SiteCatalyst Dashboards – When you need to know,and you need to know now

SiteCatalyst Dashboards – When you need to know, and you need to know now!

One of the best features in SiteCatalyst is the ease of creating reports. A quick correlation or calculated metric and BOOM! – valuable, beautiful data. Although it’s a few more steps, creating dashboards is quite simple as well. You, being the unique little snowflake you are, need something a bit more custom than the standard Site Overview.

Below are some quick instructions for creating a fancy new dashboard you can share with all of your friends in SiteCatalyst 15.

  1. You’ll have to do a bit of preliminary work and planning to make the dashboard building process as effective as possible. Which reports and data would you like to see for a particular suite? Usually these are basic metrics like visitors, or bounce rate on top pages, but you might want to include eCommerce data or Custom Conversion data as well. You can use any report in the suite – the UI is your oyster.
  2. Once you’ve determined what you’d like to include, go to your Favorites (the star in the top left corner) and go to Dashboards > Add Dashboard
  3. You can choose from two types of layouts, 3x2 or 2x2 - this means the number of ‘reportlets’ you can populate in your dashboard per page.
  4. Name your dashboard and click Save. If you don’t have a fantastic name now, that’s just fine. You can always change it.
  5.  To add reportlets to your dashboard, you’ll have to leave the Dashboard UI. Go to the desired report and apply any metrics you’d like as you normally would.
  6. After you’ve configured everything to your liking, click on the Dashboard button in the Toolbar.
  7. A window will appear where you can choose the report title and the dashboard where this will be used. Additionally, you’ll configure the date and if this date is rolling or fixed.
  8. To fill out dashboard, you can drag and drop the reportlets into their containers from Dashboards Contents in the menu on the left-hand side pictured below. It’s that simple – just drag and drop.
  9. Once you’ve got your dashboard configured, you may want to share your awesome work with your colleagues. To do this, go to Favorites > Dashboards > Manage Dashboards. You’ll see your new masterpiece in the My Dashboards list. Select the checkbox associated with your dashboard under the Shared column. Then, select the icon under Push to Users.
  10. Once you’ve shared your work, all of the users in this account can see the dashboard you created. So, now sit back and collect cool points. You’re done!

There are a ton of other features and ways to make your dashboard sparkle, so feel free to pitch me your questions. I’d love to hear from you!

 

 

By Victoria Sawtelle
About the Author:

Victoria Sawtelle is a Senior Analyst, Team Lead at Stratigent.

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