How Do I Create a Combined Intelligence Dashboard?

How Do I Create a Combined Intelligence Dashboard?

Combined Intelligence Dashboards allow consultants to view data from multiple client databases in a single dashboard. Dashboards are created and managed through the Combined Intelligence area within Consultant Tools.

Create a Combined Intelligence Dashboard

1. Choose Consultant Tools, then select Combined Intelligence
2. Select Add Dashboard
3. Enter a name for the dashboard
4. Add the widgets you want to display
5. Save the dashboard

Available Widgets

The following widgets are currently available:

• API Stats Over Time – Displays API usage statistics over a selected time period
• Consolidated Accounts Payable – Displays accounts payable information across multiple client databases
• Consolidated Profit and Loss – Displays profit and loss data across multiple client databases
• Key Election Stats – Displays election-related statistics from participating databases

Access an Existing Dashboard

To access or manage an existing dashboard:

1. Choose Consultant Tools, then select Combined Intelligence
2. Locate the dashboard in the dashboard list
3. Select the hotdog menu to the right of the dashboard name
4. Choose Go to Dashboard