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Creating a new dashboard

From the dashboards page (you need to be logged in):
  1. Click the ’+ Add Dashboard’ button
  2. Give your dashboard a name
  3. Start adding components and visualizations

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From a template

We’ve created templates to get you started quickly and help you learn about new types of analysis which could help your store. From the dashboards page, scroll down to the templates section:
  1. Click the ‘Use template’ button
  2. Give the dashboard a name
  3. Edit the template to suit your needs

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Renaming a dashboard

  1. In the dashboard you’d like to rename, hover over the current dashboard name
  2. Click the pencil icon which appears
  3. Enter the new name
  4. Press the ‘Save’ button or ‘Cancel’ to revert your changes

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Adding items to a dashboard

  1. With a dashboard open, scroll to the bottom of the page
  2. Click the ‘Add item’ button, and select the type of item you’d like to add
  3. By default, the new item is added to the end of the dashboard. It is also opened by default, so that you can give it a name and select measures or dimensions from the sidebar. The item will display information on how many measures or dimensions.

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Sharing a dashboard

Each dashboard has a unique link. Copy the URL from the address bar of your browser to share it with any members of your organization. At the moment, you cannot share dashboards outside of your organization to protect your data security.