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Using the Dashboard/Insights Tab

The Bolster platform provides a comprehensive dashboard that allows users to monitor key business metrics effectively.

1. Go to "Insights" under essentials on the lefthand drop-down menu

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2. Insights Tab Overview:

  •  View various statistics on your Insights tab.

     

  • Select a time frame (week, month, year) to filter the data.

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3. Customization Options:

  • Use charts and graphs to visualize your data.

  • Click Charts (top right) to customize your dashboard.

  • Focus on metrics that matter most to your business to track financial health and performance within Bolster. 

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4. Click to select or deselect visible charts to add or remove them from your Insights page.

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5. The Bolster dashboard is a powerful tool for visualizing and managing your business metrics. By following the steps outlined above, you can customize your dashboard to better suit your needs, ensuring you have the most relevant information at your fingertips.