Analytics dashboard

In Synerise you are not only able to create an analysis, but also build advanced dashboards with charts and tables. This will help you to see all important data at a glance.

Business benefits

  • Dashboard is just a feature that allows you to gather all analytics in one place.
  • This is a nice way to show an analysis during a business meeting due to presentation mode.
  • Increase the transparency of carried out activities, eliminate the time needed to prepare relevant reports.
  • Based on the analytical dashboard, you can create a dynamic dashboard to see the results of a particular attribute.

Requirements

Create various analytics before you create a dashboard. However, it's possible to create them while creating the dashboard:


Analytics dashboard

In order to create a new dashboard, go to Analytics > Dashboards.

Screenshot from the Synerise analytics module presenting a list of dashboards

The list of analytics dashboards contains the following information:

  1. Information about a publication status.
  2. The date when the dashboard was created.
  3. The date when the dashboard was updated.
  4. The name of the user who created the dashboard.
  5. Add dashboard - the option of creating a new dashboard.

Sharing dashboard

Once you create a dashboard, you can share it with other users.

description

You can share a dashboard in two ways:

  • By email - You can specify a group of users by email addresses. Those users receive view-only access to the dashboard.
  • By a link - You can generate a link to a dashboard, so you can give access to the dashboard to users who are not signed up for the application. Before you do it, make sure you make it public (either to public readable or public editable).
Tip: Dashboard shared by a link will be also available for users who are not logged in to the application.

description

  1. This is the date when the share settings were updated (i.e. refreshed).
  2. Refreshing
  3. Dashboard link - Under this link you can share the dashboard. If you generate it one more time, the previous link will be inactive.
  4. Remove link - The dashboard will not be available under any link.
  5. TTL - This it the time how long the link will be active.

Sharing by email

description

  1. Type the email address of a person with whom you want to share a dashboard.
  2. If you want to share the dashboard with more users.

Creating dashboard

Screenshot from the Synerise analytics module presenting how to create a dashboard

In the editor, you can add any analysis or other object and create your own personalized dashboard.

  1. When your dashboard is ready, you can turn on the preview mode.
  2. To customize your dashboard, use HTML creator.
  3. To help others understand the idea behind the analytical dashboard, add some text as a description or a title of the analysis.
  4. Add images to the dashboard.
  5. Add analytics and include data from various types of analytics you have created so far, such as segmentation, metrics, and funnels.

HTML creator

Screenshot from the Synerise analytics module presenting how to add HTML

  1. Click the HTML creator icon on the main menu.
  2. Fill in the boxes on the right side of the screen. In this case, the box for the html code will be the most important. Additionally, you can add the title and description in order to make the element easier to understand.

Add text

Screenshot from the Synerise analytics module presenting how to add text

  1. Click the text icon on the main menu.
  2. Fill in the boxes on the right side of the screen. You can add the title, description and body text. You can also use the toolbar in the Editor to change the text formatting and add emojis.

Add image

Screenshot from the Synerise analytics module presenting how to add an image

  1. Click the image icon on the main menu.
  2. Choose the Data tab or Style tab (to change the size and scale, fill the widget, adjust the ratio aspect, resize, fit to the widget or set up padding and background color). In the menu on the right side select the image from your computer by clicking Browse.

Add analytics

Add to your dashboard the following analytics:

