On TRYTN, you can create and save both private and shared dashboards to easily access a visual display of shop activity and performance, all from one convenient location. Simply add preset widgets or create your own from custom reports for an efficient way to track and analyze your shop's progress over time.
This article covers the following topics:
- Create a Customized Dashboard
- Add Widgets to your Dashboard
- Widget Types
- Widget Settings
- Create a Customized Widget
- Re-Order Widgets on a Dashboard
- Dashboard Layout Options
- Remove Widgets from a Dashboard
- Delete a Dashboard
- How to Find an Existing Dashboard
- Dashboard FAQs
Create a Customized Dashboard
To set up a new dashboard for your shop, start by clicking on Dashboard in the main navigation while logged in to your TRYTN account. From here, click on the green +New Dashboard button at the top of the page.
The New Dashboard overlay will appear on your screen.
Here, you will start to create your new dashboard by entering the following information:
STEP 1: Create a Title
In the Title field, enter a concise name to describe your dashboard. This is the name you will access to view your saved dashboard settings in the future.
STEP 2: Determine Level of Visibility
Under the Visibility setting, you can determine who has access to your new dashboard. Select "Private" if you wish to keep the dashboard private to only you. Select "Shared" to share it with other users with accounts assigned to your shop.
STEP 3: Choose a Layout Design
Under Layout, you will select the structure of your dashboard, which includes the shape and sizes of widgets on the dashboard screen. To view all layout types, see Dashboard Layout Options later in this article.
STEP 4: Save Your Settings
Once you've completed the settings for your new dashboard, click Save Changes at the bottom of the page overlay. On the next screen you see the template you've chosen for your dashboard (example below).
These dashboard settings can be updated at any time. Note that if you change the layout any widgets you have added will be automatically moved into the first column of the first row.
Add Widgets to your Dashboard
To start adding widgets to your dashboard, you must first put the dashboard into 'Edit mode' by clicking the click the blue Edit Dashboard button and then clicking Add Widget button at the top of the page.
From the Add Widget overlay, you can click any of the green "+" to expand categories and determine which widgets best accomplish the goals needed for your dashboard. Only one widget can be selected at a time. Once you have made a selection, click Add Widget at the bottom of the overlay to view it on your dashboard layout.
On our sample dashboard below, we added the widget "Orders by Product Type."
Note that each time you add a new widget to your dashboard, it will be added to the first (top-left) placement in the layout, however you can reorganize them to any placement you like. As you make changes to the widget arrangement, click the blue Save Changes button to see your changes implemented in the dashboard layout and ensure your changes are retained.
There are 4 types of data you can pull for your dashboard; each is indicated with one of the icons shown below.
Below we've included examples for each type of dashboard widget, along with any available setting options. See Create a Customized Widget if you prefer to design your own instead of choosing one of the preset options.
TYPE 1: Chart Widgets
Several preset widgets offer results displayed in chart format. Settings for these widgets allow you to choose the type of chart preferred to best display your data: bar chart, pie chart or table (table display is only available for customized widgets). Note: Settings can only be selected once you add a widget to the dashboard view.
Below we've included an example to show the Orders by Product Type widget, including sample charts that can be created if it is selected.
Once a widget has been placed into the dashboard, you can scroll over a chart to see the specific counts. For example, in the bar chart below you can see there were a total of 15 orders placed on Tuesday.
Chart widgets are included for the following types of data:
- Orders by Day of the Week
- Orders by Hour
- Orders by Product Type
- Revenue by Product Type
- Top 5 Payment Tags
- Top 5 Buyer Countries
- Top 5 Buyer Languages
TYPE 2: Numeric Value Widgets
In some cases, widgets display a simple numeric value for the output. In the example below, we show the output for the Average Order Value widget.
Numeric Value widgets are included for the following types of data:
- Average Order Value
- Abandoned Carts (Balance)
- Abandoned Carts (Count)
- Outstanding Invoices (Balance)
- Outstanding Invoices (Count)
TYPE 3: Calendar Widgets
Calendar widgets are included for data sets that need to be displayed by date. The example below shows a sample of the Upcoming Reservations (Calendar) widget.
Calendar widgets are included for the following types of data:
- Upcoming Reservations
- Staff Schedule
- Asset Calendar
- Your Schedule
TYPE 4: Contact Widgets
Currently there is only one widget that includes contact information and this is specific to Account Managers (found under the System and Security widget category). The example below shows the Account Managers widget, along with an example of the output.
You'll notice when you add widgets to your dashboard that Chart, Numeric Value and Calendar widget types include a blue Settings button. This option allows you to configure the widget display when in Edit mode. Settings options for each type of widget are explained in detail below.
Settings for Chart & Numeric Value Widgets
When the Settings button is clicked for a Chart or Numeric Value widget type, you have the option to choose the following:
1. Date Range
Using the dropdown menu, you have the ability to select whether you'd like the Numeric Value or Chart to display results for the current day (Today), the previous day (Yesterday), the previous week (Last 7 Days) or the previous month (Last 30 Days), depending on what is preferable for your dashboard metrics display. Note: This setting is available to update the data for Chart widgets and Numeric Value widgets only; not all Numeric Value widgets are applicable. The date range selected will be displayed in the top right corner of the widget when in the dashboard view.
2. How the Data is Displayed
While Numeric Value widgets can only display as Single Value, Chart Widgets offer the ability to change the type of chart presented on the dashboard view. By using the dropdown menu, you can select whether you wish to include a Bar Chart, Pie Chart or Table to display your data. Note that Table is only available for custom widgets.
