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Dashboards Overview

Your guide to navigating and making the most of your dashboards

Philippe Drolet avatar
Written by Philippe Drolet
Updated over 2 weeks ago

Your dashboard is the central hub for managing your business. Since we offer multiple products—All-In-1 E-Commerce Solution, Multi-Channel Inbox, Website, and Services In My Hood—you’ll have a separate dashboard for each product.

Each dashboard shows KPIs and data relevant to that specific product, giving you a clear view of performance and activity.

This guide will walk you through the main features of your dashboards, helping you navigate efficiently and make the most of the insights available.

Section 1 - Accessing Your Dashboards

  • Navigate to All-in-1 E-Commerce, then select Dashboard

  • Navigate to Multi-Channel Inbox, then select Dashboard

  • Navigate to Website Builder, then select Dashboard

  • Navigate to Services In My Hood, then select Dashboard

    Section 2 - Dashboard Header Overview

    The dashboard header is your control center at the top of every dashboard page. It provides quick access to essential functions and key actions. Here’s a breakdown of each element in the header:

    • Dashboard Title & Greeting:
      Displays the name of the current dashboard you are viewing (e.g., “All-in-1 E-Commerce Dashboard”) along with a friendly greeting using your name. This helps you confirm which product dashboard you’re in at a glance.

    • Refresh & Reset Buttons:
      These icons let you quickly update your dashboard data to show the latest information without needing to reload the entire page. Additionally, you can reset your dashboard layout back to its default configuration with ease.

    • Get Set Up Button:
      If your setup is incomplete, this prominent green button guides you to finish key steps quickly, ensuring you get the most from MioCommerce features.

    • Create Button:
      The blue “Create” button gives you quick access to all available actions for adding new items related to the product, such as bookings, quotes, customers, and more.

    Section 3 - KPI Panels

    The KPI (Key Performance Indicator) panels give you a quick snapshot of your most important business metrics, helping you monitor performance at a glance. The dashboard comes with a set of default KPIs, but you have full control to add, edit, delete, and rearrange them to suit your needs.

    Key features of the KPI panels include:

    • Customizable & Flexible:
      Add new KPIs relevant to your business, remove those you don’t need, or modify existing ones to better reflect your goals.

    • Drag & Drop Arrangement:
      Easily reorder the panels by dragging and dropping them, so your most important metrics are always front and center.

    • Default KPIs Included:
      These include Active Customers, Average Booking Value, Average Sales Per Customer, Open Quotes, Top Three Customer Revenue, Total Customers, and Total Sales—giving you a comprehensive overview right from the start.

    • Add KPI Button:
      Use this to explore and add more KPIs, tailoring the dashboard exactly to your preferences.

    This flexible design ensures your dashboard stays relevant and focused on what matters most to your business.

    Note: Each product dashboard is tailored to the specific product. This means the KPI panels you see may differ between dashboards, showing only the metrics and data relevant to that product.

    Section 4 - Key Business Panels Overview

    While KPIs give you a high-level snapshot of your performance, the Key Business Panels provide a more detailed and interactive view of your day-to-day operations. These panels help you track bookings, customer activity, and quotes—all in real-time—and can be customized, rearranged, and displayed in different chart formats to suit you.

    Key features of these panels include:

    • Customizable Date Ranges:
      Adjust the date filters on each panel to focus on the time period that matters most to you—whether it’s daily, weekly, monthly, or custom ranges.

    • Flexible Visualization Options:
      Choose how your data is displayed by switching between different graph types such as bar charts, donut charts, line graphs, and more. This helps you analyze your data in the most meaningful way.

    • Editable & Rearrangeable Panels:
      Modify panel settings to prioritize the metrics most relevant to your business. You can also drag and drop panels to rearrange their order on your dashboard, creating a personalized layout that suits you.

    Included Panels:

    • Next 5 Days at a Glance: Get a clear timeline view of your upcoming bookings for the next five days, helping you stay organized and prepared.

    • Bookings Sales/Collections: Track bookings sales and collections.

    • Customers: Monitor your active customer base.

    • Quotes & Open Quotes: Keep tabs on all your quotes, including those still open.

    • Incomplete Bookings: Identify and review bookings that haven’t been marked as complete.

    By tailoring and arranging these panels, you create a dashboard experience designed to help you make faster, smarter decisions every day.

    Note: Each product dashboard is tailored to the specific product. This means the key business panels you see may differ between dashboards, showing only the metrics and data relevant to that product.

    Wrapping Up

    Your dashboards provide a complete view of your products, helping you track performance, manage, and stay on top of key metrics.

    👉🏻 Want to try out this feature in our simulated environment: Try Live Tour and become an expert today! 😊

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