Step 4: Dashboard and Navigation
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      3. Step 4: Dashboard and Navigation

      How to Add or Remove Metrics on the Dashboard

      Add metrics to your dashboard to keep tabs on the performance of your team and the efficiency of your warehouse all from one place.

      The dashboard provides a quick view of your key metrics. You can add or remove any metrics that will help you understand your warehouse or employee performance. You can also click on any metrics on the dashboard to see detailed results.

      Here are some examples of common metrics Infoplus users have on their dashboard: 

      • Backorders
      • Open Work Tickets
      • Open Orders
      • Orders Shipped in Last __ Hours



      NOTE: To see a Wallboard view of your metrics (full-screen view), click the View Wallboard link. See View Metrics as a Wallboard for more information.

      You can personalize and create these metrics specifically for your business needs. They are entirely customizable and can pull any data from within Infoplus. Then, you can set parameters so the metric can alert you when it is in a 'good', 'bad', or 'neutral' state (per your standards). 

      Pro Tip: Metrics are set up on a user-by-user basis. This means if User A is logged in and sets up their metrics on the dashboard, Person B will not see those same metrics and will need to set the same metrics on their dashboard as well (if they want the same one). 

      How to Add a New Metric

      1. On the dashboard, find the Metrics section. Click the gear icon () and select Manage Metrics.
      2. Scroll to the bottom of any existing metrics and click the plus sign.
      3. Select from Pre-Built metrics (if available) or click Custom to create your own metrics.
      4. For custom metrics, select the type of metric you want to create (i.e., "Single Value").
      5. Click Next.
      6. You will be prompted to make selections based on the type of metric you selected. For example, if you selected the "Single Value" metric you will need to select the Smart Filter to be used in the metric.

        Here are the options available for custom metrics:
      7. Once you have made all your selections, click Add. The metric appears in the Metrics section on the dashboard. 
      8. Click Done.

      How to Rearrange Metrics on the Dashboard

      1. Within the Metrics section of the dashboard, click the gear icon () and select Manage Metrics.
      2. Click and drag the metrics into the proper order.
      3. Click Done. 

      How to Delete a Metric

      1. Within the Metrics section of the dashboard, click the gear icon () and select Manage Metrics.
      2. Click the  next to the metric and select Delete. The metric no longer appears in the Metrics section.