Site Merchandising > Overlay

Tutorial: How Does The Side Panel Function In Overlay?

 

This tutorial is interactive. To move to the next step, please follow the prompts showing you where to click, or use the < and > arrows along the bottom.

 

18 STEPS

1. In this tutorial, you will learn what each section of the Overlay side panel represents.

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2. By default, your view when analyzing products and metrics is set to the Product level. You can change this to Option or Parent level if needed.

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3. Click the Filter Icon.

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4. The Filter icon lets you create custom filters to hide selected metrics and badges on products that don't meet your chosen criteria.

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5. Click the Gear Icon.

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6. The Gear Icon is where you change Overlay metrics, add additional analysis metrics, access bookmarked reports and external links, and manage your badges.

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7. Click the Search Icon to Search for specific products across your website.

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8. Click the Export Icon to export your data into a CSV file, which includes product category information, page sort order, four overlay metrics and PIDs.

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9. Click the Three Dot Icon to manage your dashboards, contact EDITED support, adjust your panel configuration and disable or logout of the EDITED Overlay extension.

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10. Click Peer Percentile.

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11. in the Compare dropdown own you can select from vs period B, Peer Percentile, Overall Percentile.

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12. Click the Calendar date range.

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13. Within your Calendar, data can be viewed at a day-over-day level, week-over-week, month-over-month or custom range.

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14. Click Order on Page.

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15. Within the Sort By dropdown, you can sort by the metrics selected in your Overlay, for example, Sales. The side panel will then display products ranked from highest to lowest based on that metric.

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16. Click the Clipboard Icon to copy and paste SKU IDs into Excel or other external programs.

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17. Click the arrow beside the Franco Sarto Bags & Purses.

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18. This expands the product tile to show additional KPIs and health indicators related to that product.

You have now completed the tutorial.

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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/2539552/Site-Merchandising---Overlay---An-Overview-Of-The-Side-Panel-Functionality