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A dashboard contains a set of widgets which relate to the searches you choose to analyze, and are generally used for in-depth research and analysis, as well as a foundation for reporting. You can select a pre-made dashboard template or customize your own.

The three dashboard templates use your “Company” and “Competitor” search categories to determine which searches to use in the corresponding widgets. The search tagged “Company” will serve as the foundation of the dashboard, with “Competitor” searches used for competitive breakdowns.



Monthly Coverage

Gives a succinct look at the impact of your coverage over the past calendar month. Includes “Total Mentions”, “Share of Voice Comparison”, “Share of Voice Over Time”, “Social Amplification”, “Top Content”, and “Sentiment Analysis”.




Monthly Competitive Landscape

Provides a multi-faceted competitive analysis of your company’s coverage versus your competitors over the past calendar month. Includes “Total Mentions”, “Share of Voice Comparison” and “Share of Voice Over Time”, “Social Amplification”, “Top Content”, and “Sentiment Analysis”.




Year-to-date Competitive Landscape

Mirrors the structure of the “Monthly Competitive Landscape”, with a date range starting on January 1 of the current year.






Offers a customized dashboard template, with a default setting of a 90-day date range, no filters, and one of each widget. 



Title the Dashboard

The title you choose here will be the title of your dashboard. Do not worry about crafting the perfect name, as it can be easily changed at any time.



Select the Search

Here, you will select the search you want to use as the foundation of your dashboard. Each widget in the dashboard will initially be tied to the search that you choose in this step. Both searches in your library and ours (“Suggested Searches”) can be chosen; simply start typing in the name of the search you want to use in the “Find a Search…” box. You can change the search attached in this step at any time, via “Edit Dashboard”.



Choose Metrics

Determine which of the available metrics you would like to show in your dashboard. By default, all metrics will be selected (NOTE: Blue = on. White = off). Click on a metric type to change its on/off status. 



Select a Date Range

The date range you set here will be the initial date range for all of the widgets in your dashboard. You can set a trailing date range (7, 30, or 90 days) which will update each day, or you can lock-in a specific, custom date range.



Choose Filters

Filters are used to either exclude or refine coverage to certain types of mentions and prove to be a valuable resource for honing in on quality coverage. Because filters are set at a dashboard level, this exclusion or refinement will affect all widgets in the dashboard.


Filters used to eliminate coverage: Press Releases, Financial News, Sports, Obituaries, Blogs, Broadcasts
Filters that refine coverage: Headlines, Tier 1, English Language Only, Social Shares, Traffic.





Sharing a Dashboard

Sharing a dashboards with every user in the account is as easy as a few clicks. Dashboards are only shareable as Full Access, meaning that if you share a dashboard, each user in your account will be able to view and modify the dashboard. When you share a dashboard you will also being sharing the associated searches, with full access, by default. Also keep in mind that if you delete a shared dashboard, it will be removed from everyone else’s user as well.




Using A Shared Dashboard:

Aside from the added ability to collaborate across your team, shared dashboards function the same as your own, making them easy to modify and report off of. Just remember, any adjustments you make to a dashboard shared with you will reflect in the original creator's user too.


Editing a Dashboard

You can change the search or date-range of all of the widgets in your dashboard at any time, by returning to the steps above via "Edit Dashboard". Make sure you turn on "Apply to All Metrics" before you save.