Dashboard

The Dashboard is the main screen that will load when you log into the system. You will see many widgets throughout your Dashboard.

Setting up Your Dashboard

** Note, each user will need to setup their own dashboard. 
  1. From the top right you will see a Configure (octagon) icon. This will allow you to add or remove any widgets for your dashboard. Refer to the list of widgets below to learn about each of them.
  2. From the left, click the + to add any widget. From the right, click the X to remove any widget. Once you have all the widgets you want to appear added to the list on the right you can adjust the layout.
  3. Click on any widget to drag and drop. You will notice an arrow in the bottom right when you hover over a widget. This will allow you to click and drag the widget as large or as small as you would like it to appear.
  4. When done, make sure to save your changes.
  5. There is an Options drop down at the top right of your dashboard. This will allow you to set the number of rows you want on your dashboard.
  6. Throughout your dashboard you will notice some icons:
    • Refresh icon – this will refresh the widget to show any updated information.
    • Pencil icon – this allows you to edit the title of that widget. Click the pencil, update the widget name, then uncheck beside ‘hide field’.
    • Configure (octagon) icon – this allows you to edit the settings within that widget.

Widgets

Notifications

You will see the following notifications. If there are any items waiting to be viewed, a number will show beside the notification type.
  • Announcements: Any announcements posted by FrontRunner.
  • Family Feedback: Any comments left by online visitors from within your website.
  • Stories: If the approval process is turned on, this section displays the number of stories waiting to be approved by either the funeral home or family login. For more information on approving stories, please click here.
  • Photos: If the approval process is turned on, this section displays how many photos are waiting to be approved by either the funeral home or family login. For more information on approving photos, please click here.
Click on any notification to be taken to the area of the system which will allow you to approve/decline.

Quick Links

This section lists links to other areas of the system for quick access.
  1. Hover over the widget and click the Settings icon. You need to add a category on the right before adding links. Enter a category name in the field provided and click Add. See example below. I added the word Setup.
  2. Using the links on the links, click the + to drop down categories. When you find the link you want to add, click on it and drag it over to the empty field on the right.
  3. Click save when done.

Calendar

A calendar displays the current month with the current day highlighted.

Underneath the calendar, a schedule of that day (visitations, services, etc…) is visible. If there is an item in the schedule, the name of deceased with the date and time is shown. Click on the name of deceased to open the record. Use the arrows to flip back and forth between the days or simply click on a day within the calendar.

Memos

This may consist of any internal notes for yourself or other staff members who will login to the system. 
  1. Click the Add/Edit Memo link for a pop-up to appear with any memos listed. 
  2. To add a memo, click Add Memo. Use the fields provided to enter the information about this memo. There is an option to assign and email a memo to another user. 
    • If there is a user missing, you will need to add them to your Users section first. 
  3. When complete, click on Save. 
  4. To delete a memo, open the pop-up window and select the memo(s) to delete. There is a Remove Selected button at the bottom.

Recently Working On

This section is a a list of any records recently worked on. The name of deceased and the last updated date and time will appear.

Contract Statistics

** Note, you need to be in our business system to be able to use this. 

This chart shows you data collected for certain items. If you go to the Options button you will see you can select a date range and the type of information you want data for. Example: Service Types.

You will see a list of each service type, how many times each appeared in a contract, the total and average cost.

Google Analytics

This section is a a list of any records recently worked on. The name of deceased and the last updated date and time will appear.

Record Analytics

** Note, you need to be in our business system to be able to use this. 

These reports outline basic record statistics.

There is also a chart of Book of Memories data that displays the number of condolences posted, candles purchased, stories submitted, and records created. Hover over the data within the chart to see the number for each month.

Use the Options button to change the type of report you want to view. You will also be able to select a time period.

Other Widgets

  • Clock
  • Tips
  • Business Directory: add your own list of businesses.
  • Earning: shows you how much revenue is being generated from the Book of Memories.
  • Record Map: allows you to pull a report, and based on the information you are looking for will place a pin on the map.
  • Search History: lists words that online visitors searched within your website and how many times each word was searched. 
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