Dashboard

use the dashboard to check the high level health of your revenue, loyalty, customer data, and campaigns dashboard also provides a convenient and easy central location to access various parts of the platform, with helpful navigation links (under the various arrow icons across widgets) to get further details and take actions where necessary account notifications see alerts manager docid\ b9nvsvnsmucmbmqih b2p how to edit dashboard widgets widgets are the building blocks of the dashboard and every client dashboard can be customized to fit your specific needs and preferences to do so click on the column icon in the top right in the side drawer, click on the toggle to activate/deactivate any widget you are not interested in click on the up and down arrows in the order column to move the order of the widgets widgets are organised from left to right, top to bottom you can always re activate a widget at a later date so there's no need to worry about "losing" access to a widget by deactivating them note widget selections are saved across account sessions on a per user basis changes for widget layouts and order are visible only to the user what's on the dashboard included below are the various widgets that users can access in dashboard note when unmentioned, dashboard stats are assumed to be all time revenue the revenue widget includes information on both total revenue and revenue from marketing for the past 90 days clicking on the navigation arrow will link users to the order insights section under my analytics conversions count of conversions over time cost per conversion the cost per conversion (cpc) widget shows information on the average cpc over the past 90 days by default, it will be set to use 'strict' attribution for more information on attribution methods, see campaign reports docid\ amutasfexbbnw pzegp5f campaign recommendations the campaign recommendations widget shows users recommended campaigns pulled from campaign templates clicking on the navigation arrow will link users to template under marketing loyalty the loyalty widget tracks your loyalty members loyalty members all customers that have signed up for your loyalty program the arrow navigates to the personas home page active rate the current number of active members, expressed additionally as a percentage rate clicking on the arrow will navigate you to the customer lifecycle section of my analytics new sign ups the number of new members joining the loyalty program within the past week clicking on the arrow will navigate you to signup forms docid\ hcunkbnambg5ni7hmpgyn aiq explore for users who are unfamiliar with the platform, the aiq explores widget provides a few convenient links to other features and relevant, useful information aiq academy this opens up our learning platform, aiq academy referral program this navigates to an overview of aiq's referrals program new product updates aiq sends regular emails to inform users of new product launches and updates get easy access to all updates through this link aiq support if there's a problem, use the aiq support link to check out aiq's existing documentation revenue from marketing the revenue from marketing widget shows users which conversion actions generate the most revenue, highlighting the top 5 by revenue generated for more detailed information, you can click on the arrow to go to the actions & conversions section of my analytics compare the compare widget provides useful comparisons for your business you'll be able to compare your aov and average cart items at a state and national level against retailers in your industry notes compare is only available for the cannabis industry compare data comes from aggregate data that flows through aiq credits used the credits used widget provides a detailed overview of the credits you've used and what channels they've been spent on clicking on the arrow will navigate you to the billings & history the credits used widget updates every 24 hours and cannot be guaranteed to include campaigns launched within that timeframe top campaigns the top campaigns show the top 7 campaigns by roi the arrow navigates to campaign reports top products & brands the top products & brands widgets show the top 7 by revenue locations lowest on stock this widget shows the locations (up to 7 in the small table) sorted by average stock in ascending order by clicking on "see all", users with more than 7 stores can see the rest of their stores sorted by average stock popular brands you're not selling this widget shows the top 7 brands (up to 7 in the small table) sorted by revenue click "see all", to see the rest of the brands you're not selling sorted by revenue note this data comes from aggregate data that flows through aiq brands will have slightly different widgets to reflect their specific needs the following are changed for brands "popular brands you're not selling" becomes "retailers not selling your product" "locations lowest on stock" becomes "retailers almost out of stock" "top brands" becomes "top selling retailers" retailers almost out of stock averge stock comes from market data faqs are the dashboard widgets customizable by user or per account? dashboard widgets are customizable by user , meaning each user can personalize their own dashboard layout and widgets without affecting other users in the same account