Navigating SaaSGrid

SaaSGrid has the following sections in the left navigation pane:

Home: Navigate to your home screen and find your dashboards and data sources.

Workspace Data: See your unified customer data and monitor different data integrations.

Dashboards: See a complete list of your dashboards. Create a new dashboard with the + icon (labeled below). Click on "Dashboards" to see a complete list of all dashboards in your workspace.

Reports: See a complete list of your reports, grouped by report tag. Create new reports or tags with the + icon (labeled below). Click on "Reports" to see a complete list of all reports in your workspace.

To group and tag metrics, either drag a metric into an existing group, or create a new group clicking on the tag icon for the chart.

Within a dashboard, click on + Add at the top right to add a new report to your dashboard. Choose an existing report, or create a new one from the dropdown menu. 

To bring an existing report into a dashboard, you can drag and drop the report into the dashboard. Each report can be resized or renamed by selecting its three-dot menu. For Charts, you can also customize how Metrics are displayed using “Configure Overview”. This includes how the overview numbers are aggregated, the number of periods for the growth rate (if included), and the primary metric for the chart. All changes made on the chart will reflect across all Dashboards.