Dashboards are a collection of widgets that give you an overview of the reports and metrics you care about most. Dashboards let you monitor many metrics at once, so you can quickly check the health of your accounts or see correlations between different reports. Dashboards are easy to create, customise and share.In this article, we will help you understand the basics of Dashboards and reveal how you can use them.
Factor’s Dashboards allow you to view all your most important metrics at a glance. Add Insights, Flows, Funnels, and Attribution reports to a dashboard to be able to track those metrics both regularly and simultaneously. You can also easily create personal dashboards or public dashboards.
It is super easy to locate a dashboard on Factors. When you login to the factors website, you automatically land on the dashboard page. Here, you get to view your most used reports and insights as shown below. To navigate to existing dashboards within your Factors , just click on the directory on the left hand side of the page. This directory makes it easy to access your most-used dashboards by organizing them into several sections:
Click on the dropdown to view all the dashboards you or your organizatiom have created so far. You can search for all dashboards, or recently viewed dashboards, at the top of the directory. Factors users can simply create a new dashboard and even edit or delete it.To create a new dashboard, click "+ New Dashboard" at the top of the directory. You can also create widgets from your saved queries.
Building your First Dashboard
Building a dashboard is a simple matter of adding a few existing reports - it takes just a few seconds and a couple clicks!
Let’s say you want to keep a track of some basic metrics like:
Website sessions segmented by country
Signup to Demo (Funnels)
Average page views
Step 1: Create a New Dashboard
On the Dashboards page, click "+ New Dashboard" at the top of the left of the screen. The new untitled dashboard will be created immediately, but you may wish to give it a name. To do so, add the name and description in the given blocks like this:
You can also choose whether you want to keep the dashboard private or if you want to make it public by clicking on the desired block. Once done, click on ‘Next’.
Step 2: Add Reports/Widgets
You can either start on a dashboard, and add reports to it directly, or you can add the reports later. You will get to choose the widgets from a list of your sdaved queries. To add reports, just click on the small box like this:
In this case, we'll add the existing reports, "My demos to deals won sales funnel," "How do users get from Sign Up to Demo?", "Website session by Country” and "Average page views". Once the widgets are selected, click
on ‘Create Dashboard’. After adding, your screen will be refreshed which means your dashboard has been saved.
Step 3 (optional): Set the Date Range, or Add Filters
Factors allow you to set a timeframe within the dashboard, making it simple to ensure every report is showing results from a consistent set of data. Date ranges can be added by clicking the timeframe block at the top of the dashboard. This will open a row, shown below, where the date range can be selected.
Step 4 (optional): Modify the Arrangement of the Dashboard
Factors Dashboards let you rearrange or resize the individual queries/widgets contained within the dashboard. To change the order of reports, simply click and drag any report to your desired position, via the gripper icon at the top right of the report. You can also search reports within the dashboard by clicking on the button on the top of the screen and typing in your query name like this.
Note: You can also easily edit and delete a dashboard just by clicking the three dots near the ‘New Dashboard’ button as shown below.