Sometimes you’ll need some more organization inside your Graphly account. If you have many reports for each rep, team, or manager; a good way to separate their specific data, is to create a new dashboard for each.
Add a New Dashboard
You can view the current list of boards you have access to by clicking the four-square icon.
Select Add Dashboard from the dropdown menu.
A popup should appear with a place to type in the name of your Dashboard. Type in any name that you’d like for your new Dashboard and click the Create button.
Now that you have a new dashboard, it’s time to go build some reports on it! Check out some articles below for more info on how to configure your dashboards. Let us know that you like our reports by giving us a good review on the Keap store!
Relevant Articles
- How to Add a Custom Text Area Widget to Your Dashboard
- How to Copy an Existing Graphly Dashboard
- Share a Dashboard With Other Users On Your Graphly Account
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- Opportunity Leaderboard: Track and analyze your team’s performance.
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- Opportunity Forecast: Forecast the adjusted revenue of active opportunities based on the stage probability.
- Units Sold: See the number of units sold for each product you select over a given date range.
- Campaign Email Stats: Measure the impact and conversion of your marketing campaigns.
- Tags Applied: See how many tags get applied to contacts during a period of time.
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