Hub Help

Dashboards

Dashboards provide transaction statstics. Dashboards refresh every two minutes. You can select a dashboard timeframe in the following increments:

  • Last 24 Hours

  • Last 7 Days

  • Last 30 Days

  • Last 3 Months

  • Last 6 Months

  • Last Year

  • All Time

Two dashboards are available: Overview and Customer Journey

Overview

The Overview dashboard is a one-page summary of aggregate transaction data for a selected timeframe.

View overview dashboard

To view the Overview dashboard, follow these steps:

  1. Select Dashboards > Overview.

  2. Select a timeframe.

  3. Select List View or Chart View.

    • Select List View to see separate customers.

    • Select Chart View to see all customers.

Dashboard timeframes and views

Example list view

List view

Example chart view

Chart view

Customer journey

Customer journey dashboards help you investigate status event results for a selected customer or all customers.

View customer journey dashboard

To view the Customer Journey dashboard, follow these steps:

  1. Select Dashboards > Customer Journey.

  2. Select a customer or select All Customers in the Curently viewing data for list.

  3. Select a timeframe.

    customer-journey-dashboard-selections.svg

Example customer journey

customer-journey-dashboard.svg
Last modified: 03 October 2024