Using Custom Dashboards
Viewing a custom dashboard
You can create your own custom dashboards for visualizing your page metrics. For example, you can create a dashboard to show trailing metrics over a certain period of time or your most important KPIs, or Key Performance Indicators, at a glance. Developers can also customize your dashboard's data query to get advanced insights.
To get the most out of Builder's custom dashboard feature, you should have the following:
- A Builder account
- Familiarity with the Insights tab. For an introduction to the basics, see Viewing metrics from the insights tab.
Custom dashboards appear in the dashboards list on the right side of the Insights tab. Select a dashboard to view details.
Creating a custom dashboard in the Visual Editor
Ceate a custom dashboard by selecting New dashboard from the Dashboards list on the Insights tab.
Creating a new dashboard is similar to creating any other page in the Visual Editor in that you use blocks to build your dashboard piece by piece. Additionally, you can take advantage of two dashboard-specific features:
- Table and chart blocks: add any combination of Builder's pre-built tables and charts, which your developer can customize with SQL statements.
- Type option: use this option to select Global or Content. Global makes your dashboard visible for every page in your space while Content makes your dashboard only visible in the Insights tab for the page you were editing when you selected New dashboard in the first step of creating your dashboard.
Building a custom dashboard
This section shows you how to add a Top engaged content table block to a blank page.
The table in the editing area contains live engagement metrics for pages, in order of click-through rate by default.
The Options tab contains a text editor where you can customize the table's SQL query.
Rename the dashboard to Top engaged content and select Publish in the upper right corner.
Navigate back to the Insights tab where you can select your new dashboard from the dashboards list to view metrics.
Customizing data queries for your dashboards
Each dashboard receives data from an SQL, or Structured Query Language, query to Builder's database.
Builder's table and chart blocks gather data from an analytics database using built-in SQL queries. Builder's built-in queries cover the most common use cases, such as displaying the number of clicks and impressions.
For advanced use cases, developers can modify the default queries or provide their own. See the developer documentation Programming custom dashboards, for more details.
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