Running a small business means juggling many roles and keeping track of lots of information. Having dashboards and reports tailored just for your needs can make tracking your progress easier and help you focus on what truly matters.
📌 Why This Matters
Customizable dashboards let you organize your business data exactly how you want it. Whether it’s sales numbers, marketing results, or finances, having dedicated spaces to see key metrics means you can spot opportunities and challenges quicker. Plus, automated reports keep you updated without extra effort, saving you time and helping you stay on top of your goals.
✨ What’s New
- Multiple Dashboards: Create separate dashboards for different parts of your business like sales, marketing, or finances — and choose which one you want to see first.
- Custom Widgets & Metrics: Add and adjust the numbers or charts that matter most to your business, giving you a clear picture of performance.
- Scheduled Reports: Set up reports to be sent to you automatically at any interval, so you don’t have to remember to check in.
- Full Customization: Personalize your dashboards with themes, colors, and backgrounds that reflect your business style.
- Deeper Insights: View your data in tables or other visual formats that help you understand trends and results more easily.
- Universal Widgets: Mix and match widgets to build a dashboard that fits perfectly with how you run your business.
- Removed Limitations: Now you can create as many dashboards and reports as you need, without restrictions on how many widgets you add.
🛠️ How to Use It
- Step 1: Identify which areas of your business you want to track separately (like sales or customer interactions).
- Step 2: Set up individual dashboards for each area, adding widgets that show the numbers or charts you want to monitor.
- Step 3: Customize the look of your dashboards with your preferred colors and themes to make them easy to read and aligned with your brand.
- Step 4: Schedule reports to be delivered to your inbox on a regular basis to stay informed without lifting a finger.
💡 Pro Tip
Use customized dashboards to quickly spot sales trends and customer behavior, helping you make smarter decisions that can grow your revenue.