Dashboards

Why dashboards?

Dashboards save you time by presenting you all the information about your business in a single place. In Exponea you are not constrained to a set of predefined dashboards, you are completely free to create your own from scratch.

Creating new dashboard

In menu navigate to Dashboards. Click create new button to create new empty dashboard.

You create dashboard by placing various Dashboard components into the Dashboard canvas.

Dashboard canvas

Dashboard canvas is place where you place (by drag&dropping) dashboard components. Canvas is split into a 12 column grid. This means that every component must take at least 1/12 space of the whole dashboard width. 12 column grid allows you to resize and place components freely within the canvas. After you place component into canvas it will try to use the full width of the dashboard.

Dashboard components

Dashboard components are split into two groups – analyses and other. While Analyses and Metrics are created in correspondent parts of Exponea, HTML and Simple text components are always unique to a single dashboard.

Analyses

When you place the dashboard component into the canvas, a modal pops up.

Analysis to display

Here you can select the analysis that should be displayed in the dashboard.

From another project

Checking this option lets you add analyses from your other projects (if you are in more projects).

Auto resize height

If unchecked, you will have to specify the height of the component by yourself.

Show description

If 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 Info button.

Display

When analysis supports more than one view this option will let you choose which view to show.

Metric

As metric is special type of sub-analysis it has special set of properties available.

Date range

Setting a date range from the Metric settings popup will override

Comparison with

Comparison is useful when you want to have quick overview of the trend of your most important KPIs.

Comparison of a metric is possible with:

  • previous period
    • only possible when Date range is checked
    • will compare the metric with the value of the metric from previous period (the length of the previous period is the same as the lenght 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 metric for this period is 60. The comparison value will then be +30%.
  • different date range
    • same as previos period but you have the option to choose arbitrary date range
  • custom defined metric
    • use this option if you want to compare one metric to completely another one
    • example: comparing purchases of last 7 days to average weekly purchases for a certain period. First metric is defined as a simple count, while the other one is a formula that computes average.

Set goal

Here you can define a goal for the metric. It will be displayed as a progress bar.

Example of metric with all options checked:

HTML

Adding HTML component opens up WYSIWYG HTML editor. With this editor it is possible to embed images, format text, create links or complex menus and even insert iframes. However we recommend you only use advanced features if you know how.

Simple text

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

Home dashboard

It is possible to set one dashboard per project as project Home. It then becomes available in one click from the menu. You will also see this dashboard upon logging in and selecting your project.

We recommend you choose the most important dashboard such as Business overview dashboard as your Home one.

Setting home dashboard

There are 2 ways how you can set a dashboard as your Home.

From edit mode

Check the option Set as project’s Home Dashboard and save the dashboard.

From dashboard list view

Click the little house icon and confirm your selection in the popup.

Advanced

Global filters

Dashboard filters are useful to create and use additional filters on analyses in dashboard.

There are 2 modes for defining and setting global dashboard filters.

Filter definition

By clicking add custom filter you can add new filter. This filter can be based on event attributes or customer attributes.

Example – event attribute:

We chose attribute category of event view item. This will allow us to filter all view item events in dashboard by attribute category.

Similarly we can choose customer attribute (such as segmentation) to be second filter.

Filter preview (set)

In the Preview you can choose the filtering options based on the values you are presented. When many values are available for a single filter the multiple select field is shown. If there are only few values for a single filter checkboxes are shown.

It is also possible to change the global date filter. By default the date filter works as an additional date filter – it doesn’t override filters inside the analyses. To change this behavior go to Filter definition and change Date filter mode from Intersect to Override.

Applying filter

You can apply the chosen filter by clicking the Apply changes button that appears after changing the filter. Dashboard is then recomputed immediately.

Dashboard slideshow

Caution: This is experimental functionality.

Dashboard slideshow gives you the ability to create simple presentation from existing dashboards. In the edit mode (which can be brought up by clicking the pencil icon) you can select which dashboards should be displayed throughout the presentation. Only dashboards that you have access to are displayed here.

By clicking the Play Slideshow button at the bottom of the dashboard you can launch the presentation.