Applies to: All, permissions vary by role.
Overview
Dashboards in Endear provide centralized views of your brand or store's performance through customizable charts. Within a dashboard, Admins can add, remove, or edit the charts to create a comprehensive view of key brand metrics. Admins can create multiple dashboards to organize different types of data, track key performance indicators, and make data-driven decisions.
Dashboard Access and Permissions
Admins have full dashboard management capabilities across all stores in their organization. They can create, view, edit, and delete any dashboard, including store-specific dashboards and brand-wide dashboards.
Managers and Users can view and interact with dashboards specific to their assigned store location. They can see charts and metrics relevant to their store's performance but cannot access dashboards from other store locations or create organization-wide dashboards.
Available Chart Categories
Dashboards are made-up of charts from multiple data categories to provide comprehensive business insights:
Customer Communications - Track message volume, campaign performance, and conversation metrics to measure customer engagement effectiveness.
Sales Performance - Monitor purchase data, revenue trends, and product performance to understand business growth patterns.
Staff Management - Analyze task completion, customer assignments, and team productivity to optimize operational efficiency.
Clienteling Activities - Measure clienteling activities including number of notes or stories created by an individual or team.
Customer Engagement - Measure appointment bookings and customer interaction with stories.
Marketing Analytics - Track subscription rates, campaign conversions, and marketing channel performance.
Step-by-Step Guide
1. Navigate to Insights > Dashboards using the lefthand navigation menu.
2. Select your desired dashboard from the dropdown menu at the top of the page and use the date range selector to adjust the time period and data scope for all charts on the current dashboard.
3. Admins Only - Enhance an existing dashboard with new charts by selecting Add chart and choosing the appropriate type based on the metrics you want to track.
4. Admins Only - Create additional dashboards by selecting Create a dashboard from the dropdown menu to create a new view organized by a different metric type or focusing on specific business areas.
Still Need Help?
We are happy to assist you for more 1:1 direction. Reach out to our live chat!