myEDITED: How Do I Add Widgets To Dashboards?

42 STEPS

1. This tutorial will teach you to add and customize configurable widgets.

2. Click Add Widget.

3. Configurable widgets are located at the top of the widget selection page.

4. Click Select widget on the Metric Tile widget.

5. All configurable widgets have the choice between Market, which is competitive metrics, or Enterprise, your internal business and customer metrics.

Enterprise will only be an option if you are on the Enterprise package.

6. For this example, click Market.

7. Click Submit.

8. You can add up to four metrics in a Metric Tile widget.

9. Product Count is the first metric added by default.

10. To add additional metrics click the + Add metric button.

11. It will pre-select a metric.

12. Click into the metric to see a list of metrics to choose from.

13. The list of metrics you see here will be dependent on your module access and whether you chose to configure the widget to Market or Enterprise.

You can select any you see in the list to change the current metric.

14. For this example click First Majority SKU Sellout %.

15. You can continue to add up to four metrics.

16. Hover over any metric in the list to see a description.

17. Once you have added four, the + Add metric button won't be clickable.

You can choose to change any of the metrics by clicking into the metric and selecting a new one.

18. The six-dot icon will allow you to change its order on the tile widget.

19. With your mouse, click and drag Average Price, then drop it below Product Count.

19b. Drop

20. Make sure you choose a title for your widget.

21. Your Metric Tile widget will default to Compare metrics to Period B.

22. Select None if you don't want a comparison.

For this example we will keep the comparison.

23. Then click Add to dashboard.

24. Your Metric Tile widget will then update with your chosen metrics.

If you have a comparison filter added, your widget will be split by this comparison, which for this example is Retailers.

25. The Metric Trend widget is customized in a similar way to the Metric Tile widget, but you only select one metric with the option to Show last year comparison.

26. Product card widgets also have one metric to choose from.

27. You can then choose to sort the products in your widget from High to Low or Low to high.

28. Finally, let's look at the configurable Table widget.

29. Click Select widget.

30. For this example, click Enterprise.

31. You will first need to choose the field(s) you want to see in the table.

32. Click into the Field dropdown.

33. You can use the search bar to quickly find the metric you need.

34. For this example, click Product Category 1 > 2 > 3.

35. You can then choose the metric to sort the table by, this example has Units Sold selected.

36. Then choose the Sort order.

37. You can then select a second metric, this example has Average Selling Price selected.

38. Click Compare the metrics.

39. This will give you the option to compare to Period B or versus Target for Enterprise.

40. You can compare versus Period B or Baseline for Market.

41. Click Add to dashboard.

42. Your widget will then update.

You have now completed the tutorial.