How to set up your Dashboard

Here you will information on how to set up your unique dashboard

On the dashboard you can find different reports that will give you an insight into your business.  You can choose different reports that can reflect on your items, orders subscriptions and payments.

1. Log into admin.salescloud.is
2. Navigate to Dashboard
3. The dashboard always starts with a default board which you can design to your preference (if you want to create a new board for something specific you can click on the box next to the DEFAULT and choose a descriptive name for it, e.g. Online Sales.
   
   
4. Under the header you will find settings for Period / Channels / Time of Day that you can filter by. For example, if you only want to see online sales for yesterday, you set period to  yesterday, channel to online, and time of day to All day.
5. Each box on the dash has settings and export options at the top right corner.
   
   
   1. PDF is for PDF export.
   2. XLS is for Excel / Numbers export.
   3. Arrow up is to move box up a slot. 
   4. Arrow down is to move box down a slot.
   5. Arrows in cross is for drag and drop. 
   6. Gear icon is for settings, you can change the size of box or delete under settings.
   7. Circular arrow is for refresh. 
6. To add a box press the pink plus button at the top right corner of the Dashboard. You can use the search field or scroll down list to find the information you are looking for. 
   After a box has been added to the dashboard you will need to refresh page before it appears.