Marketplace Owner and Vendor Dashboards Set Up
Setting up or modifying the Dashboards can be done with a specific Marketplace Owner and Vendor Dashboard login. Typically these are provided during the Project UAT stage, however you can request the Omnyfy support team to set you up with one if you do not have these for your marketplace.
Modifying the Default Dashboards
Editing the Board
When you log into the specific dashboard user, there will already be widgets from our default dashboards set up. You can keep this or modify this at any point. From the top of the dashboard, you will be able to see a button labelled Customise with a cog icon. Use this to edit the dashboard.
Once selected, you can then edit the board, or add widgets. See the additional options appear on selection.
- Add New Widget: Inserts a new widget on to the dashboard
- Edit Board: Edit's the name and privacy of the board. Do not change these as this may impact the visibility of this board to other users.
- Save Changes: This saves the dashboard after changes are made. If no changes are made, this button will not be selectable.
- Reset Changes: Revert back to your last saved state. If no changes are made, this button will not be selectable.
- Refresh: This refreshes the data on this board.
You will also notice that the dashboard now has a diagonal striped pattern to indicate you are in Customise mode.
Adding New Widgets
When you select Add New Widget, a pop up will appear to allow you to select a preset.
You may also Add Empty Widget to start from scratch.
Once the Widget is added, you will be able to see it appear on the board. Empty Widgets will be labelled Untitled Block. While in Customise mode, you will see that the widget has a few other options that you can alter.
- Cog Icon (top right of the widget): This is used to edit the specific widget's details.
- 6 dots Icon (top right of the widget): This is used for dragging and dropping the widget to place it anywhere you'd like on the dashboard.
- Small reverse "L" Icon (bottom right of the widget): This is used for resizing the widget horizontally and vertically.
Widget Details
When selecting the cog icon to view the settings for the widget, a pop up will appear to allow you to modify the details.
Field | Notes |
General | |
Title | This will be the heading of the widget on the dashboard. |
Description | Used to explain more details about the widget. |
Block Type | There are 3 types of displays you can use for the widget: - Single Value: Used to display a single value only. - Table: Used when you have multiple columns you would like to display. - Chart: Used when you would like to compare the different values (depending on the values). |
Time Range | |
Override Dashboard Time | Select this if you would like to set a specific time range that is different from the default dashboard filter you would see from the top of the dashboard (typically monthly). |
Range | Appears only if the above option is selected. Select for which date range you want to set this widget to. Options available below: |
Single Value (if this Block Type is selected) | |
Metric | Use this to select the attribute you would like to display. |
Spark Line | Use this to see a small graph based on the time range. EG: |
Comparison | Use this to show the data comparison (if applicable). |
Table (if this Block Type is selected) | |
Dimensions | Use this to dictate how the rows are split up. |
Columns | Use this to display the various columns on the table. |
Sorting | Use this to dictate which column that the table is sorted in by default. |
Rows Limit | Dictate the maximum rows shown for this table. |
Chart (if this Block Type is selected) | |
Dimensions | Use this to dictate how the rows are split up. |
Columns | Use this to dictate the column for the chart. |
Comparison | Use this to show the data comparison (if applicable). |
Adding Internal Filters
Using Filters is a way for you to narrow down the data to a certain condition (or multiple if applicable). When managing Vendor Dashboards however, this field is not optional, as not setting this will give the visibility for ALL Marketplace Data for this widget (not filtered by vendors) on the Vendor's Dashboard. Below, is the specific filter required to apply for Vendor Dashboards, but the concept is still the same if you wish to add additional filters for both Vendor or Marketplace Owner Dashboards.
Select Add Filter.
From here, you will need to choose the column/attribute used to filter. You can choose specific target fields (eg if you are creating a sales report, you can select sales_order_items|vendor_id).
Alternatively, the omnyfy_vendor_vendor_entity|id also works in most cases - so long as it is to do with the Vendor ID.
You will then need to set it to "==" for the second column, followed by 4 zeros "0000".
There is a script that is triggered when the dashboards are generated, which will replace the 4 zeros, with the vendor ID for that user specifically.
This will only take effect once you run the Dashboard Generator, or when the Vendor is initially onboarded.
Once you have finished with your widget adjustments, you can select Apply in order to save that widget.
You can also choose Cancel, if you wish to cancel any changes to this widget, or select Delete if you no longer need this widget.
NOTE: Ensure you also Save the board by selecting Save Changes, or the widget details will not apply.
Generating Dashboards (for Vendors only)
Once you are satisfied with the default dashboards, you can set this dashboard for all vendors. This Generate Dashboard feature will overwrite the existing vendor dashboard on the marketplace for all vendors.
From the left menu, navigate to Dashboard > Vendor Dashboard > Dashboard Generator.
Here, the page will show which user has a dashboard created for them. Select Generate Vendor Dashboards to overwrite all Vendor Dashboards to the latest version saved. It is during this time that the filters are changed from 0000, to match the specific vendor's ID.
Once saved, you can then confirm with any vendor that their details match correctly.
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