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Dashboard Guide

The Dashboard is a great way to get a snap shot of high level metrics based on form results collected by sales reps. Dashboards can be created per Manufacturer (or brand family) or across all forms regardless of Manufacturer.

Dashboards are made up of widgets based on individual form questions. To add a widget:

  1. Click Add Widget at the top right corner
  2. Select the Form name and then the form question you want the widget to pull from
    1. Two pictures of select form then question
  3. Give your question custom label
  4. Select how you want the question to be calculated and visualized. Note that some question types only allow for one calculation/visualization option.
    1. Two screenshots one with one option the other with multiple options
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