Overview

Learn about Overview functions and use cases

Milda Povilaityte avatar
Written by Milda Povilaityte
Updated this week

Overview is a dashboard for internal use that helps you track ALL your clients’ KPIs in a single window. The dashboard solves a lot of problems at once, so here are the main ones - let us know if you spot one that applies to you!

  1. No single place to track all your clients’ KPIs;

  2. All reports and dashboards are client-facing and never usable for internal goal tracking;

  3. Need to use multiple software tools to see those KPIs in a single place.

  4. Need to manually update large, unwieldy spreadsheets constantly.

For every problem in KPI tracking internally, Overview has a solution prepared. Maybe even for problems you didn’t know you have. Here are some things Overview does best:

  • Provides an overview (ha!) of ALL client folders in a single board.

  • Just like with every other Whatagraph feature, Overview is available to use immediately, with current data sources.

  • Overview eliminates the need to use multiple tools to track your KPIs. No more switching between external tabs!

  • Overview works with all current and future integrations Whatagraph has to offer.

Overview is now LIVE ON YOUR PLATFORM

Here is a video that explains the Overview and how to set it up:


For any questions regarding the use and set up, please get in touch with us via Live Chat. We’re here to help you on every step towards better metrics!

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