a. Navigate to sunsett.io. Select “Launch Sunsett” button in top right hand corner. Select the “Sign-up” button in the top right hand corner. Enter preferred email credentials, password, first name, last name, company title and team details.

b. Navigate to app.sunsett.io. Enter preferred email credentials, password, first name, last name, company title and team details.

After entering your credentials, you'll be asked to create your first workspace.

a. A workspace is a central location for you and your team to create projects and goals. The number of user accounts, data connects, active projects and goals is dependent on your Sunsett subscription plan.

b. Each plan comes with one workspace.

c. You will not be charged for workspaces you are invited to as a collaborator.

d. Professional and Team Sunsett subscription enable the ability for you to invite additional collaborators (dependent on your plan) to collaborate with you in these workspaces
e. Once you create your first workspace, click the right facing arrow to get started.

f. You may create a new workspace and new plan by clicking the clicking the "Create workspace" button at the top right hand corner of your Workspace list screen. You will then be prompted to purchase a new plan.

All new Sunsett accounts start with a free 7-day trial. At the end your trial, you will be charged for the upcoming month. After creating your account, your first workspace, and selecting a plan, you and your team are ready to fully utilize the platform.

b. Collaborators are individual team members, invited by email to join your workspace, view or edit reports and review project progress.

c. Collaborators have the ability to review and edit all goals, connected data sources and projects set-up by account administrator.

a. To change your Sunsett email notifications: Profile (Image) > Account Settings > Notifications. Select your preferred email progress digest frequency from the drop down menu and preferred email notification type.

b. Sunsett email notification options: By workspace, weekly, monthly, "when a project is created", "when a project is completed", "when a goal target benchmark is hit."

a. To change your profile settings: click on your Profile in the top right corner > Account Settings > Profile.

b. Upload a Photo Thumbnail of your choice, or remove thumbnail image by clicking on ‘Remove' to the right hand of the ‘Upload Thumbnail’ button.

c. Change Profile to list preferred name, title and email address in entry fields.

d. To change your password: Profile > Account Settings > Password. Enter your current password within its designated field, new password and confirmation of new password.

Collaborators are only available in Professional and Team plans.

To add up to two (2) collaborators in a Professional Plan or up to four (4) collaborators in a Team plan:

Go to Workspace Settings > Members tab > Send Invite.

Yes. You can upgrade your plan at anytime during the month. New billing will take affect at the close of your current billing cycle.

a. You can cancel your subscription and delete your workspace anytime.

b. To cancel your subscription go to: Workspace Settings > General > Click on Delete Workspace.

c. Your account will remain active until the end of your current billing period.

To update your workspace settings:

a. Profile (Image) > Workspace Settings > General

b. To update your Workspace name, update within "Workspace Name" field

c. Adjust timezone field according to you preferred location.

d. Allowing non-admins to create goals: To allow non-admins to create goals, check the box next to "Allow non-admins to create goals?"

c. To delete workspace: Under cancel account, click "red delete workspace" trash can

a. Sunsett projects allows you to review multiple data sets tied to a specific event, conversion or volume goal for your team or your individual business.

b. Within the Projects tab, you'll have the ability to align an individual data source goal with a project.

c. To review project progress: Click into, expand and collapse goals created within your project. d. From the reports view of projects review progress reports, downloadable PDFs, Excel sheets and daily performance tallies.

a. To create a new project, select Projects Tab > Select Create Projects Button

b. Provide your Project name and description within designated description fields. 

c. Provide your appropriate project start and end-date

d. Upload an image thumbnail for you and your team collaborators to easily identify your project.  

e. Select your preferred descriptions for the project (i.e. “Event Planning, Reporting, Tracking, Idea Management, Fundraising) 

f. Get started with your first project goal and connect a dataset of your choice.

a. During project set-up select the check mark, to the left of the data set you would like to connect to your project.

b. You have the ability to connect any data set to the project of your choice.

c. The number of goals you can connect are limited to your subscription plan (i.e. Starter, Professional, Team)

d. For previously created projects: Projects Tab > Select Current Project > Select three dots in top right hand corner of project > Add Goal > follow prompts.

e. New projects can be started by selecting "Create a Project" from your Dashboard or from the Projects tab.

Yes, you have the ability to change your start and end date in Sunsett

Select Project > Current Project > Three Dots in top right hand corner of project bar > Edit Project > Add your new start and/or end date > Update project.

Sunsett visualizes your data in two ways: line graph or histogram.

If you want to change your data visualization graph of your Projects:

Projects > Choose Specific Goal > Choose between Histogram or Line Graph graphics in the right corner of the Graph's box.

