All Syndigo accounts with Digital Shelf Analytics & Reporting services have access to the Analytics Dashboard. A default Dashboard has been created for all accounts and users can also create customized dashboards specific to individual business needs and use cases.
Accessing the Analytics Dashboard
The Analytics Dashboard is the default landing page for most users upon logging in to Syndigo and can be accessed from anywhere in the platform by clicking Dashboards in the left-hand navigation panel. Depending on additional account features, some users may see the “Supplier Dashboard” upon logging in. To toggle between dashboards, click the dropdown arrow at the top of the page and select “Dashboard” from the available options.
Once the Analytics Dashboard is selected, it will be the default dashboard moving forward until a new selection is made.
Navigating the Analytics Dashboard
The Analytics Dashboard is an interactive tool to help users monitor product content, availability, findability, and feedback from a single view. The components of the dashboard include:
Overall Score – Calculated by averaging the scores of each metric included in the dashboard. (For the default dashboard, the Overall Score is an average of Content, Assortment, Ratings, and Search scores for all products being crawled on all retailer sites.
- As customized dashboards are created, the Overall Score will reflect an average of the metrics selected for that dashboard.
Trend Graph – By default, the Overall Trend graph shows day over day changes in the score for each of the metrics being monitored.
- Click Chart within one of cards below the graph to see that metric spotlighted within the Trend Graph
Metric Cards – Located below the Trend graph, the metric cards display the criteria used to derive each of the individual scores that are averaged to generate the Overall Score.
Analytics Dashboard Filters
Located in the top right-hand corner of the Analytics Dashboard, Filters and setting options allow users to customize the content and the date range of the content displayed or reported in the Analytics Dashboard.
Date Range – By default, the date range for the Analytics Dashboard is set to display for a rolling 7-day period. To adjust the date range, simply select your desired dates accordingly.
Add Filter – Filters are located throughout the platform to help users create customized product lists or recall specific content for reporting purposes. For more information on how to apply filters, visit the Filters article. Tool tips are also provided to walk users through the filter options.
Creating a New Analytics Dashboard
Users can create new Analytics Dashboards, which are then accessed from the “Home” tab for a customized experience upon each login.
- From Analytics Control Center > Dashboards, click New Dashboard.
- Enter a Dashboard Name and Dashboard Description. These fields are both required and are used to search and identify the dashboard view throughout the Syndigo interface.
- Under the description, select the appropriate Permissions level from the list below:
- Private – The dashboard will only be visible by the user that created it (default)
- Public-Read Only – The dashboard will be visible by all users within the account, but cannot be edited by anyone other than the original creator
- Public-Editable – The dashboard can be viewed and edited by any user within the account.
- Under the description, select whether to include Overall Score and Trendline cards on the dashboard. If “On” is selected, users will see the graphic below that displays a summary of all scores and trends represented on the dashboard.
- In the Widget Layouts section, click +Add Card(s) and follow the prompts to specify the name, overall goal, and KPI metrics to be included in each card on your dashboard.
- Name – Will be displayed at the top of the card. Use terms like “Search” or “Ratings”, or be as specific as you wish e.g. “Shelf Results for Retailer X”
- Overall Goal Threshold – This number adjusts the “Goal” threshold setting in the Overall Score card. When the overall goal metric is reached, the graphic will display “green”.
- Icon (optional) – Helps quickly identify or group similar cards together when managing dashboard settings but is not visible within the actual dashboard view. This field is not required to create a dashboard.
- Card Filter (optional) – To filter the products/metrics displayed in the dashboard card, click Add Filter and create your filter. This field is not required to create a dashboard.
- Card Type – Select how you prefer that metrics for your card display. Metric Breakdown cards show the metric as well as relevant KPIs. Flip For Breakdown Cards enables a toggle that flips the card over to display the relevant KPIs. Breakdown Only cards show KPIs without the overall metric.
- KPI – Click +Add KPI to define the metrics to be reported within the dashboard card. Individual KPI goal thresholds can be set for each KPI. Category specific goals can also be set here as well. Click on the Trash Can icon to remove the KPI or the category specific goals as needed.
- Groups and KPIs – KPIs are grouped under different types. Click on the Select KPI dropdown and choose the KPI to be monitored from its corresponding group. The tooltip beside each KPI provides additional details. Click OK when your are finished adding KPIs to the card.
- Continue adding cards to your dashboard until you have the desired view. You can repeat the process above to create all of the cards for your dashboard. Cards can be arranged as preferred within the modal. Click Save.
