Analytics: Customizing the Ticker
This article will discuss how to customize which metrics appear in your Ticker Bar.
Sam Miller avatar
Written by Sam Miller
Updated over a week ago

The Ticker Bar at the top of the Performance and Collections dashboards, is a great way to quickly see key performance indicators and their associated trends!

The Ticker Board will contain up to 13 metrics along the top of the dashboards.

To scroll through the Ticker Board in either direction hover your mouse over the arrows on the far left and right side of the Ticker:

All metrics on the Ticker Board also have an information icon as well as a trends icon that can be clicked on to view additional details regarding the metric:


How to Customize the Ticker Board

Step by Step Instructions:

You can customize which of the 13 ticker metrics appear by following these steps.

1. Open up the settings page by hovering over your icon on the bottom left corner of the screen and selecting Settings.

(Note: If you do not see Settings as an option, this means you have not been granted access to edit settings. Please reach out to your administrative team member to make the needed changes or adjust your permissions.)

2. Selecting the Dashboards section of the Settings menu and then selecting Ticker Options:

3. Now you can see all available metrics for the Ticker Bar. To adjust which metrics appear on your Ticker Bar you can toggle the switch icon next to any of the metrics, a green switch means that metric will appear on your Ticker:

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