How to add an indicator to your Dashboard?

The Dashboard counts various indicators enabling to learn how far we are in achieving last year’s objectives. 

Among the available indicators, you may find:

• New contact persons
• Active members
• Memberships coming to an end
• Turnovers
• Entries
• Terminations
• Bookings

This article details how to add an indicator to the Dashboard.

STEP 1: GO TO THE DASHBOARD SETTINGS

You may manage indicators from the SETTINGS menu on the top right- hand corner of the Dashboard.

The Dashboard settings window opens. Two tabs enable to respectively:

- Manage the rights to access the added indicators according to user profiles and how they are organised. 

- Add indicators to the dashboard

STEP 2: TO ADD AN INDICATOR

Please go to the “Adding indicators” tab, then click on “+” on the indicator you wish to add. 

To know the purpose and specificity of the indicator you wish to add, please click on the latter. A description displays. Information about how the indicator was calculated may be added. 

To add an indicator on the Dashboard, you just have to click on the corresponding “+”. It may take some time to update. 

To learn how to manage the fact that some user profiles may view the indicator and some can’t, please read this article.