Customizing Your Default View
Nearly every panel can be customized in a number of ways to allow you to view different slices of your business. When you first log into Avantalytics, you will see the below screen, which tells you that you need to set up your default view and how to set the view up.
When you set up your default view, that will be the view that automatically loads every time you log into Avantalytics. Your default view should be made up of multiple Insight Panels containing the information you are most commonly seeking.
To get started creating your default view, locate the "SELECT VIEW" drop down menu in the upper right-hand corner, and select "CREATE NEW:"
Your first view you create will automatically be named "default" and this cannot be changed. Areas where you can drop your insight panels will be highlighted in blue, as seen below:
Begin building your view by selecting some Insight Panels from the expandable menu labeled "INSIGHT PANELS" located in the left column of the web page. It's best to start simply by dragging and dropping different Insight Panels onto your view and adjusting the settings within the panels until you find a combination you like. You can do this by simply clicking and holding the title of the Insight Panel you like, and dragging it over to the blue outlines. Once you've played around and have found some panels you like, you'll want to customize the settings to your preferences. To bring up the settings on an Insight Panel, simply click on the gear icon, located on the top right of every panel. Below is the "Sales Heat Map" Insight Panel, demonstrating some typical ways you can customize your panel view.
As you can see, it's possible to change a range of variables, such as retailer, sales metric, time period. These metrics, along with several optional features, allow you to create a truly specialized view for your business.
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If you mess your settings up, it's easy to fix! You can always drag a new insight panel onto your view and start over. |
Once you've customized your settings, click the "SAVE" button on the bottom right. The settings menu will disappear and your panel will update. Once you are satisfied with the Insight Panels you have put together for your view - click "SAVE VIEW," located in the upper right of the panel. This will now be the view that automatically loads every time you log into Avantalytics.
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You can replicate the above process as many times as you'd like in the event you'd like additional customized views. When you start the process over, you'll simply name your new view something other than "default." Deleting views is also easy. Simply "X" out all of the Insight Panels on a view and click "SAVE VIEW." Remember, the "default" view cannot be deleted. |
Interacting with Insight Panels
So, now that you know how to customize and arrange views to start showing the health of your business, it's time to see how to use the panels to better explore what the causes of the strength or weakness in your business might be!
Nearly every Insight Panel has "Hyperlink Blue" text. This text indicates links which allow you to run context-sensitive reporting right from the panels.
On Insight Panel maps, you can click on the zoom in/out function on the top left corner, click on the states (or markets) and view state-level, market-level and even store-level detail.
The point of the insight panels becomes clear when you realize you can create custom views into you business. You can then explore the data more deeply by clicking on the panels to access reporting.
The beauty of this is that your report will reflect all the parameters you selected when you created the settings for your Insight Panel. Because of this, you can intuitively explore your sales without having to spend any time creating the report parameters in the reporting library.
Sharing Insight Panels
To share a view you've made, click on "Account Settings," which is near the bottom of the "Home View" menu on the left-hand side, and choose "Manage Views."
You'll be shown a list of all custom views you have already created which, once populated, should look like this:
Ross, would existing views be blank if a user is just getting started?
Settings pop up should have an X in upper right corner.
Simple "exit" button when you bring up "manage views."
Why would someone drag a new insight panel to start over? Why wouldn't they just go back into settings and select new values?