Article Overview
This article provides a step-by-step guide for setting up and customizing your dashboard in Amplify. Using an example company, it explains how to determine the number of boards needed, configure board access and default periods, set up filters, and create widgets for optimal dashboard management.
How can I get started with my Dashboard
Amplify provides a powerful toolbox for creating your own personal dashboard. There are many ways you can customize the dashboard, but this article should help you get started and follow best practices.
An example company is used throughout this article to help you relate to your own company.
Paper Roof is an roofing company with 50+ employees who is selling new roofs. 3 of the employees are sales leaders who has administrator rights in Amplify.
If you have more than one office, keep in mind that this process has to be done for each one of them.
Step 1 - How to create a new board
In order to complete your dashboard configuration you will need to first add and customize your boards.
Step 2 - Figure out how many boards you need
Paper Roof creates 4 boards given their diversity of employees. Their sales leaders are focusing on data for their teams and office. Regular sellers focus on themselves and how they do compared to their colleagues.
- 1 board for the Company Roofing
- 1 board for the Company Solar
- 1 board for the Employee Breakdown
- 1 board for My Dashboard
Step 3 - Configure board access
Configure the access of the board if you want to restrict / hide the data from a group of employees because the data is confidential or not relevant for the group. If you want every employee to access everything, skip this step.
Step 4 - Configure default period
Companies are different on the periods they measure on. Some measure monthly, weekly, yearly or a combination. You will always have the possibility to change the period on the dashboard at any time with the filter, but setting a default period is highly recommended.
Regular sellers have a weekly budget so the default period on the Personal board is set to either Budget or Week. The sales leaders measure their team and office data on a monthly basis, to they set the Office board period to Month.
The default period can be set under the general settings of the board.
Step 5 - Configure filters
Filters are used to quickly find the data you are looking for. Configuring filters can also be used to restrict users from certain data.
Paper Roof wants the regular sellers to only see their own data on the Personal board. This can be done by enabling Show current user's data by default. If Seller A looks at the Personal board, he / she will only see his / her data. They also want to disable the possibility to filter on anything else except the period, so they disable user-, team-, and product filter.
Step 6 - Create widgets
This part involves creating widgets for your dashboard. Refer to this guide for detailed instructions on configuring your dashboard widgets.