Dashboard 3.0 Support

Creating Dashboards

There are two methods to create a 3.0 Dashboard: you can either make a new one from scratch or copy an existing dashboard.

Create a new Dashboard

To create a new 3.0 Dashboard, use the Dashboard side-menu. Each dashboard will be marked as either a 2.0 or 3.0 dashboard.

1. Click on Dashboards in the left-hand menu
2. Click New 3.0

Your new dashboard will open, and you'll be prompted to start constructing your dashboard using the new interface. (Refer to Adding Widgets, below.)

Duplicate an Existing Dashboard

A key advantage of Dashboards 3.0 is the ability to manage your existing dashboards using the new editor.

To duplicate any of your current dashboards:

1. Open the desired dashboard as usual.
2. From the top action menu, select Duplicate to V3.

SegMetrics will then generate a 3.0 copy of your dashboard, along with 3.0 versions of all your widgets.

☝ If you have an issue when duplicating any of your dashboards, please let us know! We’ve done our best to check all the different types of widgets, but with hundreds of thousands of combinations, we may have missed some!

Major Differences from 2.0

View vs Edit Mode

Mistakes happen. Accidentally dragging a widget when viewing a dashboard can mess up the entire layout. In Dashboard 3.0, dashboards start in View mode. This lets you see all your data, switch pages, and open full reports without fear of unintended alterations.

To make changes to a dashboard, click the Pencil icon. This opens edit mode and allows you to modify the dashboard.

View mode is ideal for sharing your dashboards with your team, stakeholders, and clients. It ensures that your hard work won't be accidentally altered.

Multi-Page Dashboards

Organizing dashboards can become a challenge when handling large numbers of dashboards, resulting in needing to use naming conventions to keep related dashboards together.

In 3.0 we’ve introduced the concept of Dashboard Pages to help you organize your dashboards into logical groups. Additionally, each page can be resized individually, and can have filters applied at either the page level, or the entire dashboard level.

Multi-Editable Widgets

One of the biggest feature requests for dashboards 3.0 was the ability to move, copy and edit widgets in bulk. With Dashboard 3.0, that’s super easy barely an inconvenience.

In addition to moving widgets on the page, you can also bulk edit any of the widget that you have selected. Some features require that all selected widgets are the same type. We’ll let you know what you need to do to make any edits.

Report-Linked Widgets

In Dashboards 2.0, there was a seldom-used feature that allowed a Widget to be directly linked to a Report. This meant that any changes in the Report would also update the Widget. However, based on user feedback, we found this feature to be often confusing and resulted in unexpected changes in widgets whenever the associated reports were modified.

In the 3.0 version, Widgets are no longer linked to Reports. Instead, filters from widgets that were linked to a report will now be saved directly to the widgets. If you have multiple widgets with similar filters, we recommend using either a Segment or the Multi-Editing feature.

Comparing Data Series

Another highly requested feature is the ability to view multiple data series on the same graphs. In 3.0 you can now add multiple series to various graphs, and choose side-by-side, stacked or percentage visuals.

Breaking down by dimension One common approach to comparing data series involves selecting a second dimension to categorize the data. For example, if you have a chart of all new leads from the last month, you might use Click Channel as your breakdown metric, allowing each channel to be represented as a distinct series.

Multiple Metrics Another method of comparing series data entails using different metrics for each series. For example, you may wish to compare the number of visitors with the number of contacts created each day.

Building Dashboards with 3.0

Adding Widgets

To add a widget to your dashboard:

1. Click the Widgets menu item from the top menu
2. Then drag the widget you want to the dashboard
3. We’ll automatically create a Lead Report widget for you with some typical settings to get you started.

Widgets can be arranged in the z-axis, allowing you to layer them on top of each other. You can also scroll the dashboard in any direction to create more room.

If you run out of space, don’t panic! You can always resize your page using the Pages menu option.

Templates

Just like with 2.0, you can use our pre-built templates instead of starting from scratch.

Open the Pages menu and click the button to create a new page using a template.

