This article describes the PowerMetrics' left-side navigation menu, the point of access to all of our PowerMetrics features and to your account, company, and personal settings.
Note: Clicking the Collapse button collapses the side menu, providing more space to display your PowerMetrics.
From the side menu, you can add assets, such as dashboards and PowerMetrics, and access lists of your resources. You can also invite new users, access help articles, change the appearance of your workspace, or access your account page. Continue reading for more details.
You can access Klips, PowerMetrics, or MetricHQ using the product selector located at the bottom of the left navigation sidebar. (See below.)
Use dashboards to organize and effectively display your PowerMetrics in meaningful ways.
- To access and add new dashboards: To see a list of all of your dashboards, click on Dashboards. Your dashboard list, displayed in the left navigation bar, gives you fast access to your five most recently opened dashboards. You can add new dashboards by clicking the button beside Dashboards. To learn more about working with PowerMetric dashboards, click here.
Connect your PowerMetrics to meaningful data by selecting a data source from your list or by creating a new data source.
- To view and add data sources: Select Data Sources to view your full list of data sources. To add a new data source, click the Create a New Data Source button. Note that custom-built PowerMetrics can only be created using modelled data sources. In PowerMetrics, you model your data source as part of the data source creation process. To learn how to model an existing data source, click here.
The Users tab enables you to access the users, groups, and roles in your account. Click the + button next to Users in the side navigation to invite multiple users at once.
You have access to a variety of resources to guide you when using Klipfolio.
- To access our Klipfolio Knowledge Base: Use the Help icon to access an introductory PowerMetrics article. From there you can continue to explore all of our PowerMetrics Knowledge Base articles.
Use the Themes icon to switch your background theme between slate, light, and dark.
Click on the account name to access your Account settings and plan details or to buy a plan. This is also where you sign out of your account. You can also change your dashboard logo or displayed account name by clicking Account > Settings > Branding & Themes.