Dashboard insert is a feature that allows you to add any dashboard you created to any place in the application. The feature is designed with a view to provide the user with a broader perspective on the statistics. The dashboards can be added to the main dashboard (the one that displays when you log in to the application), to the client card, product card and to the campaigns dashboard.
Before you start…
If you haven’t created any dashboard yet, you will not be able to add a dashboard.
Inserting dashboards to the main dashboard
Go to the main dashboard and click the plus icon.
Once you click it, you will see the pop-up window and you can choose a dashboard from a dropdown list.
- Choose a dashboard from the dropdown list and confirm your choice with the Add button.
If you want to add a dashboard that is not on the list yet, go to
Analytics -> Analytics dashboard and Create new.
Inserting dashboards to any campaign
Go to the campaign dashboard.
Choose the type of the campaign you want to check statistics of.
Go to a specific campaign, provided it’s finished. Inserting dashboards will not work for drafts.
- Click the icon to add a dashboard to the campaign. This feature allows you to add any dashboard you create in the application. By default the general campaign dashboard will be attached so you can check the basic statistics for each campaign. However, you may design your own analytics dashboards that will measure the custom parameters and as an effect you can make the most of each campaign.
Inserting dashboards to customer’s card
Go to the profile of a specific customer in
CRM and choose
Statistics from the 5 options available above the list of customer’s activity.
Click the icon to add a dashboard to the customer’s card. This feature allows you to add any dashboard you create in the application. By default a general dashboard concerning customer’s details will be attached. It already includes a dynamic parameter (ID of the customer) so you can check the basic statistics of the specific customer.
However, you may design your own analytics dashboards that will measure the custom parameters and as an effect you can get even more information about your customers.