# This guide will help you understand:

  • What is a dashboard in Bloomreach Engagement

  • How to create a dashboard using Bloomreach Engagement

  • How to customize your dashboard using Canvas Features

  • How to make use of other features of dashboards

# What is a Dashboard in Bloomreach Engagement

Dashboards are a tool for neatly displaying relevant pieces of data from your database. Using Dashboards will allow you to see all the key metrics and trends about your business in a single place. Thereby, they will empower you to keep track of and present the analyses that are important to you.


Example of a dashboard displaying conversion rate, number of new buyers and a cart funnel

Watch this short introductory video about this feature:

# How to Create a Dashboard

a. Navigate to `Overview` > `My Dashboards`.

b. Click on the `+` sign next to the `My Dashboards` item in the drop-down menu or click on the `+ Create new button` in the top right corner of the Dashboards overview screen.

c. You can pick one of our predefined best-practice dashboard templates provided by Bloomreach or start from scratch by using the blank template.

d. The predefined dashboard templates that you pick will be cloned to your project and you can start modifying it by clicking on the Edit button. If you've picked a blank template, you will now see an empty Dashboard canvas.

e. Drag the appropriate dashboard components you want to use onto your canvas.

f. Save the dashboard

# Starting a dashboard

When creating your first dashboard, it is useful to think about your individual use case and the purpose that the dashboard should fulfill. Watch a video from the Mini Masterclass series provided by Bloomreach Academy which will help you define the needs and purpose of your first dashboard.

Sign up for the Mini Masterclass

Check out more free content from the [Engagement Mini Masterclass](🔗). Discover some Dashboard **practical examples**, learn tips on how to **save time and scale up** your Dashboard and much more.

## Predefined Dashboards

When starting a dashboard, you can use one of the nine Bloomreach Engagement predefined best-practice dashboards:

  • **[Banner] Performance Evaluation Dashboard** deep-dives into banner metrics for your revenue-focused campaigns. The dashboard comes with information on orders, engagement, relative banner metrics, absolute banner metrics, and subscription-related content.

  • **[Email] Campaign Performance Evaluation Dashboard** deep-dives into SMS metrics for your revenue-focused campaigns. The dashboard comes with information on orders, delivery & engagement, relative SMS metrics, AB test, and SMS errors.

  • [**\[Email\] Project Level Performance Dashboard**](🔗) offers a collection of reports, including the standard email deliverability, revenue, and ‘negative’ metrics reports, helping marketers optimize email campaigns.

  • [**\[Project\] Conversion Dashboard**](🔗) shows the purchase funnel, split across devices, and session conversion by traffic source, helping you optimize conversion rates using real-time insights.

  • [**\[Project\] Product Analytics**](🔗) helps you analyze high-level trends in your product data like your most selling, converting, and trending products or categories. It is a useful tool for spotting trend changes and adjusting your discount campaigns.

  • [**\[Project\] Retention Dashboard**](🔗) allows for the visualization of the retention and loyalty of your customer base by giving insight into customer retention cohorts, shop retention, and a session return funnel.

  • [**\[Project\] Traffic dashboard**](🔗) looks at the traffic by conversion rates, repeated visits, source, device, and the time of the visits, giving deeper insight into the website's performance.

  • **[\[SMS\] Campaign Revenue Evaluation](🔗)** deep-dives into SMS metrics for your revenue-focused campaigns. The dashboard comes with information on orders, delivery & engagement, relative SMS metrics, AB test, and SMS errors.

  • **[\[SMS\] Channel Performance Evaluation](🔗)** delivers a broad overview of your SMS campaign's performance providing data on the revenue, subscribers, responses, and delivery, click, and unsubscribe rates.

You can select them when [creating a new dashboard](🔗) otherwise, opt for a blank template to start from scratch:

The ones you pick will be cloned to your project, and you can start modifying it by clicking on the _Edit_ button. To make the best use of these dashboards, learn more in our [Plug&Play guides](🔗).

Get inspired by a video from the Mini Masterclass series provided by Bloomreach Academy.

# Dashboard Canvas Features

The dashboard canvas allows you to create a presentation of your key metrics and analyses. This canvas is a 12-column grid where you can drag, drop, resize, and move your components around. Once you drop a component on the canvas, it will use the full width of the dashboard by defa

You can display the Analyses and Metrics from one of your projects in Bloomreach Engagement, and add HTML and Simple text components to your dashboard.

The instructions below will help you with the configuration of each of these dashboard components.

## Analyses

Placing an Analysis component on the canvas opens the following dialog box:

This dialog box allows you to configure the following settings:

SettingColumn Title
**Analysis to display**Select the analysis that should be displayed in the dashboard.
**From another project**Checking this option lets you add analyses from your other projects (if you are in more projects).
**Show description**If checked, the description of analysis will be displayed at the top of component. You can edit description of analyses in their Edit mode by clicking the Info button.
**Display**When an analysis supports more than one view, this option will let you choose which view to show in the dashboard (e.g. table, graph, or both).

