Read and customize your Dashboard

Quick answer

The Dashboard is the first screen you see. It shows what changed, revenue for the period and year to date, orders, buying retailers, site activity, the lead funnel, a 12-month revenue trend and top products. Click Customize to move, resize, add or remove cards.

Before you start

• Sales tiles need your sales feed. Site tiles need the site tracker. See Connect your data.
• The date range and Trend Comparison (Previous Period or Previous Year) in the top bar apply to every screen and stay set as you move around.

Steps

1. Pick a date range in the top bar: Today through All Time, or Custom range… with your own start and end dates.
2. Read the cards.
   • What changed: the biggest movers in plain words.
   • Sales: revenue for the range, year to date against last year’s pace, orders with the average order, and buying dealers (buying customers in the retail view).
   • Site activity: impressions, visitors, conversions and product interactions.
   • Funnel: leads, prospects and new customers who entered this period.
   • Revenue trend: the last 12 months, by month.
   • Top products: the most viewed products this period.
3. Click through from a card’s link (for example Lifecycle → or Product Explorer →) to the screen behind it.

Make it yours

1. Click Customize.
2. Drag cards to reorder them and pick a size for each (a third, half, two thirds or full width).
3. Click Add card to add a Plunk card, a chart from one of your reports, or a new chart.
4. Click Done. Owners can also Save as the workspace default so everyone starts from the same layout.

Tip

On any report, Pin puts a chart on your Dashboard. See Reports and schedules.

If something looks off

• Sales tiles are empty. Your sales feed may not be connected or may be late. See My feed stopped updating
• Numbers differ from another screen. Check both use the same date range. See Why do my numbers look wrong?

Related

• Sales overview
• Reports and schedules
• How data flows in