Articles tagged dashboard

Tell Suprata what kind of business you are, then give each role the right home screen: a default dashboard, optional ones its people can switch to, and widgets switched off where you don't want them. Change a dashboard f...

What every number on the Auto Glass Performance dashboard means, how it is worked out, and what to do when one of them moves the wrong way.

A guided tour of the account dashboard — the page where 80% of customer-related work happens. Every section explained, with recommendations for how to use each.

One screen for money that needs attention: payments the bank sent back, cards that failed, bank transfers still clearing, what's due to charge itself, and what you're owed. Plus a check that the thing watching for bounce...

Every morning Suprata writes each person a short brief of what needs them today, from their customer email, their job notes and their dashboard. How it decides what matters, and how to get the most from it.

Why your dashboard looks different from a coworker's, how to read the numbers on it (goals, pace, month over month, year over year), and how to make it yours: move, resize, remove and add widgets, switch to another dashb...