Working with dashboards

Autopilot’s dashboards are used to:

  • Help measure and track the most important metrics in your business.

  • Set goals on specific metrics and measure your progress towards them.

Accessing the dashboards page

To access Autopilot’s Dashboards page:

  1. Ensure you are signed in to Autopilot.

  2. Click Dashboards in the navigation drawer on the left to open Autopilot’s Dashboards page.

    The dashboard shown is the last one created or viewed, or the top dashboard of the list, which lists all dashboards in alphabetical order.

    On this page, you can manage all aspects of your Autopilot dashboards, including the ability to:

    • create a new dashboard,

    • manage a dashboard, which includes:

      • viewing a dashboard,

      • customizing a dashboard,

      • sharing a dashboard,

      • displaying a dashboard on TV,

      • downloading a PDF of a dashboard, and

      • configuring email notification updates for a dashboard.