Our Analytics Framework gives you the opportunity to set up your own analytics without the need to involve Data Scientists or Analysts from your team, thanks to our self-service analytics scorecards and widgets. Use our analytics to flexibly create real-time dashboards to visualize and analyze your customers, segments, and overall marketing efforts according to the KPIs you’ve defined. Tracking the right KPIs will allow you to better understand how your customers and prospects interact with your business, and ultimately deliver a better customer experience.
How it works
This guide will show you in a step-by-step guide how you can set up your analytics dashboard in our Analytics Framework and get going with measuring the results of your marketing strategy to make sure you get ROI.
Navigating the Analytics Framework Overview
- By clicking the Analytics Framework icon on the left-hand side menu you will be directed to the Analytics Framework Overview. Here you can see:
- Dashboard: The number of dashboards you have in your organization.
- Controls number: The amount of dashlets in each dashboard.
- Created by: Who created the dashboard.
- Creation date: When the dashboard was created.
- Last modified by: Who it was last modified by.
- Last modified date: When it was last modified.
- Actions: By clicking on the ‘Edit details’ you will redirected to the specific dashboard and can start editing. If you want to delete the dashboard simply click on the trashcan icon.
- Search for existing dashboards in the ‘Search’ section.
- If you want to view more than ten views you can easily pick another range in the bottom right corner.
Creating a new Analytics dashboard
- You can create a new analytics dashboard by inserting a name in the ‘Insert Dashboard Name’ box and click ‘Create dashboard’. You can create as many dashboards as you’d like and e.g. name one ‘New Customers’ and the charts and tiles you’re including in that dashboard all relate to new customers.
- After clicking on the ‘Create dashboard’ button, you are redirected to the analytics dashboard. Click on ‘Configure now’ to start setting up your analytics.
- By clicking ‘Configure now’ you are presented with the panel on the left hand side which is where all of your tools to set up your dashboard are located.
- In the ‘Controls’ tab choose which types of dashlets you want to add to your dashboard. Simply drag-and-drop any block you want to add into the dashboard and configure it.
- Text: If you want to add text choose this control block.
- Image: If you want to add an image, choose this control block and you can upload one.
- Tile: Choose this dashlet if you want to add a tile that will visualize your data in text format.
- Chart Tile: Choose this dashlet if you want to visualize your data in a combination of a tile and a chart.
- Table: Choose this dashlet if you want to visualize your data in table format.
- Advanced Chart: Choose this dashlet if you want to visualize your data in table format.
- Row: If you want to add another row in your dashboard, drag-and-drop this control block.
- Filters: Choose this control block if you want to add a filter to your dashboard.
- In the ‘Settings’ tab you can change the name of your dashboard.
Creating a chart
- Let’s look at how you configure a chart.
- Choose the dashlet ‘Advanced chart’ and drag it to the spot that you want it. When you release it, click on it once and a panel to the right will appear, like in the image below.
- First, fill in the following:
- Title: Choose your title for the chart, it will appear in text as you type it.
- Subtitle: Choose your subtitle for the chart, it will appear in text as you type it.
- In the ‘Chart type’ drop-down menu you are able to choose the type of chart you would like to have. It’s easier to decide this after you have defined your data since only then it will be able to visulize it.
- To configure your data click ‘Add new’ under Chart data, and the menu in the image below will appear.
- First, you need to give your data set a name. This will not be displayed anywhere.
- Click the plus-sign under ‘Measure by’ to add which main attribute(s) you want to measure. This is the primary attribute you want to measure. When choosing which attribute(s) you want to measure, please note that you can ONLY choose attributes from the same subcategory in your data set. Choose how the data should be visualized (Sum, Average, Count etc.) and click Add.
- After you have decided which attribute(s) you want to measure, you should add which attribute(s) you want to use as ‘Analyze by’. The attributes you define in the ‘Analyze by’ section will analyze the attribute(s) you chose as your main measurement. For instance, you could measure your total revenue and analyze it by product categories to see which product category is the most popular one.
- Note that the same logic applies here and you can ONLY chose which attribute(s) you want to use as your ‘Analyze by’ from the same subcategory you picked your attribute(s) in the ‘Measure by’ data.
- In the ‘Filter by’ section you can choose to apply a filter if you want to apply a filter for a specific chart.
- In the ‘Order by’ section you can add an attribute that you want to order the chart by. For instance, you order your data according to ascending or descending age.
- When you are done with configuring your chart, click ‘Save’. If you want to delete your chart click ‘Settings’ and ‘Delete’ at the bottom.
Creating a filter
- Let’s look at how you set up a filter.
- Choose the control block ‘Filter options’ and drag it to the spot that you want it. When you release it, click on it once and a panel to the right will appear, like in the image below.
- In the ‘Filter Type’ option you can decide which type of filter you would like to use. We have four different types:
- Multi-choice picker: If you want to filter and show more than one condition, e.g. for Age filter one more than one age group.
- Single-choice picker: If you want to filter and show only one conditions, e.g. for Gender filter on either on Men or Women.
- Date picker: If you want to filter on a specific time period.
- Number range: If you want to filter on a number range.
- In the ‘Filter Data’ drop-down menu you choose which attribute you would like to filter on. This will automatically become the title of your filter.
- By ticking the ‘Persist Filter’ box the filters will persist even if you leave the dashboard and come back. If you don’t want the filter to always show then simply do not tick the box and the dashboard will automatically revert back to the original charts when you leave it.