Setting Up Your Account

Welcome to Waytobi! Let's walk you through the steps of setting up your account so you can get to work fast.
If you are new to Waytobi, the first order of business should be creating an account. You can click here for that.
Now, let's watch this video to help you get started. You can find more videos on the topic here.

After creating the account and first login you will see Getting started view to help you set-up your account.

If you will need to contact support, learn more about KPI tracking and Waytobi in general, you can do all that from this
screen either.

These are the steps we will go through in order to create your account:

1. How to add your KPIs
2. How to get data into your account
3. How to set up your dashboards
4. How to add new users

1. How to add your KPIs

Begin with using the KPIs tab on the right side of the menu to:

    1.1 Add a new KPI manually
    1.2 Import your KPIs, if you already have them

If you are hesitant about which are the best KPIs you can choose for your business you can go through our KPI Store to
choose those relevant for you.

    1.1 Add a new KPI manually

Now let's go through the steps you'll need to take to add a KPI manually:

1. Go to KPIs tab;
2. Push Add KPI button or take KPIs from our templates;

   

3. Give a name to your KPI and write a description for it;
4. Choose an icon for your KPI from the list of suggested icons;
5. Choose the period of KPI data input (daily, weekly, monthly, annually);
6. Select the format of your data (%, $, Minutes, etc.);
7. Set the positive effect direction (up or down);
8. Set a target for your new KPI (you can read more about this on the Targets and KPI's page);
9. Choose your KPI category to have better organization;
10. Click Add when you are done.

You've just created a KPI which is automatically added to your KPI list. If you wish to create a new one please click the Add KPI button and repeat the process.
If you want to create a Calculated KPI you should click the Show advanced options button to access it, as well as many other options. You can learn more about calculated KPIs here.

After the KPIs are created you can click the Edit (Pencil icon) button on the right side of the KPI line to make adjustments to it.

    1.2 Import your KPIs, if you already have them

If you already have your KPIs on an Excel spreadsheet and you want to import those to the platform, you will have to bring your data into the Waytobi standard. You can click here to learn more about spreadsheet imports or you can follow these steps to get it done:

1. Click the Import KPIs button on the top left of your screen;

   

2. Dowdload the Excel template and fill it by your KPIs;
3. Click the Upload an Excel File then browse and upload filled file;
4. Confirm your choice.

2. How to get data into your account

Below are two common ways to add data to your account:

• Add data manually
• Upload from your computer (This way described in full here)

The steps are to follow for filling data manually:

1. After you add some KPIs go to Data tab on the navigation bar;
2. Choose the date you would prefer to add the data for. You can choose from the given list or click the calendar
   icon to pick whichever date you need. As soon as you choose the date you can click on the entry field for that
   date and start entering your data. The information you put in the fields will be saved automatically.
3. If you have some notes regarding the data, you can easily add those by clicking the Notes icon (Swith view for
   that).

3. How to set up your dashboards

When you finish adding data to your account you can start creating dashboards, reports, and analytics views. These will help you visualize your data and understand it better.
To create a dashboard, you will first need to open the Dashboards tab. If you don't have a dashboard yet, the Add a Dashboard panel will appear after pressing «+», so you can create your first dashboard. To do that you'll need to go through the following steps:

1. Come up with a name for your dashboard;
2. Choose the layout (Optional: you can change the layout later);
3. Click the Add button.

Now you have your first dashboard and you can start adding graphs, charts, and views.
To add a new view to your dashboard please click the Add a сhart button to see all the types of graphs and charts you can choose from.
Once you select the chart type a pop-up on your screen will appear to let you choose the KPI and the dates to build the chart. Here you will have to:

1. Select the KPIs you want to have in the chart;

2. Select the date range;

3. Customize the name of the view from right above the chart;

4. Choose from the data filters and display options to customize your chart;

5. If you think it all looks good, click the Save button to add it to your dashboard.

The more charts you create the better your dashboards will look and the easier it will get to access your data.

4. How to add new users

You can add new users to your account by clicking the Users from the Administrate drop-down on the right side of the navigation bar.
There are 2 different ways to add a user to your account. You can either add them manually or send an invitation to register in the system. You can put the users into different groups such as teams, offices or locations. The system can provide you with reports and analysis for each user as well as each group. To create a user group you should:

1. Go to Users at Administrate drop-down menu;

   

2. Click the Manage User Groups button;
3. Add a group name and choose a group category;
4. Click the Add a new group button.

More about creating groups you will find here.

As soon as you have your groups ready you can add new users to those groups. Here is how:

1. Go to Users at Administrate drop-down menu;
2. Click the Add New User button;
3. Enter the user's details, name, email and password;
4. Select the groups the user will belong to;
5. Set the privileges for your user (more about roles and priviliges you will find here);
6. Click the Add button;

   

7. To edit a user click edit (pencil) icon next to the user's name in Action column.