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The Home > Business Snapshot widget gives your Associates a quick glimpse at their progress. After going through the checklists in the Get Started section and setting up the KPI for the widget’s tiles, you’ll want to ensure that valid data pulls in and displays.
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Do this on your Live environment.
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Do this for each of your Stores (mainly Corporate, Wholesale, Retail).
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Do this for every market you have set up.
Report any errors you find to Customer Care or your DirectScale contact. |
Before You Start
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Create test Associates that have orders, volume, rank progress, and any other relevant stats. If the Associates don’t have data, there will be no data to show.
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Add the Business Snapshot widget to a Web Office page; typically, clients add it to the Homepage or Team Dashboard.
Testing the Widget
To test:
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Impersonate your test Associate’s Web Office
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Or navigate to
[CLIENTID].office2.directscale.com
and login with your test Associate’s credentials.
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Locate where you added the Business Snapshot widget.
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Each tile should show the appropriate data.
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When you click the tile, more details should display.
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Clicking the Business Dashboard link opens the Associate’s Team Dashboard in a slide-out panel.
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