By customizing your dashboard, you can gain real-time insights, identify top-performing funnels, and make data-driven decisions. This guide will walk you through creating a dashboard tailored to your needs, showcasing the visitor journey from first interaction to final conversion.
Real-Time Data Tracking: View metrics such as unique page views, opt-ins, and appointments in one centralized location.
Customizable Widgets: Configure each widget to display specific data, from funnel trends to top-performing pages.
Enhanced Client Reporting: Provide clients or team members with detailed analytics, ensuring transparency and informed decision-making.
Improved Workflow Efficiency: Eliminate the need for manual reporting by automating data visualization on your dashboard.
Navigate to the dashboard section of your account. Click on "Add Dashboard" to start a new project.
You can:
Select a Template: Browse pre-designed templates based on your needs.
Start Blank: For complete customization, select the blank option and name your dashboard.
Click "Add Widget" and select the "Visitor Data" option.
Choose metrics like:
Displays the count of unique visits to a specific funnel.
If you're interested in opt-ins, you can switch the metric to "Opt-Ins" to track conversions within the funnel. For this example, we will continue with “Page Views” only.
Access Advanced Settings in the widget configuration panel.
Date Range Customization:
Leave the date range to Global Settings if you want the dashboard to update dynamically based on the date range input at the top of the dashboard.
Optionally, set a Custom Date Range if you want the widget to show data for a specific time frame (e.g., previous 31 days, Year Before etc.).
Scroll to the Conditions section to refine the data shown in the widget.
Select Data Type:
Choose between Funnels or Websites to specify what you want to track.
Filter by Funnel:
Use the dropdown menu to select the funnel you wish to track.
Example: If you have multiple funnels, select the specific funnel that you are running ads for or want to analyze.
Visitor Scope:
For Unique Funnel Views, set Visitor Scope to "Unique".
For Page Views, set Visitor Scope to "All".
For this example, we have chosen Unique as we are only running ads to a specific funnel.
After configuring all settings, click "Save" to add the widget to your dashboard.
Adjust the widget size and position as needed for better visibility.
Tracks the total number of successful opt-ins.
Navigate to the Visitor Data section in the widget options panel.
Scroll down to find "Total Opt-Ins" and select it.
Select the Funnel:
To track a funnel, click "Conditions" and select the desired funnel from the dropdown menu.
Set Visitor Scope:
Choose "Unique" to track unique opt-ins for the funnel.
Choose "All" to track total opt-ins, including repeat entries.
For this example, we have chosen Unique.
Customize Chart Type (Optional)
At the top of the widget configuration panel, select from various Chart Types like:
Numeric Display: Shows a single numeric value (e.g., total opt-ins).
Line Chart: Displays opt-ins over a period, useful for observing trends.
Bar Chart: Shows opt-ins in grouped intervals (e.g., daily, weekly).
After finalizing the configuration, click "Save" to add the widget to your dashboard.
Monitors booked and confirmed appointments.
In the widget configuration panel, navigate to "Appointments" from the available data options.
Choose the "Appointment Count" metric to track the total number of appointments across your selected criteria.
Add Conditions (Optional):
If you want to filter appointments based on specific attributes:
Click on "Conditions" in the widget settings.
Add filters such as:
Appointment Status: Filter appointments by their current state, such as Confirmed, Pending, No Shows, etc.
Appointment Type: Narrow down results by specific services or calendars.
If no specific conditions are required, you can skip this step.
Select Funnel Views Trend Data:
Click on "Add Widget" to begin adding a new element.
In the widget configuration panel, navigate to "Visitor Data".
Scroll down and select "Funnel Views Trend" from the list of available options.
Configure Metrics and Breakdown:
Set the Metric to Unique Funnel Views to focus on individual visitors rather than total visits.
Choose the Breakdown option:
Daily: Displays funnel views broken down by each day.
Weekly: Provides an aggregated weekly view for long-term trends.
Select Daily for a more granular view of daily performance.
Add Specific Funnel Conditions:
Under the Conditions tab, specify which funnel you want to track:
Select Funnel as the condition type.
Choose the specific funnel from the dropdown menu.
Set the Visitor Scope to Unique to focus on unique visitors.
Click "Save" to add the widget to your dashboard.
Start Adding a New Widget:
Click on "Add Widget" and select "Visitor Data" again.
Choose Top Funnel by Unique Views:
Scroll through the data options and select "Top Funnel by Unique Views".
Customize Conditions:
Specify the funnel conditions:
Choose Funnel as the condition type.
If running ads, select the funnel receiving the traffic from the dropdown menu.
Set Visitor Scope to Unique for precise analysis.
Choose Chart Type:
Use the default chart type or select an alternative (e.g., bar, line, or pie chart) for better visualization.
Click "Save" to finalize the widget.
Adjust Widget Placement:
Drag and position the widget next to other related widgets for easy comparison.
Add a New Widget:
Go back to "Add Widget" and choose "Visitor Data".
Select Top Funnel by Opt-ins:
Scroll through the list and select "Top Funnel by Unique Views" and this time choose Opt-ins to analyze which funnels are generating the most sign-ups.
Configure Chart Type:
Customize the chart type based on your preference (e.g., line or bar chart).
Select a specific funnel or apply a broader filter for all funnels.
Save the Widget:
After configuring all settings, click "Save" and arrange the widget on the dashboard.
Validate Data and Filters:
Ensure all widgets display accurate and relevant data for the selected funnels and date ranges.
Test the global date range settings to confirm that widgets dynamically update based on the selected period.
Rename Widgets for Clarity:
Update the titles of each widget to accurately reflect the data being displayed:
Example: "Daily Funnel Views Trend," "Top Funnel by Unique Views," or "Top Funnel by Opt-ins."
Save the Dashboard:
Once all widgets are added and configured, click "Save" to finalize your dashboard.
Test Dynamic Updates:
Change the global date range to test how the widgets respond.
Validate that comparisons and trends update dynamically.
Track Specific Funnels: Use conditions to narrow down data for individual funnels, ensuring targeted insights.
Use Comparisons: Enable comparisons with previous periods to monitor performance trends effectively.
Adjust Widget Titles: Rename widgets for clarity, like “Total Confirmed Appointments” or “Top Performing Funnels.”
Enable Client Access: If you manage clients, share dashboards to provide them with real-time insights.
Experiment with Visuals: Use different chart types to present data in an easy-to-digest format.
1. Can I track data for both funnels and websites on the same dashboard?
Yes, you can add separate widgets for funnels and websites and customize them independently.
2. How do I track only confirmed appointments?
In the widget configuration, apply a condition to filter by appointment status and select “Confirmed.”
3. Can I share dashboards with clients?
Yes, dashboards can be shared with clients to provide them with real-time insights into their campaigns.
4. What is the difference between unique views and total views?
Unique views count each visitor once, regardless of how many times they visit. Total views include all visits, even repeated ones.
5. How can I track performance over time?
Enable the "Trend" widget to view metrics like funnel views or opt-ins over specific timeframes (daily, weekly, monthly).
