Dashboards

A dashboard is a report built as a canvas of widgets (charts, tables, and single numbers) arranged on a grid. Each widget draws from its own type of data, so one dashboard can bring campaigns, subscribers, and revenue together on a single screen. It’s the report type made for an at-a-glance read, and the one made for comparison.

Widgets

Widgets are the building blocks of a dashboard. You add one by dragging it from the widget gallery onto the grid, and they come in a few families:

• KPI: a single metric as a card, graph, or tab.
• Target: progress toward a goal, as a line or gauge.
• Funnel: a horizontal or vertical funnel.
• Subscriber: audience-list growth, as a card or tab.
• Details: a table, list, or comparison.
• Rich text: captions and notes between the data.
• Divider: a separator to group the rest.

Each widget has its own metrics, dimensions, filters, and dataset, so you shape every one on its own.

Comparing periods

A dashboard can compare periods. Set a date range for the whole board, then turn on a comparison period (the period before, the same period a year or month earlier, or a custom range), and every widget shows the change against it. Data explorers don’t compare.

Global filters

A global filter narrows every widget on the dashboard at once. You set a condition on a dimension (a channel, a campaign type), and it applies to each widget whose data has that dimension, so the whole board reflects the same slice. See Global filters.

Annotations

Annotations record what happened during a period. An annotation is a dated note: a message that covers a start and end date, marked as a note or as critical, capturing a big send, a site issue, or a holiday. Annotations belong to the workspace, so the same note is there on any dashboard covering that period.

Edit and view mode

A dashboard has two modes: in view you read it, in edit you add, move, resize, and delete widgets on the grid. Switch from the toolbar, and save when you’re done.

Add a widget

In edit mode, open the widget gallery and drag a widget onto the grid. You pick a type (KPI, target, funnel, and so on) and a configuration drawer opens, where you choose a dataset and set it up. Each type has its own page for what it shows and when to use it.

Edit a widget

Selecting a placed widget opens that same configuration drawer. The controls are shared across every type: a Title, the Dataset it draws from, a Filter, the Metric (or Metrics) it shows, an optional Group by dimension, and Chart settings for how it is drawn. Change what you need and save. What each control does for a specific widget is covered on that widget’s own page.

Responsive layouts

A dashboard is opened on wide screens and narrow ones. In edit mode, you can arrange the same widgets separately for desktop and mobile, so the board stays easy to read on any screen.