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Step-by-Step Guide: Using & Customizing the Home Screen

Step 1: Navigating the Dashboard

  1. Log in to your OptCulture account.

  2. Click the Home / Dashboard icon on the left sidebar navigation.

  3. View the top KPI Banner to review aggregate metrics and trend percentages relative to the last 30 days
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Step 2: Customizing the Layout via Dashboard Builder

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

  2. Reorder Widgets: Click and drag widget headers to adjust positioning.

  3. Add/Remove Modules: Toggle visibility for default components such as Onboarding Progress Tracker, Top Departments, or RFM Customer Segments.

  4. Click Save Configuration to apply changes.
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Step 3: Analyzing Top Departments

  1. Navigate to the Top Departments widget.

  2. Review the Rank and Department columns to identify top sellers.

  3. Check the color-coded indicator tags next to category names (e.g., green +2 or red -1) to assess rank changes compared to the prior reporting cycle. 

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Step 4: Interacting with Customer RFM Segment

  1. Locate the Customer Segments (RFM) widget.

  2. Observe the total customer population figure at the top right.

  3. Hover over or click on any segment block (e.g., At Risk, Champions, About To Sleep) to review total member counts and market share percentages.

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