Dashboard Customization

Setting up your dashboard with how you want to view your data is easy with zendit. 

Overview

zendit’s dashboard allows you to add a custom set of charts and data to have quick access to key metrics for cost and transaction volumes, with numerous options to break down the data.

To setup your dashboard, simply click the “Modify Dashboard” button in the upper right hand corner. This will drop you into the editor for your dashboard. 

Your dashboard may contain up to 12 widgets to drill down into the metrics that matter. For widgets that have options on drilling down into data, you may add the same widget type multiple times to your dashboard. As an example, if you are selling products for both Central America and Africa, you may add 2 geographic chart metrics with one zoomed to Central America and one zoomed to Africa.

Setting up the dashboard

After clicking the Modify Dashboard button, you are dropped into the edit mode for your dashboard. The dashboard is a grid of columns and rows where you can place widgets right where you want them.

Once you’ve selected the type of widget you want, it will add the item to the row. You can additionally add rows above or below to get items ordered how you want.

You can remove a widget from the row by clicking on the “X” in the upper right corner of the widget.

You can also change what type of widget you want by clicking the “Select Chart” button on an existing widget to select a different type.

Drag and Drop

Dashboard customization also allows you to drag and drop widgets. You can drag them inside the same row to put them in a different order or drag a widget to a different row. 

When you’re satisfied with the selections, click the “Save & Exit” button and your dashboard will display the widgets you have selected in the positions that you placed them.

Special Notes about Sales (Revenue), Margins and Profits

zendit provides widgets with options to show Sales (Revenue), Margins and Profits and comparison of costs to sales.

Widgets with these types of metrics are only accurate for clients who integrate directly with the zendit catalog using the pricing system, or keep their pricing up to date in the Zendit catalog.

Date Selections on Widgets Explained

Each widget supports 5 date breakdowns:

• Today – breaks data down into the 12 hour period starting at midnight (12:00:00 am / 00:00:00) and runs through 23:59:59 (11:59:59 PM) of the current day. Zendit will select data from the start of day through the current date/time. 
• This Week – Zendit starts the week on Monday at midnight and runs through 23:59:59 (11:59:59 pm) on the Sunday of the week. Zendit will select data from the start of the week through the current date/time.
• This Month – Zendit starts with midnight (12:00:00 am / 00:00:00) on the first day of the month and ends at 23:59:59 (11:59:59 pm) on the last day of the month. Zendit will select data from the start of the week through the current date/time.
• This Quarter – Zendit uses calendar quarters with Q1 running January 1 through March 31, Q2 running April 1 through June 30, Q3 running July 1 – September 30, and Q4 running October 1 through December 31. All quarters start at midnight (12:00:00 am / 00:00:00) of the first day of the quarter through 23:59:59 (11:59:59 pm) of the last day of the quarter. Zendit will select data from the start of the week through the current date/time.
• This Year – Zendit uses the calendar year starting on January 1. Selecting this option, Zendit will select data from midnight on the first day of the year (00:00:00 / 12:00:00 am) through the current date/time.

For charts that plot data on the date time series (Trends Line and Bar Charts) the entire time period selected will be plotted and future dates that are part of the series (e.g. Selecting Time Period of this week and the current day is Wednesday) zendit will display values of 0 for the upcoming periods in the time selection.

For all time values series, the start of day is based on the timezone the user is located in. For users that travel, analytic values will be computed based on the timezone the user is currently in. For example a user in Los Angeles, all times will be handled using US Pacific Time Zone. For users in New York, all times will be handled using US Eastern Time Zone.