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Using the Web-App
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Using the Web-App
  • 📊Reports
    • 🙌Drivepoint Reports
    • 📺Video Training
    • 🎮Controls
    • 📶Cohort Analysis
      • 💲Cohorted Financials
      • 👥Customer Retention
      • 💸LTV/Retention by Dimension
      • 📈N-Day LTV
      • 📈Segment Crossover
      • 👥Order Retention
      • 🔢Retention by Nth Order
    • 💲Sales Reports
    • 📅Monthly Review
      • 💰Cash Conversion Cycle
    • 🏎️Performance vs. Plan
      • ✖️Performance vs. Plan
      • 💚DTC Performance vs. Plan
    • 📦Amazon Reports
    • 🛒Wholesale + Retail Reports
    • ⏰Scheduling Reports
    • 👀Benchmarks
  • 🖥️Dashboards
    • ⏰Scheduling & Exporting Dashboards
    • ⚡Generate Insights
  • ✏️Quick Edit
    • Adding custom Key Drivers + Results to Quick Edit
  • 🔌Data Sources
  • 📜Plans
    • 🥇Best Practices
    • 📂Changing Names and Plan/Folder Associations
    • Permissions
    • 🗃️Creating Plans from the Web-App
  • 😎Team
    • 👋Adding Users
    • 👀Managing Users
  • 💳Credits
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Dashboards

Dashboards are a great way of organizing your key reports and numbers to get a clear comprehensive look of your company's performance.

Last updated 3 months ago

Creating a dashboard
  1. Click on "Dashboards" on the sidepanel

  2. Click on "Add a new Dashboard" on the top right

  3. Set a name and a description for your dashboard

  4. You can now add widgets to your new dashboard by clicking into any Drivepoint report and adding a chart with configured filters through the + sign on the top left of the chart

Editing a dashboard

We created three global dashboards for all customers which you are unable to edit.

To edit your own dashboards you will need to remove the current widget and re-add it with the new filters you set:

  1. Click on the dashboard you would like to edit

  2. Click on "Edit" on the top right

  3. Click on the 🗑️ icon on the widget you would like to remove

  4. Navigate to the report you would like to add to your dashboard

  5. Configure the filters

  6. Click on the + icon on the chart to add it to your dashboard

Configuring the appearance of a dashboard
  1. Click on "Edit"

  2. Move the widget with the center icon around the page

  3. On the bottom left, expand the size of a chart

  4. Click on "Save"

Deleting a dashboard
  1. Click on "Dashboards" in the sidepanel

  2. Click on the ... next to the dashboard

  3. Change the title or name of a dashboard or

  4. Delete a dashboard

Questions?

🖥️
Learn how to set up, add to and edit a dashboard.
Contact UsBest ways to contact us for any questions, issues or concerns.