Dashboard Update
The dashboard is back and better than ever, providing a detailed breakdown of key reports in an easy-to-understand graphical format. These reports deliver critical insights into platform activity, including:
- Shares Transaction Amounts
- New vs. Recurring Members
- Loan Transaction Amounts
- Savings Transaction Amounts
Metrics are displayed on a month-by-month basis, offering clear tracking and trend analysis over time.
Key Enhancements:
- Daily Breakdown of Transactions: Gain a granular view of daily activity alongside broader monthly trends.
- Registered Users Over Time Graph: Highlights user registration trends and growth trajectory, displayed month by month.
Steps to Customize the Dashboard
- Log In: Access the CAMS admin portal and navigate to the Dashboard section.
- Edit Dashboard: Click the “Edit” button to make changes.
- Add or Modify Tabs:
- Attach a new section by clicking “Add Tab” or select an existing tab (e.g., General Tab) to edit graphs.
- Label the new tab in the popup text box and save it.
- Add Charts:
- Click the “+Add Chart” button to attach new graphs to the chosen tab.
- Select the desired graph/chart from the popup menu by checking the corresponding box and clicking “Add.”
- Save Changes: Always click “Save” after edits to apply changes.
Benefits of the Updated Dashboard:
This revamped dashboard provides a summary view of data, ensuring a comprehensive perspective on IFG activity. With enhanced visibility into metrics, users can make better-informed decisions and gain a clearer understanding of organizational performance