FAQ's and instructions
- How do I log in to Dear Lucy?
- What are the basic functionalities of the dashboard?
- How can I build my own or change the layout of my dashboards
- Why can't I save my newly designed dashboard?
- How do I invite users to the dashboard?
- How do I remove a User or Admin from Dear Lucy?
- How can I manage access rights and user groups?
- Why can't I see my newly created dashboard?
- How do I use Dear Lucy on a mobile phone or a tablet?
- How do I add goals in Dear Lucy?
- Adding Avatars / Sales Person Pictures to Dear Lucy
- How can I turn on/off the Weekly Sales Summary email?
- How can I add and filter data with drop-down business dimensions?
- Does Dear Lucy's goal editor work with business dimensions filters?
- Which Business Dimension Dropdown filters are available in Dear Lucy by default?
- How can I restrict access to dashboards and data based on a user's profile?
- How does Dear Lucy's sales forecasts work?
- How do I set up Kiosk links for TV's and infoscreens?
- How do I change the name and add a description to a metric?
- How do I change the color theme of my dashboards?
- How do I add custom theme colors to Dear Lucy?
- How do I change the background image of a dashboard?
- How do I upload a video to a dashboard?
- How do I add a new dashboard?
- How do I change my password to Dear Lucy?
- Can I share dashboards with partners or other external users?
- How can I activate Single Sign On (SSO) for Dear Lucy?
- How do I set up Single Sign On (SSO) with MS Azure for Dear Lucy?
- Can I further customize Dear Lucy?
- How can I see Recurring Revenue in Dear Lucy