Dashboards

This guide will help you understand:

  • What is a dashboard in Exponea
  • How to create a dashboard using Exponea
  • How to customize your dashboard using Canvas Features
  • How to make use of other features of dashboards

What is a Dashboard in Exponea

Dashboards are a tool for neatly displaying relevant pieces of data from your database. Using Dashboards will allow you to see all the key metrics and trends about your business in a single place. Thereby, they will empower you to keep track of and present the analyses that are important to you.

Example of a dashboard displaying conversion rate, number of new buyers and a cart funnel

Watch this short introductory video about this feature:

How to Create a Dashboard

a. Navigate to Overview > My Dashboards.

b. Click on the + sign next to the My Dashboards item in the drop-down menu.

c. You will now see an empty Dashboard canvas.

d. Drag the dashboard components you want to use onto your canvas.

Dashboard Canvas Features

The dashboard canvas allows you to create a presentation of your key metrics and analyses. This canvas is a 12-column grid where you can drag, drop, resize and move your components around. Once you drop a component on the canvas, it will use the full width of the dashboard by default.

You can display the Analyses and Metrics from one of your projects in Exponea, and add HTML and Simple text components to your dashboard.

The instructions below will help you with the configuration of each of these dashboard components.

Analyses

Placing an Analysis component on the canvas opens the following dialog box:

This dialog box allows you to configure the following settings:

Setting
Analysis to displaySelect the analysis that should be displayed in the dashboard.
From another projectChecking this option lets you add analyses from your other projects (if you are in more projects).
Show descriptionIf checked, the description of analysis will be displayed at the top of component. You can edit description of analyses in their Edit mode by clicking the Info button.
DisplayWhen an analysis supports more than one view, this option will let you choose which view to show in the dashboard (e.g. table, graph, or both).

Metrics

This dialog box allows you to configure the following settings:

This dialog box allows you to configure the following settings:

SettingTypeDescription
Date rangeSet the data range from which you want to show the metrics' data. Be aware that this setting overrides the original time filter you have set in the metric itself.
Comparison withComparison is useful when you want to have a quick overview of the trend of your most important KPIs.
Previous period This setting will compare the metric with the value from the previous period. It can only be used if date range is checked (the length of the previous period is the same as the length of the original period from the Date range).

* Example: metric for the last 7 days returns number 78. Previous period is thus last 7 days before 7 days. The value of the metric for that period is 60. The comparison value will then be +30%.
Different date range This setting allows you to set your own date range.
Custom defined metric Choose this option if you want to compare one metric with a completely different one

* Example: comparing purchases of last 7 days to average weekly purchases for a certain period
Set goalHere you can define a goal for the metric. It will be displayed as a progress bar.

Example of metric with all options checked:

HTML

Placing an HTML component on the canvas opens the WYSIWYG HTML Editor. This editor allows you to embed images, format text, create links, complex menus, and insert iframes.

Simple text

The Simple text component allows you to enter text without formatting options.

Project health dashboard

This feature is currently available in Beta version

The project health dashboard allows you to look at the health of your project and identify anomalies that require your attention. The dashboard includes health data of the following:

  • Campaigns
  • Merging
  • Purchases

You can access the dashboard by going to Overview > Project Health

If you do not want to periodically review the dashboard and only be informed when the issues arise, you can set up an automatic email notification that will be sent to you when suspicious activity is detected. To receive the email notifications click on the Subscribe to health alerts.

Other Features

Home dashboard

You can configure your dashboard as the homepage of your project.
This setting allows you to return to the dashboard by clicking on the Exponea logo on the top left side of the screen. It will also be the first screen you'll see as soon as you log in to your project.

Configuring your dashboard as the homepage of your project

a. Navigate to Overview > My Dashboards.

b. Hover over the desired dashboard.

c. Click on the downward-facing arrow on the right-hand side of the row.

d. click Set as home.

Dashboard filters

You can predefine your own filters that all users of the dashboard can use to specify what data they want to see. For example, you can create a dashboard that will evaluate all your email campaigns (open, click rates etc.). Then you can predefine a filter that will allow the users to see this data only for a specific campaign, filtered by name. The interface will look like this:

You can create your custom filter using any event or customer attribute.

How to create a Dashboard filter

First, make sure that you're in the edit mode of your dashboard, and not the presentation mode.

a. Click on the Edit button on the upper right-hand side of your dashboard.

b. Click on the Funnel icon on the top-left of your screen. A filter pane will appear in the Dashboard Canvas.

c. Click on the Add customer filter button.

d. You can now define a filter for your dashboard's analysis components by event or customer attributes.

Date filter: Select the behavior of the dashboard's date filter in the bottom right corner of the filter pane. Choose Intersect to use this date filter as an additional filter to the date filters of your analysis components, or choose Override to only use the dashboard's date filter.

Previewing and applying your Dashboard filter

At the top of the filter pane, you'll find a Definition/Preview toggle switch. Click on the Preview button to enter the preview mode.

a. Tick the checkboxes of the values that you want to use as a filter. If there are many values available for a particular attribute, a multi-select field will be shown instead of the checkboxes.

b. Click on the Apply filters button to update the numbers presented by your dashboard.

Sharing and Presenting your Dashboard

You can access more actions by clicking on the three dots in the top right side of the page

Presentation mode

This mode presents a full-screen version of your dashboard canvas in your web browser.

Send via email

You can send weekly or daily copies of the dashboard to your email. The dashboard's contents will be calculated at the send time and will be sent at 8 am of that day, according to your timezone set in user settings. It is currently not possible to customize the sending time or the recipients.

Share with public

This feature creates a custom link to your dashboard. Recipients of this link will not be required to log in or have access rights. The dashboard's contents are refreshed every time the link is opened.

Clone to another project

This feature allows you to clone the dashboard to other projects you have access to. Read more about Cloneable Data Mapping in our Data Manager article.

Updated about a month ago


Dashboards


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