To create a new view, go to the collection of icons in the upper-right hand side of the page and click on the "+" icon. Text will appear when you hover over the icon, confirming that selecting this option allows you to create a new view.
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borderStyle | solid |
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title | Select/Save View Functions |
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A new window will pop up, allowing you to create your default view. You cannot change the name of the default view. For any additional views you create, you can name them anything you want. For now, just click ok and proceed to the next step.
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borderStyle | solid |
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title | Creating a Default View |
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You cannot change the name of the default view |
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What you now see is a blank, default view, ready to be customized with insight panels. The blue dashed lines show you where you “drop” your panel. When you click and drag a panel and get close to a designated area, a "Drop Here" prompt will appear. Releasing the mouse when you see this will snap your panel to the grid and the panel will begin to load. You can practice this with the State Sales Heat Map, located under the Sales Insight section.
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borderStyle | solid |
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title | Empty Default View |
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Once you've dragged your State Sales Heat Map to your view and allowed it to lock and load, you should get something that looks like the below image. Feel free to play around with adding different insight panels. If you want to get rid of any, each panel has an "X" located in the upper right hand corner. Clicking this will delete the panel.
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borderStyle | solid |
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title | State Sales Heat Map Loaded onto Default View |
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You can repeat this same drag-and-drop with another insight panel anywhere adjacent to the existing panel - in this instance to the right and below the State Sales Heat Map. There is a blue band on the top of every insight panel You can re-arrange and swap panels around once they’re on your view simply by clicking anywhere on that blue band and dragging them around.
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Views don't automatically save. If you want to save a view so that it loads next time you log in, you must click the "Save View" located on the upper right hand corner of the view.
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Now, anytime you login, the display you just created will automatically load with the latest sales figures. If you want to change the view, drag around, add and delete the panels you'd like, and press "Save View" again to commit the changes.
Once the default view is created, you can repeat this whole process to make as many more , custom named views as you like using the exact same process described here!