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📊Understanding Your Dashboard Tabs: Readiness, In Event, and Post Event

The Dashboard is your go-to control panel in ClickBid. It gives you a quick overview of your event status, helps you prepare, and keeps everything organized during the event itself.

✅ What You’ll Find in the Dashboard

The Dashboard is divided into three main tabs, each with a specific focus.

dashboard


🧰 Readiness Tab: Prep Like a Pro

This tab is all about helping you get your event set up and ready to go. It shows key setup areas so you can make sure everything is in place before your event starts.

  1. See which features are enabled and which still need attention.pre event 1pre event 2

  2. Quickly jump to important settings like Ticket Page, Items, and Butler.

  3. Mark tasks as complete as you go — it's a helpful checklist for launch!

💡Tip: Use this tab to double-check setup tasks before sending out invites.

🚧Caution: The Readiness tab is a high-level setup guide, not a replacement for your full event checklist.


🎉 In Event Tab: Real-Time Insights

This tab gives you a live snapshot of your event activity as it unfolds.

  1. View total donations, ticket check-ins, and bid activity in real time.

    in event-1
  2. Keep tabs on the Butler check-in tool and active bidders.

  3. See if there are any urgent actions that need attention.

ℹ️Info: Keep this tab open during your event to stay on top of live engagement and support guests quickly.


📈 Post Event Tab: Big Picture Reporting

Use this tab for a high-level summary of how your event is performing.

  1. Track metrics like ticket sales, donations, and check-in stats.

  2. Access your event timeline and key milestones.

  3. Use this data for board reporting or post-event review.

💡Tip: The Post Event tab is especially useful after your event ends to analyze results and prepare for next year.


🛠️ Quick Tips for Using the Dashboard

  • Bookmark your Dashboard for easy access — it’s the first thing you'll want open on event day.

  • Refresh regularly during the event to keep data current.

  • Use it alongside your mobile tools or Butler station for full coverage.