3. Number of Results Shown
For select Chart Widgets, you can specify the number of results you would like to display. Use the dropdown menu to select either 5, 10 or 15 results, based on your preference for the chart. Note: The number of results shown for Numeric Value widgets will always be a count or total, and therefore a single value will be displayed at all times.
Settings for Calendar Widgets
When the Settings button is clicked for a Calendar widget, you have the option to configure the following Display Settings, Product Filters and Booking Filters.
1. Display Settings
The checkboxes under Display Settings allow you to select your preferences in terms of what information appears on each scheduled product on the calendar. Each of these options is explained in more detail below.
Activity Title is included for all calendar items and cannot be de-selected.
To include the start and end time for all events on your dashboard calendar, check the box next to Display activity time on the calendar item?.
Sample Event with Activity Time Indicated:
To include the current number of tickets already purchased (or "taken") on calendar events, check the box next to Display quantity sold on the calendar item?.
Sample Event with Quantity Sold Indicated:
To include the number of tickets still available for purchase on calendar events, check the box next to Display quantity available on the calendar item?.
Sample Event with Quantity Available Indicated:
Any combination of these 3 Display Settings checkboxes may be selected. If all 3 are chosen, the calendar will include the activity time, as well as the number of spots booked and still available.
Note: Staff and Assets will only appear for calendar events where staff members and/or activity assets have previously been assigned. For more details, see Staff Setup & Management and Assets. To assign assets to your products, see Scheduled Activities - Schedule Settings.
2. Product Filters
The checkboxes under Product Filters provide the option to narrow what is shown on the dashboard calendar view to only invoices, products available for online booking, only products that are not available for online booking, or both/all. The checkboxes under the public versus private checkboxes offer the option to narrow what is shown on the dashboard calendar view to only products with completed bookings, only those without any bookings, or both/all.
Simply check all boxes for settings you want to see on your widget and click Save Changes to update the current widget configuration. All changes will be incorporated on each calendar date for this particular dashboard widget.
Create a Customized Widget
When generating a dashboard, you have the option to add your own customized widget based on custom reports saved to your TRYTN account. (To create a new custom report, see our Generate a Custom Report article.) To set up a customized widget for your dashboard from the Dashboard screen, get started by either opening an existing dashboard or creating a new one. Then click the blue Add Widget button at the top of the page.
At the bottom of the category list, click on + Custom Widget to expand the selection.
Here you will see 3 dropdown menus used to select the data used to build your custom widget. Each of these is explained in detail below.
1. Custom Report
In the first column, click the Custom Report menu to select one of the custom reports from your TRYTN account. The report you select here will be used to pull data for your widget.
2. Display As
Using the Display As dropdown menu, you can choose the type of visual used to present the chosen data from your custom report: Bar Chart, Pie Chart, or Table.
3. Select a Date Range
In the final dropdown menu, labeled Select a Date Range, you can choose the dates from which data will be pulled for your widget results. Depending on the report chosen to create your widget, you have the option to select either the current date, dates from the past, or dates in the future. Date ranges that are not applicable for the particular report chosen will be greyed out and not available for selection.
Once all selections have been made, click the green Add Widget button and your custom widget will be added to the dashboard. See Widget Settings, if needed, to adjust the chart type, date range, and/or number of results displayed in the dashboard view at any time.
Re-Ordering Widgets on a Dashboard
You can rearrange widgets in your chosen layout by clicking and dragging the widget to the preferred location. You can only drop the widget into the new spot in the layout when the dashed outline is showing (see below).
Each time you make a change to your dashboard, click the blue button to Save Changes.
Dashboard Layout Options
Several layout templates are provided so you can choose the best arrangement for your dashboard metrics. Each of the layout options is displayed below. They range from one to four columns of various sizes and are designed to fit any data fields you need.
Remove Widgets from a Dashboard
To delete a widget from your dashboard, simply move your mouse to hover over the widget and you will see an orange Remove button. Click this link to remove the selected widget from your dashboard. Remember to click Save Changes when any changes have been made, to ensure your edits are retained.
Delete a Dashboard
To delete a dashboard, simply open the dashboard you no longer need and click the orange Delete Dashboard button at the top of the page. Note: Once you confirm the change, the deleted dashboard will not be able to be retrieved.
How to Find an Existing Dashboard
To view or edit a previously created dashboard, start by navigating to the Dashboard screen by clicking on Dashboard in the main navigation from your TRYTN account. At the top of the page, you will see a grey bar with the Dashboards dropdown menu.
From here, you can click the dropdown to view all existing dashboards on your account. Simply select the dashboard you want to open and it will display on the screen below. Opened dashboards can be viewed but only Private dashboards or those created by you can be edited. Be sure to save any changes as you update a dashboard to ensure all edits are retained.
Is there a limit to the number of dashboards I can create?
No, create dashboards for any purpose you need.
Can I create a dashboard that only I can see?
Yes, when creating the dashboard select the Private visibility option. Only you will be able to see the dashboard.
Can I create a dashboard that others at my company can see?
Yes, when creating the dashboard select the Shared visibility option. Only users at your company will be able to see your dashboard.
Can other users modify a shared dashboard?
Yes, any user with access can modify a shared dashboard.
Why can't I delete or change widgets on System dashboards?
System dashboards are the same for every user and unable to be changed.
Is there a limit to how many widgets I can add to a dashboard?
Yes, each dashboard can have a maximum of 12 widgets. Once 12 widgets are added, the Edit Dashboard button is no longer visible.
Can I add the same widget multiple times to a dashboard?
Yes, this is possible so that you can add the same widget for different timeframes or with different chart types, if needed.
Do I need to add a widget to each column of a dashboard?
No, technically you do not.