Custom Dashboards Overview

What are Custom Dashboards?

Custom Dashboards enable users to combine multiple data tables and visualizations into a single view to easily analyze and monitor Wunderkind KPIs directly in the Autonomous Marketing Platform. Users can create dashboards that are tailored to their specific business needs, offering greater flexibility and visibility into their performance metrics.

Key Features of Custom Dashboards

• Metrics: Choose from 100+ metrics across email, text, and onsite performance to include in data tables or visualizations.
• Dimensions: Group metrics together by time-based dimensions (e.g. day, week, month, year) or strategy-based dimensions (e.g. strategy, send, variation) depending on the desired analysis.
• Visualizations: Choose from 8 chart visualizations including table, KPI, line graph, bar chart, stacked bar chart, bar + line chart, pie/donut chart, or battery chart.
• Date Range(s): Select the desired date range to apply to all charts in the dashboard and apply a comparison to a previous period, year, or custom date range.
• Export to CSV: Export data to a CSV to easily pull and share data outside of the Autonomous Marketing Platform.

How to Create a Custom Dashboard

1. Navigate to the Dashboards tab under Analytics in the left-hand navigation
2. Choose from an already existing Dashboard or select “Create Dashboard” to start from scratch

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3. Click “Add your first chart” or “Add chart” to create your first chart/table

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4. On the right hand side, select the metrics and dimensions to add to the chart. For example:
   • Email sends by Day
   • Total impressions by Week
   • Email clicks by Strategy

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5. Apply any filters to the selected data in the upper right to refine the data that is displayed
6. In the upper left, select the desired visualization to represent the data. For example:
   • Line graph of Email sends by Day
   • Bar chart of Total impressions by Week
   • Pie chart of Email clicks by Strategy
7. Rename the chart as desired in the upper left
8. Click “Add chart” to save the chart to the Dashboard
9. Add additional charts to the Dashboard as needed
10. Rename the Dashboard in the upper left and click “Save” in the upper right corner

How to Edit Existing Custom Dashboards

Return to the created Dashboard via the Dashboard page. Click "Edit" in the upper right and make any of the below changes to the existing Dashboard:

• Changing Data Ranges: Update the Date Range and comparisons in the upper left corner to refresh the data in each chart
• Editing Charts: Select the three dots in the upper right corner of any chart or table and select “Edit chart” to change the selected metrics, dimensions, or visualizations
• View and Export Data: Select the three dots in the upper right corner of any chart or table and select “View Data” to view the underlying data of any visualization. Select “Export as CSV” to export the data.
• Duplicating Charts: Select the three dots in the upper right corner of any chart or table and select “Duplicate” to copy the chart and edit as needed.
• Deleting Charts: Select the three dots in the upper right corner of any chart or table and select “Delete” to remove the chart from the Dashboard.
• Resizing and Reordering Charts: Resize each chart or table by dragging the lower right corner and dragging the tile to the desired location.

Click "Save" to save the changes to the existing dashboard.

Example Chart Visualizations

Example Custom Dashboards

Onsite Campaign Performance

Triggered Email Performance