With the Insights dashboard feature, you can now create custom dashboards, each containing a variety of charts and tables. This will allow you to get a quick, high-level visual summary of the performance of your marketing initiatives.
You can access this feature from the Insights → Dashboards menu on the left navigation panel. Each tile on the dashboard is called a ‘widget’. You can add charts, tables and even notes to a dashboard via the ‘+ Widget’ button. Charts and tables can be pulled in from reports you previously created. If you don’t have an existing report, you can also create one directly from the dashboard.
You have full control over the content and layout of your dashboard. When you hover over a widget (on the dashboard edit screen), you will notice a tool bar to its right. You can use the options on this tool bar to choose the right size for your widget and also drag and drop it to any location on the dashboard. You can also edit the widget to update its name or the table or chart in it. You can copy a widget as well as delete it. All changes to your dashboard are auto saved. So you don’t need to worry about losing your changes if you accidentally leave the dashboard edit screen.
Your dashboard can have multiple charts, each having different timelines and different sets of campaigns. For example you could have monthly sends data from 2019 on one widget and compare it to monthly sends data from 2020 on another widget. Or you could compare the click rate for campaigns in Los Angeles to that for campaigns in San Francisco. On the other hand, you can also impose a global timeline and/or campaign filters for all widgets on a dashboard. For example, if a dashboard has multiple charts – sends, opens, open rate etc, you can apply a global time filter (e.g. last 90 days) so that you can ensure that the data in all the widgets are from the same time period and thus eliminate any chance of comparing apples to oranges.