Dynamic dashboard


Dynamic dashboard is a feature that gives you a possibility to dynamically change parameter of the event or attribute you are analyzing.

Business benefits

  • In dynamic dashboard you do not have to choose static campaign name but you can use more campaigns in dashboard thanks to use dynamic key.
  • You can personalize dashboard to your current needs, and change the dashboard to have a better overview of the information you need.
  • This feature enables you to create one dashboard for all your campaigns and then personalize it with the proper campaign ID.

Before you start

You can create your own dashboard using your own imagination and criteria. However, in order to have something to show there, you will have had to prepare some analytics earlier:

WARNING: You can not create new analyses from scratch using the Dashboards module, but you can edit existing one.

Dynamic dashboard

You can create dynamic dashboards in the Analytics module. In order to create a new dashboard, go to Analytics > Dashboards.

Screenshot from the Synerise analytics module presenting a list of dashboards

You can also find here additional information:

  1. Information about publish status.
  2. Created data.
  3. Updated date.
  4. Author of the dashboard.
  5. Button add dashboard in the upper right side of the screen.
  6. Every dynamic dashboard have special icon.

Create dynamic dashboard

In Synerise you can create your own dynamic dashboard based on many different customer activities and characteristics. In this part we will show you how to do it in a few simple steps.

Dynamic dashboard can be create and used only for the analysis of the data that contains dynamic key. In order to set up a new Dynamic Key, go to Analytics and choose one type of analytic

WARNING: Remember that dynamic attributes for histograms and reports can only be created in Metrics. Generic attributes for geoanalytics are created in a segment.

Create dynamic key

Screenshot from the Synerise analytics module presenting dynamic attributes

To create dynamic attributes you have to:

  1. Set up event.
  2. Choose attributes.
  3. Choose format for your data.
  4. Choose right options by clicking in button.

Button from point 4 is obligatory, but you can always change it by clicking them. If you click two times, you will be able to set up dynamic format.

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

  1. Describe your event using dynamic key. Thanks to this option you can build Dynamic Dashboard.

Use dynamic key

Screenshot from the Synerise analytics module presenting analytics dashboard

  1. Analytics dashboard with generic attributes have additional button.
  2. After clicking them you can set up name for your dynamic key.
  3. You can also add identifier for your dynamic key like id for product, campaign, attribution and other.

Screenshot from the Synerise analytics module presenting edit analytics dashboard

If you want to change product in your analysis:

  1. Click once again in dynamic key button.
  2. Choose the name of dynamic key.
  3. Fulfill id number for dynamic key which you would like to analyse.
WARNING: When you change number of id in dynamic key section, you should remember to refresh your analyse.

Edit Dynamic Key

Screenshot from the Synerise analytics module presenting edit analytics dashboard

At any time you can change analytics in dashboard by clicking in upper left corner of the menu bar.

  1. Choose edit option and go to creator of analytics where you can update changes.

Use 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 learn more to get more information about creating events and clients properties in client filter.

Arrow Learn more

Add event

1. Choose event.
2. Choose parameters.
3. Choose operator.
4. Describe event.
5. Set up data


1 Choose event

Screenshot from the Synerise analytics module presenting custom filter with event

  1. First you have to choose an event, which means any activity we can measure in the system. You can choose it from the list.
WARNING: You can only see those events which can be measured in your profile. If you have not tracked your forms yet,it will not be possible to see a form submitted event on the list.

2 Choose parameters

Screenshot from the Synerise analytics module presenting how to create an event and choose the parameters

Synerise enables you to choose the parameters which will describe your event.

  1. Choose filter between categories on tabs:
  2. Choose from all list.
  3. Choose from attributes list.
  4. Choose specials list, (segmentations, aggregates, expressions, attributes, tags).
WARNING: The list of parameters depends on the chosen event. For a page visit, you can find for example; address, uuid, ip, number of visits and source. To go further, you have to choose one parameter from the list.

3 Choose operator

Screenshot from the Synerise analytics module presenting how to choose operator

  1. After choosing an event and optional parameters, you can describe the value using logical operators. You can choose from among:
  2. Date: more than/less than, which are connected with time. After choosing this parameter you have to describe the date to which it refers.
  3. Number: less than, more than, less or equal to, more or equal to. They refer to numbers.
  4. String: equal, not equal, contain, not contain, starts with, ends with, regular expression, in, not in. They refer to text and numbers.
  5. Boolean: is true, is false. They refer to existing specific event. Using them you can define if a specific event exists or use it as an exclusion. They finish describing the event (you do not need to add any value later).
  6. Array: equal, not equal, contain, not contain, starts with, ends with, regular expression.

