Managing White-Labeled Dashboards: Retail & AMC Analytics

Set up and manage your branded Retail and AMC dashboards for deeper insights.

Once you've enabled White Label insights as explained in this article, you'll see the Insights section in the left navigation menu. From here, you can configure white label settings, set up Retail and AMC Analytics dashboards, and manage user access to provide a seamless, branded experience for your clients.    

Retail Analytics & AMC Analytics

By default, enabling Insights provides access to Retail Analytics. If you need to white-label AMC dashboards (Intentwise Explore), you can request access separately. This article covers how to set up and manage dashboards within Insights.

1. Retail Analytics: Set up and manage your default dashboards.

2. AMC Analytics: Access your AMC dashboards (from Intentwise Explore) if enabled. 

Retail Analytics (previously My Dashboards)

Steps for setting up dashboards

1. Under Insights, go to Retail Analytics (or AMC Analytics if enabled)

2. Click on the "Add Dashboards" button

   

3. Select the dashboards and click Continue. You can also preview the dashboards or request custom dashboard from this screen.

   

4. Manage users who have access to the dashboards and click "Assign"

   

5. Click Done

   

6. Click on View Dashboard

   

7. View Dashboards

   

8. Choose dashboards, manage users, copy, and export dashboards using the icons

   

Next, manage your user settings: Controlling Access to Your White-Labeled Dashboards.

Watch the video