IBM Coremetrics Enterprise Dashboard User Guide



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IBM Coremetrics Enterprise Dashboard User Guide

Note Before using this information and the product it supports, read the information in Notices on page 27. The documentation distributed with the IBM Coremetrics products is confidential and proprietary to IBM and as such is subject to the provisions of any confidentiality agreement executed between the parties. Regardless of the specific provisions of any such confidentiality agreement, the parties hereby agree to treat the referenced documentation as the confidential information of IBM and further agree not to distribute such documentation to any third party or to copy such documentation except as expressly permitted in any license agreement between the parties pertaining to such products. IBM welcomes your comments You may send your comments to the following address. IBM Bay Area Lab 1001 E Hillsdale Boulevard Foster City, California 94404 USA You can send us comments electronically by using one of the following methods: Toll free 1+866-493-2673 Fax (USA and Canada): 1+650-762-1499 Support Center: https://support.coremetrics.com Internet email: cm_support@us.ibm.com World Wide Web: www.coremetrics.com If you would like a reply, be sure to include your name, address, telephone number, or FAX number. Make sure to include the following in your comment or note: v Title of this document v Page number or topic related to your comment When you send information to IBM, you grant IBM a nonexclusive right to use or distribute the information in any way it believes appropriate without incurring any obligation to you. Licensed Materials - Property of IBM Copyright IBM Corporation 2007, 2012. US Government Users Restricted Rights Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp.

Contents About IBM Coremetrics........ v Chapter 1. Enterprise Dashboard.... 1 Chapter 2. Using the Dashboard.... 3 Chapter 3. Calendar Control...... 5 Chapter 4. Data Access........ 7 Chapter 5. Using Control Data Access.. 9 Chapter 6. Views and Modules Tab... 11 Views................ 11 Saving personal views........... 11 Chapter 7. Select Sites in Dashboard 13 Trend Module............. 15 Conversion and Marketing Module...... 16 Top Line Module............ 17 Marketing Vendors Module......... 18 Channel Summary............ 19 Compare............... 19 Label................ 20 Image................ 20 RSS Feed............... 21 Appendix A. Additional Contact Information............. 23 Appendix B. Support......... 25 Notices.............. 27 Trademarks.............. 28 Chapter 8. Modules available in Dashboard............. 15 Copyright IBM Corp. 2007, 2012 iii

iv IBM Coremetrics Enterprise Dashboard User Guide

About IBM Coremetrics IBM Coremetrics is the leader in marketing optimization. Its products help businesses relentlessly optimize their marketing programs to make the best offer, every time, anywhere, automatically. More than 2,100 online brands globally use IBM Coremetrics Software as a Service (SaaS) to optimize their on-line marketing. IBM Coremetrics integrated marketing optimization solutions include real-time personalized recommendations, email targeting, display ad targeting across leading ad networks, and search engine bid management. The company's solutions are delivered on the only on-line analytics platform that is designed to anticipate the needs of every customer, to automate marketing decisions in real time, and to syndicate information across all customer channels. For more information about this or other IBM Coremetrics products, refer to Appendix A, Additional Contact Information, on page 23. Copyright IBM Corp. 2007, 2012 v

vi IBM Coremetrics Enterprise Dashboard User Guide

Chapter 1. Enterprise Dashboard IBM Coremetrics Enterprise Dashboard provides a multi-site, flexible interface that enables you to view real-time and historical results across your enterprise. Enterprise Dashboard is highly configurable, allowing you to access the most relevant information for your business across your various site properties. Overview v Broaden your analysis with the ability to include any number of client IDs in your performance comparisons. Select as many or as few metrics as you want to gain the insight you need. Extend your comparison time horizons with even more historical data at your fingertips. v Simplify your analysis with an enhanced compare capability and new column sorting options. v Understand channel contribution across all of your site properties. Easily expand and collapse your views to quickly surface which marketing channels are contributing the most (and the least) to your organization. v Control data access to site property performance. Allow the right teams and individuals to see only the data relevant to them whether by brand, geographic location, or any other organization policy you desire. v Access data offline with enhanced download capability at the module, individual dashboard, or all dashboards level. Access all data for offline analysis or import data into other applications through a flexible and powerful Application Programming Interface (API). Details Enterprise Dashboard is: v Built on IBM Coremetrics real-time data delivery infrastructure allowing you to track intra-day metric values. A number of sub-client groups can be created, analyzed, and saved. v Designed for simple drag-and-drop use, enabling you to design and test layouts on the fly to see instantly what report layout provides the best look and feel for your requirements. If something does not look right, click Clear and start again. When you access the Enterprise Dashboard application, you see two main areas: the Calendar Control and the Views and Modules tab. These allow you to select the period and the information you want to see. When you start a new Enterprise Dashboard session, your first personal view is displayed. Copyright IBM Corp. 2007, 2012 1

