Getting started with client dashboards
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Thackwray Logistics · Getting started with client dashboards
Kelly requested a demo or tutorial on building dashboards for tracking orders and returns by client. Bethan provided a quick guide; Kelly said she would test it.
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Current to 13 Oct 26Kelly requested a demo or tutorial on building dashboards for tracking orders and returns by client. Bethan provided a quick guide; Kelly said she would test it.
Problem: New customer needed guidance on building dashboards. Handling: Bethan provided a quick guide covering dashboard basics: they pull from synced data and support filters by client or time period. Kelly said she would go through the guide and build a test dashboard, reaching out if stuck. Bethan offered further help. Watch: Early onboarding; customer is engaging with the dashboard builder feature.
Details
Updated 9 Oct 26Trail
created · Kelly Swainston 17 Apr 2025 11:03Hi, we've just started setting up the brain for our team. We want to build some basic dashboards for tracking orders and returns by client. Is there a demo or tutorial on how to build dashboards?- public_reply · Bethan Lister 17 Apr 2025 13:07Hi Kelly, great question! I've put together a quick guide for building dashboards and sent it through. The key things to know are that dashboards pull from your synced data and you can add filters to drill down by client or time period. Have a look and let me know if you want a walkthrough.
- public_reply · Kelly Swainston 17 Apr 2025 13:41Thanks, Bethan. That's really helpful. Let me go through the guide and start building a test dashboard. I'll reach out if I get stuck.
- public_reply · Bethan Lister 22 Apr 2025 13:01Sounds good, Kelly. Whenever you're ready, just let me know how it goes or if you need any help. Looking forward to seeing what you build.
- status_change · 13 May 2025 23:59