The NextAgency Dashboard gives you a quick snapshot of what's happening in your agency. It's made up of tiles, which are mini reports that each surface a specific slice of your agency data at a glance. This article covers how to add, organize, and arrange your dashboard tiles.
Accessing the Dashboard
Navigate to the dashboard by clicking the Dashboard icon in the left blue navigation pane. If the navigation pane is collapsed, hover or click the arrow to expand it and see the label. If this is your first time, the dashboard will be empty. No tiles have been selected yet.
Selecting Your Tiles
From the Dashboard, click Select Tiles in the top-right corner.
The Select Tiles panel will open, displaying all available tiles grouped into five categories: Benefits/Policies, Cases, Commissions and Sub-Agents, Miscellaneous, and Notes, Tasks and Tickets.
Check the box next to any tile you want to display. Uncheck to remove it. Tiles come in three formats depending on the data they display: lists, bar charts, and pie charts.
To remove all tiles at once, check Clear All at the top.
When you're done, close the panel. Your selections save automatically.
Once tiles appear on your dashboard, you can drag them left or right to arrange them in whatever order works best for you. There's no limit to how many times you can reorganize.
- Tip: You can select tiles from multiple categories to build a dashboard that reflects your agency's priorities. (for example, combining commission tiles with task activity for an all-in-one operations view)
To save the current dashboard page View, click Save in the top-right. The save dialog that appears will vary depending on which view you're currently on (see How to Use Dashboard Views for a full breakdown of save options).
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Need additional assistance? Email us at support@nextagency.com.