Moving Widgets

Widgets are no longer limited to the 12-column grid from 2.0 dashboards. Now, widgets can be freely arranged on the dashboard using a 10px grid system. Additionally, widgets have a z-index assigned to them, allowing them to be placed in front of or behind other widgets, similar to visual editing tools such as Figma or Canva.

The widget menu has been moved from the gear icon at the top right of the 2.0 Dashboards. Now, you can access it by right-clicking (or Ctrl clicking) on the widget in edit mode.

Furthermore, you can select multiple widgets either by clicking and dragging on the dashboard, or by using the Select-Click option.

When multiple widgets are selected, you can Edit them all at once.

Editing Widgets

Editing widgets has the most changes from 2.0, including the ability to edit multiple widgets at once.

When editing multiple widgets, items that have multiple values will show the multiple value in the edit box. Changing these values will replace the values in all selected widgets with the new value.

Additionally, some settings, such as dimensions and metrics, require all the widgets to be of the same type before they can be edited.

Changes take effect when clicking the Save button. You can use the Cancel button to reset all your changes.

Report Data

Report Data determines what data is shown in your report. Different widget types can show different types of data, and have different settings available to them, such as number of dimensions, sorting or enabling comparisons.

The following settings are available in the Report Data section:

Data Source: The report type that the data is brought in from. This affects what metrics are available, as well as the default Filters that are applied to the report.

Filters: How the contacts that are included in the report are filtered. Each report has a base filter that determines what the Timeframe of the report applies to. We note that at the top of the section.

Additionally, you can set the Scale of the Timeframe to be Days (the default), Weeks, Months or Years.

Dimensions: Dimensions describe specific traits of your data. For example, the Country dimension might denote the country, such as "Canada" or "Japan", from which a session is initiated. Similarly, the Product Name dimension could indicate the name of a product that has been purchased.

Metrics: Metrics represent aggregate values that measure different aspects of your data. For instance, Revenue expresses the sum total of your orders, while Lead Value calculates the average revenue generated by your contacts..

In many Analytics reports, the layout typically arranges values of dimensions in rows and metrics in columns. As an illustration, a table might display the Country dimension in one column and the metrics Revenue alongside Lead Value in the subsequent columns.

Breakdown The “Breakdown” is an additional dimension that you can use to create a series of data. Widgets tha:t support multiple series may have EITHER a breakdown, OR multiple metrics, but not both. When you add a second metric to a widget, the Breakdown option will disappear, and vice-versa.

Formula Widgets

Formula widgets have received a huge upgrade. Instead of needing to look up each widget id and entering them manually, you can press the @ key to bring up a list of all valid widgets that you can use in your formula.

Hovering over any widget identifier will highlight the widget on the dashboard, as well as show the calculated value that will be used in the formula.

If a widget is deleted, the missing widget will be highlighted in red, so you can quickly troubleshoot what went wrong.

Additionally, Formula widgets now refer to the slug of the widget instead of the Id, and so keep their relationships when copying dashboards.

Funnel Widgets

Previous Funnel Widgets required a Funnel report to be linked the the widgets. With 3.0, reports are no longer linked to widgets, and you can edit the Funnel steps directly in the dashboard.

Styling Widgets

We’ve added a number of new styling options for dashboard widgets. In addition to adding subtitles and icons, you can modify the padding, border, shadow, colors and more of any widgets on the dashboard to create a style that fits with your company’s brand.

Chart Styling

In addition to Widget styles, each widget type has specific options that can be applied to the visual. These are often options like tooltips, axis labels, pagination and more.

Managing Pages

Dashboards 3.0 introduces a significant change - each dashboard can now contain multiple pages. A common scenario could be an "Advertising" dashboard displaying top-level figures, with separate pages for Facebook, Google, TikTok, etc.

You can change pages by clicking the page selector at the top of the dashboard.

You can edit the pages or change their order from the Pages menu.

Filters: Filters can be applied at the Page level, or the Dashboard level. That makes it easy to create pages that fulfill certain goals, such as tracking a specific funnel, or ad campaign.

Thats it! You are now ready to build your new dashboard! Please let us know if you have any questions or issues at help@segmetrics.io