How Do You Change The Layout Of The Dashboard?

The Retention Pro Dashboard contains a lot of snap shots of reports that are otherwise available through the Analytics section.

 

Please note - This feature is only available to Owner level users

As you get comfortable using the Retention Pro Dashboard you may find that you prefer using some reports over others. For instance, lets say you find the Year Over Year Averages graph to be more informative than the Customer Visit Frequency chart.

First, you will go to the report you wish to move. You will see your mouse “arrow” change to a “hand”. dashdrag-1

Once you have the “hand” for your mouse you can click on the section, then drag and drop it to where you would like move it to.

 

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If at any time you would like to return to the original layout simply scroll to the top of the page and click the red button at the top right above the date.

 

This feature can be turned off if you do not wish to have it active.  Click on Management at the top of the screen, from the Company Settings menu select "General" and use the toggle that says "Enable Dashboard Drag Drop" to turn it off or on.

 

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