Creating Custom Dashboards

SegMetrics provides a default analytics dashboard with access to your latest leads, revenue, lead value, and top products. However, you can create and customize multiple dashboards to organize your reporting data and focus on the KPIs that matter most for your business.

Requirements

• An active SegMetrics account
• Existing saved reports (for report-based widgets)

Creating a Dashboard

Follow these steps to create your first custom dashboard:

1. Navigate to Dashboards - Click on Dashboards in the left-hand navigation menu
2. Add New Dashboard - Click Add Dashboard in the sub-menu at the top of the screen
3. Choose Creation Method - Select to build from a Dashboard Template or start from scratch
4. Save Dashboard - Click Save Dashboard to create your new dashboard

Understanding Widget Types

Your dashboard can include several types of widgets, each serving different visualization needs:

Report-Based Widgets

• Single Value - Displays a single KPI value from your selected report
• Snapshot - Shows a sparkline and single KPI value (same as Saved Reports snapshots)
• Timeline - Displays a graph showing KPI changes over time
• Table - Shows up to two KPIs in table format, displaying top 5 or 10 rows

Custom Content Widgets

• Custom HTML - Allows you to embed custom HTML content or reports from other systems

Adding Widgets to Your Dashboard

Once you've created a dashboard, you can add widgets to display your key metrics:

1. Select Dashboard - Choose the dashboard from the dropdown menu
2. Add Widget - Click Add Widget and choose either Report or Custom HTML
3. Configure Widget - Complete the following settings:

• Name - Give your widget a descriptive name
• Display Type - Choose from the widget types listed above
• Base Report - Select the saved report that will provide the data
• KPI Value - Choose which metric to display
• Advanced Settings - (Optional) Set custom timeframes and additional filters

4. Save Widget - Click Save Widget to add it to your dashboard

Advanced Widget Settings

By default, widgets inherit properties from their base reports and show 30-day rolling data. Enable Advanced Settings to:

• Change timespan from rolling to fixed timeframes
• Add additional filters beyond the base report
• Create multiple custom widgets from a single base report

How to Create Custom Dashboard That Shows ROI and Leads

https://youtu.be/bhm3VBdoq8Q  In this video Keith answers the question, "How do I create a custom dashboard that shows ROI & leads?" You'll learn how to set up a quick reference for leads, revenue and ad spend.

Create a Funnel Widget that Can Be Displayed On Your Dashboard

https://www.youtube.com/HuGRNXmsnyg

Learn how to easily track all of your funnels in one place.

Managing Date Ranges

You can control date ranges at both the dashboard and individual widget levels:

Global Date Range Updates

To update all widgets simultaneously:

1. Click Calendar Icon - Located at the top right of the dashboard
2. Select Date Range - Choose from rolling, fixed, or custom options
3. Cancel Global Range - Click the "X" icon to return to individual widget date ranges

**Note: Global updates override individual widget date settings.

Individual Widget Date Ranges

To modify a single widget's date range:

1. Navigate to Widget - Find the widget you want to modify
2. Open Editor - Double-click the widget to open the editor
3. Select Date Range - Use the date range selector to choose your preferred timeframe
4. Save Changes - Click Save to apply the new date range

Managing Dashboards and Widgets

Widget Management

• Edit Widget - Hover over the widget and click the Pencil icon
• Delete Widget - Open the edit window and click Delete Widget at the bottom

Dashboard Management

Access dashboard management through the Save menu:

• Edit Dashboard - Click Save → Edit
• Duplicate Dashboard - Click Save → Duplicate (copies all widgets)
• Delete Dashboard - Click Save → Delete

Sharing Dashboards

You can share your custom dashboards with colleagues or clients, whether they have SegMetrics accounts or not. See our Sharing Custom Dashboards guide for detailed instructions.

Note: Shared dashboard viewers cannot edit widgets or data.

Frequently Asked Questions

Q. Can I create multiple dashboards for different purposes?

A. Yes! You can create unlimited custom dashboards to organize different aspects of your business, such as separate dashboards for sales metrics, marketing performance, or client reporting.

Q. What's the difference between dashboard templates and building from scratch?

A. Dashboard templates provide pre-configured widgets for common use cases, saving you setup time. Building from scratch gives you complete control over which widgets and metrics to include.

Q. Can I use the same report for multiple widgets?

A. Absolutely! You can create multiple widgets from a single base report by using different KPI values, display types, or additional filters in the Advanced Settings.

Q. Why would I use individual widget date ranges instead of global dates?

A. Individual date ranges are useful when you want to compare different time periods on the same dashboard, such as showing current month revenue alongside last quarter's performance trends.