Adding Dashboards

A dashboard is a collection of reports and charts that are created in the platform's various modules to track specific goals or business outcomes. Dashboards are useful when you want to look at various metrics related to the same topic in one place. For example: to track all of the activity related to Google Ads, you can add multiple reports and charts that represent the costs, click-through rates, conversions, to created deals, etc.

Creating a New Dashboard

To add a dashboard, follow these steps.

  1. On the left pane, click Dashboards (1).
  2. On the right pane, the Dashboards List displays, showing existing dashboards, including an Add New Dashboard option (2).
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  1. Clicking on Add New Dashboard displays the New Dashboard dialog box.
  2. Enter the name of your dashboard in the field provided.
  3. Click Save.
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  1. A new dashboard is blank by default so you will be prompted that you have not added any charts to your dashboard. Select either the Add Existing Chart option (1), to add a chart or report that was previously created and saved, or the Add New Chart option (2), wherein you create a new chart or report from scratch.
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  1. Clicking the Add button (3) on the top right corner of the page displays drop-down options, which are further discussed in Using the Add Button Options section later on this page.

Adding an Existing Chart to Your Dashboard

  1. If you select the Add Existing Chart option (1), a list of existing charts display on the right (2).
  2. Hover your cursor over an existing chart on the right pane until you see a + sign (3) and click on it to add the preferred chart to your dashboard.

IMPORTANT: Based on your permissions you may be able to view and edit a chart that you have not created. It is recommended that you SAVE AS another name if you intend to make changes to the chart, so you can preserve the original version.

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  1. Adding the selected charts on the right to your dashboard (1) (2) (3) will render them inaccessible on the pane and they will be grayed out (1) (2) (3), which means that you can add a chart from the list to your dashboard only once.

 As you can see as an example below, the Google Click by Campaign (1), Google Conversions (2), and Spend Vs Budget (3) charts on the right pane are grayed out since they have been selected and added on the dashboard.

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Adding a New Chart to Your Dashboard

If you click the Add New Chart option (1), a pane (2) slides out from the left where you can select types of charts or reports to create.

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Refer to Using KPI Analysis, Using Segmentation Analysis, and Using Funnel Analysis section for instructions on how to create charts using these modules.

Using the Add Button Options

Three options display when you click on the Add button (1) found on the top right corner of the dashboard: Chart, Report, and Note.

Adding an Existing Chart to Your Dashboard

  1. Selecting Chart (2) from the drop-down options follows the same steps as in the Add an Existing Chart to the Dashboard section.
  2. A pane with a list of existing charts slides out from the right (3).
  3. Hover your cursor over an existing chart on the right pane until you see a + sign (4) and click on it to add the preferred chart to your dashboard.
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  1. Adding the selected chart on the right to your dashboard will render it inaccessible on the pane and it will be grayed out, which means that you can add the chart on the list to your dashboard only once.

Adding an Existing Report to Your Dashboard

  1. Selecting Report (1) from the drop-down options opens a pane with a list of existing reports (2) from the right.
  2. Hover your cursor over an existing report on the right pane until you see a + sign (3) and click on it to add the preferred report to your dashboard.
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  1. Adding the selected report on the right to your dashboard will render it inaccessible on the pane and it will be grayed out, which means that you can add the report on the list to your dashboard only once.

 As you can see as an example in the image below, Customer Journey Analysis on the right pane is grayed out since it has been selected and added on the dashboard.

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Adding a Note to Your Dashboard

  1. Selecting Note from the drop-down options open a text box where you can enter notes. Notes are useful when you want to add a description of dashboard, a special naming convention, hashtags, etc.
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  1. You can use various format features when entering your note. Once you have entered the note, click Save to add it to the dashboard.
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Adding a Dashboard to Your Favorites List

There are two ways to add a dashboard to your list of favorite dashboards.
One way, is opening a dashboard and clicking on the star icon found next to the dashboard name.

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Another way, is going to the Dashboards List (1) and clicking the star icon of preferred dashboards (2). This method allows you to add several dashboards to your Favorites List all at once.

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Switch the Show Only Favorites toggle button to filter the Dashboards List and display only the dashboards you have set as Favorites. Notice that the star icon of these dashboards is shaded.

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Generating a PDF File of the Dashboard

You can generate a PDF file of your dashboard to embed it in a slide deck or to share electronically .

  1. Click the Generate PDF button (1) found on the top right corner of your dashboard.
    The button will show Generating... while in process.
  2. When the download is complete, you'll see the file at the bottom of your window (2).
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  1. Clicking on it opens the PDF in another browser (1) where you can print it or save it (2).
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To save a new chart to your dashboard, follow the instructions in the next section Modifying Dashboards.

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