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Amplify Dashboards - Web

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Article Overview

In this article, we will cover how to navigate to your Amplify Dashboard. We'll also explain how to create and manage new and existing boards.

Tip: These adjustments can only be made by an Admin or Owner role within your SalesRabbit/Amplify Account.

[Add a video tutorial here]

Part 1: Amplify Dashboards

In this part, we will show you how to navigate your Dashboard page.

  • After logging into Amplify, on the left hand side, click into "Dashboard".
  • The first dashboard in your account will display.
  • Users with the proper permissions, typically admins, have the ability to create and edit the available boards to display specific metrics you want to track.
    • Note: In the example below, there are 4 different dashboards: Company Admin Dashboard, Pipeline Stages Dashboard, Gamification Dashboard, and a "My Dashboard".

Dashboard___Amplify.png

  • The widgets on your Amplify Dashboard will display data inside of the set date range that's been selected. Users can adjust the date range (it will default is "Current Week) to modify the data that's reporting by a set date range.

Dashboard___Amplify.png

  • The "More Actions" button allows a user to filter and arrange.
    • Filter: Allows a user to view data that meet a set criteria.
    • Arrange: allows a user to rearrange where the widgets on the selected board live.
  • The date range and more actions button will live on each of your boards.

Dashboard___Amplify.png

  • Selecting the "Reload" button will refresh and display the most recent data recorded in Amplify.

Dashboard___Amplify.png

  • Each widget will have a cogwheel icon in the upper right. The cogwheel icon gives users the ability to perform certain actions to that widget like Edit, Resize, Copy, Share, View Source Data, or Delete.

Dashboard___Amplify.png

Part 2: Creating a New Board

In this part, we will show you how to create a new board for your Dashboard.

  • Navigate to the "Manage Boards" button on the Amplify Dashboard page.

Dashboard___Amplify.png

  • The "Manage Boards" page allows a user to manage existing boards that display on the Web and Mobile App.
  • To create a new board, click "+ Add Board".

Dashboard___Amplify.png

  • To create a new board, click "+ Add Board".
    • Tip: users can also select the "+ Add Board" button to create a new board right from the dashboard page.
  • On the "Create Board" page, there will be three settings to configure:
    • General:
      • Title: Title your new Board.
      • Description: provide a description detailing the purpose of your new board.
      • Default Period: define the default period set on the board filter.
      • Category: this will be all the other categories you have created, the default being "Company".
        • Note: If you do not select a Category, your board will not appear on the dashboard in an organized fashion.
      • Icon: The icon connected to your board.
    • Board Access:
      • Teams/Departments: select the teams/departments that will be allowed to access this new board. Your new board will not be visible to teams that do not reside in this list.
      • Access Level: the access level required to view the board.
      • Embeddable: toggling this on allows you to link your board on other platforms.
        • Note: boards can also be embedded as a SalesRabbit Connector.
    • Filters:
      •  User Filter: allow users to filter this board's data on a user level.
      • Team Filter: allow users to filter this board's data on a team level.
      • Company Filter: allow users to filter this board's data on a company level.
      • Activity Filter: allow users to filter a board's data on a activity level.
  • Once desired changes are made, click "+Add Board" in the top righthand corner.
    • Note: Depending on how divided your company is regarding users and teams, you may want to create a Board for each team/office. The more divided you are, the more boards we recommend you configure.

  Dashboard___Amplify.png

  • Your newly configured board will now appear as an option to view from the Dashboard page.
    • Tip: users can also select the "+ Add Board" button on the dashboard page to create a new board.

Part 3: Adding Widget(s) to a Board(s)

In this part, we will demonstrate how to create/add widgets to your board so you can start tracking your team's metrics.

Note: Before adding widgets to your board, you'll want to make sure have your metrics set up!

  • Widgets allow you to report on specific metrics on your dashboard. You'll need to add widgets to the dashboard to display the metric data you want to view for your team(s).
  • Single metrics 
  • To create a new widget, select "+ New Widget" on the dashboard page.

