You can create a dashboard in two ways:
- Using a template
- 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
