AdvoLogix Help

At a Glance Dashboard

Updated

At a Glance is an optional Matter dashboard with up to four charts per record type. The dashboard can be added to any Matter page layout. Analytics are delivered in real-time or in optional snapshot mode. Charts in the dashboard are fully interactive with the ability to easily drill into the report data for further analysis or editing.

The dashboard is not on the Matter layout?

If the dashboard is not visible on your Matter layout or you wish to modify the charts you may wish to ask your administrator to provide you with a preview of how your organization can benefit from the options available.  AdvoLogix Setup provides a series of options your administrator can use to implement the dashboard.  This article will guide your administrator through any changes you may wish to make.

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