This guide provides a comprehensive walkthrough on how to customize the Admin Portal Dashboard on the StatStak platform. The process involves selecting and configuring Key Performance Indicators (KPIs) and modules, allowing users to tailor the dashboard to their specific needs. This step-by-step guide ensures that authorized users can effectively manage and view critical metrics related to sales, event registrations, and other important data points. Following these instructions will help users optimize their dashboard for better insights and decision-making.
Step-By-Step Guide:
1. Locate Key Performance Indicators (KPI):
Navigate to the main dashboard within the admin portal. Identify the section labeled ‘KPI’ where key metrics such as revenue, lessons completed, and active members are displayed. These indicators provide a quick snapshot of performance and can be customized to meet specific reporting needs.
2. Locate Modules:
Below the KPI section, you will find the ‘Modules’ section. This area allows you to organize and prioritize different data views, such as outstanding payments and unpaid offline fees. These modules are customizable to align with the specific focus areas of your operations.
3. Expand Portal Options:
To modify the dashboard settings, locate and click on the 'Settings' icon in the sidebar. This will expand the portal options, giving you access to various customization settings for your admin account.
4. Open Settings:
Once you have accessed the portal options, select ‘Settings’ from the list. This will direct you to the settings menu where you can adjust various dashboard configurations, including KPIs and modules.
5. Choose Dashboard:
In the Account Settings, find and select the ‘Dashboard’ option. This section allows you to customize the layout and content of your main dashboard, ensuring that the most relevant information is front and center.
6. Edit Home KPI Fields:
Within the ‘Dashboard’ settings, you can select which KPI fields to display on your home screen. Options include metrics like ‘Lessons Completed,’ ‘Active Members,’ and ‘Unpaid Members.’ Adjust these fields based on what is most important for your team’s performance tracking.
7. Modify Sales KPI Fields:
In addition to home KPI fields, you can also modify the ‘Sales KPI Fields.’ Choose from options such as ‘Group Event Registrations,’ ‘Lesson Registrations,’ and ‘Credits Revenue’ to focus on the sales metrics that are most critical to your operations.
8. Select Modules:
Customize the ‘Modules’ section by selecting the most relevant data points for your dashboard. Options might include ‘Outstanding Payments,’ ‘Unpaid Offline Payments,’ and ‘Unpaid Offline Team Fees.’ These selections help streamline your view of key financial and operational data.
9. Assign a Overall Date Range:
To ensure your dashboard reflects the most current data, assign an appropriate date range. This can be done by selecting the date range box in the top-right corner of the dashboard screen. Adjust the dates to capture the period you want to analyze.
10. Select Daily KPI Date:
To view specific daily metrics, click on the date next to the 'Gross Revenue' KPI. This action will allow you to select and display KPIs for a particular day, providing detailed insights into daily performance.
11. Expand KPI Details:
To gain more information about a specific KPI, click the 'View' button next to the KPI of interest. This will expand the detailed view, giving you access to more in-depth data and trends related to that particular metric.
This guide has walked you through the essential steps to optimize your dashboard, helping you make informed decisions based on clear, organized data. This systematic approach ensures a consistent and reliable experience within the StatStak Labs platform.
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