With Analytics 2.0 Custom Dashboards, you can organize as many Reports as you want into a single customizable view to keep private or share with your team and easily add additional Filters as well as a single Date Range for added continuity. Dashboards are a revolutionary new way to collect all the personal and strategic performance Reports you want your Sales Team or their managers to have at their disposal day-to-day, drill deeply into what emails, sequences, and activities are proving the most effective at generating the highest ROI across all your Contact and Account segments/filters, and provide your executives with actionable insights on exactly what is and isn't working in your sales process.
Add or Edit Reports First
Since Dashboards are collections of Reports, it's a good idea to create a number of related reports before worrying about adding them (in bulk) to a new or existing Dashboard.
How to Create and Edit a Dashboard
1. Navigate to Analytics (Beta) in the left main menu
2. Click to view the Dashboards tab on the left side of the screen
3. Click the +New Dashboard button to create a brand new one
Click to view any individual Dashboard in your Dashboard folders on the left side and then Edit Dashboard in the upper-right, or click the three-dot options menu that appears on rollover of any Dashboard title then "Edit" to edit any existing Dashboard.
You can also click Clone in the rollover options menu if you want to make a copy of an existing Dashboard and edit it.
4. This brings you to the Dashboard builder screen. In the upper-left, replace "Untitled Dashboard" with a name for your new Dashboard or update the name, if necessary, for the existing Dashboard you're editing.
Best practice is to give it a name that reflects its intended Date Range (Monthly) use (SDR Performance) and, sometimes, the audience it's meant for (for SDR Manager). Keep in mind you also have the ability to organize all non-private Dashboards into shared folders, which can be used as a highest-level collection of all Dashboards meant for a certain User, group, or purpose.
5. Click the Dashboards folder dropdown to select the folder you want your Dashboard to live in. "My Private Dashboards" is the only folder not accessible by the rest of your team (only you). Every other folder is public to all your Apollo Users. If you haven't created a folder for your Dashboard yet, don't worry - select "Unfiled Public Dashboards" for now and once your Dashboard is created, you can easily create a new folder on your Dashboards Page and drag and drop your Dashboard into it.
6. Add Reports: Click the title of any Report listed on the right side menu to add it to your Dashboard. Click any Report Folder to expand it to show all the Reports within it (and click it again to collapse). Reports automatically add in one column on the left, so resize and rearrange or scroll down as you go.
Pro Tips: Use the "Search Reports" search bar to quickly bring any Report or Report Folder to the top of the list by typing in its title. You can also Rename or Delete any Reports Folders as you go by clicking the three-dot options menu that appears on rollover of any Folder (besides "My Private Reports" and "Unfiled Public Reports")
7. Drag and drop to Resize and/or rearrange your Reports: Click the icon at the bottom-right of any Report to dynamically resize it to any aspect ratio and size you desire.
Click anywhere else on any Report and drag then drop it into any position in the Dashboard frame you want. The other Report tiles reposition themselves dynamically as you drag any tile into positions they occupy so you can fine-tune your arrangement as much as you want.
You can also click the (three dot) options menu in the top-right corner of any Report Tile to expose the options to Edit (that) Report, Download a CSV of its data table, or, most importantly, Remove (that) Tile from your Dashboard completely.
8. Be sure to click Save & Finish once you've constructed the Dashboard you desire. Once you Save & Finish, you'll be able to add Dashboard Filters and/or a unified Dashboard Date Range from the main Dashboards Page. You can click Cancel instead if you want to ditch your work and start over.
- Analytics 2.0 Overview
- How To Use the New Dashboards Page
- How To Use the New Reports Page
- Hot To Create and Edit Reports
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