Creating dashboards

Create a dashboard that gathers analyses such as metrics, funnels, trends, and so on. The dashboard can display general data or dynamic data such as the values of parameters, for example, a campaign ID, customer ID, product ID, and so on.

Requirements


  • You must implement a tracking code into your website.
  • You must be granted a set of user permissions that allow access to the Analytics module and creating analyses.

Procedure


Image presents an empty dashboard
A blank dashboard
  1. Go to Image presents the Analytics icon Analytics > Dashboards > Add dashboard.
  2. Enter the name of the dashboard.
  3. To add a widget to the dashboard, click an icon on the The panel of analysis icons panel. The icons are (left to right): HTML code, text field, image, segmentation, trend, funnel, metric, histogram, aggregate, expression, and a report.
  4. To use inserts in HTML code:
    1. Open the list of inserts.
    2. Copy the URL of an insert.
    3. Include the following element in the HTML code: <img src="url-of-the-insert" />
      The insert usage is restricted to images and blocks.
      Result: A widget appears on the dashboard.

Configuring analyses widgets


  1. If you chose a particular type of an analysis to be added to the dashboard, in order to configure the widget settings, click the widget on the dashboard.
    Result: On the right side, a panel shows up with two tabs: Data and Style.

  2. In the Data panel, enter the title of the analysis.

  3. Optionally, in the Description field, to let other users know the purpose of the analysis, enter a short description.

  4. From the dropdown list, you can either:

    • Select an existing analysis.
    • Create a new analysis by clicking Create new at the bottom of the list.
      Important: If you want to display dynamic data on the dashboard, proceed to the Dynamic data in dashboards section.
  5. You can configure additional settings:

    Property name Available in Description
    Date range All apart from segmentations The option of selecting the time range of the analysis data that will be displayed on the dashboard. By default, the dashboard uses the original time range of the selected analysis. Each analysis has its own rules about reusing its own date ranges in a dashboard and overlapping the date range of the dashboard, which are explained here. The date range of the dashboard can be set by clicking the Date range icon icon.
    Comparison All apart from segmentations The option of comparing the results of the selected analysis to a time range or other analysis. In the case of selecting the time range option, remember it must overlap with the date range set directly in the selected analysis.
    Goal Metrics, aggregates and expressions The option of setting the desired result. As a result of switching on this option, a progress bar displays in the widget.
  6. In the Style tab, you can configure the following settings:

    Style settings

    Property name Available in Description
    Visualization type All types of analyses apart from a metric and an expression Select a chart type an analysis is going to be presented in.
    Appearance All types of analyses Define the unit of results and their accuracy (decimal places).
    Layout All types of analyses apart from a metric, aggregate and an expression Select a horizontal or vertical layout of a chart.
    Axes All types of analyses apart from a metric, aggregate and an expression
    • Define the minimum and maximum values shown on a chart.
    • Select the direction of the X and Y axes.
    Axes titles All type of analyses apart from a metric, aggregate and an expression Enter titles for X and Y axes.
    Legend All type of analyses apart from a metric, aggregate and an expression Define the position and alignment of a chart legend.
    Colorize All type of analyses apart from a metric, aggregate and an expression
      Define the method of coloring the chart elements:
    • Full pallet – Every element of the chart has different color.
    • Color per series – Chart elements within one unit have different colors (for example, when comparing occurrence of a few events in a particular day).
    • One color – Every element of the chart has the same color.
    • Min & max values – All chart elements have the same colors apart from those which show the highest and the lowest value.
    • Value based – Intensity of the color of the chart element depends on the value.
    Color palette All type of analyses apart from a metric, aggregate and an expression Select colors of chart elements.
    Text A metric, aggregate and an expression
    • Define the alignment of the result in the widget.
    • Select the font size.
    Icon A metric, aggregate and an expression Select an icon and its color. The icon is displayed above the title of the widget.
    Goal colors A metric, aggregate and an expression Define the color of the lowest and the highest result.

  7. To filter the results of the dashboards, click the Dashboard filter icon.

  8. When you complete creating the dashboard, click Save dashboard.

    Tip: By default, a new dashboard is private. If you want to share it with others, check the instruction here.

Dynamic data in dashboards


Dynamic data is a collection of information that refers to a particular entity (for example, a customer, a product, a campaign, a URL, attributes (city, name, birth date), and so on). It’s described as a dynamic because it changes as the context of the analysis changes.

  1. To display data for an individual customer or attribute on the dashboard, add analyses that contain a parameter and its value (for example, a customer ID or campaign ID). This parameter must be added to the analysis as a dynamic key.
    Result: The Dynamic key icon icon shows on the settings panel on the dashboard.
  2. Click the icon.
    Result: A pop-up shows up. The name of parameter that is used in the analyses added is already there.
    Important: If the value of a dynamic key is not defined, the analyses on the dashboard that use dynamic key show 0.
  3. To display the results for a specific value of the parameter (for example, a customer), enter the parameter value.
    Result: The data in the analyses that contain the same parameter are updated.
    WARNING: You must be consistent with the names of the dynamic keys while creating analyses that are used in the dashboard. For example, ID and id will be treated as different dynamic keys. But, the values of the dynamic keys are case insensitive.
  4. Continue the procedure described in the Adding analyses section.

Adding dashboards to customer profiles or the home page


You can add a dashboard with dynamic data to a customer’s profile, only if at least one analysis inside the dashboard includes a dynamic key.

Tip: In the same way as described in the procedure below, you can add dashboards to the main dashboard (the section users are directed after logging in).

EXAMPLES

  • To be able to display statistics about campaigns on a customer’s profile, a dashboard must contain at least one analysis that uses the dynamic key - id.
  • To be able to display statistics about a customer themselves, a dashboard must contain at least one analysis that uses the dynamic key - clientId.
  • Aggregates and expressions don’t need clientId because they already contain it.
The Statistics section on a customer's profile
The Statistics section on a customer's profile

Customer profiles

  1. Go to CRM and select a customer on the list.
  2. On the top of the activity list, click Statistics.
    Result: A set of statistics appears.
  3. On the top of statistics, click the Three-dot icon icon.
    Result: A dropdown list appears.
  4. Select Manage dashboards.
    Result: A pop up appears.
  5. On the top of the pop-up, click Add dashboard.
    Result: A dropdown list appears.
  6. From the dropdown list, select a dashboard.
  7. To confirm your choice, click Add.
    Result: The dashboard appears on the bottom of the list.
  8. To manage the order of the dashboards added to the customer’s profile, drag and drop them in the preferred order.
  9. To save the changes, click Apply.

The home page

  1. Go to the Main dashboard icon Overview section.
  2. On the top of the charts, click the Three-dot icon icon.
    Result: A dropdown list appears.
  3. Select Manage dashboards.
    Result: A pop up appears.
  4. On the top of the pop-up, click Add dashboard.
    Result: A dropdown list appears.
  5. From the dropdown list, select a dashboard.
  6. To confirm your choice, click Add.
    Result: The dashboard appears on the bottom of the list.
  7. To manage the order of the dashboards added to the customer’s profile, drag and drop them in the preferred order.
  8. To save the changes, click Apply.
😕

We are sorry to hear that

Thank you for helping improve out documentation. If you need help or have any questions, please consider contacting support.

😉

Awesome!

Thank you for helping improve out documentation. If you need help or have any questions, please consider contacting support.