Butterflai’s dashboards allow you to visualize your business performance at a glance. This guide walks you through creating and customizing dashboards to display the most relevant data for your needs.
Creating a New Dashboard:
Access Dashboards:
Navigate to the "Dashboards" section from the main menu.
Click on "Create New Dashboard."
Add Widgets:
Select widgets to display key metrics, such as sales figures, customer feedback, and more.
Drag and drop widgets to arrange them on your dashboard.
Configure Widgets:
Customize each widget to display the specific data you need.
Set parameters such as date ranges, data sources, and visualization types.
Customizing Existing Dashboards:
Edit Dashboard:
Select the dashboard you want to customize.
Click on "Edit Dashboard" to make changes.
Adjust Widgets:
Add, remove, or rearrange widgets as needed.
Update widget configurations to reflect new data or insights.
Save Changes:
Once you’ve made your adjustments, click "Save" to update the dashboard.
Your changes will be immediately reflected.
Tips for Effective Dashboards:
Focus on Key Metrics: Prioritize widgets that display the most important metrics for your business.
Keep it Simple: Avoid clutter by only including essential widgets and data points.
Regular Updates: Regularly review and update your dashboards to ensure they remain relevant.
Examples of Useful Widgets:
Sales Performance: Graphs showing sales trends, top products, and revenue targets.
Customer Feedback: Charts summarizing customer reviews, ratings, and feedback trends.
Operational Metrics: Indicators tracking key operational metrics such as inventory levels and order fulfillment times.
By creating and customizing dashboards, you can easily monitor your business performance and make informed decisions based on real-time data.