Funnel Dashboards allow you to analyze all of your performance data and prove the ROI of your marketing efforts all in a single place.
To get started with our Dashboarding feature, click on the “Dashboards” option in the left navigation menu. While we've tried to make our Dashboards straightforward and easy to use, below are some helpful pointers to quickly get you up and running.
Create
To create your first Dashboard all you need is to have connected at least one Data Source. Then you can just click on the Create Dashboard button, add one or several charts, and then save it. You will find your new Dashboard in the list.
View
You can view an existing Dashboard by clicking on it in the list. When viewing a Dashboard you can use the date range filter (and compare to), as well as any Dimensions filters that might have been added, like Traffic Source. The link for the Dashboard is unique so you can bookmark it or share it with a colleague.
You can interact directly with some charts, like ordering a column in a table. You can also go from any chart to further exploring it in the Data Explorer by clicking on the chart and then click "Show in Data Explorer" in the side panel.
Edit
When editing you can move cards around in a drag-and-drop canvas. When you've selected a card, options like what Metrics and Dimensions to use as well as adding a chart title or adding value labels can all be found in the right side panel.
Add chart
Use the 'Add Chart' button. Here is what you can add to your Dashboard:
Line Chart: Perfect for visualizing how your metrics evolve over time.
Bar Chart: Ideal for side-by-side comparison of values.
Combo Chart: Observe trends and correlation between two metrics
Scorecard: Displays a total as a prominent, large number
Table: Dive into the details with rows of data.
Text Block: Add context or explanations to your dashboard
Settings - Choose Fields and Filter Dimensions
Clicking on "Settings" allows you to choose which Dimensions and Metrics are available to use in your Dashboard. You can also filter the data on Dimensions. Just like the date range, this affects how much data needs to be fetched to the dashboard which can speed up load times or fix issues where you get an error for too much data volume.
Add filter
Here's a quick video showing how the different filters in Dashboards behave in your final reports:
There is always a Date Range set to choose what time period to get and display the data in the dashboard for. The date range preset used when editing the dashboard is saved as the default when viewing the dashboard.
When editing you also choose which Currency to display monetary metrics in. Which are available can depend on connected Data Sources and can be adjusted in the Currencies left nav entry.
You can also "Add Filter" to add a dimension to allow viewers to quickly slice what is being displayed.
Delete
Removing a dashboard is done by selecting "Delete" and confirming from the Dashboards listing page.
