Dashboards - Amplify

Article Overview

In this article, we'll demonstrate how to navigate and edit your Amplify Dashboards. 

TIP: Dashboards are available to all SalesRabbit+ accounts. Adjustments can only be made by users with admin/owner Amplify permissions.

Part 1: Accessing Dashboards

This will will demonstrate how to navigate your Dashboard page.

• After logging into Amplify, on the left hand side, click into "Dashboard".
• The first dashboard in your account will display.
• Users with the proper permissions, typically admins, have the ability to create and edit the available boards to display specific metrics you want to track.
  • Note: In the example below, there are 4 different dashboards: Company Admin Dashboard, Pipeline Stages Dashboard, Gamification Dashboard, and a "My Dashboard".

• The widgets on your Amplify Dashboard will display data inside of the set date range that's been selected. Users can adjust the date range (it will default is "Current Week) to modify the data that's reporting by a set date range.

• The "More Actions" button allows a user to filter and arrange.
  • Filter: Allows a user to view data that meet a set criteria.
  • Arrange: allows a user to rearrange where the widgets on the selected board live.
• The date range and more actions button will live on each of your boards.

• Selecting the "Reload" button will refresh and display the most recent data recorded in Amplify.

• Each widget will have a cogwheel icon in the upper right. The cogwheel icon gives users the ability to perform certain actions to that widget like Edit, Resize, Copy, Share, View Source Data, or Delete.

Part 2: Creating Widgets

In this part, we will demonstrate how to create/add widgets to your board so you can start tracking your team's metrics.

Note: Before adding widgets to your board, you'll want to make sure have your metrics set up!

• Widgets allow you to report on specific metrics on your dashboard. You'll need to add widgets to the dashboard to display the metric data you want to view for your team(s).
• Single metrics 
• To create a new widget, select "+ New Widget" on the dashboard page.

• The widget creation page will appear, allowing you to select and manage the following options.
  • Metric: select the metric you'd like to track in this widget. In the example below, the Appointment Set metric is what will be tracked in the widget.
    • Note: if you'd like to track multiple metrics in a single widget, you'll need to create and select an Activity Flow.
  • Layout: choose how you'd like the data to display. Options to display data include Bar Graph, Number, Line Graph, or a Table.
    • Note: options for orientation, variant, trend line will appear depending on your selected layout.
  • View by: choose how you'd like the data to display (ie: list by User, Team, Company...).
  • Filter Display Data:
  • Advanced Options:
• Once you've configured your widget, click "Create Widget" to add it to your dashboard.

• The new widget will appear at the bottom of your dashboard. Instruction on rearranging and resizing a widget can be found on the Widgets - Amplify article.