In this help article, we'll cover all you need to know to about User Created Dashboards. You can create dashboards across all 4 modules.
Merchandise Plan
Item Plan
Allocation Plan
Assortment Plan
Viewing Dashboards
In order to view your Dashboards, you'd need to navigate to Dashboard module from the top navigation bar. Once you are on Dashboards module, you'll be prompted with the first Dashboard tab : 'Performance' that is created for you by Toolio.
Creating, Deleting, Renaming, Duplicating Dashboards and Sections
Now, if you'd like to create your first own Dashboard, follow the steps defined below:
Click on the view widget then select Create Dashboard
You'll be prompted with a pop-up to give a name to your dashboard
Then hit CREATE
System has created the Dashboard for you and it is added to your Dashboards list on top. Now it is time to create widgets for your dashboard.
To Delete a Dashboard,
Click on the view widget
Then click on Dashboard Options
Then Select Delete Dashboard
To Duplicate a Dashboard,
Click on the view widget
Then click on Dashboard Options
Then select Duplicate Dashboard
To Rename a Dashboard,
Click on the view widget
Then click on Dashboard Options
Then select Rename Dashboard
Enter the new name
Click on Confirm to save
Sections
If you like to better organize your Dashboards then you can use Sections as you do in views.
To create a section
Click on the view selector
Click on Add Section '+' sign
Give your section a name
And click on save
To change section
When you are on a dashboard
Click on the view selector
Click on Dashboard Options
Select Change Section
Select the section you want to add the current dashboard selected
And click on save
Viewing Widgets
In view mode, the widgets have 4 components. These are
Title - the title of your widget
Top-right open browser icon , you'll be taken to the view that this dashboard is based on
Top-right refresh icon, will refresh your widget with the latest data
The widget itself, it can be either
A chart widget with
Legends,
Chart Titles on the axis,
And the charts itself
A grid widget with
The grid itself with grid summary section
A number widget with
Multiple or single metrics for a given time-frame
It can have comparison variants for the same metric such as LY, Plan etc
By clicking on a legend, you can remove that metric from your widget and you can focus on the remaining metrics that you are interested in.
We'll dive more into widgets in the Editing Widgets section
Creating Widgets
Number Widget
The number widget is used to highlight key metrics and their comparison to additional variants of the same metric.
You can select any time-frame that is available on your view to be displayed on your number widget.
You can add multiple metrics or a single metric in your widget or create separate number widgets per your use case.
We'll cover the common widget components in the relevant section below.
To create a Number Widget please follow the instructions below
Click on the view widget then select Create Widget
Select Create Widget > Number Widget from the options
System will open a pop-up for you to configure your widget
Give your widget a name
Select the data source
Module: IP or MP
View (must be created prior to widget creation)
Then Click on +Add Metric button
Select the desired metric from the defined view
Select the variant that is desired as the primary metric
If you'd like to compare this metric by selecting a variant, make multiple selection
Select the time-groups that is available from your view, you can make a single or multiple selection, in this case it'll be shown as separate boxes within your number widgets
If you'd like to add more metrics to your Number widget, do so by +Add Metric button.
If you'd like to remove a metric that you defined, simply click on the Delete button under the relevant metric section
If you've defined multiple metrics and you'd like to change the order of them, click on the drag&drop icon and drag to change the order among the metrics.
When you are ready, click on CREATE button.
Then system will add this Number Widget to your dashboard.
Grid Widget
The grid widget is used to provide reporting by using the previously created Views in MP and IP within the Dashboard section as a common library of your Reports for a quick access.
You can select any view that is available on the selected view to be displayed on your dashboard as a Grid Widget.
All the view configuration is done on the individual module view, such as sections, conditional formatting etc. And those properties will be shown exactly how it is shown on your view.
We'll cover the common widget components in the relevant section below.
To create a Grid Widget please follow the instructions below
Click on the view widget then select Create Widget
Select Create Widget > Grid Widget from the options
System will open a pop-up for you to configure your widget
Give your widget a name
Select the data source
Module: IP or MP
View (must be created prior to widget creation)
When you are ready, click on CREATE button.
Then system will add this Grid Widget to your dashboard.
Chart Widget
Please learn more about the chart widget here
Common Widget Components
In Editing mode, you get two additional components to what you already have on the View mode. These two are
The drag&drop icon to change the order of the widget within the dashboard
Is the menu icon which includes
Editing the Widget
Deleting the Widget
View of the Widget which can be either a Full-Width or Half-Width
Editing and Deleting Widgets
You can Edit and Delete Widgets from your Dashboards. To do so, follow the instructions below:
Click on the 3 dots icon on the widget,
Click on Edit for enabling the edit mode, which will take you to the creation pop-up as we covered in the Creating Widgets section.
Click on Delete for deleting the widget from your Dashboard