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How do I Create and Manage Dashboards?

Azavista Support
Updated

Creating and Managing Dashboards

Overview

The Dashboard feature provides a centralized view of key event metrics, participant data, and operational insights. Users can create custom dashboards tailored to their specific needs, duplicate existing ones for reuse, and share views with other team members. Each dashboard supports a variety of widgets that display data such as participant groupings, revenue, event wait lists, email campaign delivery, and more.

Dashboards are fully customizable — users can switch between multiple dashboards, edit their layout, and configure each widget with a meaningful name, graph type, and the specific event it should reflect.

Step-by-Step Approach

1. Create a Dashboard

  • Navigate to the Dashboard section by clicking on the General Dashboard button from the header of the page.
  • Click the option to create a new dashboard.
  • A new blank dashboard will be initialized and ready for configuration.

2. Set a Meaningful Name

  • Once the dashboard is created, click on the name field.
  • Enter a clear and descriptive name that reflects the purpose of the dashboard.
  • Save the name to apply it.

3. Duplicate an Existing Dashboard

  • Open the dashboard you wish to duplicate.
  • Select the Duplicate option from the dashboard actions menu.
  • A complete copy of the dashboard, including all its widgets, will be created and ready for modification.

4. Share the Dashboard View with Other Users

  • Open the dashboard you want to share.
  • Click the Share option and select the relevant users or roles.
  • Confirm the sharing settings to grant access.

5. Edit a Dashboard

  • Open the target dashboard.
  • Click the Edit button to enter edit mode.
  • Make the necessary changes to widgets, layout, or settings, then save to apply.

6. Switch Between Different Dashboards

  • Use the dashboard selector or dropdown available at the top of the dashboard screen.
  • Click on the desired dashboard name to switch to it instantly.

7. Add a Widget for Events Grouped By

  • In edit mode, click Add Widget and select the Events Grouped By widget.
  • Configure the grouping field and select the relevant event.
  • Set a meaningful name for the widget and choose the preferred graph type.
  • Save the widget to add it to the dashboard.

8. Add a Widget for Participants Grouped by a Specific Field

  • Click Add Widget and select the Participants Grouped By widget.
  • Choose the specific field by which participants should be grouped.
  • Select the relevant event, set a meaningful name, and choose the graph type.
  • Save the widget to apply the configuration.

9. Add a Widget for Object Count

  • Click Add Widget and select the Object Count widget.
  • Define the object type to be counted and link it to the relevant event.
  • Set a meaningful name for the widget and save.

10. Add a Widget for Countdown Clock

  • Click Add Widget and select the Countdown Clock widget.
  • Link the widget to the relevant event so that the event date is automatically reflected.
  • Set a meaningful name for the widget and save it to the dashboard.

11. Add a Widget for Participants by Stage

  • Click Add Widget and select the Participants by Stage widget.
  • Select the relevant event and configure the stage breakdown as needed.
  • Set a meaningful name, choose the graph type, and save the widget.

12. Add a Widget for Activity Participant Group by Status

  • Click Add Widget and select the Activity Participant Group by Status widget.
  • Select the relevant event and define the status groupings.
  • Set a meaningful name, select the graph type, and save the widget.

13. Add a Widget for Event Wait List

  • Click Add Widget and select the Event Wait List widget.
  • Link the widget to the specific event that has an active wait list.
  • Set a meaningful name for the widget and save.

14. Add a Widget for Email Campaign Delivery

  • Click Add Widget and select the Email Campaign Delivery widget.
  • Select the associated event and the relevant email campaign.
  • Set a meaningful name, choose the preferred graph type, and save the widget.

15. Add a Widget for Revenue

  • Click Add Widget and select the Revenue widget.
  • Link the widget to the relevant event.
  • Set a meaningful name, select the preferred graph type, and save to apply.

16. Add a Widget for Product Quality

  • Click Add Widget and select the Product Quality widget.
  • Select the relevant event and the product to be tracked.
  • Set a meaningful name, choose the graph type, and save the widget.

17. Set a Graph Type for a Widget

  • After selecting any widget during the add or edit process, locate the Graph Type option.
  • Choose from the available graph types such as bar, line, pie, or others based on the nature of the data.
  • The selected graph type will determine how the widget data is visually presented on the dashboard.

18. Select an Event for a Widget

  • When configuring any widget, locate the Event selection field.
  • Choose the specific event for which the widget should display data.
  • Confirm the selection and save to ensure accurate data is reflected in the widget.

19. Set a Meaningful Name for a Widget

  • During widget configuration, locate the Name field.
  • Enter a descriptive name that clearly reflects the widget's purpose and the data it represents.
  • Save the widget to apply the name and make it visible on the dashboard.

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