A good Dashboard can give you an overview of your business at a glance.
With Spectora Advanced you can take our standard dashboard page to the next level with custom widgets, and the ability to create multiple dashboards.
Creating a New Dashboard
This section will show you how you can create a brand-new dashboard with personalized metrics and widgets. This dashboard will only show up for you, not anyone else on your team.
 💡 Quick tip: Click on the video above to expand it in another window. |
Click "Dashboards"
Click "+New Dashboard"
Give your new dashboard a name
Click "Save Dashboard"
Your new dashboard will be blank - be sure to add widgets to it
Click the "+" button to add new widgets
Click "Add Widget" to add it to your new dashboard
Add as many widgets as you'd like - it's your dashboard to customize!
Click "Add Custom Metrics Widget" to create a custom widget
Choose between 7 types of data and create your own metric widget
Once you're done adding widgets, click "Close" to see your new custom dashboard
🌟 Pro-tip: You can navigate between your dashboards using the drop-down menu.
Plus, you can use the star to select the default dashboard to load first when you return to the dashboard page.
Editing Your Dashboard
Now that you've created your custom dashboard, you can edit the widgets displayed. This section will show you how to change the size of the widgets, edit what data shows, and even export the widget data.
 💡 Quick tip: Click on the video above to expand it in another window. |
To resize a widget, click and drag from the corner of the widget box
Click the 3 dots in the widget to open a dropdown menu
Click "Edit" to change the parameters or graph display of a widget
Click "Export data" to download a spreadsheet of the widget data
Click "Refresh" to pull in the most updated data
Click "Duplicate" to make a copy of the widget
Click "Delete" to remove the widget from the dashboard
🌟 Pro-tip: You can set your widget to show current data in comparison with previous years!
Click the 3 dots in the corner of the widget
Click "Edit" in the dropdown menu
Set "Show comparison data from the past" to YES
Click "Save"
And that's it! Now you have a fully customized dashboard to track what you want for your business!
Ready to learn more about working with metrics report widgets? Check out our Advanced Metrics article here! 📊
If you have any questions or feedback, write into our chat bubble or email support@spectora.com!