Your Project Progress Bar is an indicator of how much do you still need to accomplish your project. It is based on your start and end date, the connected data source, and your project.

An archived project is a feature in Sunsett where you can store your finished and accomplished projects or where you can preserve projects that are on hold.

a. To set a new goal, select Goals Tab > Create Goal.

b. Connect the Data Source that you want to set a goal for, as well as your appropriate project start and end-date.

c. Select your Goal Target and by how much.

d. Provide your Goal Name and description within designated description fields.

e. A green dotted goal line will be found within dashboard goal charts and goal reports.

a. To edit a goal, select Goals Tab > Current Goal.

b. Click on the Three Dots, then select Edit Goal.

c. Once Edited, click on Update Goal to save your edit.

a. Initial Goal targets cannot be changed without creating a new goal.

b. Goal end-dates can be changed.

Data updates occur at midnight, you should be able to see your first report on data performance the next day.

If you're on the Professional or Team plan, you can allow other users to create goals by simply clicking the "Allow non-admins to create goals?" box in your Workspace Settings.

In order to customize your Reports based on your:

a. Projects: filter by project and choose which project you want a report for, pick a targeted category, apply the specific dates, then click on Download to have the report as a PDF or XLS file.

b. Goals: filter report by goal, projects, category, and dates. Then click on Download to have the report as a PDF or XLS file.

c. Categories: filter by category, dates in order to have a report. At the bottom of the page, you can compare your category with your Projects and Goals and their respective progress rates.

d. Saved: the Saved section shows you past saved projects and goals.

Sunsett visualizes your data in two ways: line graph or histogram.

If you want to change your data visualization graph of your Goals:

Goals > Choose Specific Goal > Choose between Histogram or Line Graph graphics in the right corner of the Graph's box.

Your Project Progress Bar is an indicator of how much do you still need to accomplish your project. It is based on your start and end date, the connected data source, and your goal.

An archived goal is a feature in Sunsett where you can store your finished and accomplished goals or where you can preserve goals that are on hold.

To export Goals to PDF or Excel files, click on the specific Goal > click on Download > choose PDF or XLS.

To generate a report: go to: Reports > select what you want your report for (Project, Goal, Categories, or Saved).

a. To generate an individual category report, go to Categories section under the Reports tab.

b. Your Data Sources will show (Google Analytics, Facebook, Instagram, etc.)

c. Click on the one you wish to generate a report for.

Yes, you are able to export reports to PDF or XLS by clicking the Download button.

You can pick the categories and metrics to create a specific Goal report dependent on the what you want to target.

To customize a goal report: Go to Reports > Goals tab > Category > Pick your category.

To generate a report based on category: Reports Tab > Categories

a. Click into category chart of interest

b. Review performance report

a. Saved Reports are archived reports for future viewing after a goal or project is complete.

b. To save a report, within the report view of goal or project, click the "Save" star icon.

a. Projects: filter by project and choose which project you want a report for, pick a targeted category, apply the specific dates, then click on Download to have the report as a PDF of XLS file.

b. Goals: filter report by goal, projects, category and dates. Then click on "Download" to have the report as a PDF of XLS file.

c. Categories: filter by category, dates in order to create report. At the bottom of the page, you can compare your category with your Projects, Goals amd their respective progress rates.

d. Saved: the Saved section shows you past saved projects and goals.

a. To connect a data source: go to Data Sources > Add Data Sources.

b. Select the Data Source that you would like to connect to Sunsett.

P.S: Make sure you follow the formatting instructions to add CSV.

a. To best organize your connected CSVs go to: Data Sources > Connected > CSV Manage.

b. Click on Sort > Choose the appropriate method.

c. You can also customize your CSVs by your Goals: Click on All Goals > Choose your specific Goal.

a. To connect Google Analytics to Sunsett go to: Data Sources > Add Data Sources > Click on Connect in the Google Analytics section.

b. A new window will pop up to choose an account in order to see and download your Google Analytics data.

c. Once allowed, you're all set to start creating projects and setting goals with your Google Analytics data.

a. To connect your team's Eventbrite to track your ticket sale and audience performance metrics go to: Data Sources > Add Data Sources > Click on Connect under Eventbrite.

b. Eventbrite will ask you to Log in to your account.

c. Once logged in, you're all set to start creating projects and setting goals with your Eventbrite account.

If you are on the Starter Plan, you are only allowed to connect two (2) data connections to Sunsett.

In order to add another source, you need to upgrade your plan to the Professional plan (for up to 4 data connections) or Team plan (for unlimited data connections).

a. Categories can be found be navigating to the Reports > Categories.

b. Categories are summaries of your metric goals, and their related data sources. 

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