Dashboards offer a great way to create custom views and reports specific to your needs while utilizing multiple different data sources. Create, share, analyze, and take action easily with made from scratch dashboards or start with one of our pre-assembled templates. Slice and dice your data any way you want with dashboards.
From the left-hand navigation panel, select Dashboards.
Here you will see 4 tabs:
All Dashboards - The most popular view. Dashboards you have created, have been shared with you, along with Managed by Cobalt Dashboards. Essentially an aggregated view of the other 3 tabs.
Created by Me - Dashboards you have created. These will be private be default but you can share them with other team members as you need.
Shared with Me - Dashboards that have been shared with you by others on your teams.
Managed by Cobalt - Dashboards that we have created for you to use as is or as a starting point for customization. These Dashboards will need to be cloned before you can make any edits or customizations.
Dashboard Summary
On each tab, you will see a variety if helpful information about each dashboard including:
Name - Title of the dashboard. Click on any title to access the Dashboard directly.
Description - An optional description that can be very useful to convey pertinent info to your teammates if you have created and intend on sharing a dashboard.
Created by - Who created the dashboard
Created date - Date the dashboard was created.
Sharing - Visibility and editing attributes.
Trash can icon - Use to delete the dashboard. Note you can only delete dashboards you have created or have permission to delete.
Share your dashboard with others
Sharing dashboards makes presenting key insights and metrics throughout your organization simple and effective. Cobalt offers multiple share settings so you can enhance collabortaion while preserving sensitive info to those who need it.
To share a dashboard, use the Share button near the top of the dashboard.
From here you will have 3 options:
- Private (Only Me) - These dashboards will only be viewable by you.
- Everyone in my organization - These dashboards will be viewable or editable by everyone in your org. Be mindful of this setting if your org is set up as an agency and you utilize child orgs. Selecting this option will allow all child orgs to also see this dashboard.
- Customize - Here you can choose individuals to share your dashboard with based on email addresses. This is the better option if you are set up as an agency and want to restrict access to certain users amongs your org and child orgs.
Setting up a Home dashboard
Any dashboard in your account can be designated as your Home dashboard and viewable from the Home screen. This is extra helpful if you have a certain set of metrics and data points you view more often than others.
Home dashboards are user specific meaning you can choose whichever dashboard is most important to you and only you will see that dashboard in the Home tab. Other users within your org can choose and set their own Home dashboard.
If no Home dashboard is set and you have an advertising integration in your org an advertising centric Home dashboard will be set by default.
To set a dashboard as your Home dashboard, from the dashboard summary page click on the small house icon to the left of your desired dashboard. After you click the home icon, you will get a pop-up asking, “Do you want to set this as your Home Dashboard?” By clicking OK, this dashboard will now be set as your Home dashboard.
Things to know:
- Dashboards are made up of tabs that house individual widgets.
- There is no limit to the number of tabs you can have in a dashboard.
- There is a maximum of 100 widgets per tab.
- A widget can only utilize 1 data source.
- Multiple widgets can be added to a dashboard - this is a great way to utilize multiple data sources in a dashboard for comparison purposes.
- You can show the same data in different visualizations easily by using the copy and paste or clone functionality.
- Dashboards can be shared with view only users for easy transfer of data and knowledge without the need to export.
- You can customize the colors displayed within Time Series and Categorical Chart widgets. For more information, please see Customizing Dashboard Color Palettes
To learn more about Dashboards see Creating Dashboards.