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myEDITED: How Do I Use Dashboard Templates?

 

You can create a dashboard in two ways:

  1. Using a template
  2. Creating a new dashboard

However, a template is the quickest way to get up and running.

 

Where Can I Find Templates?

 

Templates are accessed from the Dashboard Management Page.

 

 

 What Templates Are Available?

 

Click the View all templates button at the top of the Dashboard management page to access your templates.

 

 

Module templates are identified by a Pricing, Assortment, or Site Merchandising label on each template preview. Those without a label are your platform templates.

 

 

A description of each template can be found below the title to help you determine its suitability.

 

 

Templates are available in three versions unless stated otherwise:

  • Market: Available for Market and Enterprise package clients to analyze competitors.
  • Enterprise: Available for Enterprise package clients to analyze internal business metrics.
  • Connected: Available for Enterprise package clients to analyze internal business metrics alongside competitive data.

 

Everyone has access to the following Platform Templates:

  • Performance Trends 
  • Availability 
  • Customer preferences (Enterprise users only)

 

You then have access to templates that are module-specific:

 Assortment Templates:

  • Assortment Effectiveness
  • Competitive Range & Whitespace (Market)

Pricing Templates:

  • Pricing Effectiveness

Site Merchandising Templates:

  • Conversion (Enterprise)
  • Exposure Effectiveness (Enterprise)

 

Creating A Dashboard Using A Template

 

Click a template to see a preview, then click the Use template button.

 

 

Title your dashboard and click Save

 

 

 

Follow the interactive tutorial below to practice creating a dashboard using a template.

 

12 STEPS

1. This tutorial will teach you how to create a dashboard using a template.

Here is the Dashboard management page. Templates are located at the top.

Step 1 image

2. You can click on one directly from here.

Step 2 image

3. Or Click View all templates.

Step 3 image

4. Click the template dropdown to filter.

Step 4 image

5. Click Pricing.

Step 5 image

6. You will now only see Pricing templates.

Step 6 image

7. Click the Pricing Effectiveness templates.

Step 7 image

8. The preview will help you determine the template's suitability.

Step 8 image

9. Click Use template.

Step 9 image

10. Type Dashboard name

Step 10 image

11. Choose a name for your dashboard. Stick to naming conventions that align to your business.

Step 11 image

12. Click Save.

You have now completed the tutorial.

Step 12 image

Here's an interactive tutorial

** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

https://www.iorad.com/player/2537711/Dashboards---Using-Templates

 

To learn how to make a dashboard from scratch, read XXX