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The KPIs to include depend on what part of your business you want to benchmark. Here are some suggestions for each function:
Step 1: Create Lido Account
Sign up through either Google authorization or by specifying a username and a password.
Step 2: Connect data sources to Lido
Clicking Data on the upper-left corner of Lido to select the source.
Follow the instructions on entering access info and selecting the data columns to import in the Dataset Editor. Once you have finished selecting your data, click Save dataset & edit view in the top right corner. The data is now loaded to your Lido spreadsheet.
Step 3: Set up your dashboard
To set up the dashboard, you need to do two things. First is to set up the formulas for the metrics you want to include. The formulas generally work just like in Google Sheets.
After loading the data, click the Dashboard on the top of the Lido spreadsheet, then click the Components tab on the right side. Drag-and-drop components and add data to them.
Once you have finished constructing your digital report, click Preview on the upper-right corner to see how it will look once deployed.
Click Share to share your dashboard with others!
