Account-level dashboards

Account-level Dashboards are designed with your needs in mind. If you're managing several projects from one account that cater to diverse markets, countries, or brands, you'll find these dashboards particularly useful.

They provide a unified analytical view and allow you to track the performance of your channels and campaigns seamlessly across all your projects from your account. This feature streamlines your monitoring process, keeping your project management efficient and your analysis effective.

How it works

Account-level dashboards are built on top of the regular Bloomreach features:

• SQL reports
• Dashboards
• Loomi BigQuery

You can see the preview of Account-Level Dashboards when you go to Administration > Projects > + Create new and click the Enable roll-up project button.

Prerequisites

Data structure

These out-of-the-box dashboards require a specific data structure. Please check this Google sheet describing that structure.

Loomi BigQuery

You need to have the Loomi BigQuery enabled

Number of projects

There is no hard limit. However, Big Query (Loomi BigQuery) has a hard limit of 1000 views for querying - so we highly recommend using this feature if you have dozens of projects - hundreds at maximum.

Flow description

1. Data from your chosen projects are sent regularly to Loomi BigQuery.
2. This Loomi BigQuery is connected back to one of your projects, where the account-level dashboard will live.
3. Since the Loomi BigQuery is connected with Bloomreach, we can create SQL reports and make queries in the Loomi BigQuery, which serves as "one big storage." Please take a look at the picture below.

4. Many SQL reports are created and put into three different Account-level dashboards.

   1. Revenue dashboard

      

   2. Email channel dashboard

      

   3. SMS channel dashboard

      

How to work with the templates

The three above-mentioned templates are created by our partner Voxwise. You can adjust the scripts yourself. However, we highly recommend talking and getting help from our partner, Voxwise. Contact our Support so that we can connect you. All SQL reports are editable however you want.

Limitations

• SQL reports are not supported in email sharing.
• SQL reports need to be refreshed to be visible in the Shared dashboard via link (if the report is not refreshed in-app, the data are not loaded in the shared one).