select whether you would like the Organizational Dashboard to be pushed to ALL teams or specific teams
- Type the words "Apply org dashboard to teams" and hit apply to finalize these changes
Within the ellipses you are able to access Organizational Preferences or User and Permissions quick links to the Settings and a secondary location to Add a new Chart