Dashboard Guide

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Displays all relevant and important information in 1 screen.

HEADER

Click on Report Range to select Date Range for report. Select 2 dates for report from and to dates.
Click Refresh after selecting Date Range. Report will initially load for Date Range of 1st day of current month to today.
Click on Reports to select available reports from pop-up dialog.
Make sure Username and Useremail is not blank.

INFORMATION CARDS

Cards displays relevant information for the Report Date Range, eg, MT, RM and Visits for the Report Date Range.
Projection is computed based on average metrics per day X number of days in the Report Date Range month. The projection comparison is against Last Month's metrics.
Last Month is metrics for the month immediately before the selected Report Date Range. The comparison metics is Report Date Range month against Last Month's metrics.
Last MTD is month immediately before the selected Report Date Range with the same number of days as the selected Report Date Range.

INFORMATION TABLE

Table displays selected Report Date Range information of Items selected in Table Header, eg, Area, Visits, Product Categories, etc.
The Chart displayed in the Chart Card will display the same information as the Items selected in Information Table.
Click on Checkbox to filter specific Items. The Chart in the Chart Card will display filtered chart accordingly.

CHART CARD

Click on dropdown to select between Bar, Line or Table chart display.
Table display displays 12 months comparison of item selected in Table Header of Information Table.
Table in Chart Card can be copied (Ctrl-C) and pasted (Ctrl-V) to any spreadsheet, eg, Excel, Google Sheet.

Enables the Analysis of metrics by dynamically selecting Dimensions. The Analysis compares metrics from 3 periods.

SELECTING REPORT DATES

Select 3 date ranges for comparison. The default ranges are the 3 latest months from current date.
Click Fetch Data to fetch data.

SELECT DIMENSIONS

Drag and Drop Dimensions from Available Dimensions to Report Dimensions for analysis. View Table will automatically updated.
Select Search By criteria and key in Search Item to search for specific Products or Customers to analyse. Click Start Search after keying in Search Criteria.
Spreadsheet in View Spreadsheet contains same information as View Table but it can be copied (Ctrl-C) and pasted (Ctrl-V) to any spreadsheet, eg, Excel, Google Sheet.

DimensionAnalysis.mov

Displays table with list of customers for the following:

SELECT AREA

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