Insights - Dashboards

A dashboard provides a panel where you bring together multiple reports to effectively monitor and evaluate the performance of your campaigns. In our app, the Dashboards menu under Insights, provides the option to create a dashboard and then add multiple reports as its widgets. When you have multiple reports under a single panel, you can evaluate different aspects of how our platform enhances your business at a high level. For example, you can create multiple dashboards that give you an overview of:

  • The performance of a channel
  • Deliverability of messages across campaigns and channels
  • Revenue generated using multiple campaigns

And this is just the beginning. You can add as many reports to a dashboard, and create as many dashboards as you need. 

Create a dashboard

Let's create a dashboard that monitors the performance of all the campaigns. We'll add multiple widgets (that are either reports, tables, or notes) to it and use the options that are available to create a useful dashboard that provides insights into how the campaigns are doing.  

To start with, sign-in to the Blueshift app and click Insights > Dashboards on the left navigation panel. The Dashboards index page appears.

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Click + DASHBOARD, provide a name for the dashboard that you want to create and then click Create Dashboard to get started. 

Add a widget

To begin with, let's add a Chart widget.

add_chart_widget.png 

On the Add Chart Widget dialog that appears, specify a name for the widget. You can either choose an existing report (Reference chart from a report) or create a new one (Create new chart). If you choose the Reference chart from a report option, you can select or search for a report using the dropdown:

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An existing report is independent of a dashboard. You can reference it in other dashboards, and if you choose to delete the dashboard, the report is not deleted. You can still see the report on the reports menu. However, if one of the dashboards modifies a report, then widgets across all the dashboards that are created using this report get refreshed.  For more information about reports, see Insights - Reports

Since we are trying to do everything from scratch, click Create new chart. This does not create a report, and the widget is tied to the dashboard. You can't use it in another dashboard, and the underlying report is not available outside of the dashboard. If you delete the dashboard, the widget is deleted with it as well. 

When you click Create new chart, the Create Chart Widget dialog appears. On the dialog, provide a name for the widget. Let's create a basic report that provides information on how many messages we sent over the last 90 days. So we'll choose the Sends metric and specify the period to be 90 days, grouping metrics by channels. You can choose the type of chart that you want to use. For example, you can use a column chart, a line chart, or an area chart.

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Save the chart once it's ready and to your liking. 

Now, let's add a table. For example, if we want to see that amongst all the sends, which ones bounced, and which ones had unique clicks. To do that, click + Widget > Table > Create new table. In the Create Table Widget dialog, click Configure Columns and choose Bounces and Unique Clicks and click Apply. We use the same filters that we used in the chart, so that data that we see in the chart is consistent with the data in the table.

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Save the widget. Now that we have added a couple of widgets, we can resize and arrange the widgets on the dashboard to suit our needs. 

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Based on your requirements, you can create a dashboard that suits your needs and monitor aspects of your campaigns. Here's a sample dashboard with multiple widgets:

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There are additional options on the UI that you can make use of, like the Time and Filter buttons. Use the Time button to specify the period that you want monitor the performance of your campaigns. The time period that you choose impacts all the widgets of the dashboard to keep the data consistent. 

time_dash.png

A dashboard can have widgets with different timelines set. For example, you can create a chart widget that shows how many sends occurred over the last 90 days and a table widget that lists how many emails bounced in the last 60 days. You can use the Time button to override the individual settings of the widgets and use a single timeline for all the widgets.

Similarly, use the Filter button to take a look at the data specific to an entity of the campaign. 

filter_dash.png

For example, you create a dashboard and widgets for campaigns that are aimed at users based in the San Francisco region. Now, you want to replicate the dashboard, except that instead of the campaigns that use the San Francisco segment, you want to use the Los Angeles segment. To do that, copy the dashboard and in the new dashboard, choose the Campaign Segment filter and select the Los Angeles segment. 

Next steps

Now that you can create a basic dashboard, you can take a look at some of the dashboards that we provide out of the box. We provide the following dashboards:

  • Campaign Performance: This dashboard provides information about how many messages our platform sent, the click rate, open rate etc. You can use this data to see which campaigns are performing well, and optimize campaigns that are not. 
  • Channel Performance: This dashboard provides information such as which channel could convert the your customers to purchasing items from you. You can use this data to boost your business and optimize campaigns across channels that are generating revenue, and rework on campaigns for other channels. 
  • Deliverability: This dashboard provides information about how many messages from our platform were delivered to your customers and which ones did not get delivered. You can use this data to investigate why some of the messages sent from our platform could not get delivered to some of your customers or look at the messages that got customer clicks to optimize the rest. 
  • Usage and Impact of AI: This dashboard provides information about how our recommendations helped boost your business and lead to purchases from your customers. You can use this information to optimize your campaign and increase revenue. 

The author of these dashboards is Blueshift Admin, and you can use this name to identify the dashboards. In addition, feel free to edit or clone these dashboards to suit your needs. 

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