Executive Dashboard. User Guide

Transcription

1 Executive Dashboard User Guide

2 2 Contents Executive Dashboard Overview 3 Naming conventions 3 Getting started 4 Welcome to Socialbakers Executive Dashboard! 4 Comparison View 5 Setting up a comparison 6 Selecting datasets 7 Selecting a time range 8 Selecting data type 9 Activate Targets 10 Metrics configuration 11 Metric tooltip 12 Display density settings 12 Dashboard View 13 Dashboard set up 13 Dashboard settings 14 Understand the graphs 15 Working with pinned views 17 List of views 17 Pinned views bar 18 Last change of the view 19 Share View with colleagues 19 Quick reporting for current View 20 Reports section 21 Quick report 21 Automated reports 22 Reports list 22 Account settings option 23 Change Account 24 User Settings 24 User management 24 Numbers & Time format 25 Facebook Insights 25 Socialbakers WishList 26 We hope you find the Socialbakers Executive Dashboard User Guide useful 27

3 3 Executive Dashboard Overview Executive Dashboard is a web-based tool providing aggregated data from multiple social media platforms. Naming conventions The following terms are used in this document as well as in the Executive Dashboard tool Data source unique URL for a social media account e.g. Dataset set of data sources from one or more platforms that are logically bound together (e.g. by geographical location, brand or product) Dashboard/Comparison the actual View in Executive Dashboard that each user can create and share. It s defined by datasets and time ranges. Data sources and Datasets are imported and predefined during the setup phase by Socialbakers. Both can be changed by request. Views can be created or modified by users. There are three main sections of the tool described in detail later on: Dashboard Comparison Reports Note that the Reports section works with existing Views.

4 4 Getting started Executive Dashboard link dashboard.socialbakers.com Welcome to Socialbakers Executive Dashboard! To start using Socialbakers Executive Dashboard, you will need an invitation from your Account Manager or the Socialbakers support team. After clicking on it, you will be redirected to the login page where you will be asked to either sign in with an existing User Profile or create a new one. In case you already have a User Profile there is no need to re-register with your . You will have the option to link your a Facebook or Twitter account as an alternative login option in your Account Settings.

5 5 Comparison View This view displays the values for a selected combination of metrics, datasets, and time ranges. Socialbakers usually sets up the first comparisons in order to make introducing the Executive Dashboard as simple as possible. Comparisons are then created, changed, and shared among users themselves. The data sources are inserted and matched into datasets by Socialbakers prior to your first login. Every user will see something like the screen below. The first column consists of a list of metrics nested under various groups. The next four columns represent the datasets and the values for the metrics from the first column. The screen also shows a breakdown of every platform under the Community Size metric. All comparisons visible for a user are accessible via the button on the left hand corner. It opens a dropdown with a list of comparisons and an option to create a new comparison. Each comparison can have different metrics and datasets. This is useful when you want to create a comparison that covers only datasets from a particular region or you want to track a limited number of metrics. Let s start with creating your own personalized comparison view.

6 6 Setting up a comparison Click on Create New Item. This gives you a chance to choose a name for your new comparison. Once the name is set, a new comparison appears, prefilled with a basic metrics set, a predefined time range, and the first few datasets. The name of the comparison can be edited at any time by clicking the pencil icon next to the comparison name. Each column represents a dataset. Columns can be added by clicking on the plus sign next to the existing columns. You can have up to 40 columns on 10 pages that can be switched by clicking on the arrow to the right/left side or by using the small navigation dots on the top. For each column, you can select a dataset from the list of all available datasets, select a time frame, data type, or a Targets option. Confirm your settings by clicking Apply. You can also remove columns that you no longer want to see.

7 7 Selecting datasets There is a list of all datasets that you can select. If you have more than 20 datasets in your account, you may use the search function to filter the list, or you can have them grouped in categories. Categories (Global, Region, Country) work like a filter for the list as well. Click on the i icon for information about the data sources included in the dataset.

8 8 Selecting a time range The next step is to determine a time range. The rolling time range adjusts automatically based on the day of the visit; a fixed time range remains the same until changed manually. Time ranges can be changed for all columns at once by checking the Apply to all columns selection. LAST 7 DAYS - bookended by the present day LAST MONTH - refers to time range from yesterday to that same date in the prior month LAST 3 CALENDAR MONTHS - 3 months prior to the end of the last calendar month WEEK, MONTH, QUARTER - fixed period of time or rolling time ranges can be selected; time range changes at the end of each week, month or quarter. CUSTOM TIME RANGE - user can choose any time range from the calendar

9 9 Selecting data type CURRENT DATA - shows the absolute values of the metrics within the time frame PERIOD CHANGE - The change in the metrics values in this current time range, compared to the previous time range (e.g. the difference between the number of published posts last week and the week before).