2 IBM Coremetrics Enterprise Dashboard User Guide

Chapter 2. Using the Dashboard The Enterprise Dashboard application allows you to view an existing dashboard or create a new dashboard. Procedure v Viewing an existing dashboard: 1. Mouse over the handle of Views and Modules. The display opens showing the Views and the Modules. 2. Select the required view. Any modules currently displayed on the dashboard are cleared and those that make up the selected view are displayed. 3. Select the sites you want to see, if the dashboard does not already show them. 4. Select the required calendar period, if not already displayed. v Creating a new dashboard: 1. Clear existing modules by clicking Clear. 2. Mouse over the handle of Views and Modules. The display opens showing the Views and the Modules. 3. Drag the required module icons onto the dashboard. 4. Select the required sites. 5. Select the module metrics needed. 6. When you set up the dashboard as required you can save it for future use. Copyright IBM Corp. 2007, 2012 3

4 IBM Coremetrics Enterprise Dashboard User Guide

Chapter 3. Calendar Control The calendar control at the top of the dashboard is always available and enables you to control the time period for the data being displayed. It also shows the number of sessions by day for the all periods for which data exists. The period of data shown is selected using the radio buttons on the right. These buttons allow you to display data for today, daily data, and data for fiscal weeks, months, and quarters. Checking the boxes causes the calendar to display these periods with the default selection being the last full period. Except for when Today is checked, you can select any period for which data exists by clicking on the appropriate period. Period Today Daily Fiscal Periods Top Line Summary Top Line Trend Compare Other modules The running total since midnight for all displayed metrics. The total data for the selected day for all displayed metrics. The total data for the selected period for all displayed metrics. Data for every five minute interval since midnight for the selected metric is plotted. The daily data for the month immediately preceding the selected day is plotted for the selected metric. The daily data for the selected period plotted for the selected metric. Compares the data accumulated so far today with all of yesterday's data. Compares the selected day's data (Date Range A) with any comparison day (Date Range B). Compares the selected period's data (Date Range A) with any comparison period (Date Range B). Data is to be displayed for the period since midnight. Data is displayed for the selected day's data (the default being yesterday). Data is displayed for the selected period's data (the default being the period ending yesterday). The plus and minus magnifying glass icons ( ) allow you to expand or contract the section of the calendar displayed so you can easily select date ranges. The scroll bar at the bottom of the calendar allows you to scroll to the start or end of the period covered. Copyright IBM Corp. 2007, 2012 5

Clicking Previous year comparison automatically sets your Date Range B (Compare Date) to the same time period for the year prior to Date Range A (Global Date). Note: The calendar control only allows date range comparisons for like time periods (day to day, week to week, month to month, and quarter to quarter. 6 IBM Coremetrics Enterprise Dashboard User Guide

