Insights & Dashboards

Creating insight dashboards: 

 

 Campaign insights:

 

Visitor segment insights: 

 


 

On the Insights tab (More > Insights) you create Dashboards on which you can place as many Insights as you want. There are various types of Insights to choose from; once you have picked one you can further configure it to make it show the exact information you need for the Dashboard you are creating. The fun doesn't stop there! You can even have the dashboard automatically sent to you or others by email!

Creating a new Dashboard

Create a new Dashboard by clicking the "Add dashboard" button at the top right of the Insights tab:

Name

You can change the name of the Dashboard by simply clicking on the name and editing it.

Edit Rights and Labels

In the meta data you can change the Edit Rights and the Labels of a Dashboard.

 

Edit Rights: If left blank, all users are able to change and delete this Dashboard. By selecting one or more domains the edit rights are limited to those users that have edit permissions for the selected domains.

Labels: by assigning one or more labels to a Dashboard it becomes very easy to navigate to other items that have the same label assigned.


Selecting a Time Period for the Dashboard

At the top of each Dashboard you can change the time period. All Insights that are susceptible to the time period setting will change after a new value for the time period has been chosen. By default the time period "Last Month" is selected.

  • The time period "All Time" is the period that BlueConic started recording any data up until now.
  • The "Last ..." time periods are "sliding": the length of the time period is always the same and the end date slides along with the current date.
  • The time period "Custom Time Period" allows you to set a specific start and end date for the period; these dates will not change until you change them.

 

 

After a time period other than "All Time" has been chosen:

  • The time-icon at the beginning of the text will be highlighted in blue.
  • Insights that change their presented data according to the selected time period will get a 'time label' on the top left corner of the Insight. Not all Insights are susceptible to time period changes, only those that are will get a 'time label'.

 


Adding an Insight to a Dashboard

Step 1: Click the "Add Insight" button

You can add an Insight to a Dashboard by clicking on the "Add Insight" button that is located at the top right corner of the Dashboard.

Step 2: Add Insights from the Insights Gallery

 
Are you missing an Insight? The list only shows the Insights currently installed in BlueConic. There may be more Insights available in the Plugins Gallery link (shown above). Find Plugins within the Insights Gallery. See if new Insight plugins are ready to be added to BlueConic which can be additionally accessed using the "Blue Conic Settings" gear icon. 

After clicking the "Add Insight" button, the Insights Gallery opens. This gallery gives an overview of all types of Insights that you can add to your dashboard.

  • Click the insight that you want to add to your dashboard. In the background of the Insights Gallery you see the Insight being added to the dashboard. Each new Insight is added after the last Insight on the dashboard.
  • You can click the "Add to Dashboard" as often as you like to fill the dashboard; you can also add the same type of Insights multiple times.
  • When you are done adding Insights to the dashboard, click the "Close" button to close the gallery.

 

Step 3: Configure the settings of the Insights

After an Insight has been added to the dashboard it most likely needs configuration before it will show the desired information.

  • Click the "Configure this insight" link.
  • A small pop-up appears in which you can configure the settings of the Insight.
  • After you have clicked "Ok" in the pop-up, the settings are applied and the Insight will show the wanted information.

Generic Insight controls

There are up to five controls for each Insight on a dashboard. You see them when hovering over the Insight. The amount of controls depends on the type of widget and whether the widget is configured already.

The controls (from left to right):

  • Info about the Insight: this will open a little pop-up that shows the type of the Insight and a description.
  • Export: this will export the data that is used to render the Insight to an Excel file.
  • Used Items: this shows an overview to all items that are used in this widget; you can start editing an item by clicking it.
  • Settings: this will open a little pop-up in which you can configure the settings for this widget.
  • Remove: this will remove the Insight from the current dashboard.

Moving Insights

By default a newly added Insight is placed as last Insight on a dashboard. You can move an Insight to another place on the dashboard by dragging the Insight; while dragging the Insight, the drop zone is marked with a dashed outline.

You can also use the cursor keys ( ) to move an insight around the dashboard.

Email dashboards

Do you want to receive the latest version of your dashboard in your email every day, week or month? Well, with BlueConic you can!

Open the dashboard that you would like to receive in the mail and open its meta data. Next, activate the email schedule for the dashboard:

email-dashboard.png

By default, this will send you the dashboard only to you every week. Click "Email me now" to receive the dashboard immediately in your inbox. More importantly, you can change the default recipients by clicking on the words "only me". In the recipients popup you can add any number of email addresses of other recipients - even non-BlueConic users are supported:

recipients.png

The email will contain a link to unsubscribe. This goes both for you and the other recipients.

You can also change the frequency of the emails: click on the word "week" to select another frequency:

schedule.png

This will send out emails shortly after midnight (server time) every day, every Monday or every first day of the month.

Pro tip: Insight graphics paint a clear picture on their own, but sometimes a little explanation can go a long way. Enhance your dashboard by adding the "Content creator" insight:

content-creator.png

Now you can add a header and content to the dashboard. Add more content creator insights if your dashboard has multiple sections.

 

Standalone Dashboard

A standalone version of a Dashboard - i.e. a full screen browser version without the BlueConic menu and side bars - can be created as follows:

  • Open the Dashboard
  • Change the text type=dashboard in the address bar of the browser to type=standalonedashboard

This page can be bookmarked and the address can be copied and mailed to open the dashboard from any browser.

Access rights still apply to stand alone dashboards:

  • You need to be able to access the BlueConic server.
  • You need to have a valid login.