Search for EVERYTHING on your dashboard using our upgraded Smart Bar, you can now search for KPI's, chart's, widget's, appointment's, user's, etc.
In order to manage a user, first, access the User library screen via the left-hand menu by clicking on ‘Settings’ and then ‘Users’. Once inside the User library, you can edit or delete [...]
A Complex KPI allows you to create a calculation using multiple existing Simple KPIs combined with arithmetic options.
A Simple KPI allows you to create, manipulate and filter a calculation using one set of data source such as ‘Sales’, ‘Appointments’ ‘Expenses’ etc.
The Atlas slideshow will allow you to display a selection of your existing charts on a tv or monitor so that they can be viewed by a wider audience of staff members. The [...]
A target milestone shows an important achievement in the progress of a target. The milestones should represent a clear sequence of events that incrementally build up until your target has been achieved. Target [...]
The ability to set targets for everyone in the team directly onto the chart, will enable you to measure the subsequent result or outcome of a strategy allowing you to confidently decide whether [...]
TableView will allow you to see the data behind the chart in rows and columns.
From the ‘Info’ option you will be able to see the details behind the chart, such as the data source used, the formula and any filters applied.
The filter will allow you to remove any chosen labels from the selected chart, enabling you to focus in on any specific groups or data points. Once the chart is refreshed, all the [...]