Dashboards

WebEngage brings you the ability to create your own Dashboards, which makes it easier for you to access the necessary information in one go rather than having to navigate through different sections of the dashboard.

You can access this feature by navigating to Data and Insights > Dashboards.

πŸ“˜

Please Note

This feature is only available for selected customers in beta mode. Please get in touch with your Customer Success Manager or pr[email protected] to get access.

Creating Dashboard

With WebEngage, you can easily create a dashboard as per your preference within minutes.

To create a Dashboard, click on the Plus + sign on the top of the Dashboards page. A new dialogue box will open; kindly fill in the necessary information:

14251425

Click to enlarge

  • Dashboard Name: Naming your dashboard will help you remember its purpose and search it easily.

  • Tags: Tags are a handy feature that helps you organize your dashboard and access them quickly.

  • Visibility: Depending on the dashboard requirement, you can choose who can edit/ view the dashboard.

    • Just Me: This option will grant you sole access to the dashboard.

    • Specific Team Member: Here, you can choose which team members get the Edit access and which team members get the View access.

    • All team members can view: Provides View access of the dashboard to all the team members of the project.

    • All team members can edit: Provides Edit access of the dashboard to all the team members of the project.

πŸ“˜

Please Note

You can add up to 10 Dashboards per account. To increase this limit, please reach out to your Customer Success Manager or [email protected].

Adding Cards to Dashboard

You can add various analytics to your Dashboard based on the data you want to see.

636636

Click to enlarge

14251425

Click to enlarge

Pinning analytics to your dashboard ensures that all the details you need from the different channels are in one place.

Step 1: Select the section you want to add to your dashboard and click on the Pin icon

Step 2: Enter the Card Name and select the name of the Dashboard(s) where you would like to add the card. You can also create a new dashboard by selecting Create a New Dashboard.

Step 3: Click on Pin to Dashboard to pin the card to the selected dashboard(s).

πŸ“˜

Please Note

You can add up to 20 cards per dashboard by default. To increase this limit, please reach out to your Customer Success Manager or [email protected].

Card Actions

11861186

Click to enlarge

WebEngage allows you to perform specific actions like Rename, Resize, Delete, and Rearrange the card on the dashboard based on the requirements.

593593

Click to enlarge

  • Rename: Rename the card pinned to the dashboard.

  • Delete: Remove the card you do not wish to see on the dashboard with the Delete option.

  • Resize: Resize the pinned analytics cards as per your needs.

11851185

Click to enlarge

  • Drag and Drop: Rearrange the sequence of the cards shown on the dashboard.
11851185

Click to enlarge

πŸ“˜

Please Note

To Delete, Rename, Resize, or Drag and Drop, you will need the Edit permission for that specific dashboard.

View a Dashboard

How to Access

Once you have created a dashboard, you can view it by clicking on the dashboard name from the List of Dashboards page.

11851185

Click to enlarge

Understanding Top Panel

The top panel provides a quick snapshot of the campaign with key details like:

Dashboard Actions
11991199

Click to enlarge

As shown above, using the icons placed next to the Dashboard's Name, you can choose to Edit, Delete, Duplicate, Tag, and Screenshot the dashboard, as per your needs.

  • Edit: Allows you to Edit the dashboard details.

  • Delete: Allows you to delete the Dashboard.

  • Duplicate: Allows you to duplicate the existing Dashboard. Dashboards can only be duplicated in the same project for now.

  • Tag: Allows you to add/modify tags associated with the dashboard.

  • Screenshot: Takes a picture of your entire dashboard in .JPEG format.

πŸ“˜

Please Note

To Edit, Delete, or Tag, you will need the Edit permission for that specific dashboard.

Dashboard Details
11951195

Click to enlarge

As highlighted above, the top panel provides a quick snapshot of the dashboard with key details like:

  • Visibility: Shows the Visibility option selected while creating the dashboard.

  • Created Date: Shows the Date the dashboard was created.

  • Created By: Shows the name of the team member who created the dashboard.

  • Date Range: Allows you to select the date range of analysis. Modifying this date range would override the default dates set at the card level.

  • Modified On: Shows the last date and time when the dashboard was modified.

  • Tags: Shows the tags associated with the dashboard.

List of Dashboards

The first thing you will see after clicking on Dashboard from the navigation panel is the list of the Dashboards created previously as shown below.

14251425

Click to enlarge

Let's discuss it in detail:

11771177

Click to enlarge

Analyze

Quickly access the important information regarding the dashboard with the dashboard details.

  • Dashboard Name: Shows the list of all dashboards created in the project, you can click on the name to open the actual dashboard.

  • Card: Shows the number of cards pinned to the dashboard.

  • Last Updated: Shows the time at which the dashboard’s configuration was last updated.

  • Tags: Shows the Tags associated with the dashboard.

  • Actions: Using the options nested under the overflow menu placed next to a Dashboard's Name, you can choose to Edit, Delete, Duplicate, or Tag a dashboard. Note: Dashboards can only be duplicated in the same project for now.