The Dashboard is the page that you land on when you log in to the Aspire platform, and you can always return to it by clicking the logo in the top left corner of the screen. This information hub has three columns that each give you at-a-glance insights into every corner of Aspire you want to see.
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When you first get your Aspire user profile, the Dashboard probably won’t have much on it. As you work in Aspire, you’ll start to fill up the Dashboard with useful information. You also might not see some of the columns discussed in this article. To learn how to add columns to the Dashboard, read our article about editing your user settings.
Watch the video below and keep reading for an overview of the Dashboard!
To Do List and Recent Activity column
The dashboard’s left column contains the Do To List and Recent Activity sections. Expanding either section shows the same Date, Subject, and Regarding columns which you can click to sort by.
To Do List
The To Do List section shows expandable areas for your open Issues and Tasks. Click the Overdue, Today, and Next tabs to quickly filter your issues and tasks. Please note that the dates appear in the same time zone as the location of the person who created the item, not your current time zone.
You can sync your Google or Outlook calendar to Aspire to view appointments created externally in the To-Do List!
Click the New button to create a new Appointment, Task, Issue, Email, or Milestone.
Click the three-dot icon next to an issue or task to mark it as complete or open the Quick View. Quick View is a small window where you can edit the item’s due date and add notes.
Click on a subject or regarding link to go to the detail page for the item.
Recent Activity
This section shows a list of the last ten things you did in Aspire before logging out last. This is a great place to pick back up where you left off the previous day, like continuing an estimate or closing an issue.
This section has Date, Subject, and Regarding columns which you can click to sort by. Click on a subject or regarding link to go to the detail page for the item.
Metrics column
The middle column shows Metrics – at-a-glance information about single data points that help you understand how your company is doing and get ahead of potential issues.
There are three Display Types that determine how Metrics appear on the Dashboard which you can select when creating or editing a metric. To help you understand the Metrics column, it’s important to understand the three Display Types.
Number Only metrics
This display type shows a simple count for a single data point, such as the number of or revenue dollar amount from Opportunities won.
Gauge metrics
This display type looks a bit like a speedometer that plots progress in a single data point. When creating a new Metric, selecting this Display Type reveals the Goal Override and Goal Range fields. The Goal Override field let you add a goal marker to the Gauge at the defined count or amount. The Goal Range field is where you enter an acceptable range of success for your goal.
Example: You’re creating a metric for Opportunities Closed Won ($) and enter $450,000 in the Goal Override field as the ideal amount your company hopes to win for the given Period. This is a soft goal, and you want to allow a 10% margin of error on this ideal, so you enter 10% in the Goal Range field. At the beginning of the month, the resulting Gauge would look like the left image below. As you climb toward your goal, the blue progress bar shows your progress like in the right image below.
The gauge shows your current progress in black in the middle. Below that, the value you entered in the Goal Override field appears in red.
If you don’t enter any values in the Goal Override or Goal Range fields, the gauge shows a gray bar with the total amount segmented by quarters. If you aren’t setting a goal or range, you’re better off using the Number Only option.
Progress Bar metrics
This display type shows a 0-100% bar for a single data point. Like the Gauge type, selecting this type when creating a new Metric reveals the Goal Override field. However, the Goal Range field isn’t available. Here’s how the Progress Bar for our Gauge example above might look.
If you aren’t sure which Display Type to use, this decision tree helps clarify the options.
KPI column
Th right column is where you find KPIs. KPIs, or Key Performance Indicators, are another way to get at-a-glance insight into your company’s performance. Unlike Metrics, KPIs can show multiple different data points in a single frame and are highly configurable. Learn about each type of KPI you can create in our KPIs and Insights article collection.
Now you know the basics about the Dashboard. Keep exploring the articles in this section to learn more!