  • Segmentation
Image presents the process of adding a segmentation to an analytical dashboard
  1. To add a segmentation to the dashboard, click the icon.
  2. From the Segmentation list, select one segmentation of those which have been created in this profile. If you want to create a new segmentation, choose the Create new option available at the bottom of the dropdown.
  • To add a name to the segmentation, fill in the first field.
  • To add a description to the segmentation, fill in the second field. This way you help the recipients of the dashboard grasp the purpose of this analytic.
  1. If you want to edit the chart, proceed to the Style section.
  • Trend
Image presents the process of adding a trend to an analytical dashboard
  1. To add a trend to the dashboard, click the icon.
  2. From the Trend list, select one trend of those which have been created in this profile. If you want to create a new trend, choose the Create new option available at the bottom of the dropdown.
  • To add a name to the trend, fill in the first field.
  • To add a description to the trend, fill in the second field. This way you help the recipients of the dashboard grasp the purpose of this analytic.
  1. Decide what kind of data you want to analyze. You can measure the phenomena in terms of the event occurrence or analyze it in terms of customers.
  2. If you want to change the default date ranges set while creating the trend, switch the button on. Then select the dates on the calendar and select the interval type.
  3. If you want to compare the results from other time range, switch the button on. Then select the time ranges on the calendar and data from these periods will be analyzed and compared with the default trend date range. The comparison is expressed as additional elements in the chart.
  4. To modify the chart, proceed to the Style section.
Tip: To increase the transparency of the chart, you can use an additional Y axis to make the values of each data aspect more readable (when the trend analyzes more than one event).
  • Funnel
Image presents the process of adding a funnel to an analytical dashboard
  1. To add a funnel to the dashboard, click the icon.
  2. From the Funnel list, select one funnel of those which have been created in this profile. If you want to create a new funnel, choose the Create new option available at the bottom of the dropdown.
  • To add a name to the funnel, fill in the first field.
  • To add a description to the funnel, fill in the second field. This way you help the recipients of the dashboard grasp the purpose of this analytic.
  1. If you want to change the default date ranges set while creating the funnel, switch the button on. Then select the dates on the calendar.
  2. If you want to compare the results from other time range, switch the button on. Then select the time ranges on the calendar and data from these periods will be analyzed and compared with the funnel default date range. The comparison is expressed as additional elements in the chart.
  3. If you want to modify the funnel, proceed to the Style section.
  • Metrics
Image presents the process of adding a histogram to an analytical dashboard
  1. To add a metric to the dashboard, click the icon.
  2. From the Metric list, select one metric of those which have been created in the business profile. If you want to create a new metric, choose the Create new option available at the bottom of the dropdown.
  • To add a name to the metric, fill in the first field.
  • To add a description to the metric, fill in the second field. This way you help the recipients of the dashboard grasp the purpose of this analytic.
  1. If you want to change the default date ranges set while creating the metric, switch the button on. Then select the dates on the calendar.
  2. If you want to compare the results from other time range, switch the button on. Then select the time ranges on the calendar and data from these periods will be analyzed and compared with the metric default date range. The comparison is expressed as a percentage value.
  3. To verify if you have achieved the desired result, switch the button on. Then enter the goal value.
  4. If you want to format the text and style of the widget, proceed to the Style section.
Tip: To present metric data in the form of the chart, create a histogram and add it to the dashboard.
  • Histogram
Image presents the process of adding a histogram to an analytical dashboard
  1. To add a histogram to the dashboard, click the icon.

  2. From the Histograms list, select one histogram of those which are available in the business profile. If you want to create a new histogram, choose the Create new option available at the bottom of the dropdown.

  • To add a name to the histogram, fill in the first field.
  • To add a description to the histogram, fill in the second field. This way you help the recipients of the dashboard grasp the purpose of this analytic.
  1. If you want to change the default time range set in the histogram, switch the button on. If you want to change the default intervals for value presentation, select the preferred option from the dropdown.
  2. To compare the results achieved in other periods, switch the button on and select the time ranges. The widget displays the difference between the chosen periods in the form of new elements in the chart.
  3. To change the style of the chart, proceed to the Style section.
Tip: To increase the transparency of the chart, you can use an additional Y axis to make the values of each data aspect more readable (when a histogram includes more than one metric).
  • Reports
Image presents the process of adding a report to an analytical dashboard
  1. Click the icon to add reports to your dashboard.
  2. You will be able to see the preview of the report you choose in the option 3
  3. From the Reports list, select one report of those available in the business profile. If you want to create a new report, choose the Create new option available at the bottom of the dropdown.
  • To add a name to the report, fill in the first field.
  • To add a description to the report, fill in the second field. This way you help the recipients of the dashboard grasp the purpose of this analytic.
  1. If you want to change the default time range set in the report, switch the button on. If you want to change the default intervals for value presentation, select the preferred option from the dropdown.
  2. Compare your report with the results achieved in the previous period, other date range, or other reports.
  • Aggregates
Image presents the process of adding a trend to an analytical dashboard
  1. Add an aggregate to the dashboard by clicking the icon.
  2. From the Aggregate list, select one aggregate of those which are available in the business profile. If you want to create a new aggregate, choose the Create new option available at the bottom of the dropdown.
  • To add a name to the aggregate, fill in the first field.
  • To add a description to the aggregate, fill in the second field. This way you help the recipients of the dashboard understand the purpose of this analytic.
  1. If you want to display the aggregate in the form of the chart (step 6), adjust the settings described in this step. To display other time range than defined in the aggregate, select dates on the calendar. Then, define whether you want to present values per day, week or month.
  2. To compare the results from different periods, switch the button on and choose the dates. The widget displays the difference between the chosen periods as a percentage for aggregates expressed as numbers and new elements on the chart when an aggregate is presented as a chart.
  3. To indicate the goal of an aggregate, switch the button on and enter the value you want to achieve. As a result, the widget will display the progress bar (only when an aggregate is a numerical value).
  4. If you want to present the aggregate in the form of the chart, proceed to the Style section and adjust the chart settings.
  5. Aggregates present the results in the context of a user. If you don't enter the ID of the customer in Dynamic key, the aggregate will not show any results.
  • Expressions
Image presents the process of adding an expression to an analytical dashboard
  1. To add an expression to the dashboard, click the icon.
  2. From the Expression list, select one expression of those which are available in the business profile. If you want to create a new expression, choose the Create new option available at the bottom of the dropdown.
  • To add a name to the expression, fill in the first field.
  • To add a description to the expression, fill in the second field. This way you inform the recipients of the dashboard about the purpose of this analytic.
  1. If you want to change the default date ranges set while creating the expression, switch the button on. Then select the dates on the calendar.
  2. If you want to compare the results from other time range, switch the button on. The comparison is expressed as a percentage value.
  3. To verify if you have achieved the desired result, switch the button on. Then enter the goal value.
  4. If you want to format the text and style of the widget, proceed to the Style section.
  5. Expressions analyze the customer-related data, so you need to enter the ID of the customer. Otherwise the widget will not display any values.
Tip: If you want to learn more about creating dynamic dashboards, click here.

