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.


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!

Did this answer your question?