Creating a dashboard, in brief:
- Go to Home page
- Click "Create a dashboard", or open dashboard selection pull-down menu, and choose create new dashboard
- Give the dashboard a name
- Click "Add widgets" to select preferred analytic widgets to build the dashboard. Add widget to the dashboard by clicking "Install widget".
- Edit widget to choose the data
- Adjust widgets size and position
- Save the changes by toggling off Editing mode.
What is a dashboard?
Dashboard is a customizable view, that serves as a customized reporting view. Dashboards are created and found in Sniffie's Home page - navigate here by clicking "Home" on the left navigation bar. When you create a dashboard you can name that dashboard to describe its content and purpose.
Dashboard consists of analytic widgets, that can be installed to the dashboard. Once you have created a dashboard, you can install widgets from " + Add widget " button. You can install those widgets that best suit the purpose of that dashboard. After installing the widgets, you can customize the widget to show the data you want by "Edit widget". According to criterion you have chosen for the widget, it will provide you with insight and depth you want to see in that particular dashboard.
Creating a dashboard
When you begin to use Sniffie for the first time and you enter the Home page, you will start by creating your first dashboard. You will see a button in the middle of the screen "Create / Add a dashboard". When you click the button a pop up appears where you can give a name to that dashboard. For example, you can name the dashboard by a certain category, product segment, brand etc. When you proceed and save this dashboard, you will then form he dashboard by adding widgets.
You are able to add widgets to your dashboard by opening a menu by pressing " + Add widget" button, on the top right corner of Sniffie.
Now, a module opens up on the screen where you can find all the widgets that you can install to your dashboard. When you find a suitable widget, click "Install widget" and this widget is added to your dashboard.
You can edit the widget to choose the data you wish to see in it. Once choosing this data, you need to click "Apply" for the widget to save these settings and show that data in the dashboard. Once you have completed a widget, you can adjust its size by dragging it from the bottom-left corner. Once you have multiple widget s attached to the dashboards, you can also move the widgets to a preferred position in the dashboard, making it easy for you to read and find the widgets when needed.
Now, when you have created a dashboard, installed the widgets and customized them, toggle off the editing mode of the dashboard from the top right of the dashboard. After toggling this off, your widgets' location and size are locked and found in the same place when you enter that dashboard the next time.
Who can see the dashboard?
Once you have created a dashboard, these are always personal dashboard and other users in your account are not able to see them. If you have created a dashboard that other people in your organization would want to see, you can share the dashboard to your organization from the top right corner in that dashboard and select "Share this dashboard to your organization". You will be able to copy a link to that dashboard, that you can the share to those users that need access to it.
For other people to be able to see the shared dashboard, they need to have their own active account in Sniffie service. When people access a shared dashboard, they will see on the top of the dashboard that the dashboard is "dashboard shared by this user". The shared dashboard can be viewed only in a read-only format, the shared dashboard cannot be edited by other than the original user. If other people wish to utilize the dashboard in their own account, they can copy this dashboard and then be able to edit it.
When creating dashboards it is possible to set users permissions for users to certain dashboards - who can view the dashboard, who can edit what dashboards and so on. This way users are able to create specific dashboards and reports to certain people, like Executive level, Category management and Pricing management personnel. Account's Local Admin users are able to set these user permission settings, or Sniffie's personnel.