This powerful feature allows you to unify the results of multiple campaigns in one same place to have a more clear picture of your business metrics. You will be able to create flexible and customizable reports pulling data to analyze the information that you need.
To get started, you should go to your panel and click on "Create Dashboard", once you do this a menu will pop up with some options to complete. Here you will be able to assign an image, a color, a title, a description and a workspace to your Dashboard to customize how you will see it in your panel.
Remember that every Dashboard will be assigned to a workspace inside your account, so if you have invited team members in your account, they will be able to enter only to those Dashboards that are inside a workspace in which they have access to.
Once you have entered this information you will get redirected automatically to your Dashboard, but you will be able to see it listed in your panel.
Dashboards are made up with multiple widgets. Widgets are small customizable portions of your campaigns.
Once you entered to your Dashboard for the first time it will be empty, but here you will find the option to "Create widget".
Once you click this button, a new menu will appear.
The first step is to assign a title to your widget (don't worry if you don't want to enter a title yet, you can do it later).
Next step will be to choose the campaign where you want to grab information from. Here you will find all the campaigns of your account listed with a detail of their corresponding workspace on the left side, or you can type the name of your campaign in the search option.
Once you selected the campaign you will see that a date option will appear. This option will allow you to define the range of the results that you want to obtain.
For example if you choose the option "Last 7 days", you will only get the results of those responses received on the last 7 days. If you want instead to get all of the results received from a campaign you should choose "All time".
* We recommend you to check your time zone inside "My account" so all the information is as precise as possible.
Next step you will have to choose a question inside the selected campaign.
Once you have chosen the desired question, you will be able to see a preview of how your widget will look with the gathered responses.
Each question type will have different possible graphs and charts to show your data. In this case, we have chosen an NPS question. You can choose the chart that you prefer and that best suits your objectives.
You will find advanced options to obtain different results in your widgets: combine questions and filters.
Combine questions: This option will allow you to combine the responses gathered from multiple questions in one same widget. These questions have to be the same question type and have the exact same amount of response options.
To do so, you have to click on the "Combine other questions" that appear under the question selected and follow the same process of searching for a campaign and choosing a question. Only questions that comply with the previous requirements will appear in the list.
Once you combine the different questions you will see that each question will appear one under the other one and the preview on the right side will update. You can combine as many questions as you need.
This feature is very useful for cases in which you have different stores/zones/locations and you need to create a general unified result such as an NPS, or if you have different campaigns divided by language and you want to combine these results.
Filters: This option works the same way as the filters that you find in the results of each campaign. It will allow you to filter and segment the results that you want to get from your campaigns.
To filter your results you have to click on the right button that appears on the right side of the question selected and click on "Filter".
When you have configured your widget and it has all the information that you need, you should click on "Save widget" and it will appear on your Dashboard.
Once you have created all of your widgets you will be able to move, enlarge or reduce the size of each widget so you can customize your Dashboard in order to present your results as you need.
Remember that you can also add text lines to create sections to organize your Dashboard. To do this, you have to click on the arrow pointing down to the right side of the "Add widget" button and you will find an option to "Add text".
You can share your Dashboards with your team members, your boss, your client or anyone you want. To do this you will have to open the options button in the right top part of your Dashboard and choose "Share".
Inside you will find three different sharing options:
- Private: Your Dashboard will be private and anyone will be able to access to it.
- Public: Anyone with the URL will be able to access your Dashboard.
- Protected: In this case you will have to enter a password which will be requested to users to access your Dashboard.
You will also be able to download your Dashboard in PDF format to share it why anyone you like.
Dashboards is a Gold plan feature, but you will have 7 days trial to try it for free so you can present your results in a professional way.