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Instructions

  1. Go to portal.shoplogix.com and log in with your customer CEX credentials.

If you are having trouble logging in, please reach out to your dedicated SLX customer success engineer or representative and they will help assist you.



Once logged in, you will see the SLX Analytics home page. From here, you can either load an existing dashboard (any dashboard that was shared with you), or you can create a new dashboard.


Let’s start from scratch and add a few widgets.

  1. Click Create New Dashboard to generate a blank dashboard canvas.


  2. Select the correct Data Source, and then title this dashboard “Starter Dashboard - <your name>” so we can keep track of it later. Click Create.


  3. This is your dashboard interface.

    In the middle is where you will be putting widgets (you can think of these as bar charts, pie graphs, data tables, etc.).

    On the right side of the screen is your global filter panel (we will add to this shortly):


    First, let’s add a simple widget.

  4. Click Add Widget to open the quick widget panel.

 

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