10 10 Activate Targets Once the Targets box is checked, a small icon will appear next to each metric s value as you roll over it with the pointer. By clicking on the icon next to each value, the Targets setting becomes available. There are different target types based on the metric type. Enter target value, reference value, or daily, weekly or monthly target. All targets are user defined. The meter then shows how close or far the values are from the target:

11 11 Metrics configuration In case you want to change the set of metrics or their grouping, you can modify them in your metrics settings. You have the following options: Rename the group of metrics (1) by clicking on it. You can delete the name and create your own. Change the order of metrics within the group or the order of the groups (2). Hide those metrics that are not relevant and show only those that are (3). Simply drag and drop them to the desired position. You can quickly remove them by clicking the cross next to them. Once you apply the settings, all columns will reload and you will see your new setup. The last step in creating or changing the comparison is to save all of your changes by clicking the Save Comparison button at the top of the page. You will be asked to select whether you want to save the current comparison or save it as a new comparison.

12 12 Metric tooltip Each metric has an explanation, which you can read by clicking the? next to it: Display density settings In case you have a large number of metrics displayed in one comparison, you may find it useful to change the height of the rows. There are 3 options: Comfortable, Cozy, or Compact.

13 13 Dashboard View This view becomes handy when you want to track the evolution of different metrics in a visually attractive and easy-to-read way. It consists of various graphs, each representing one or more metrics. Dashboard set up At the beginning you may have a dashboard created during the setup of your account. In case you don t have any, you will be asked to choose a name for your first dashboard that will be filled by a predefined list of graphs. The name of the dashboard can be edited at any time by clicking the pencil icon next to the dashboard name. In the Comparison view, different time ranges can be defined for each column. In Dashboard view, you have to define one time range (2) for all graphs. It allows you to choose the same options as in the Comparison. In case you would like to switch between dashboards, the dashboard picker is in the same place as in Comparison view (1).

14 14 Dashboard settings These settings (3) have two parts: CHARTS SETTINGS defines what graphs and platforms should be shown for the dashboard. You can activate or hide them by checking/unchecking the listed options. DATASETS SETTINGS have two options 1. Assign colors to the datasets. Clicking on a color square next to the dataset name can change the default color. 2. Define the active dataset. Use the Add dataset button to select which datasets you want to track in Dashboard view or remove a dataset by clicking on an icon that appears when you hover your cursor over its name.

15 15 Understand the graphs Each graph has a tool tip describing what it displays (1). Some of the charts have an option to filter data based on different parameters. On the screen below you can see a platform filter (2). It allows you to filter the data from different social media platforms or display the sum of them. Some graphs have an option to filter data by the selected metric. You can use this option for the Social Health Index, Facebook Insights, and Socialbakers Builder Label charts. In case there are too many points in the graph andit becomes unreadable, you may find the time aggregation (3) handy Most of the graphs are followed by a legend that shows dataset names. You can pair the dataset name with the color in the graph. That legend also becomes useful when you don t need to see all dataset series visibly. Click on the dataset to switch visibility settings for the dataset in the graph. By hovering your cursor over the graph s points, you can see each point s exact values:

16 16 When you don t need the exact values, only the visualization, you can export the graph to PDF or PNG formats. If there is no data (e.g. in case the permission for Facebook Insights wasn t given) a No data for this chart message will appear.

17 17 Working with pinned views You may notice that every time you open a new view it s pinned to the bar at the top of the view. This feature allows you to work with various views, as it would function similarly to browser tabs. You can pin your favorites, and define the most used views to quickly switch between them. There are a couple of things that may help you to work with pinned views. List of views Every time you click on a view in the list, it is opened and pinned at the end of the top bar. You can pin a view without opening it by using the checkbox just before it. Unpin it by unselecting the checkbox. The list is divided to pinned views (1) at the top, and the unpinned views (2) are located below. Use the search function to filter the list. Rename views by clicking on the pencil icon (3) next to the name. Delete views by clicking on the trash icon (4)

18 18 Pinned views bar The current active view is highlighted Click on any view to open it Hovering your cursor over a view tab displays the controls Change the order of views by dragging & dropping by using the icon (1) or remove (unpin) a view by clicking the cross icon (2) 1 2 Pinning more than 7 views displays arrows for sliding the bar (3) 3

19 19 Last change of the view Every time a user saves the changes he has made, the user s name and the time of change is recorded and displayed to other users. Only a simplified time of the last change visible (e.g. Edited less than a minute ago ). Should you want to know the exact time and identify of the user who made the last change, hover your cursor over the simplified information. Share view with colleagues By default, a new view is only visible to the user that created it. In order to share the view with other users from the same account, select the Share button and set up permissions for each user: VIEWER can only see the view but can t save any changes they makes OWNER can make and save changes on the view Search for the user and select them from the list. Set permission and select the Add button. You can do that for more users and confirm the list is final with the Apply button. Each selected user is then notified via .

