If you’re new to the dashboard this article will introduce you to navigating your dashboard and the different types of data you will find.

Welcome to your dashboard! 

Upside offers full visibility into the incremental activity and program performance at their locations through the Upside dashboard. From the dashboard, business owners can analyze program performance, view transactions and customer behavior, download reports, and manage their accounts.

In March 2023, the Upside Dashboard underwent a transformation. This upgrade not only improved the user experience but also provided more in-depth insights into consumer behavior. With the enhanced Upside Dashboard, you now have a valuable tool at your disposal to empower businesses with insights to make data-driven decisions.

How to use the dashboard 

As you log in, the first page is your performance summary, offering a snapshot of your performance. On the left hand side of your screen you will find a list of other analyses to explore, see the table below for more details. The lower left corner is where you can find your account settings where you can update any of your personal information and your preferred communication preferences. 

As you navigate through each page, you'll immediately spot a range of filters positioned at the top. The time frame filter, set as the default to one month, offers you the flexibility to extend your analysis to showcase the entire time on the platform. Moreover, for a more focused view, you have the option to zoom in on specific areas or groups of locations, tailoring your insights to your precise needs. If you're a fuel retailer, you have the ability to separate pump transactions from those within the convenience store, allowing for an even more nuanced understanding of your data.

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