Elevate your deal-sourcing capabilities by fine-tuning your Analytics to highlight key information. Design a personalized workspace for swift and efficient access. Here's a simple guide to get you started:
Creating a Custom Dashboard:
Go to Explorer: Navigate to the Explorer section on the Cyndx platform.
Initiate Dashboard Creation: Within Explorer, click on "New" and select "Dashboard" to start crafting your personalized workspace.
Tailor Your Dashboard: Customize your dashboard as needed. Filter companies based on cohorts or specific criteria for a focused view.
Arrange Your View: Add and arrange your charts and tables into a single, cohesive view for a comprehensive overview.
Add and Set a Default Dashboard: To add or set as default, view your saved dashboard in your chosen space, click the drop down and choose your action.
You may now be able to view your dashboard on the Analytics Page.
Additionally, here's a video tutorial for reference:
Enhance your analytics experience with custom dashboards on Cyndx. For any additional assistance, reach out to us via or email us at [email protected].