Clients often ask me “John Le, how long have you been using Domo?” and my answer is “Since 2016…so a pretty long time”. With that, I’ve made literally hundreds of dashboards, thousands of cards and managed billions of data rows. I have learned a lot along the way of my Domo journey and these are my quick 5 things I do whenever I setup any client with Domo.

For a majority of these tips, you’ll need to go to More > Admin

To do this, go to More > Admin > Company Settings > Manage Logo

At first you may not think that this is important, but this is the first thing I do. By adding a logo, Not only does it just make your Domo instance look good, but you go to your Domo page to login, you’ll see the Domo logo + your company’s logo. When I see this, I know I’m at the right page. Also when you take a screenshot of your Domo page, having the logo in the top left just looks a bit more professional than no logo.

To do this, go to More > Admin > Company Settings > Formatting > Time zone

This one is often overlooked when I join a client’s existing Domo account. It’s very important to set your timezone. Why? Because when you set cards or formulas to be “Current Month” or “Current Day”, having a default timezone of British time (UTC) will throw things off. For instance, i often set datasets to update at 6am CST (my local time). If you don’t select a timezone and choose 6am UTC, that will be 8pm CST which means datasets don’t update early in the morning and thus cards are not showing the best update.

Furthermore, I’ve had several issues of rounding dates to a month and time zones are screwing it up. When it comes to some connectors like Shopify and Salesforce, you may run a report showing orders or leads for an entire month and if you run the same out of Domo, you may see that counts are off by a bit. Why? From a plethora of hours of scrutiny, I discovered that it’s sometimes because of timezones. Data in a platform like Shopify may be counted at local time, but in Domo, if it’s in UTC, then you’ll see your numbers off by a bit. Just do yourself a favor and set the time zone.

To do this, go to More > Admin > Company Settings > Cards > Week Display

This one is so underrated. By default, Domo sets weeks as numbers like the week of Jan 1 is Week 1. So when you make any cards and have an X-axis by week, you’ll see the weeks as “week 1”. For me, this is very tricky because I don’t memorize week numbers. Instead, I’d prefer to see weeks displayed as MM/DD/YYYY. Therefore, by selecting the second option, my X-axis will show in the MM/DD/YYYY format rather than by Week Number.

To do this, go to More > Admin > Network Security > Invite Authorized Domains

This is not necessarily…necessary, but good to know. What you can do here is you can add domains of email addresses so that only those emails can be accepted as licensed users. For instance, if you wanted to invite me to help with your Domo account, you can just send an invite, but if you wanted to protect against anyone being invited, you may want to set a security setting of only allowing email addresses that end in your company’s website and mine. For example, you would add the domain https://www.yourcompany.com and even https://www.dashboarddudes.com to only allow emails that come from @yourcompany.com and @dashboarddudes.com.

Again, not necessary, but good to know.

To do this, email support@domo.com

What is a week for you? Is it Mon-Sun or Sun-Sat? Do you prefer a regular calendar or a fiscal calendar? Does your fiscal year start in July?

To get around all of these, you can simply ask Domo for a second calendar. All you have to do is email Domo saying you’d like another calendar and they will send you an email asking for some clarification. Once they enable it, you just have to select “Use fiscal calendar” to enable it.

There you have it! Those are my Domo quick tips I do right out of the gate when setting up clients with Domo. Maybe you’ve done all of these already, which is great. If not, I hope you learned some cool stuff that you can apply to your organization to level up your Domo skills.

If you’d like to see more, check out https://www.dashboarddudes.com/pantry where I answer questions about Domo through video. This way you can watch me solve problems rather than reading every step.

By the way, if you'd like to see more, I go over these tips more in depth in my Domo 401 course.

Remember, you’re only one dashboard away,
John Le