Account Notifications
See Alerts Manager.
How to Edit Dashboard Widgets
Widgets are the building blocks of the dashboard and every client dashboard can be customized to fit your specific needs and preferences. To do so:
Click on the column icon in the top right
In the side drawer, click on the toggle to activate/deactivate any widget you are not interested in
Click on the up and down arrows in the order column to move the order of the widgets
Widgets are organised from left to right, top to bottom. You can always re-activate a widget at a later date so there's no need to worry about "losing" access to a widget by deactivating them.
ℹ️ Note: Widget selections are saved across account sessions on a per user basis. Changes for widget layouts and order are visible only to the user.
What's on the Dashboard
Included below are the various widgets that users can access in dashboard
ℹ️ Note: When unmentioned, dashboard stats are assumed to be All Time
Revenue
The revenue widget includes information on both total revenue and revenue from marketing for the past 90 days. Clicking on the navigation arrow will link users to the Order Insights section under My Analytics.
ℹ️ Note: Revenue data for this chart is only updated once a week, so you may see up to 6 days of data lag.
Conversions
Count of conversions over time.
Cost Per Conversion
The Cost Per Conversion (CPC) widget shows information on the average CPC over the past 90 days. By default, it will be set to use 'strict' attribution. For more information on attribution methods, see Reporting.
Campaign Recommendations
The Campaign Recommendations widget shows users recommended campaigns pulled from campaign templates. Clicking on the navigation arrow will link users to Template under Marketing.
Loyalty
The loyalty widget tracks your loyalty members.
Loyalty Members: All customers that have signed up for your loyalty program. The arrow navigates to the personas home page.
Active Rate: The current number of active members, expressed additionally as a percentage rate. Clicking on the arrow will navigate you to the Customer Lifecycle section of My Analytics
New sign-ups: The number of new members joining the loyalty program within the past week. Clicking on the arrow will navigate you to Signup Forms
Opt-ins per channel
Shows how many customers are opted-in to specific channels.
Email: Total customers opted in to email
SMS: Total customers opted in to SMS/text
Pending Double Opt-in: Customers awaiting SMS double opt-in confirmation
Native Push: Total customers opted in to native mobile app push notifications
Browser Push: Total customers opted in to browser push notifications
Voice: Customers opted in to SMS/text are also eligible to receive voice drops
AIQ Explore
For users who are unfamiliar with the platform, the AIQ explores widget provides a few convenient links to other features and relevant, useful information:
AIQ Academy: This opens up our learning platform, AIQ Academy.
Referral Program: This navigates to an overview of AIQ's referrals program
New Product Updates: AIQ sends regular emails to inform users of new product launches and updates. Get easy access to all updates through this link.
AIQ Support: If there's a problem, use the AIQ support link to check out AIQ's existing documentation.
Revenue from Marketing
The Revenue from Marketing widget shows users which conversion actions generate the most revenue, highlighting the top 5 by revenue generated.
For more detailed information, you can click on the arrow to go to the Actions & Conversions section of Retail Analytics.
Compare
The Compare widget provides useful comparisons for your business. You'll be able to compare your AOV and average cart items at a state and national level against retailers in your industry.
ℹ️ Notes:
Compare is only available for the cannabis industry.
Compare data comes from aggregate data that flows through AIQ.
Credits Used
The credits used widget provides a detailed overview of the credits you've used and what channels they've been spent on. Clicking on the arrow will navigate you to the Billings & History.
ℹ️ Note: The Credits Used Widget updates every 24 hours and cannot be guaranteed to include campaigns launched within that timeframe
Top Campaigns
The Top Campaigns show the top 7 campaigns by ROI. The arrow navigates to Campaign Reports.
Top Products & Brands
The Top Products & Brands widgets show the top 7 by revenue.
Locations Lowest on Stock
This widget shows the locations (up to 7 in the small table) sorted by average stock in ascending order. By clicking on "see all", users with more than 7 stores can see the rest of their stores sorted by average stock.
Popular Brands You're Not Selling
This widget shows the top 7 brands (up to 7 in the small table) sorted by revenue.
Click "See All", to see the rest of the brands you're not selling sorted by revenue.
ℹ️ Note: This data comes from aggregate data that flows through AIQ.
Brands will have slightly different widgets to reflect their specific needs. The following are changed for brands:
"Popular Brands You're Not Selling" becomes "Retailers Not Selling Your Product"
"Locations Lowest on Stock" becomes "Retailers Almost Out of Stock"
"Top Brands" becomes "Top Selling Retailers"
Retailers almost out of stock
Average stock comes from market data and is based on an average of each SKU's days of stock per retailer.
FAQs
Are the dashboard widgets customizable by user or per account?
Dashboard widgets are customizable by user, meaning each user can personalize their own dashboard layout and widgets without affecting other users in the same account.