20 20 Quick reporting for current view Both views can be exported in different formats. You can export the view as you see it by selecting the Export button in either the Dashboard or Comparison views. When you do so, you will get the export for the data you see on-screen. The snapshot of your active metrics data, time ranges, and the graphs you currently see will immediately be downloaded as a file in your browser right away. There are three formats available for Comparison (PDF, CSV, XLSX) and one format for Dashboard (PDF) view exports. For more advanced quick reports, visit the Reports section.

21 21 Report section The main page offers options for Quick and Automated reports, an archive of all reports generated, and a list of currently active automated reports. Quick report This report is generated instantly, and automatically downloaded as a file or it can be sent to any address. First, select your report type and the view you want to report on. Then select your time range, data aggregation and format. Note that these options depend on the report type. Lastly, you have the option of sending the quick report via (by default the quick report is downloaded in your browser). You can add more recipients by clicking on Add . COMPARISON REPORT This is the same report you can get directly from the Comparison view. It takes the datasets and time ranges from whichever Comparison you choose. DATA EVOLUTION REPORT Provides the data for datasets defined in the Comparison you chose; however, the user can select a time range from which the data will be taken, as well as data aggregation (daily, weekly or monthly values). The data evolution report is available in CSV or XLSX format. PDF DASHBOARD REPORT This is the same report you can get directly from the Dashboard view. It creates a report base on the Dashboard, and a time range you choose.

22 22 Automated reports These reports are sent regularly to a specified address. Automated reports have the same options for types and formats as quick reports. The only new option is to select a frequency of how often you receive the report. Reporting frequency Daily Weekly the user selects which day of the week the report should be sent Monthly the user selects which day of the month the report should be sent Quarterly the report is sent after the end of every quarter Reports list The reports list is where you can find all previously created reports. It can be switched between Archive and Automated Reports. ARCHIVE shows the list of quick reports generated from Comparison and Dashboard, as well as reports created in the Reports section. You can download all these reports again from here. AUTOMATED REPORTS shows a list of your currently active automated reports, which can be modified or cancelled from here.

23 23 Account settings option In the account settings you can: CHANGE ACCOUNT CHANGE THE USER SETTINGS MANAGE USERS IN THE ACCOUNT ACCESS SOCIALBAKERS WISHLIST LOGOUT

24 24 Change Account Some users can be members of different accounts. In that case, the Change Account option is displayed. This allows the user to quickly switch between accounts. User Settings The user can set or change their name, surname, or , and can see their role (User or Admin). In the Socialbakers Account section, you are able to manage identities you use to login to the Socialbakers Platform. User management This option is available only for users with an Admin role. Admins have the rights to manage all other users in the account, create new users, and remove users. Admins can create a new user by filling in their name, surname, , and role. Once these settings are saved, an invitation is sent to that address, and they will be asked to authorize their account using Facebook, Twitter, or , or to register if they haven t already done so. There are two other options next to the main title. You can filter the list of users via search, or you can download a list of all users in the account with some additional information. The list consists of a name, surname, address, last access, number of views shared, and the status of their invitation to the account.

25 25 Numbers & Time format Users can set the preferred thousand and decimal separators for numbers and also set the time and date format. These settings are used for the whole application, including Dashboard, Comparison and Reports. Facebook Insights This allows the user to give Socialbakers rights to show the Facebook Insights of those pages the user manages on Facebook. Facebook Insights data are automatically shared across the account with other users. The user can see which Facebook pages they manage, and which of them are tracked in the Executive Dashboard. By clicking Authorize Facebook Insights, the user is prompted to log in with the Facebook account that manage Pages and/or authorize the permissions of the Facebook Application paired with Executive Dashboard.

26 26 Socialbakers WishList We want to continue to push our products forward to satisfy the evolving needs of our clients. Should you like to contribute to our product roadmap, submit your suggestions to the WishList! The WishList can be accessed via account settings dropdown or at wishlist.socialbakers.com Requires Socialbakers Account login A place for posting suggestions for product features Shows a list of the suggestions and allows browsing of other Users suggestions If the suggestion is picked up by the development team, the user can check on its progress via our developers comments and stay informed of any updates via notifications.

27 We hope you find the Socialbakers Executive Dashboard User Guide useful. Should you require further assistance or a better understanding of any of these features, please contact education@socialbakers.com and we will be happy to work with you to answer your questions. or Should you have an issue with the product itself, please contact support@socialbakers.com and they will work with you to solve your issues. Contact us for more information at expert@socialbakers.com