Track Dashboards

Track Dashboards let you to group related customer segments, metrics, and events together to tell a story.

Track Dashboards make it easy to display multiple metrics, charts, and tables all in one place. Organize as you like. Compare changes over time. And help make better business decisions.

Start tracking the population of your "high lifetime value" segment, the average order value of online shoppers vs retail, performance by store, the average NPS for a particular segment, or event-based behaviors such as purchases, and engagement.

In this article:

• Create New Dashboard
• Adding a Metic Card
• Adding an Event Table
• Dashboard Date Range
• Adding Text Boxes
• Rearranging Cards
• Resizing Cards
• Card Settings
• Set Card Date Range
• Change Chart Type

Create New Dashboard

1. Navigate to Measure > Track and click New Dashboard
2. To add a Name, Category, Description, show deltas, delta format, and select which groups should have access. Navigate to the top right corner and locate the button with 3 dots‍
3. Select Edit Dashboard‍
4. Select Save

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Adding a Metric Card

1. Select Add Content, or Add Card to Row
2. Select the Metrics – This will open the Create Metric Card tab
3. Locate the Segment you want to track and how it should be tracked (Segment Population or an Attribute Value).
4. Name the Metric Card.
5. Select Next to open the Preview tab.
6. Add the Card Title, Card Description, and Display Type.
7. A preview of the Card will generate. Approve and Add.

NB: Track will start to measure from the time you first create the metric.

Adding an Event Table

Event Tables are created in Event Explorer and can be added to Dashboards once saved.

1. First, In Event Explorer, configure your event analysis and save the Table
2. Open a new or existing Track Dashboard.
3. Select Add Content.
4. Choose Tables.
5. Select the saved Event Table.
6. Add it to the Dashboard.
7. The Event Table will appear as a Card in your Dashboard.

Dashboard Date Range

1. In the top-right corner, select the Dashboard Date Range option.
2. Choose one of the following:
   • Standard Date Range (Across the Dashboard): Apply a single date range to all cards (overrides individual card settings).
   • Default: Use the date ranges defined at the segment, event, or individual card level.

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Add Text Cards

1. Select Add Content / Add Row.
2. Choose Text.
3. Add content to text card, using the format options:
   • Header
   • Bold
   • Italic
   • Underline
   • Quote
   • Code
   • Bullet Points
4. Save changes

Rearranging Cards

1. Hover over the top left title area of any card.
2. When the hand icon appears, click and hold.
3. Drag the card to the desired position.
4. Release the mouse to place the card.
5. Save changes

Resizing Cards

1. Select a card.
2. To expand horizontally: hover between the card and its neighbor (left or right) until a small pill handle appears.
3. To expand vertically: hover between the card and its neighbor (above or below) until the pill handle appears.
4. Click and hold the pill, then drag to resize.
5. Release the mouse when the card is the size you want.
6. Save changes

Card Settings

At the card level, you can update and adjust settings independently of the dashboard.

1. Select a card.
2. In the top-right corner click the three-dot menu.
3. From the dropdown, select Card Settings.

From this menu, you can edit:

1. Card Title – Rename the card.
2. Card Description – Add or edit the purpose or context of the card.
3. Display Value – Choose how the data is visualized.
4. Date Range – Set the default time period for the data.
5. Delta View – Show the variance between the default and comparison periods.
6. Delta Format – Select how the delta is displayed (e.g., number, percentage).
7. Comparison Periods – Define the comparison timeframe for delta calculations.
8. Card Lock – Prevent dashboard-level settings from overriding this card.

Set Card Date Range

Specific cards within your dashboard can display different date ranges, eg; a sale or campaign period.

To do this;

1. Select the top right menu within a card
2. Select Card Settings
3. Within the settings you can then specify a Date Range

Change Chart Type

Event Table Cards can be visualised in several different ways to help best present the data. Choose from Table, Metric, Time Series, or Bar Chart.

1. Select the top right menu within a card
2. Select Chart Type
3. Choose the desired type from the list:
   - Table
   - Metric
   - Time Series
   - Bar Chart
4. Hit Save