The Web Portal Dashboard is a set of widgets on the Web Portal Home Page that will show you Sales Summary, Buyer Type Summary, Event Availability, and Active Member Stats for your organization. Once your user has permission to view these widgets, you can use them to get a sense of your organization's sales with a quick glance. In order to access the Dashboard, your local administrator or your Agile representative will need to give out those permissions.
There are four dashboard widgets that are available:
- Sales Summary - This widget will show you sales broken down by Sales Line (Event, Membership, Catalog, etc.). The time period for sales defaults to Today, but you can click the drop-down at the top right corner to change the time period to look at other times. You can click the green "X" Excel icon to export the data from the widget to a spreadsheet.
- Buyer Type Summary - This widget lets you compare online, in-person, and gate sales for your chosen time period. You can click the green "X" Excel icon to export the data from the widget to a spreadsheet.
- Event Availability - This widget lets you see the number of items ordered in your chosen time period so you can compare it with the items that are still available. This can help you track the performance of your films or events. You can click the green "X" Excel icon to export the data from the widget to a spreadsheet.
- Active Member Stats - This widget let you see changes in total members you have in your chosen time period as members join or expire. You can change the time period with the drop-down in the top-right corner of the widget. You can drag the gray bubbles near the bottom of the widget to the left or right to look closer at segments of the timeline within your chosen time period. You can click the green "X" Excel icon to export the data from the widget to a spreadsheet.
1. To set up the Dashboard, simply log into the Agile Administration application.
2. Open the Security folder.
3. Click the Permissions node.
4. Select the User Role of the person who needs dashboard widget permissions from the drop-down at the top of the screen.
5. Click on the Reports Tab.
6. Scroll down to the Widgets header.
7. Click on the check box next to the Widget you wish to give to that user role.
8. Click Apply.
The next time someone with that user role signs in to Web Portal, they will be able to see the Dashboard Widgets at the bottom of the page. It can sometimes take 15-30 minutes for a user role's permission to update in Web Portal due to caching.
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