--- title: Dashboards Training Guide description: dashboard training guide --- [Skip to content](https://academy.krunchbox.com/knowledge/dashboards-training-guide#main-content) ![KB logo](https://academy.krunchbox.com/hs-fs/hubfs/KB%20logo.png?width=167&height=40&name=KB%20logo.png) - [Help Center](https://academy.krunchbox.com) - [www.krunchbox.com](https://www.krunchbox.com) Open main navigation Close main navigation - [Help Center](https://academy.krunchbox.com) - [www.krunchbox.com](https://www.krunchbox.com) - [Contact Support](https://krunchbox.com/support/) [Contact Support](https://krunchbox.com/support/) How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://academy.krunchbox.com/knowledge?hsLang=en) 2. [Training Guides](https://academy.krunchbox.com/knowledge/training-guides?hsLang=en) # Dashboards Training Guide Krunchbox simplifies massive quantities of retail sales and stock data into manageable information. Each week, suppliers receive data from multiple retailers, and Krunchbox “krunches” this data into easy-to-use Dashboards that help you benchmark sales, assess product or brand performance, and make smarter stock allocation decisions—all while doing the hard work for you. This guide will walk you through all the features and functions of the Krunchbox Dashboards, from navigating the interface to customizing and sharing your dashboards.   ![A screenshot of a computer AI-generated content may be incorrect.](https://academy.krunchbox.com/hs-fs/hubfs/undefined-Mar-24-2025-04-11-41-6906-PM.png?width=624&height=336&name=undefined-Mar-24-2025-04-11-41-6906-PM.png)   #### **What is Krunchbox? ** Krunchbox processes and transforms complex retail sales and stock data into actionable insights.  Key Benefits: - Simplifies data from multiple retailers into a single, user-friendly format.  - Provides exception-based insights (e.g., which stores have low weeks cover for your best sellers).  - Helps optimize stock allocations to drive higher sales and sell-through rates with less inventory.  - Accessible 24/7 via a cloud-based application with no integration needed with legacy systems. ### **1. Navigation & Dashboard Overview** **How to Navigate:** Click the **Dashboards** option on the main menu to access different dashboard groups.  ![A screenshot of a computer AI-generated content may be incorrect.](https://academy.krunchbox.com/hs-fs/hubfs/undefined-Mar-24-2025-04-14-55-0014-PM.png?width=573&height=276&name=undefined-Mar-24-2025-04-14-55-0014-PM.png)   Once Dashboards are open, you can find all the dashboards in the menu on the left side of the Screen. The slider bar allows you to view all available Dashboards.   **Use the Dashboard menu** and simply click the dashboard report you want to view. ![A screenshot of a computer AI-generated content may be incorrect.](https://academy.krunchbox.com/hs-fs/hubfs/undefined-Mar-24-2025-04-15-47-6866-PM.png?width=578&height=296&name=undefined-Mar-24-2025-04-15-47-6866-PM.png)   ### **2. Choosing a Dashboard** The Dashboard menu has grouped the dashboards into types designed to meet different needs:  **Business Summaries Dashboards**  Provide a birds-eye view of weekly performance with narrative explanations.  Less data-dense and more content driven.  **Grow Your Business Dashboards**  Identify exceptions in sales or stock levels that can be improved.  Designed to help drive growth through targeted interventions.  **Interactive Summaries Dashboards**  Combine multiple data layers to identify exceptions.  Click through for more detailed performance insights by store or product.  **One-click Summaries Dashboards**  Offer one-click reports based on product and store features for rapid insights.    ### **3. Dashboard Filters** Dashboard Filters allow you to customize the data displayed in your dashboards.  **Changing the Data Week **  **Report Selection Filter:** Use the dropdown to select the week in which you want to start the data.  ![](https://academy.krunchbox.com/hs-fs/hubfs/undefined-Mar-24-2025-04-20-22-2816-PM.png?width=542&height=265&name=undefined-Mar-24-2025-04-20-22-2816-PM.png)   #### **Filtering for Select Products**  **Product Filter:** You can use this filter to narrow the data down to the products you want to see and omitting the products you don’t want to see in your dashboards.    #### **How Product Filter works:**  **Step 1.** Choose a product feature from the first dropdown.  ![A screenshot of a computer AI-generated content may be incorrect.](https://academy.krunchbox.com/hs-fs/hubfs/undefined-Mar-24-2025-04-21-20-3643-PM.png?width=400&height=171&name=undefined-Mar-24-2025-04-21-20-3643-PM.png) **Step 2.** The second dropdown populates with related attributes. Select or deselect attributes to narrow the report.  ![](https://academy.krunchbox.com/hs-fs/hubfs/undefined-Mar-24-2025-04-21-55-1839-PM.png?width=400&height=156&name=undefined-Mar-24-2025-04-21-55-1839-PM.png)     #### **Filtering for Select Stores ** **Store Filter:** You can use this filter to narrow the data down to the stores you want to see and omitting the stores you don’t want to see in your dashboards.    #### **How the Store Filter works:**  **Step 1.** Choose a Store feature from the first dropdown.  ![A screenshot of a computer AI-generated content may be incorrect.](https://academy.krunchbox.com/hs-fs/hubfs/undefined-Mar-24-2025-04-26-24-5364-PM.png?width=400&height=169&name=undefined-Mar-24-2025-04-26-24-5364-PM.png) **Step 2.** The second dropdown populates with related attributes. Select or deselect attributes to narrow the report options.  ![A screenshot of a computer AI-generated content may be incorrect.](https://academy.krunchbox.com/hs-fs/hubfs/undefined-Mar-24-2025-04-26-40-9922-PM.png?width=400&height=154&name=undefined-Mar-24-2025-04-26-40-9922-PM.png) **Step 3.** Don’t Forget to ‘**Krunch!**’  ![A yellow rectangle with black text AI-generated content may be incorrect.](https://academy.krunchbox.com/hs-fs/hubfs/undefined-Mar-24-2025-04-27-55-4887-PM.png?width=140&height=49&name=undefined-Mar-24-2025-04-27-55-4887-PM.png) Use the Reset button to clear your selections to the default settings  ![A white arrow pointing to a circle AI-generated content may be incorrect.](https://academy.krunchbox.com/hs-fs/hubfs/undefined-Mar-24-2025-04-28-15-8517-PM.png?width=52&height=44&name=undefined-Mar-24-2025-04-28-15-8517-PM.png)   ### **4. Within the Dashboard Filters**  Some dashboards have filters within the dashboards that give you the ability to quickly filter for Retailers and Categories. You do not need to click Krunch when using filters within the dashboards. These filters reset to default when you change dashboards.  - **Retailer Filter:** Use this filter to choose which retailers to include.  ![A screenshot of a computer AI-generated content may be incorrect.](https://academy.krunchbox.com/hs-fs/hubfs/undefined-Mar-24-2025-04-31-25-6743-PM.png?width=400&height=192&name=undefined-Mar-24-2025-04-31-25-6743-PM.png) - **Category Filter:** Use this filter to narrow the dashboard results based on product categories.  ![A screenshot of a computer AI-generated content may be incorrect.](https://academy.krunchbox.com/hs-fs/hubfs/undefined-Mar-24-2025-04-31-45-4825-PM.png?width=400&height=220&name=undefined-Mar-24-2025-04-31-45-4825-PM.png) [**Click Here**](https://vimeo.com/1063408831/0318bd242a?share=copy) to learn more about Within the Dashboard Filters    ### **5. Clicking Through for Detailed Views** Some dashboards let you click on a product to see store-level data, then SKU-level details, or click on a store to see product-level data, then SKU-level details. This multi-level click through makes it easy to drill down into the specifics. This feature is not available on all dashboards.  Use the left button on your mouse to click through.  ![A screenshot of a computer AI-generated content may be incorrect.](https://academy.krunchbox.com/hs-fs/hubfs/undefined-Mar-24-2025-04-32-59-7102-PM.png?width=547&height=272&name=undefined-Mar-24-2025-04-32-59-7102-PM.png)   ### **6. Using Tabs & Adjusting Timelines   ** - **Multiple Tab Views:** Some dashboard reports have tabs that display data at different levels. For example, the **Product Overview Tab** begins at the product level, while the **Store Overview Tab** starts at the store level.  ![A screenshot of a computer AI-generated content may be incorrect.](https://academy.krunchbox.com/hs-fs/hubfs/undefined-Mar-24-2025-04-33-38-5262-PM.png?width=558&height=278&name=undefined-Mar-24-2025-04-33-38-5262-PM.png) - **Customizing Data Range:** Some of the Dashboard Reports have timelines. Timelines can be shortened to any number of weeks shown on the timeline. To adjust the timeline, left click and drag from the ends, the timeline goes both ways. If you adjust the timeline to the last 4 weeks, only the last 4 weeks of data will be represented in the report**.**  ![A screenshot of a computer AI-generated content may be incorrect.](https://academy.krunchbox.com/hs-fs/hubfs/undefined-Mar-24-2025-04-34-07-7477-PM.png?width=570&height=284&name=undefined-Mar-24-2025-04-34-07-7477-PM.png)   ### **7. Expanding Report Sections / Inspecting the Data**  - **Expand for Better Visibility:** Click the Expand icon to enlarge a section of the dashboard for easier reading. Expanded sections provide a larger, clearer view of the data.   ![A screenshot of a computer AI-generated content may be incorrect.](https://academy.krunchbox.com/hs-fs/hubfs/undefined-Mar-24-2025-04-35-32-1122-PM.png?width=400&height=164&name=undefined-Mar-24-2025-04-35-32-1122-PM.png) - **Inspecting the Data:** Click to view the data that makes up the section.  ![A diagram of a diagram AI-generated content may be incorrect.](https://academy.krunchbox.com/hs-fs/hubfs/undefined-Mar-24-2025-04-35-54-0269-PM.png?width=400&height=153&name=undefined-Mar-24-2025-04-35-54-0269-PM.png)   ### **8. Saving your Customized Dashboard**  - **Save your Dashboard Report as a Favorite**  Once you've set up your filters and views, save the configuration as a Dashboard Favorite. this way, you won't have to recreate the dashboard each time you need the data set.  ![A screenshot of a graph AI-generated content may be incorrect.](https://academy.krunchbox.com/hs-fs/hubfs/undefined-Mar-24-2025-04-37-13-6249-PM.png?width=400&height=221&name=undefined-Mar-24-2025-04-37-13-6249-PM.png) Be sure to give your report a memorable name, you may be creating a lot!  ![A screenshot of a computer screen AI-generated content may be incorrect.](https://academy.krunchbox.com/hs-fs/hubfs/undefined-Mar-24-2025-04-38-41-4116-PM.png?width=300&height=286&name=undefined-Mar-24-2025-04-38-41-4116-PM.png) Optionally, check **Favorite Mail** to receive an email alert when new weekly data is loaded. The favorite email will expire after 12 weeks, or you can choose the No Expiry option when saving.  You can also save a favorite for a colleague using the dropdown list or you can save your dashboard for everyone in your company by saving as a Global Favorite.    - **Retrieving your saved Favorites:** Your Favorite Dashboards appear at the top of the left-hand menu or under **My Favorites** in the main menu.  ![A screenshot of a computer AI-generated content may be incorrect.](https://academy.krunchbox.com/hs-fs/hubfs/undefined-Mar-24-2025-04-39-38-8025-PM.png?width=400&height=214&name=undefined-Mar-24-2025-04-39-38-8025-PM.png) Simply select the desired Favorite to load it.  ![A screenshot of a computer AI-generated content may be incorrect.](https://academy.krunchbox.com/hs-fs/hubfs/undefined-Mar-24-2025-04-41-02-7952-PM.png?width=500&height=262&name=undefined-Mar-24-2025-04-41-02-7952-PM.png)   - **Managing Dashboard Favorites:** You can remove saved Dashboards, rearrange the order and add, extend or remove the Favorite Mail option  Use the Manage Dashboard Favorites option to remove or modify your favorites and adjust email alerts.  ![A screenshot of a computer AI-generated content may be incorrect.](https://academy.krunchbox.com/hs-fs/hubfs/undefined-Mar-24-2025-04-41-28-9812-PM.png?width=500&height=263&name=undefined-Mar-24-2025-04-41-28-9812-PM.png)   ### **9. Sharing and Exporting Dashboard Reports** - **Sharing Dashboard Reports:** • You can Share your Dashboard reports with colleagues (internal), store mangers, distributers etc. (external).  Internal recipients receive an email with an Excel file of the dashboard data and a link to open the dashboard in krunchbox. External recipients receive an Excel file of the dashboard data.  **How to Share:** Click **Share this Dashboard**   ![A screenshot of a customer support AI-generated content may be incorrect.](https://academy.krunchbox.com/hs-fs/hubfs/undefined-Mar-24-2025-04-43-25-4182-PM.png?width=400&height=214&name=undefined-Mar-24-2025-04-43-25-4182-PM.png)   If you are sharing your dashboard data internally, enter a colleague from the dropdown list. If you are sharing externally, you will need to enter the email address of the recipient.  You can edit the subject line and the body of the email.  ![A screenshot of a computer AI-generated content may be incorrect.](https://academy.krunchbox.com/hs-fs/hubfs/undefined-Mar-24-2025-04-44-30-5121-PM.png?width=500&height=375&name=undefined-Mar-24-2025-04-44-30-5121-PM.png)   [**Click Here**](https://vimeo.com/1063415268/0b24513ded?share=copy) to learn more about sharing your Dashboards    - **Exporting Your Dashboard:** You can export your dashboard report to Excel, PDF, or Image. You can export the entire dashboard, or you can export a section of your dashboard  ***Exporting the entire Dashboard:*** Click **Export.** This will export all the data in the dashboard, all tabs and sections. You can export to Excel or Image.  ![A screenshot of a chat AI-generated content may be incorrect.](https://academy.krunchbox.com/hs-fs/hubfs/undefined-Mar-24-2025-04-46-57-1488-PM.png?width=400&height=210&name=undefined-Mar-24-2025-04-46-57-1488-PM.png) - ***Exporting a section of your Dashboard**:* If you don’t need all the data in the dashboard, you can export a section of your dashboard.  ![A screenshot of a graph AI-generated content may be incorrect.](https://academy.krunchbox.com/hs-fs/hubfs/undefined-Mar-24-2025-04-47-56-7091-PM.png?width=398&height=350&name=undefined-Mar-24-2025-04-47-56-7091-PM.png)   Each section or tab in your dashboard has its own export function.  [**Click Here**](https://vimeo.com/373313007/388d363265?share=copy) to learn more about exporting your dashboards.    ### **10. Getting Help and Contacting Support** - **Need Help?** Tap the Help menu to access our library of user manuals and training videos, online training tasks, and access to our glossary.  ![A screenshot of a computer AI-generated content may be incorrect.](https://academy.krunchbox.com/hs-fs/hubfs/undefined-Mar-24-2025-04-48-50-8596-PM.png?width=400&height=409&name=undefined-Mar-24-2025-04-48-50-8596-PM.png)   - **Contact Us:** If you have any questions or require support, please contact us at: [**support@krunchbox.com** ](mailto:support@krunchbox.com)   ### **Final Thoughts**  This comprehensive guide covers all aspects of using the Krunchbox Dashboards—from navigating the interface and selecting the right dashboard to filtering data, drilling down into detailed reports, and sharing your insights. By leveraging these features, you can simplify complex retail data and make informed decisions to drive business growth.  **Happy Krunching!**  - [Training Guides](https://academy.krunchbox.com/knowledge/training-guides?hsLang=en) - [How-to Articles](https://academy.krunchbox.com/knowledge/how-to-articles?hsLang=en#main-content) - [Dashboards](https://academy.krunchbox.com/knowledge/how-to-articles?hsLang=en#dashboards) - [Reports](https://academy.krunchbox.com/knowledge/how-to-articles?hsLang=en#reports) - [Account Management](https://academy.krunchbox.com/knowledge/how-to-articles?hsLang=en#account-management) - [krunchbox Go](https://academy.krunchbox.com/knowledge/how-to-articles?hsLang=en#krunchbox-go) - [Retail Data Setup Guides](https://academy.krunchbox.com/knowledge/retail-data-setup-guides?hsLang=en) - [Customer training](https://academy.krunchbox.com/knowledge/customer-training?hsLang=en) - [Beta Resources](https://academy.krunchbox.com/knowledge/beta-resources?hsLang=en#main-content) - [Beta Predict](https://academy.krunchbox.com/knowledge/beta-resources?hsLang=en#beta-predict) [![KB logo](https://academy.krunchbox.com/hs-fs/hubfs/KB%20logo.png?width=167&height=40&name=KB%20logo.png "KB logo")](http://www.krunchbox.com) Krunchbox Help Center [mailto:support@krunchbox.com](mailto:support@krunchbox.com) Copyright © 2025, Krunchbox Inc.