Dashboard

Modified on Wed, 16 Jul, 2025 at 12:40 PM

Let’s learn how to get your dashboard set up within minutes!


How To Get Started?

 


Your dashboard is the command center of your account, giving you an overview of everything you need to track and manage. Follow this short video training to get it set up!

Standard Operating Procedure

Explains what is it, what’s the ideal outcome, why it’s important, where is it done, when is this done and who it’s done by


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Step by Step Guide

Clear step-by-step instructions on how to get set up


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One Last Pro Tip


Pro Tip: Customize your dashboard by pinning your most important metrics and reports. This way, you can quickly see what matters most every time you log in and stay focused on your goals!

 

 


 

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