General Explanation
The New Analytics Dashboard puts you in control of your data, allowing you to build custom, modular dashboards tailored to your unique business needs. With the flexibility to create multiple dashboards, you can decide who in your organization has access, apply and save custom filters, and even schedule automated email reports to keep your team informed effortlessly.
You'll get valuable insights by choosing from dozens of key metrics, such as Referrals, Revenue, and Deals, and visualize your data using a variety of widget types, including simple KPIs, charts, and tables. Whether you're tracking performance or identifying trends, the New Analytics Dashboard gives you the tools to analyze your data with clarity and ease.
Pre-Built Dashs
When you first open the New Analytics Dashboard, you'll find that two pre-built dashboards have already been created for you by Euler:
Deals Dashboard By Euler
Partners Dashboard By Euler
These dashboards serve as ready-to-use templates and cannot be edited, but you have the flexibility to clone them and customize them to fit your needs. To do this, click on the pencil icon at the top-right corner to enable editing mode (1), and then select clone (2).
Creating a New Dashboard
Follow these steps to create a new dashboard from scratch:
Click the "New Dash" button.
In the popup, enter a name for your dashboard.
(Optional) Enable the toggle to set it as the default dashboard, which appears when you open the application.
Configure visibility:
Toggle "Visible to entire company" to allow all users to see it in the dropdown.
Or, add individual users by entering their emails and assigning them as viewers.
Click "Save Dashboard" to create it.
Your new dashboard is now ready for customization.
Customizing Your Dashboard
Once created, you can tailor your dashboard’s layout and content.
Entering Edit Mode
Click the "Edit" button in the top-right corner to customize your dashboard.
Top Section Options
In the top section, you can:
Change the dashboard name.
Adjust visibility or default settings (same as during creation).
Clone the dashboard to create an editable copy.
Delete the dashboard (if it’s not an Euler original).
Configuring the Layout (Bottom Section)
To set up a layout (e.g., four KPIs, two charts, and one table):
Click the plus (+) button (5) to add three columns in the first row.
Click "New Row" (6) and add a second column in the second row.
Create a third row for the table.
Adding Widgets
Add widgets to display your data:
Click the plus (+) button (4) in a slot to open the widget popup.
Select a metric (e.g., Deals) and hover over it for a description.
Choose a widget (e.g., Single KPI, line chart) based on its size (small, medium, or large).
Add the widget and adjust its position if needed.
Repeat to add more widgets, such as KPIs, charts, or tables.
Save your dashboard when finished.
Interacting with Your Dashboard
Once your dashboard is set up, you can interact with it in several ways:
Viewing Data
Hover over a KPI title to see its metric description.
Use the interactive table’s features: quick filters, search, and column sorting.
Applying Filters
Filters help refine your data:
Use quick date filters on the left to update data automatically.
Access additional filters (start/end dates, partner, tag, deal stage) on the right.
Saving a Filter
Apply a filter and click "Save".
Name it and check the box to auto-apply it on entry (optional).
Access saved filters from the dropdown next to the filter button.
Clear filters via the filter button or the three-dot menu.
Applied filters are displayed below the dashboard title.
Generating Reports
Share your dashboard insights with reports.
Downloading a PDF
Click the download icon to receive a PDF snapshot via email within 30 seconds.
Setting Up Scheduled Reports
Automate recurring reports:
Click "Scheduled Reports" and then "New".
Enter a report name and select the dashboard.
Add recipient emails.
Choose a frequency (daily, weekly, monthly) and set a time (e.g., weekly on Mondays at 8 AM).
Set a date range (e.g., 30 days) and apply optional filters.
Save the report.
Manage scheduled reports from the list: enable/disable, edit, or delete them as needed.
Conclusion
With Custom Dashboards, you can create tailored views of your data, customize layouts with widgets, apply dynamic filters, and share insights via PDF snapshots or scheduled reports. This feature empowers you to monitor key metrics efficiently and collaborate with your team.
For further assistance, contact support anytime.