Chapter 4. Data Access IBM Coremetrics provides several options for accessing and distributing data outside of the application's user interface. Whether you need to share data with other team members, perform additional offline analysis, or use the information in other applications, IBM Coremetrics offers numerous options for accessing its underlying data. There are multiple ways to download data for active modules (those displayed on a dashboard): Download By Module All data modules offer a download button in the top right corner. Click Download to have the data in that module saved to a CSV file to share or work with offline. Download By Dashboard The top right corner of the dashboard provides a Download Dashboard option. Selecting this option allows you to download the data for all modules configured within the current dashboard view you have loaded. The Download Dashboard data is saved as a single tab XLS file. Data for each individual module is grouped vertically within the spreadsheet for easy reference. Download All Modules Additionally, the top right corner of the dashboard provides a Download All option. Selecting this option allows you to download data associated with every module included in all dashboard views you have configured. Specifically, you can download data for up to 9 dashboard views in one single download file (3 in standard views + 5inpersonal views + 1 unsaved dashboard). The data is saved as a single XLS file with multiple tabs where each tab corresponds to a different dashboard. Data for each module within a dashboard is grouped vertically within that tab for easy reference. Copyright IBM Corp. 2007, 2012 7

8 IBM Coremetrics Enterprise Dashboard User Guide

Chapter 5. Using Control Data Access Configure access to Enterprise Dashboard at the User Group level from the administration capabilities within IBM Coremetrics Web Analytics. About this task This level of permission only applies to whether or not an individual user account (as defined by the User Group they are assigned to) can authenticate to the Enterprise Dashboard application. However, there will often be times where accounts in certain User Groups require access to Enterprise Dashboard but your organization wants to restrict their view access in the application to a subset of the sites. The Enterprise Dashboard Manage Site Groups feature allows you specify which accounts in a User Group have access to the various subsites various accounts. Manage Site Groups lets you create new groups or edit existing groups. Note: You can cancel any changes made to a new or existing Site Group by clicking Cancel. Procedure v Create a new site group: 1. Select Create New Site Group and enter a name for the new Site Group in New Site Group Name. 2. Specify which sites you want the group to view in Enterprise Dashboard by selecting the appropriate sites in Available Sites. 3. Select which accounts to bind to the site access configuration specified by applying the configuration to one or more existing User Groups. User Groups are created and managed with Web Analytics. If you need to create a new User Group that has to control user level site access in Copyright IBM Corp. 2007, 2012 9

v v Enterprise Dashboard, those User Groups must be created in Web Analytics by a user with administration privileges. 4. After selecting sites and user groups, click Create to save your new Site Group configuration. From that point on, when any user account included in that site group accesses Enterprise Dashboard, they are restricted to viewing only the subsite specified in the Site Group permitted. The Site Groups feature makes it easy to enable Enterprise Dashboard for all users throughout your organization while ensuring that specific teams see only the site data relevant to them. Change existing groups: 1. Select an existing group in Site Group Name. 2. Add or remove sites you want the group to view in Enterprise Dashboard by selecting the appropriate sites in Available Sites. 3. Select which accounts to bind to the site access configuration specified by applying the configuration to one or more existing User Groups. 4. After selecting sites and user groups, click Save to save your updated Site Group configuration. Delete existing groups: 1. Select an existing group in Site Group Name, then click Delete. 10 IBM Coremetrics Enterprise Dashboard User Guide

Chapter 6. Views and Modules Tab Views Saving personal views The Views and Modules tab on the left side of the window expands and contracts when the cursor is placed over the 'handle'. The top part of the tab shows a list of Preset Views and Personal Views. The five Personal Views are initially blank. Clicking a tab causes the current contents of the view to be replaced with the tab view. The rest of the tab contains module icons. Drag the icons onto the view and the module is generated using default metrics. The first views shown on this part of the tab are preset views. These cannot be edited. The second group of views are for your personal use. Saving personal views Up to five personal views can be saved. To save the view currently displayed on your view: 1. Open Views and Modules. 2. Click Save. 3. Select the name of the existing personal view to be overwritten from the Current names list. 4. Enter the new name in the Save as (rename) box 5. Click Save. The new view is listed. You can define personal views on the Views and Modules tab. About this task The first views shown on this part of the tab are preset views. You cannot edit preset views. The second group of views are for your personal use. You can save up to five personal views. Procedure 1. Open Views and Modules. 2. Click Save. 3. Select the name of the existing personal view on which to base this view from the Current names list. 4. Enter the new name in the Save as (rename) box Note: If you do not enter a new name, the current view is replaced. 5. Click Save. Copyright IBM Corp. 2007, 2012 11

