The monitor boards will help you track your clients' metrics all in the same place. You can fill the boards with the most important KPIs and set targets for each of them. In one overview, you can see if one of your clients has a KPI with the state "red". You can even filter on the clients or boards.
Watch this short video or read through the instructions below to create a new Monitoring Dashboard:
How to create a Monitoring Dashboard
Go to the Monitoring tab on the left side panel
Click on the "New Board" button
Add a KPI > Select data source > choose metric
Select a target for a KPI (optional)
Go back to the Monitoring page to overview the metrics per client.
You can filter the clients based on the state of their KPI.
You can also filter boards in the client context.
Getting Alerts for Your Boards!
You can easily subscribe to your boards by clicking on this button:
How do the notifications work?
You will receive an alert when one or more of the KPIs turns from green to red or red to green.
You will NOT get an alert when you just added a KPI with a red target because nothing has changed.
When the KPIs have a green target the moment you add them, but you change the target of one of the KPIs, and it turns red, you will NOT receive an alert.
Still need help after reading this article?
Please explore our help center further or reach out to our support team (firstname.lastname@example.org). You can also schedule a demo to get an answer to all your questions
The Swydo team