If you'd like to neaten up your consultants' dashboards by arranging their targets and metrics in a coherent way, or display certain metrics at the front of the scrolling list, we've got your back!
You need to be an admin user to complete these steps.
Ordering your metrics and targets
From anywhere on OneUp, click the menu icon at the top right of OneUp's navigation bar.
Click Metrics from the menu that appears.
A new page with a list of all your metrics will open. Click on the 'Activities and Rolling' tab towards the top of the page to open your editable list.
To the left of each metric in this list you will see 3 lines and your cursor will become a hand to indicate you can move these metrics. Simply click and drag the metric to your preferred ordering and it will autosave this position and reflect on the Dashboard.
Repeat step 4 for any other metrics you need to rearrange.
Go back to your Dashboard to view your newly organised targets/metrics!
🚨If a metric with a target against it isn't appearing on the dashboard, it is probably because it hasn't been made a Key Metric - more on how to change this here! 🚨
Troubleshooting ✨
If you still require help on this topic, get in touch with our support team via the chat system or email support@oneupsales.co.uk.