Results The new view is listed or the existing view is replaced. 12 IBM Coremetrics Enterprise Dashboard User Guide

Chapter 7. Select Sites in Dashboard Select Sites enables you to select which of your sites are used when creating the dashboard graphs and the order in which the sites are displayed in tables. To select the sites to be displayed: 1. Open Views and Modules. 2. Click Select Sites. The Site Selection window is displayed showing all of your sites. Click the checkbox next to each site you want displayed within all Enterprise Dashboard modules. An All Sites checkbox allows you to select, or deselect, all sub-client sites configured for your Enterprise Dashboard instance in one click. Enterprise Dashboard displays as many, or as few, sub-sites as you want and you can change the selected sites at any time. When you have a large number of sites selected for viewing in Enterprise Dashboard, the various modules enable vertical scrolling so you can quickly scan and focus on the sites of interest. Additionally, you can drag and drop the sites listed in Site Selection to change their order of appearance (top to bottom) in the various Enterprise Dashboard modules configured in your current view. 3. Click Apply. Any modules displayed on the dashboard are immediately updated to reflect the changes. Copyright IBM Corp. 2007, 2012 13

14 IBM Coremetrics Enterprise Dashboard User Guide

Chapter 8. Modules available in Dashboard Modules are dragged onto the dashboard from Views and Modules. The modules are automatically generated and updated. You can move, resize, and have as many instances of modules on a dashboard as needed. Modules can be deleted by moving the mouse over the module, then click Delete ( ) in the upper right corner. The following modules are available: v Trend v Conversion and Marketing v Top Line v Marketing Vendors v Channel Summary v Compare v Label v Image v RSS Feed If you move the mouse over a module, it displays in blue with a distinct border. If you click the module, you can now move it as required. The lower right corner also displays as a handle. Drag this handle to resize the module as required. Trend Module The Trend Module shows the top line trend chart for the specific metric, sites, and time period selected. Copyright IBM Corp. 2007, 2012 15

If Today is selected on the Calendar Control, the accumulated data of the day for the selected metrics is listed. The chart shows data at five-minute intervals. If Daily is selected, the figures for the selected day are displayed along with a chart showing the daily trend over the previous month. If a fiscal period (weeks, months, and quarters) is selected, figures for the latest completed day are initially shown and the chart shows the daily trend during the selected period. The slider at the right of the chart can be dragged along the chart to show data for a date in the current period selected compared to the previous fiscal period. This comparison period can also be viewed in the chart by clicking Show Comparison Period. The chart then displays a trend line for the comparison period for the previous fiscal period. You can select the metric displayed by mousing over the module and choosing the desired metric from the Metric drop-down list. Download the complete data table for this report by clicking Download ( )in the top right corner of the module. You are asked if you want to open or save the CSV file. Conversion and Marketing Module The Conversion and Marketing Module shows Conversion Funnels for each of the selected sites in graphical and summary form. The count of visitor sessions and the overall percentage of sessions that are attributable to each of the four primary marketing channels (Direct Load, Marketing, Natural Search, and Referring Sites) are provided in numeric and graphical form. Session conversion funnels for each displayed site are provided on the right part of the module. Additionally, aggregate conversion funnel metrics are provided for all sites (Master ID) and for just the sites currently configured for display on the dashboard. 16 IBM Coremetrics Enterprise Dashboard User Guide

Top Line Module Download the complete data table for this report by clicking Download ( )in the top right corner of the module. You are asked if you want to open or save the CSV file. The Top Line module lets you select as many metrics as needed to be displayed in the data table for the selected sites. Display the Top Line Module Options window by clicking Edit ( ) in the top right corner when you move your mouse over the module. Select the metrics you want to include in the Top Line module (or check All metrics to include all supported metrics). Next, drag the metric you want displayed into the order you want them displayed in the module and click Apply. Download the complete data table for this report by clicking Download ( )in the top right corner of the module. You are asked if you want to open or save the CSV file. Chapter 8. Modules available in Dashboard 17

