Digital/Omni: How Do I Use Custom Dashboards?

Custom Dashboards are personalized and flexible combinations of your business data visualized by widgets. They may be used to create a category-centric view, an executive summary of top-line metrics, or even a template for a Monday trade meeting.

How to Navigate to Custom Dashboards

• Select Dashboards from the left-hand navigation panel. 
• Click Custom Dashboards.

 

 

How to Create Custom Dashboards?

 

To create your custom dashboard:

• Click Create Dashboard. 

You will be taken to a New Dashboard setup screen. Within the Configure Dashboard tab, action the following: 

• Add a Dashboard Name.
• Add a Dashboard Description.
• Select whether the Dashboard should be Private or Shared with the toggle.
  
  

Within the Configure Section Headers tab, you can organize your dashboards by analysis type, metric group, or more. 

• Click +Add Section Header.

 

 

• Add a Section Title, e.g., Pricing Metrics.

• Add a Section Description, e.g., Average Discounts & Prices.
  
  

• Click Create Dashboard to save.

How to Add Widgets To Custom Dashboards?

You need to add widgets to customize your dashboard with data and insights. 

• Click Add Dashboard Widget. 
  
  

There are eight different widget types to choose from in Custom Dashboards:

Metrics: Understand metric performance and movement.

Dimensions: Understand metric performance and movement.

Opportunities: Estimate differences in profit or sales over what would have occurred if price, exposure, and/or availability actions had not been taken.

Tasks: View the list of current tasks.

Funnel: View funnel for Order or Product Conversion.

Distribution: De-average a metric to identify the outliers.

Notes & Links: Define notes, bookmarks, and links for easy access.

Actions: View the most recently logged actions. 

 

Select the appropriate widget type from the left-hand side.

 

 

Once you have selected the visualization of choice, for example, Metric Widget > Tile.

• Click Next.
  
  

 

You will then be taken to a screen where you can customize exactly what appears in the widgets you have chosen. Below is an example of customizations available for the Metric Widget > Tile.

• Name of Widget.
• Add customized Metrics.
• Add Comparison data, comparing the metrics to Period B, Last Year, Target, or a 13 or 4-period average.
• Adjust the Widget Height to include more or less data within the visualization.
• Select the Add Filter checkbox to apply a filter to a specific widget. 
  
  

 

Select  Preview to review the widget before adding it to your dashboard. 

Once happy, select Add Widget to add to your dashboard.

 

 

How to Amend Widgets?

 

You can amend the data within widgets or delete or move them at any point. 

• Click the three dots in the top right corner of the widget. 
  
  

• Move to: move the widget to another section.
• Settings: change the customizations, e.g., metrics, comparisons, and filters within a widget.

• Copy: duplicate the widget. Using this functionality will allow you to add new widgets quickly.

Delete: delete the widget.