Overview
Our new version of the dashboard is packed with awesome features to make it even easier to view the data you care about.
When you first come to the new dashboard, the view should look very similar to before; it's designed to show you the targets you have, and the data you've logged in the time period selected:
However, there are now shiny new tools in place to customise the dashboard even further, so you can:
View data for multiple users, or teams, at the same time
View data for different time periods simultaneously (for example, seeing the week's stats and the month's stats together)
Add widgets including leaderboards, or specific missions and leagues
Create multiple dashboards to help you neatly separate data for different areas of your business
Changing the selected user and timeframe
Choosing whose data you want to view is still as easy as ever. From the top left of the dashboard, you'll see the global time period and entity selection.
When these global filters are used, any customised settings in the widgets on your displayed dashboard are overridden temporarily. You can use the Clear Filters option that appears to the right of the global pickers to revert widgets to their previous state.
Creating new dashboards
Creating multiple dashboards allows you to separate the data you want to view into the areas where they make the most sense. Let's say you are a business that does both permanent and contract work; you can create different dashboards to show you the metrics for each of these work types, for example, so the data is easier to digest.
To create a new dashboard, simply click the New Dashboard button in the menu at the top right of the page:
You can switch between the multiple dashboards you've created by clicking the current dashboard name at the top left of the page.
From the same menu, you can also duplicate a dashboard if you want to use the one you've created as a template for another, similar dashboard you want to configure.
Creating Widgets
Behind all of the new functionality is the dashboard's brand-new widget system. Widgets enable you to configure exactly the data you want to see, in the way you want to see it.
To create a widget, simply click the Add Widget button at the top right of the page:
You'll be taken to a new screen where you can select the widget you want to add. Currently, you can choose from widget types such as
Multiple, or individual target displays,
Multiple, or individual displays for activity in metrics,
A widget to show an active league or mission,
A leaderboard ranking a set of given users on a single metric.
Depending on the widget you've chosen, you'll be presented with different options to configure your widget. Some key options to keep in mind are:
It's now possible to configure a widget to display your own data by default (when you first load the dashboard), or display another user/set of users' data. These options are useful in different situations, depending on if you're a consultant who wants to view your own stats, or a manager who wants to keep track of your teams' data.
The user selection made in the widget will be temporarily overridden if a different user, or set of users, are selected using the entity setting at the top of the dashboard.
For widgets that involve the selection of metrics, or targets, you are now able to default the widget to displaying all metrics the chosen user(s) have performance for in the time period you're viewing, or curate the widget with a defined set of metrics.
For some widget types, you can also choose whether to show or hide metrics that have no activity.
Once you've configured your widget, it will appear on the dashboard!
Editing widgets
If you need to make a change to an existing widget, it's easy to do so!
To edit a widget,
Locate the widget on your dashboard,
Click the pencil icon at the top right of the widget:
You'll be greeted with the same window used to create the widget, and can make any changes you need.
Once done, click Save.
Moving widgets
If you'd like to change the layout of your dashboard, it's super easy to do so! We've introduced a new drag-and-drop mechanic to effortlessly swap widgets around. To do this:
Find the widget you'd like to move.
Click and hold its title bar.
The widget will lift off the page allowing you to move it where desired. A dotted outline will appear to show you where your widget will end up once released.
Place your new widget.
Setting a default dashboard
If you want to have one particular dashboard load up when you log in to OneUp, you can do so.
First, open the dashboard you want to make default from the top left of the page.
Then, from the menu at the top right of the dashboard page, select Default Dashboard.
You'll see a confirmation at the bottom of the page.
Sharing Dashboards
The share feature of the dashboard allows you to send a configured view you've made to other users in your business.
For example, if you're a manager whose team all work on the same set of metrics, it might be useful to configure a dashboard for them to track all their own data, and share it with them.
Or, if you want all of the senior team to be able to report on metrics at a high level with the same view, you can create one and share it with them.
To share a dashboard,
Create the dashboard you wish to share by customising it with widgets, etc.
From the menu at the top right of the dashboard, select Share.
You'll be presented with a menu to choose who to share the dashboard with. You can choose multiple users in this menu, and also make this their default dashboard if desired.
To be able to set a default dashboard in this menu, you must have the permission to set default dashboards enabled.
Tips 💡
When sharing dashboards with users who add their own data, using widgets widgets with the 'show data for logged in user' option is recommended. This way, when the dashboard is shared and the shared user views it, they will see their own data in the widget(s).
The single activity/target widgets are ideal for the metrics you care the most about, so you can see them easily at a glance.
Setting up widgets for the entity you want to view the most often is recommended. This way, when you use view the dashboard, the user(s)/team(s) you care about most appear first. You can use the global entity selector at the top of the dashboard page to temporarily override widget settings if you need to view any other data.
Troubleshooting ✨
If you still require help on this topic, get in touch with our support team via the chat. We'll be happy to help! 💙