Snapshot has been designed to return an almost instant investment. Very little training is needed to be up and running – most customers would be up and running in 15 to 30 minutes, or at most, under an hour (after installation). Please view our Getting Started Guides for more information – they have been written for quick implementation. The Customer videos below are also useful for understanding how to customise your Community Dashboards. Customers can do this by copying any Community Dashboard, customising further, and then saving a copy for use within their own business. Partners can also create new Dashboards from scratch.
Snapshot Custom Dashboard Designer Introduction
Snapshot allows you to take any Community Dashboard and customise it further to suit the needs of your role and or of the business. You can do this easily using the Snapshot Dashboard Designer.
Other Filtering Options for Custom Dashboards
Learn how to filter Dashboard Items, for example how to view your dates in a Tree View
Grouping within Custom Dashboards (Customer Version)
Sometimes you may want to group Item Sales and Groups Sales together. This brief video shows you how to group
Filtering per Dashboard Item Customer Version
See how to filter per Dashboard items in more detail