4 Describe event

Screenshot from the Synerise analytics module presenting simple metric - describing the event value 1

  1. Describe your event using input options.

Screenshot from the Synerise analytics module presenting simple metric - describing the event value 2

  1. Describe your event by choosing value for them using lists described in following points:
  2. Choose from all list.
  3. Choose from tags list.
  4. Choose attribution.
  5. Click tree dots for more options.
WARNING: For this options click icon once again.

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

  1. Describe your event using dynamic key. Thanks to this option you can build dynamic dashboard.
WARNING: For this option click icon two times.

5 Set up data

Completed within

The completed within option lets you define the period of time in which the all steps in the funnel should be completed by your customers. In this case, only users who did it in a specific time will be counted.

Screenshot from the Synerise analytics module presenting data range fo event

  1. Choose number which describe your time range.
  2. Select time by choosing years, months, weeks, days, hours, minutes, or seconds
WARNING: Remember that your customer must fulfil the conditions required for the next stage of the funnel at a defined time (completed within). If the conditions are fulfilled earlier or later, it will not be counted as a conversion.

Data picker

Screenshot from the Synerise analytics module presenting data range fo event

  1. You can add the range of time in which the chosen condition happened using the calendar. Just click the start and end dates.

  2. You can also use a custom time option - last or before:

    • Last - The time interval you want to analyze (for example, all steps were completed in the last 30 days).
    • Before - Goes back for a period of time (for example, we want to analyze all customers who completed the funnel before December 24th). The time interval by which you go back (for example, one month) will not be analyzed and will be excluded from the report. It means that you can take into account only customers who have met specific conditions before this time interval.
  3. You can use a few ready-to-use options visible below the calendar: today, yesterday, last 7 days, and more (this month, last month 3 months, 6 months, last year or all time).

  4. The last option is time - you can set up the details using the select time button.

WARNING: This is a dynamic option, which means that it will take into account people who met all the conditions from the funnel within the last 7 days, 30 days, etc. The segment will change dynamically.

Add clients properties

1. Choose clients properties.
2. Choose operator.
3. Describe clients properties.
4. Use AND/OR.


Choose clients properties

Screenshot from the Synerise analytics module presenting custom filter with attribute

  1. To your clients filter you can add clients attributes from lists described below:
  2. Choose from all list.
  3. Choose from tags list.
  4. Choose attributes list.
  5. Click tree dots for more options.

Choose operator

Screenshot from the Synerise analytics module presenting how to choose operator

  1. After choosing an event and optional parameters, you can describe the value using logical operators. You can choose from among:
  2. Date: more than/less than, which are connected with time. After choosing this parameter you have to describe the date to which it refers.
  3. Number: less than, more than, less or equal to, more or equal to. They refer to numbers.
  4. String: equal, not equal, contain, not contain, starts with, ends with, regular expression, in, not in. They refer to text and numbers.
  5. Boolean: is true, is false. They refer to existing specific event. Using them you can define if a specific event exists or use it as an exclusion. They finish describing the event (you do not need to add any value later).
  6. Array: equal, not equal, contain, not contain, starts with, ends with, regular expression.

Describe clients properties

Screenshot from the Synerise analytics module presenting simple metric - describing the event value 1

  1. Describe your event using input options.

Screenshot from the Synerise analytics module presenting simple metric - describing the event value 2

  1. Describe your event by choosing value for them using lists described in following points:
  2. Choose from all list,
  3. Choose from tags list,
  4. Choose attribution.
WARNING: For this options click icon once again.

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

  1. Describe your event using dynamic key. Thanks to this options you can build Dynamic Dashboard.
WARNING: For this options click icon two times.

Use AND/OR

Screenshot from the Synerise analytics module presenting how to choose filter and/or option

  1. When you add more filters to your metrics you also have to set up their mutual connections. You can decide that customers should meet both conditions to be in this metrics or just one of them. To do this, click the and/or option.

Use data picker

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

  1. To set up the date range for a whole dashboard, click the date range option in  the upper right side of the screen.
  2. Then, using the data picker, 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 range 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.

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.

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