Dashboard___Amplify.png

  • The widget creation page will appear, allowing you to select and manage the following options.
    • Metric: select the metric you'd like to track in this widget. In the example below, the Appointment Set metric is what will be tracked in the widget.
      • Note: if you'd like to track multiple metrics in a single widget, you'll need to create and select an Activity Flow.
    • Layout: choose how you'd like the data to display. Options to display data include Bar Graph, Number, Line Graph, or a Table.
      • Note: options for orientation, variant, trend line will appear depending on your selected layout.
    • View by: choose how you'd like the data to display (ie: list by User, Team, Company...).
    • Filter Display Data:
    • Advanced Options:
  • Once you've configured your widget, click "Create Widget" to add it to your dashboard.

Dashboard___Amplify.png

  • The new widget will appear at the bottom of your dashboard. Instruction on rearranging and resizing a widget can be found on the Amplify Dashboard Widgets - Web article.

Part 4: Old Widget Creation

In this part, we will demonstrate how the old way to create/edit widget in Amplify. This section may not apply to your current account as we update the Amplify user experience.

Note: This section may not apply to your account.

  • Widgets allow you to report on specific metrics on your dashboard. You'll need to add widgets to the dashboard to display the metric data you want to view for your team(s).

    • The very first step when you create a new widget is to select the type of Widget.

Note: Standard, Activity Flow, and Gamification widgets can also be chosen in the Create Widget Screen.

    • Widgets:

      • Standard: A widget that will contain a single metric with customizable layouts, titles and displays.

    • Activity Flow: Widgets that will display data from created Activity Flows.

    • Gamification: Widget creation that will display data from the gamification elements of Amplify.

    • Old Widget Creation: This is a way of creating a widget from the old metrics, this option will be sunset at some point in the future.

      • Leaderboards - Collection of summarized data ordered as lists

        "I want to list all of my products"

        "I want to see my top 5 employees"

      • Time series - Collection of linear period data

        "I want a line graph"

        "I want to see progression over time"

      • KPI - Collection of Key Performance Indicators

        "I want to see the total sum of my sales"

        "I want to see the total budget completion of my company"

      • Gamification - Collection of Gamification data

        "I want to see the top users on level / experience points (XP)"

        "I want to see the top users on a specific Achievement

  • The next step is to select the Function. The function serves as what type of data you would like to retrieve. The function varies, based on what type of category you have selected.

  • Leaderboard functions
    • Value - Show only the value
    • Average - Show the average value
    • Average per user - Show the average value per user
    • Highest report - Show the highest report value
    • Value per hour - Show the value per hour logged
    • Activity Flow Leaderboard - Show Activity Flows as a Leaderboard
  • Time Series Functions
    • Value over time
    • Average value over time
  • KPI Functions
    • Value
    • Average
    • Burndown: show a burndown chart based on your linked products
  • Gamification Features
    • Ranks: Best user on level / experience points (XP)
    • Achievement: Best users on a specific Achievement

Layout

  • The next step is to select the Layout. The layout determines how the widget should display the data. The layout varies based on what you have selected in both Category and Function, but here is an overview of all the layouts.

    • Layout options
      • Bar chart Horizontal or vertical bar charts
      • Pie chart List with pie chart that shows the ratio
      • Progression chart List with a budget progression chart
      • Progression list - List with budget progression bars
      • Leaderboard - Highlighted Leaderboard
      • Bubble chart Bubble chart that compares value against quantity. If you have selected the budget function, the progression will affect the size of the bubble
  • The next step is the Settings page. This page is sort of similar to the function, but this is where you finalize what type of data you would like to retrieve (and some general settings).

 

    • Display data for- User, team, company, activities or role
    • Metrics- Choose your desired metric NOTE: This will be the name given to the widget once its created
  • Lastly, Presentation allows you to give this widget a Description and choose a size. Once done, click create in the bottom right corner.

Pro Tips

If necessary, add some pro tips here. This is where we would suggest things that are "best practice".

  • Bullet point the tips if there are multiple
  • Delete this section if we have no pro tips.

If needed, link to the next section: Help Center Section

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