Exploring the Dashboard
Last updated October 21, 2024
Exploring the Dashboard in Exactly.ai
The dashboard of Exactly.ai is your command center for accessing all features and functionalities offered by the platform. It is designed to provide you a comprehensive overview of your activities, insights, and any pending tasks. Understanding how to navigate this space is crucial for optimizing your experience with Exactly.ai.
In this article, we will guide you through the various components of the dashboard and how to utilize them effectively.
1. Dashboard Overview
Upon logging into Exactly.ai, you will be greeted by your personal dashboard. This area displays relevant information tailored to your activities and preferences. Here’s what you can expect:
- A summary of recent activities, including sessions conducted and reports generated.
- Quick access to important notifications related to your account and applications.
- Links to feature updates, tutorials, and tips to improve your usage.
2. Navigating the Dashboard Components
The dashboard comprises various components arranged intuitively for easy access. Here's how to navigate through them:
- Use the sidebar menu to access different sections such as Features, Analytics, and Account Management.
- Hover over specific icons in the sidebar to reveal tooltips that explain their functionalities.
- Click on the 'Help' icon for instant access to support articles and user guides.
3. Customizing Your Dashboard View
Exactly.ai allows you to customize the layout of your dashboard to suit your workflow preferences. Follow these steps:
- Click on the settings gear icon to open customization options.
- Drag and drop widgets to rearrange them according to your priorities.
- Choose which widgets to display by enabling or disabling them in the settings menu.
4. Accessing Analytics and Reports
A key feature of the Exactly.ai dashboard is the insights it provides through analytics. To access these:
- Navigate to the 'Analytics' section from the sidebar.
- Select the types of reports you want to generate or view, such as usage statistics and performance metrics.
- Export your reports in different formats for external analysis or presentation.
With these insights and tools at your disposal, you can enhance your experience with Exactly.ai and increase your productivity. Feel free to explore the various features at your own pace, and don't hesitate to reach out for support whenever needed.