The dashboard is a helpful landing page where you can display the stats which mean the most to you. It's the first page you arrive to when logging in, and it's customizable to your own preferences.
If you haven't set up a dashboard yet, the below is what you'll see. Grayed out images show you the types of graphs you can set. To begin, just click the "Add Graphs to Dashboard" button to the upper right.
Now, starting at the first option, let's cover the types of graphs you can add. The first is a snapshot of an entire group showing whether each statistic was up or down for the most recent week. After clicking "Add Graphs to Dashboard", click the thumbs up icon.
Select the group you'd like to add to your dashboard and click "Save".
You'll now have a new tile on the dashboard - one line for each stat in the group you've selected, the most recently entered date, the most recently entered value, and a thumbs up to indicate an improved value, or a thumbs down to indicate a declining value.
The next option is a gas gauge. This one is useful if you have a value that needs to stay in a particular range - like income, cash on hand, etc. Start by clicking "Add Graphs to Dashboard", then the second icon that looks like a gas gauge.
Select the stat this will apply to, and set the Red Level and Green Level. Red level is the level that the value should not be below. For example, if I need to keep $100,000 cash on hand at a minimum, then the red level would be 99,999. Green Level is the level at which you're above what's necessary. For example, if I should ideally have up to $200,000 cash on hand, then that's the green level. Click "Include Quota Indicator" if you'd like a second indicator to appear on the gauge to show where the quota fell for that time period.
Now select the number of values you'd like to include. The system will go back that many intervals and add together / average / use the last value based on what you have set on the statistics editing page. Then click "Save" to add it to the dashboard.
The third option to add is a funnel graph.
A funnel graph is generally useful when you have a flow of statistics where one leads into the next, into the next. For example, the number of promotional mailings sent out, number of phone calls, number of interviews, number of sales. Each of these numbers will likely be larger than the next, hence the funnel.
As above, select the number of values you'd like to use for the display. Then select the first stat to use, and whether you'd like this funnel to display quotas or regular values. Then click Add. The stat you'd selected now shows below where you can set the color it should display. Repeat until you have each stat you need on the funnel in the list, and you've selected their colors. Then click "Save".
The next option is a pie graph.
This functions exactly as the funnel graph does - select a stat to add, indicate whether you're dealing with quotas instead of values, and click add. Once you've added all stats you need and set their color for display, click "Save".
Next comes a bar graph - which works exactly the same as the pie graph with two exceptions. First, use the "accumulating" checkbox to indicate that you'd like each value added to the value before so that for example, a value of 5 entered after a value of 3 will display the total 8 instead. Next, if you'd like to override the default scale (which runs from
the lowest value entered for the time period you're viewing to the highest value entered), use the "Scale" boxes. Keep in mind that this could result in values not able to display - for example if you've set the high value of the scale to 20 and then enter a value of 25, that will be off the top of the graph.
Finally, a traditional line graph option. This works exactly as the bar graphs do, and result in the standard graph you'll see throughout UseMyStats.
To add or delete a graph from your dashboard after it's been added, hover over the graph. Two icons will appear. The square with the pencil can be used to edit, while the trash can will delete the graph. It doesn't delete the stat itself, just the image from your dashboard.