The annotation feature allows you to add notes to a wide variety of tabs and charts, these annotations are shared across all charts and graphs within Vistadash.
1) Once you select the store, you must go to the graph in which you want to add your annotations. The tool is located below each graph, click on the orange cross (+).
2) A gray container will pop up, here you will be able to:
Create a new annotation: as indicated in the green box. You can see all the annotations made previously (in purple). Also, you can Edit or Delete any annotations you have made.
3) Creating annotations:
- Select the Month in which you want your annotation to appear.
- Type the Text in the box. Be as simple as possible.
- Select the Visibility of your annotation. A shared annotation will be visible to all people who have access to the store. A Private annotation will be visible only to you. For the most part, most annotations should be marked “Shared”.
- Finally, click on Create Annotation.
4) Once created you will notice an orange arrow will show up inside the chart next to the month where you made the annotation.
Best Practice Suggestions:
It is easy to overwhelm your timeline with annotations. We also offer a notes section located within TOOLS where you can enter any notes you may feel relevant to your account. Suggestions for Ideal Annotations would include Digital Vendor Cancellations/Additions, Website Company Changes, Large Fluctuations in Website Traffic due to Bot Activity, etc.
Contact support@vistadash.com with any questions