There’s an effortless way to view all your business data; with our pre-built category boards.
Accessing category boards
With four default boards — Finance, Product, Marketing, and HR — it’s possible to analyze your data in clear, streamlined views. Category boards are automatically populated with all tiles from the apps you connect, separated within these category groups.
It’s easy to access category boards! To get started:
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Log in to your 9Spokes dashboard.
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Select the Home board drop-down menu.
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The four default boards display
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Accounting
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Product
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Marketing
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HR
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Select a board to view all the data tiles associated with that category.
When you connect a new app, the tiles powered by the app will automatically be added to the respective board. For example, if you connect QuickBooks, the accounting-related tiles are automatically added to the Accounting board, and the product-related tiles are added to the Product board.
Category board tiles
Tiles are grouped under the following category boards:
Board |
Tiles |
Accounting |
|
Product |
|
Marketing |
|
HR |
|
Additional details
Here are a few additional details to note:
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Category boards can’t be deleted as they are available to all users with multiple boards.
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As category boards group tiles by default, you can’t add other users to them. These are default collections of your tiles. Every user will have their own.
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If a board has no tiles, it’s simply because you haven’t connected any relevant apps.
Want to learn more about creating your own custom boards? Click here.