Navigate to Dashboards by opening LiveFlow and heading over to the Dashboards section.
Select Your Dashboard Worksheet: Choose the specific Dashboard worksheet where you want to add Scorecards or other visual elements.
Access the Settings Sidebar: Open the Settings sidebar located on the right-hand side of the screen.
Choose a Display Option. Under the Display section, you’ll find various options for adding visual elements to your Dashboard:
Scorecard
Pie/Donut Chart
Table
Bar & Line Chart
Horizontal Bar Chart
Stacked Bar Chart
Customizing Each Display Option:
Pie/Donut Chart:
Edit the Labels and Values.
Adjust the Inner Radius percentage for a tailored visual appearance.
Table:
Customize for Detail, Total COGS, COGS as a % of Income, Target, and Target Margin. The filters for Table will differ depending on the worksheet
Bar & Line Chart:
Toggle between the Left and Right Axis.
Filter by Percentage, Delta Percentage, Currency, or Number.
Adjust for Current Period and Prior Period.
Horizontal Bar Chart:
Format data as Percentage, Delta Percentage, Currency, or Number.
Stacked Bar Chart:
Format for Percentage, Delta Percentage, Currency, or Number.
Adjust categories defined by either columns or rows.
Show category amounts or normalize stack heights for better comparison.
With these steps, you can effectively create and customize a dynamic Dashboard that meets your reporting needs.