Step-by-Step Guide: Configuring & Using Dashboards

Step 1: Navigating to the Dashboard

1. Sign in to your OptCulture workspace.

2. Select the Home / Dashboard menu icon from the left primary navigation bar.

3. Review the top aggregate metric cards (e.g., Repeat Sales: 14.1%) to analyze recent business health trends.

Step 2: Editing the Dashboard Layout

1. Click the Edit Dashboard button (pencil icon) located at the top-right corner of the dashboard area.

2. Move Widgets: Click and hold a widget's drag header to move it to a different area of the layout grid.

3. Toggle Visibility: Add or remove active data components (such as Onboarding Progress Tracker, Top Departments, or RFM Segments) using the widget management menu.

4. Click Save Layout to apply your changes to your session. 
   

Step 3: Monitoring Department Metrics

1. Scroll to the Top Departments module.

2. Inspect the Rank and Department columns to see top product categories.

3. View the indicator tags adjacent to department titles (e.g., green +2 or red -1) to track shifts in customer purchasing behavior. 

Step 4: Analyzing RFM Segments

1. Navigate to the Customer Segments (RFM) treemap.

2. Locate the overall customer population count listed in the top-right section of the widget.

3. Hover over or click individual segment blocks (e.g., At Risk at 29% or Champions at <1%) to view targeted user lists for direct marketing engagement.