## Metrics

This dialog box allows you to configure the following settings:

This dialog box allows you to configure the following settings:

**Date range**
Set the data range from which you want to show the metrics' data. Be aware that this setting overrides the original time filter you have set in the metric itself.
**Comparison with**
Comparison is useful when you want to have a quick overview of the trend of your most important KPIs.

**Previous period** This setting will compare the metric with the value from the previous period. It can only be used if `date range` is checked (the length of the previous period is the same as the length of the original period from the Date range). \* _Example_: metric for the last 7 days returns number 78. Previous period is thus last 7 days before 7 days. The value of the metric for that period is 60. The comparison value will then be +30%.

**Different date range** This setting allows you to set your own date range.

**Custom defined metric** Choose this option if you want to compare one metric with a completely different one \* _Example_: comparing purchases of last 7 days to average weekly purchases for a certain period
**Set goal**
Here you can define a goal for the metric. It will be displayed as a progress bar.

**Example of metric with all options checked:**


Placing an HTML component on the canvas opens the [WYSIWYG](🔗) HTML Editor. This editor allows you to embed images, format text and create links or complex menus.

## Simple text

The Simple text component allows you to enter text without formatting options.

# Project health dashboard

_This feature is currently available in Beta version_

The project health dashboard allows you to look at the health of your project and identify anomalies that require your attention. The dashboard includes health data of the following:

  • Customers

  • Campaigns

  • Merging

  • Purchases

You can access the dashboard by going to `Overview` > `Project Health`

If you do not want to periodically review the dashboard and only be informed when the issues arise, you can set up an automatic email notification that will be sent to you when suspicious activity is detected. To receive the email notifications click on the `Subscribe to health alerts`.

## Customers with too many events

This is the list customer profiles, that currently have more then 400 000 of events (500 000 is [the limit](🔗) of events per customer profile). Such situations are usually caused by incorrect tracking or issues with IDs in imports and it is strongly advised to check the root cause.

# Other Features

## Home dashboard

You can configure your dashboard as the homepage of your project. This setting allows you to return to the dashboard by clicking on the Bloomreach Engagement logo on the top left side of the screen. It will also be the first screen you'll see as soon as you log in to your project.

### Configuring your dashboard as the homepage of your project

a. Navigate to `Overview` > `My Dashboards`.

b. Hover over the desired dashboard.

c. Click on the downward-facing arrow on the right-hand side of the row.

d. Click `Set as home`.

## Dashboard filters

You can predefine your own filters that all users of the dashboard can use to specify what data they want to see. For example, you can create a dashboard that will evaluate all your email campaigns (open, click rates etc.). Then you can predefine a filter that will allow the users to see this data only for a specific campaign, filtered by name. The interface will look like this:


You can create your custom filter using any event or customer attribute.

### How to create a Dashboard filter

First, make sure that you're in the edit mode of your dashboard, and not the presentation mode.

(Script tags will be stripped)

### Previewing and applying your Dashboard filter

At the top of the filter pane, you'll find a `Definition/Preview` toggle switch. Click on the `Preview` button to enter the preview mode.

(Script tags will be stripped)

Segmentations in dashboards are not influenced by the dashboard filter.

## Sharing and Presenting your Dashboard

You can access more actions by clicking on the three dots in the top right side of the page

### Presentation mode

This mode presents a full-screen version of your dashboard canvas in your web browser. Although a dashboard in presentation mode is not updated automatically, you can use a browser add-on to have it refreshed at given intervals.

### Send via email

You can send weekly or daily copies of the dashboard to your email. The dashboard's contents will be calculated at the send time and will be sent at 8 am of that day, according to your timezone set in user settings. It is currently not possible to customize the sending time or the recipients.

### Share with public

This feature creates a custom link to your dashboard. Recipients of this link will not be required to log in or have access rights. The dashboard's content is refreshed every 10 minutes. To better control the level of access you give recipients, you can create multiple links with different security and privacy configurations, and set a date when the generated link expires. You can decide to show or hide the PII data when sharing your dashboard. If you decide that you want the recipients to see the PII data, setting up password protection is required. You can either let the system generate a password for you or create your own. The password has to be at least 8 characters long, and contain a lowercase letter, uppercase letter, number, and a special character. Anyone accessing the link will be asked for this password. Note, that you can share dashboards even without having permission to see PII data yourself!

Dashboard sharing

Learn more about this feature in our separate [article](🔗).

Project Admin access role

Please remember you need a Project Admin access role to send the dashboard link to someone outside the platform.

## Default time range

By default, the time range is set to _Lifetime_. However, to avoid loading unnecessary data when the dashboard is loaded for the first time and to increase the speed of loading, we encourage you to set it to the last 2 years.

### How to configure the default time range on the dashboard:

  1. Go to the edit mode of the dashboard.

  2. Click on the `Display Filters`.

  3. Navigate to `Filter Preview`.

  4. Configure the `Date Filter`.

  5. Click `Save Dashboard`.