4. Dashboards Tips and Tricks

Goal

Spend less time aggregating KPIs by getting the most out of your Indicative dashboards

See our guide for more about how to use behavioral analytics to improve your product.

Adding Queries to a Dashboard

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In Segmentation, Funnel, and Cohort, you can add a query to your customer journey dashboard by navigating to the Save to Dashboard button in the top right-hand corner. In the Funnel tool, you will be given a few options for how your analysis will display in the dashboard. Select as many as you would like displayed in your dashboard, and each will become a separate widget.

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Rename and Delete Widgets

First, find the three-dot menu to the upper right of the analysis in a dashboard. Choose Settings to rename the dashboard. Select on the name of the widget to edit the individual analysis.

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Setting Up Scheduled Reports

Once you have built your dashboard to your liking, now is when we suggest you schedule reports to be sent on a cadence of your choosing. 

Users can schedule their dashboard results to be sent to other Indicative users, executives, or external partners and stakeholders. Once a report is created, your dashboard will refresh at the selected date and time, and a PDF will be sent to the selected individuals. 

In addition to the PDF snapshot, Indicative users may access your dashboard to view results in real time. Any teammate with access to your Indicative project can create a Scheduled Report for an existing dashboard.

Now, let’s dive into how to create a Scheduled Report.

To create a scheduled report, you must first create a dashboard to send it from. If you already have a dashboard that you’d like to use, navigate to that dashboard using the View dropdown in the top navigation menu. In this case, we will use a previously built dashboard called “Test Dashboard” for the purposes of this demonstration.

Once you have selected your desired dashboard and changed your dashboard layout mode to Print Mode, click to open the Reports dropdown in Dashboards settings  in the top right of the dashboard. 

Here, you may view your existing Scheduled Reports or create a new Scheduled Report as shown below:

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You are now ready to build a dashboard and share it with your team, congratulations!

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