How to Create Data Analyzers

FrontRunner allows you to create customizable Data Analyzers in the form of a widget that appear on your existing dashboard(s). These Data Analyzers, when properly configured and utilized, gives you the ability to compare two activities, or an activity and a sale, to create a ratio. For example, you can set up a Data Analyzer to track how many quotes it takes to get to a sale, or how many calls it takes to get to an appointment. 

First, let's walk through how add a Data Analyzer to your existing dashboard:

1. Go to Agency Setup (upper right corner).
2. Click on Step 2: Management Options.
3. Scroll down to the Dashboards section until you see the Custom Dashboard area.
4. Click on the settings icon next for the existing dashboard that you wish to add a Data Analyzer widget. 
5. Next, click on the + under Add Row. 
6. Click the orange Add button.
7. Next, select Add Widget.
8. Click the box next to the option Data Analyzer. If Data Analyzer is greyed out, that means it will not fit in the current row format you have selected. Delete the row and start again, beginning at Step #5.
9. Select Save.
10. Last, click Save again to save your changes.

How to Customize the Data Analyzer:

After your dashboard has been created, you will need to set up the Data Analyzer to track the activities. (For the example below, we are tracking how many calls it takes to get to a sale.)

1. Click on My Dashboard (top of the page)
2. Scroll down until you locate the Data Analyzer widget you added to your dashboard.
3. Select the orange icon that says Add Data Point.
4. Under Item 1, select the type (Sale or Tracking Item) and keep configuring each section that appears.
5. Under Item 2, select the corresponding activity to Item 1 (for example, Sale) and customize the available options to your preference.
6. Select if you wish to use data from your entire agency or the current Team Member.
7. Assign the widget to your team, as preferred.
8. Select Save.

For steps on how to create a new custom dashboard, click HERE.

If you have any remaining questions after reviewing our Help Articles, please send an email to [e-mail]. Please be descriptive and include as much info as possible in order to expedite a resolution. You may also visit the Support tab, located at the top of the page, for additional helpful resources!