How to Configure Dashboards

Dashboards are a great way to monitor all of your important metrics at a glance. After logging in to your RetentionX account, you will be taken to your primary dashboard, plus you will find a preset of dashboards we have prepared for you. Let's take a look at how to set them up and use them!

In RetentionX, you and your colleagues can configure and share as many dashboards as desired. All of these can be easily accessed under the first menu itemDashboards.
Switch between:

• My Dashboards: All the dashboards you have created.
• Shared Dashboards: All dashboards that your colleagues have shared with you. You will not be able to modify the dashboard, as only the owner of the dashboard can change its anatomy.

Default Dashboards

We've got good news: we have already prepared multiple dashboards packed with all the important data you need that will help you manage your brand successfully.

You have the following customization options under

• Edit the content of the dashboard by clicking on Edit Dashboard. Please note that depending on the time period selected, not all widgets may be available. Rearrange widgets on the dashboard by dragging them to new locations.
• Change the name of the dashboard or individual widgets by selecting Rename Dashboard.
• Duplicate the dashboard if you want to make changes to an existing dashboard but don't want to apply those changes directly to it. Please note that dashboard copies do not stay in sync with the original dashboard.
• In case a dashboard is no longer needed, you can easily remove it by clicking on Delete Dashboard. Please note that all data displayed in a dashboard is retained even after it is deleted. The data is not lost.

In addition, use the following features to work with your dashboards:

• Analyze period over period (PoP) or year over year (YoY) comparisons. 
• Set a dashboard as the primary dashboard viato land directly on it after login.
• All Dashboards you create start out as private, meaning only you can see them. You can share dashboards with other users via.
• Open a linked report by clicking on to get a deeper insight into each metric and report.
• Hover your mouse over an i for more information about the metric displayed.
• Customize the customer segment that will be considered for each widget.
• Easily switch between your different dashboards by clicking the drop-down menu next to the dashboard name via .

How to Create a Custom Dashboard

Creating a custom dashboard from scratch is more than easy:

1. Click on My Dashboards > New Dashboard.
2. Choose a name for your new dashboard.
3. Select the dashboard type. The dashboard type defines the time period of interest and can be either a preset or a custom time period. If you choose a custom time period, you can change the time period on the dashboard at any time, but not all calculations may be available.
4. Add content to the dashboard - called widgets. These widgets can include KPIs, rankings, reports, or goals.

1. KPI

Choose a metric to pin to your dashboard.

2. Ranking

A ranking is a list of the top 5 results, e.g. Categories, based on a selected criterion, e.g. by Gross Items Sold.

3. Report

Add graphs (either in full or 2/3 width) to your dashboard and specify the metric you want to look at, e.g. Time Analysis.

4. Goal

Add your goals to your dashboards. Depending on the time period of the dashboard, your goals are drilled down accordingly, so you can see exactly how, for example, this month's performance compares to the monthly goal.

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