The Edge
Increase Your Bottom Line and Profitably Manage Your Inventory with The Edge
WHAT THEY ARE
Dashboards allow you to put pertinent data at your fingertips in an intuitive, graphical display.
WHAT THEY DO
Dashboards consist of one or more tiles, including Numeric, Gauge, Chart, and List View. Tiles display associate, customer, sales, and service data, either based on specific associates or all associates. You can create, organize, view, edit, and delete dashboards.
HOW THEY WORK
We previously covered how to create Dashboards. Below we cover how to organize and view them.
To Organize Dashboards
When creating new Dashboards, each will show up as a button on the left. You can use Dashboard Management to change the order, and grouping, of these buttons. To do so:
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Click Dashboards → Manage. The Dashboard Management window will appear.
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This window will reflect the current button layout. Each time you create a new Dashboard, it will show up at the bottom of the list.
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To change the button order, select the button you'd like to move and use Move Up/Move Down.
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To group buttons:
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First click New Group and enter text to display.
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Then use Move Up/Down to position it.
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Finally, to place buttons in the group, move them under it and use Move Right.
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When finished, click Save/Close to save the menu structure.
To View Dashboards
Click its corresponding button in The Edge menu. You can find your list of Dashboard buttons by visiting the Dashboards tab.
- Click Dashboards → Manage. The Dashboard Management window will appear.
- This window will reflect the current button layout. Each time you create a new Dashboard, it will show up at the bottom of the list.
- To change the button order, select the button you'd like to move and use Move Up/Move Down.
- To group buttons:
- First click New Group and enter text to display.
- Then use Move Up/Down to position it.
- Finally, to place buttons in the group, move them under it and use Move Right.
- When finished, click Save/Close to save the menu structure.
EXPAND YOUR EDGE EDUCATION
If you want to learn more, including how to edit and delete Dashboards, click below or visit EdgeUser.com. There’s even a tutorial video and handy tip sheet!
