Basics of ActiveDEMAND: Administering Marketing Dashboards

Dashboard Basics

The ActiveDEMAND dashboard system is a very powerful platform for creating, sharing, assigning, updating user dashboards.  A dashboard is a collection of KPI report widgets that a user sees when they log into the platform. The dashboard can be accessed from anywhere on the platform by

1. Clicking the logo on the top left toolbar
   
2. clicking the 'Home' breadcrumb
   
3. Selecting the left menu item Analytics->Dashboard
   

 

 

Terminology

Dashboard: A set of report widgets and tabs that a user sees when they log into the platform and browse to the dashboard area. It is the current set of widgets, the widget settings (time ranges, filters, etc), the layout of the widgets, and the set of tabs on the dashboard page.

Dashboard Widget: A single report element that is on a dashboard tab. This is the list of available dashboard widgets available in the platform:
Dashboard Widgets Reference

Dashboard Tab: A collection of dashboard widgets

Drilldown Report: A detailed report showing individual contact engagement. A drilldown shows data that was natively collected by ActiveDEMAND's tracking system

Dashboard Template: A dashboard template is a saved instance of a dashboard configuration including:

• the set of dashboard widgets
• the dashboard widget configuration settings
• the widget layout
• the set of dashboard tab names, location

 

 

 

 

Adding Content to a Dashboard

For a given dashboard, content can be added to any tab by clicking:

 

If the tab is empty, there is an 'Add Content' button displayed:

 

Clicking either of these will present the user with the widget selection modal:

1. Widget categories filter
2. Widget types filter
3. Widget search
4. Widget selector

Dashboard Tab Templates

When a user is viewing a Dashboard, they will have the option to add pre-made tabs that provide a curated list of dashboard widgets.

 

Dashboard Templates

Dashboard templates can be:

• Saved
• Updated
• Deleted
• Loaded
• Used to update user's dashboards
• Shared

Dashboard templates are managed within the platform by clicking the computer icon on the top right of the breadcrumb bar. This icon only shows up when the user is viewing a dashboard.

 

 

Dashboard Template Management Menu

1. Save Dashboard as Template: This allows you to save the current Dashboard as a Dashboard Template. 
2. Load Dashboard Template: The user who clicks this button will have the option to replace their existing Dashboard with the saved template or append a selection of tabs from the saved template to the currently loaded Dashboard.
   
   a. Combine: Select tabs from the template that you want to add to your existing dashboard.
   b. Replace: Replace your current Dashboard with the selected template
3. Update User Dashboard with Template: for users that have Dashboard management permissions. this button allows the administrator to replace other users' current Dashboards with the selected Dashboard Template.
4. Share Dashboard Template with its sub-accounts: If checked, this Dashboard Template will be visible to all users within the subaccounts the Dashboard Template is currently saved in. If it is not checked, no other users in the sub-accounts of the account the Dashboard Template is saved in, will see that Dashboard Template in the Dashboard Template management menu
5. Share Dashboard Template with its account: If checked, this Dashboard Template will be visible to all users who log into the account the Dashboard Template is saved in.
6. Edit Dashboard Template: The properties of this dashboard can be edited here.
7. Share Dashboard Template Externally: This allows a user to share a dashboard as a link or embed the dashboard on an external website. This requires special permissions.
8. Clone Dashboard Template: This will clone the selected Dashboard Template into a specific account.
9. Delete Dashboard Template: This will delete the selected Dashboard Template.

 

 

 

 

Saving Dashboard Templates

If you click the 'Save Current Dashboard' button, a new menu will appear.

Save Current Dashboard as Template

1. Save As New: This option will save the current loaded Dashboard as a new Dashboard Template
2. Update: If you select one of the existing Dashboard Templates, the existing dashboard configuration will overwrite an existing template. Only Dashboard Templates that the user is able to edit (i.e. they see a pencil in the Dashboard Template Management list) will show in the list of Dashboard Templates that can be 'updated'

 

 

Updating/Setting User Dashboards

Administrators with 'Manage User Dashboard' permissions have the ability to set users' Dashboards. This can be done using these methods:

1. Using the user role/permission edit dialog:
   From the Administration->Users left menu, you can manage users' roles, permissions, and current loaded Dashboard.
   
   
   
2. On a users' profile:
   When the administrator is in the Account Administration screen, under the Employee's tab
   
   
   
   If you are working in an Agency account and the user has the appropriate permission to access the client accounts, an option will appear to set the user's default client account dashboard:
   
   Thus if the user switches accounts using the account selector (while logged into the master account) the Dashboard Template chosen for the Client account will be loaded. The user is free to change the client account dashboard after it is loaded ... but a subsequent change to the default client dashboard will force the new selection as the dashboard when choosing a client account after the change on the user profile has been made.
   
   
3. Using the Dashboard Template Management Menu:
   From The Dashboard Template Management menu, you are able to mass deploy Dashboard Templates across a wide range of user accounts. This is one of the more powerful features of the Dashboard management system. For the selected Dashboard Template, the administrator can select the set of users who will have their current Dashboards replaced with a new Dashboard based on the selected Dashboard Template.
   
   
   

 

 

 

Managing Dashboard Template Access

Dashboard Template Menu Visibility:

The Dashboard Template selector button appears for all users that have:

• have the Administrator role
• have the Marketer role
• Have the Dashboard user role and have the Add/Remove Dashboard Widgets permission

 

Dashboard Template Visibility

A specific Dashboard Template will only be visible in the Dashboard Template assignment drop down or on the Dashboard Template management menu if:

• The Dashboard Template was created by the logged-in user, regardless of sharing options or which account the Dashboard Template was created in
• The Dashboard Template was created by some other user in the selected account and has account level sharing enabled 
• The Dashboard Template was created by some other user in a parent account to the selected account and has 'sub account' sharing enabled

 

Dashboard Edit/Delete/Clone

A specific Dashboard Template can only be edited/deleted/cloned if:

1. The logged-in user created the specific Dashboard Template
2. The Dashboard Template was created by someone and is saved in the account the user is logged into and is visible to the logged-in user  

 

Dashboard Template Sharing

Dashboard sharing can only be done by:

•  Administrators (i.e. an Administrator can share any Dashboard Template that has been shared with them)
• The user that created the Dashboard Template

 

Updating User Dashboards

Only users with the Administrator role and who have the 'Manage User Dashboards' can update users' Dashboards with a Dashboard Template.

 

Learn about embedding dashboard widgets

 

Learn more about ActiveDEMAND