Set up manager dashboard

HomeTidyEnterpriseSetupSet up manager dashboard

This tab is visible to Project managers. The manager dashboard allows you to track your business performance in one place.

Want to view this guide all at once?

Download PDF

Step 1.

Go to the Manager dashboard under Home. Tidy provides default dashboards.

In the getting started section, there are some tips to help you get started.

‍

‍

‍

Step 2.

Click the green tiles to view the relevant dashboards.

To create specific dashboards with certain conditions, click Filter or the settings button.

‍

Related Guides

Want to learn more? Check out these related guides

How to add quantity breaks

In this module, learn how to add quantity breaks to materials. This is a type of custom pricing where discounts are given to customers based on the quantity of an item purchased. This is particularly useful when customers make bulk purchases.

Read Guide

How to add customer override pricing

In this module, learn how to add customer override pricing. This is used to set custom prices for specific customers.

Read Guide

How to add price levels

In this module, learn how to set up pricing levels. These are used when you want to sell items at different prices to the unit charge you set up in the material item’s details.

Read Guide

Products

TidyStockTidyWorkTidyEnterpriseTidyCommerceTidyBuildTidyClinic

About Us

TidyAcademy is your one-stop shop for everything you need to know about the variety of products within the Tidy ecosystem. From TidyStock to TidyWork, TidyEnterprise, TidyCommerce, TidyClinic and TidyBuild, everything you need is right here. Whether you prefer written or video documentation, we have content to suit your needs!

Tidy International logo in charcoalNew Zealand Fernmark logo for Tidy International with Licence number 100364

©️ 2024 Tidy International Limited.
All rights Reserved.
Tidy is a registered trademark of
Tidy International Limited.