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ElevateAI
Training library

Dashboard

3 lessons 路 18 min

Topic guide (PDF)
  1. Lesson 1Your Dashboard Out-Of-The-BoxA tour of the dashboard you land on every time you log in, so you know what you're looking at before you ever touch a setting. 8 minbeginner Video Guide
  2. Lesson 2Customize Your DashboardLearn how to take control of your dashboard layout so it shows you exactly what you want to see. This lesson covers how to rearrange, resize, and remove cards using the Edit mode - so your dashboard works the way you work. 6 minbeginnerFast track Video Guide
  3. Lesson 3Filters, Dates, & Your NumbersLearn how to add custom data widgets to your dashboard so you can track exactly Now that you know how to organize your dashboard, let's talk about how to actually read the numbers on it. matters most to your business. This lesson walks you through the full widget library, how to configure and name each widget, how to set conditions, and how to organize your dashboard once your new cards are in place. 4 minbeginner Video Guide