Introduction to Dashboard Charts

The Dashboard Charts feature has been specifically crafted to simplify your marketing project data, presenting it as easy-to-understand charts.


Here are some of the key highlights:


Projects Overview:

  • New Projects Count: See how many new projects started in your chosen time.
  • Briefs Submitted: Stay updated on the number of new briefs.
  • Finalised Deliverables: Keep track of main events and finished tasks for set times.

 

Approval Dynamics:

  • Approval Status: Check how many deliverables are waiting for approval and how many are approved.
  • Revisions and Versions: See the average number of versions for each deliverable.
  • Change Requests Timeline: Watch the pattern and number of change requests.
  • Ongoing Approvals: Know about the number of deliverables that are currently pending approval.

 

Resource Metrics:

  • User Activity: Look at how often users log in to understand team activity.
  • Time Analytics: Dive into the time spent on tasks by Department or even User.

 

Comparative Insights:

  • Month-over-Month Analysis: See monthly trends by comparing data from the current month to the last.
  • Annual Data Examination: Review yearly progress against past years.

 

Get in touch with your Customer Success team in order to have this feature turned on for you organisation. 


How to access the Dashboard Charts:


To access the Dashboard Charts, click on your profile & preferences menu situated on the top right corner. Then, click on the Dashboard Charts option.

The Approval Statistics (numerical) chart will be displayed by default. Click on the dropdown button to see the other available charts.

You can easily adjust the date range, period length, and compare the data to the previous period.



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