Viewing the Standard Dashboard

When you enter a client site, the first thing you’ll see is the dashboard, which can be configured to display data points and points of interest specific to the client and their programs. The custom dashboard is able to display media, charts, stats, event lists, and event calendars. This page also contains filters for Program, Market, Event Type, Tour (Asset) Type, Asset (Tour) Activity Type (if using Assets/Tours), and Period.

On the dashboard, the chart widgets are also exportable. Click on the hamburger icon to see what download options are available.

Types of Widgets

Bar Chart

The Bar Chart is a diagram in which the numerical values of variables are represented by the height or length of lines or rectangles of equal width.

Available Data Options: Weekly breakdown of recap question(s), Monthly breakdown of recap question(s), Recap question(s) by market, Recap question(s) by event type, Recap question(s) by market & program, Recap question(s) by Asset, Recap question(s) by program, Events by market & program, Events by status, Events by program, Events by status and program, Events by status and type, Events by type, Recap select question by market, Recap select question by program, Select type recap question, Recap select question by asset, Yes/No type recap question, Recap Yes/No question by program

Needs Recap (Events List)

An agenda list view of all events in the selected statuses.

Asset Activities List

An agenda list view of your asset activities. You can choose to show all asset activities, past asset activities, present and future asset activities, or only asset activities that can have events requested. You may also choose to exclude certain activity types.

Display Text

A heading to convey a direct message to the user. Allows basic formatting.

Line Chart

The line chart displays information as a series of data points called 'markers' connected by straight line segments.

Available Data Options: Weekly breakdown of recap question(s), Monthly breakdown of recap question(s), Recap question(s) by market, Recap question(s) by event type, Recap question(s) by market and program, Recap question(s) by program, Recap question(s) by Asset, Events by Market and program, Events by Program, Events by status and program, Events by status and type, Events by type, Recap select question by market, Recap select question by program, Yes/No type recap question, Recap Yes/No question by program

Stacked Bar Chart

A stacked bar chart uses bars to show comparisons between categories of data, but with the ability to break down and compare parts of a whole. Each bar in the chart represents a whole, and segments in the bar represent different parts or categories of that whole.

Available Data Options: Weekly breakdown of recap question(s), Monthly breakdown of recap question(s), Recap question(s) by market, Recap question(s) by event type, Recap question(s) by market & program, Recap question(s) by Asset, Recap question(s) by program, Events by market & program, Events by status, Events by status and program, Events by program, Events by status and type, Events by type, Recap select question by market, Recap select question by program, Select type recap question, Recap select question by asset, Yes/No type recap question, Recap Yes/No question by program

Pie Chart

A pie chart displays a circle divided into sectors that each represent a proportion of the whole.

Available Data Options: Recap question by market, Recap question vs. recap question, Recap question by event type, Events by status, Events by type, Select type recap question, Yes/No type recap question

Stat Billboard

The Stat Billboard displays a single data point or computed value that allows users to see the figure "at a glance".

Available Data Options: Custom field sum, Leads field sum, Multiple custom fields sum, Multiple custom fields sum by product, Total events, Total asset activities, Total events with an assigned asset

Map

The national map shows clustered results of event locations. Zooming in will display more specific event location results and allow users to click through to the event summary page on any event.

Agenda (Calendar List)

A list view of all events on the calendar.

Calendar

A standard calendar view of events in the system. Can be toggled between weekly and monthly views.

Media

A preview window that displays a random selection of recent media uploads.

Asset Calendar

A calendar view to display all asset activities. The calendar will include a dedicated section on each day for each asset whether there is a scheduled activity or not. This allows for easy visualization of each assets bookings.