Articles on: Dashboard & Reports

Customize your Dashboard

Customized Analytics Dashboards are valuable because they allow users:

⚡️ Have a clear overview of account performance on the same page.
🕣 Eliminate wasted time gathering data and creating reports.
🔥 Speed up their decision-making process.

Here is how you can customize your Nimbata Analytics Dashboard:

Step 1. Go to Analytics > Dashboard
Step 2. Remove the charts you don’t care to monitor by hovering over your chart and clicking on the [X] icon on the left corner of each.

Please note you can add them back whenever you wish.

Step 3. Add more reports you want to look into by clicking on the "+ Add" button at the top right corner of the screen. If you have a specific report in mind, feel free to search for it using the search bar.

Step 4. Stretch or downsize tables using the arrows at the right edge of each table, to view performance data in more detail, and vice versa.

Step 5. Move the tables by dragging them upwards or downwards to prioritize what you need to see first.

If you need to isolate two or more items in a chart to examine them more thoroughly, you simply click on the items- at the bottom of each table- you want to remove temporarily and Nimbata will readjust the table that is displayed, keeping out the items you selected to be removed. Click again on them to restore. For example, in the "Missed Calls per hour - by UTM Source" I want to remove the "Not Set" and "Direct" sources

Before excluding

To exclude these source, I will simply click on them, and Nimbata will adjust your report as below.

You can also restore your dashboards to the default version whenever you need, by clicking on "Actions > Reset To Default”  at the top of the page. 

Updated on: 10/03/2024

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