Edit analytics

Screenshot from the Synerise analytics module presenting how to create a dashboard

In addition, you can carry out many activities on existing analytics in your dashboard. To do so, select a chosen element (segment, funnel, metric, histogram or trend) and click on the three dots in the upper right side of the element.

  1. You can download the file as .jpg, .png, .svg or .pdf.
  2. You can save it in your reports as .csv or .xlsx.
  3. It is possible to edit your analysis directly in the analytics module. Updated analytics will be visible in your dashboard automatically.
  4. To delete analytics choose the remove option.
  5. By choosing the clone option, you can copy your analytics.

Customize your dashboard

You can create your own personalized dashboard with all important data updated in real-time.


Default button

Screenshot from the Synerise analytics module presenting how to create a dashboard with default options

You can personalize colors and the style of your dashboard by using ready templates or by creating a new one.

  1. Choose the default option from the menu in the upper right side of the screen.
  2. If you want to make the background black, choose the dark mode option.
  3. If you want, you can use templates from the list below.
  4. To create a new template click the create new button. Remember to add the name of your new theme. Then find the name you have just created on the list of all themes and click on it.

Screenshot from the Synerise analytics module presenting how to create new theme 2

On the right side of the screen you will find a menu in which you will be able to set up the features of your new theme.

  1. Define the grid and gutters.
  2. Decide whether the size should fit to the screen or have a custom width.
  3. Set up the color palette for your dashboard. When creating each analytics item you can change the colors, if required.

Client filter

You can use custom filter when you want to take into account in your analysis not only people who have done specific activity but also are in specific segment, have a tag or have met other conditions.

Screenshot from the Synerise analytics module presenting custom filter

  1. Click Filter.
  2. Choose filter between categories on tabs:
  3. Choose all.
  4. Choose events.
  5. Choose clients properties.

Click Client filter article to get more information about creating events and clients properties in client filter.


Date picker

Screenshot from the Synerise analytics module presenting simple metric - describing the event value 3

  1. To set up the date picker for a whole dashboard, click the date range option in  the upper right side of the screen.
  2. Then, using the calendar, choose a specific time range or interval - today, yesterday, last 7 days, last 30 days, this month or a lifetime.
Warning:
  • Remember that if you have chosen the interval option, for example, yesterday - it will update in real-time (tomorrow it will show you analytics from today).
  • If you choose a different date picker for a single analytics item in your dashboard, then it will change for all of them. When you undo your time settings, all analytics will return to the original time settings.

Insert

Screenshot from the Synerise analytics module presenting how to create a dashboard_Inserts

  1. To add inserts, choose the option form the menu in the upper right side of the screen and click it.
  2. Choose the element you want to use from the list.
Warning: You can also change the place of an item in your dashboard by holding and dragging it to the chosen area. Using the arrow in the lower right corner you can also reduce its size or enlarge it.

Saving the dashboard

When your dashboard is ready, you can save it by clicking the Save dashboard button. Then you will always be able to find it in Analytics > Dashboards in your system. Your data will be updated constantly, so that all your KPIs and analytics will always be up-to-date.


Advanced options

Based on the Analytical Dashboard, you can create a dynamic dashboard. For this purpose, read Dynamic Key article.


Example of use

Online - Offline sales

In Synerise, you can create dashboards which can be useful for your sales or marketing department. They can summarize the most important data for you. You do not need to worry about updating it because it will always be up-to-date.

To summarize your sales data you can, for example, create the dashboard presenting online and offline sales.

Screenshot from the Synerise analytics module presenting dashboards use case

In this dashboard you can find following data:

  • Trend with online and offline transactions.
  • Metric showing gross online revenue.
  • Metric showing gross offline revenue.
  • Histogram presenting gross income of the company.
  • Histogram which shows conversion rate online.
  • Histogram showing conversion rate offline.
  • Metric which confirms conversion rate online.
  • Metric proving conversion rate offline.

All of them are presented in the chosen time range (one month).

The biggest benefit from this dashboard is that it makes it possible to compare online and offline data in one dashboard. The most important indicators are presented in one place letting you know how big the income is from online and offline, and which is more effective.

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