Manage Dashboards

Manage Dashboards


Dashboards provide a unified view of selected KPIs, targets, and contests, plus real-time indicators to highlight areas of interest. Various types of tiles can be placed in a dashboard.
 

Types of tiles

  1. KPI (Key Performance Indicator)
    KPIs are metrics that sales managers can use to evaluate sales activities and results. KPIs can be displayed as individual, team, and company totals or as leaderboards. 
  
  1. Target
    Targets are goals you set to focus your team on key sales activities (e.g., lead creation, potential creation, etc.). Targets can be displayed as individual, team, and company scorecards or as leaderboards. 
  
  1. Leaderboard 
    Leaderboards show the names and scores of the leading individuals or teams for specific KPI or target. To show the leaderboard,  configure tile and select appropriate leaderboard in the People section.
     
  1. Contest
    Contests are a fun way to energize your team around selected sales activities. Contest tiles display the top three leaders and their scores.


Note:
Drag any tile on the dashboard to reorder.
Click on any tile to see more details.
Click  Action Menu  icon [...] in the top-right corner of any tile to show available options.

Add tile 

  1. Click  +KPI , +TARGET , or  +CONTEST  button at the top of the page. 

  2. Select an item and associated options to add a tile to the dashboard. (See also  KPI ,  Targets , or  Contests .)

Configure tile

  1. Click  Action Menu  icon [...] in the top-right corner of each tile and select  Change KPI/Target Filter .
  2. Select your desired configuration options. The options shown depend on the type of tile selected.

Edit tile

  1. Click  Action Menu  icon [...] in the top-right corner of the tile you want to hide.
  2. Select  Edit KPI/Target/Contest .
  3. Select a field to edit and make your changes. (See also  KPI ,  Targets , or  Contests .) 
 

Duplicate tile

  1. Click  Action Menu  icon [...] in the top-right corner of the tile you want to duplicate.
  2. Select  Duplicate KPI/Target/Contest .
 

Hide tile

  1. Click  Action Menu  icon [...] in the top-right corner of the tile you want to hide.
  2. Select  Remove KPI/Target/Contest from this Dashboard .  


Refresh tiles in dashboard

Whenever there are tiles to be refreshed in the dashboard,  Refresh icon will appear in the top right of the page.


  1. Click  Refresh  icon to refresh the tiles.

Filter dashboard

Filter which KPIs to show in the dashboard. (Only KPI tiles will be filtered depending on your selection. Other tiles, such as Target and Contest, can be filtered in the  All Targets  and  All Contests  pages.)
In the  All KPIs  dashboard, you can filter using an additional option (compared results). See  Filter KPIs (in the All KPIs dashboard)  for detail.
  1. Click  FILTER  button at the top right of the page. Once the filter is applied, the FILTER bar will appear above the tiles. To hide the FILTER bar, click  x  in the right.
  2. Select filter from the available options.
    1. People : Select whose KPIs to show - company, teams, or individuals.
    2. Period : Select the duration of KPIs to show - daily/weekly/bi-weekly/monthly/quarterly/half yearly/yearly/custom period. 
  3. Click  APPLY . 
 

Add custom dashboard

  1. Click  DASHBOARDS  button in the top navigation bar and select  Manage .
  2. Click  CREATE NEW DASHBOARD .
  3. Enter the  Dashboard Name, then click  Save . 


Share dashboard

  1. Click  DASHBOARDS  button in the top navigation bar and select  Manage .
  2. Click  Share  button corresponding to the dashboard you want to share.
  3. Specify which users you'd like to share the dashboard with. There are three options:
    1. Company : All active Motivator users.
    2. Team : Groups of active Motivator users (see  Settings Help  for more details on Team creation).
    3. Individuals : Individual active Motivator users.
      4.   

Duplicate dashboard 

  1. Click MORE button at the top of the dashboard which you want to duplicate.
  2. Click Duplicate .

        


  1. Click CTRL+P (Windows) or Command+P (Mac) at the dashboard which you want to print out.
  2. PDF file will be generated for print out.

Delete custom dashboard

  1. Click  DASHBOARDS  button in the top navigation bar and select  Manage .
  2. Click  Delete  button corresponding to the custom dashboard you want to delete

Note:
You can also click  MORE  button on the top to rename, share, or duplicate the dashboard.