Viewing your Dashboard

Modified on Tue, 19 Mar 2024 at 03:35 PM

Welcome to the Skynamo Dashboard

View this video for a walk through: https://www.youtube.com/watch?v=9vH9X9Ka9NY 

This is going to be your go-to for a quick overview of your team statistics, and where attention might be needed.
The tiles are pre-set, so no need to choose and set up tiles, all the data will be immediately visible!

You will have 2 different sections that are part of our standard offering. The first will be all about your users. This will include visit and interaction information, as well as sales data if you are importing invoicing. You can also click on the Old dashboard option if there are tiles you would like to view there.
The second section will be all about your customers, showing you your top and bottom 10 customers, new customers added, and your Year-on-Year sales if you are importing invoicing.

On both pages you can choose the date range of the information you would like to view.

You can also filter by user role, if you have used this to segment your teams, or you can select users whose details you would like to view.
 
On tiles where there are multiple details shown, you can deselect certain data sets to get the information you are looking for.
 
To do this click on the data sets you want to exclude, which will cross them out as shown below. To reselect this data simply click on the data set again.

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