User Guide To Dashboard

DIY Analytics

DIY analytics is to provide our users with day-to-day activities in the business and get insights on them to run businesses. This tool provides enterprises with reports and dashboards and empowers them for decision-making. Three dashboards are provided as standard dashboards to users:-

1. Manpower Efficiency
2. Channel Performance
3. Brand Performance

Apart from the standard dashboard, a user can create their own dashboards through the following simple steps:-

• Log in with your credentials

• Go to Menu, check Insights

• On Insights, there would be a list of dashboards already made, you can either check data on those dashboards or create your own.
• To create the dashboard, look at the “Edit” option below and create a dashboard
• While creating a dashboard, the following actions can be done:-
  1. Add Title, Description
  2. Select Filters, Organization Hierarchy, and User Hierarchy – Role or Designation based
  3. Default date range and maximum date range

• Check on “Create” to get the dashboard
• Widgets can be added to the dashboard through the + icon at the bottom of the dashboard

• The widgets provide actions to change the configuration.

• The widget can help with data downloads as well as images.
• You can change the size of the widget to get a larger view through a toggle or full-screen icon on the widget
• Post creation of the dashboard any changes can be made through actions on the dashboard, actions like
  1. Changing settings for the dashboard
  2. Changing the User management- The user can be given access to download the data or hide a dashboard through a simple 2-letter search.