Marketing Vendors Module The Marketing Vendors Module shows the top ten vendors for the selected sites sorted by sales within the selected period. Filter this module by clicking Edit ( ) in the top right corner when you move your mouse over the module which displays the Marketing Module Options dialog as shown in the example. Enter up to ten filters (that is, text strings that must occur in the vendor's name for the name to be displayed) and click Apply to close the dialog and apply the filters. Download the complete data table for this report by clicking Download ( )in the top right corner of the module. You are asked if you want to open or save the CSV file. 18 IBM Coremetrics Enterprise Dashboard User Guide

Channel Summary Like the Channel Summary report in Web Analytics, the Channel Summary module in Enterprise Dashboard allows you to see how visitors arrive at your site (Natural Search, Paid Search, Referring Sites, Direct Load, or any other custom channels you define in your master client instance of Web Analytics). The custom marketing channels you define within the Channel Summary report of Web Analytics for your master client are displayed in the Channel Summary module of Enterprise Dashboard. Channels created within individual client instances of IBM Coremetrics do not automatically appear in Enterprise Dashboard. You must create aggregate marketing channel definitions across all sub-sites from your master client instance in Web Analytics. Once you aggregate the marketing channel definitions, all created channels within the master client instance of Web Analytics are reflected in this module so you can see how all of your brands are performing side-by-side. Expand or collapse any channel included in the module by clicking the arrow next to the channel name. To expand or collapse all rows, click Expand All or Collapse All at the bottom of the module. The Channel Summary module lets you select as many metrics as you want to display in the data table. Horizontal scrolling is enabled by the module if you include a large number of metrics. To add or remove metrics from the Channel Summary module, click Edit( ) in the top right corner when you move your mouse over the module. Drag and drop the metric to display as the first column in the module to the top of the list, the second column metric to the second position in the list, and so on, and then click Apply. The Percents / Values toggle displayed at the bottom of the Channel Summary module allows you to switch the module's view between displaying the actual metric values to the relative percentage contribution of the channel to each site's overall total for any given channel. Download the complete data table for this report by clicking Download ( )in the top right corner of the module. You are asked if you want to open or save the CSV file. Compare The Compare module enables you to compare data from any Date Range A (Global Date) with any comparison period (Date Range B), showing the percentage change over this period as well as an absolute difference metric (that is, A minus B). Chapter 8. Modules available in Dashboard 19

Compare also shows how each subsite contributes to the whole enterprise's data. If the current period is incomplete (for example, you select the current week and it is only Wednesday), the compare module evaluates the data available for the current period against the complete data for the previous time period. Show or hide the optional pie chart by selecting or deselecting Show Pie. Select the metric used in this comparison from the Metric list. Download the complete data table for this report by clicking Download ( )in the top right corner of the module. You are asked if you want to open or save the CSV file. Label Customize your dashboard by adding descriptive or explanatory labels. Enter the text and select a width for the display. Width allows you to enter the initial width of the text label in pixels. You can resize the label afterward to make the text larger or smaller. Click Apply. Image Image allows you to enter the web address of a suitable graphic and display it on your view. The http:// prefix is required. You can use JPG, GIF, or PNG formatted images. You can also add Flash movies (SWF). If you use an animated GIF, only the first frame is displayed. 20 IBM Coremetrics Enterprise Dashboard User Guide

Note: Images with long URLs (over 150 characters) might not be displayed. RSS Feed The RSS Feed module allows you to add RSS headlines to your dashboard. Enter the URL of an RSS feed including the http:// prefix and the number of headlines you want to display. Clicking an RSS headline displays the associated web page. IBM Coremetrics cannot guarantee that all RSS feeds work with IBM Coremetrics Enterprise Dashboard. Chapter 8. Modules available in Dashboard 21

22 IBM Coremetrics Enterprise Dashboard User Guide

Appendix A. Additional Contact Information If you need additional assistance, contact IBM using one of the following methods: v Customer support: cm_support@us.ibm.com v Product feedback: cm_feedback@us.ibm.com Note: Product feedback is recommendations for product improvement; do not use the feedback address to obtain additional assistance. USA IBM 1840 Gateway Drive Suite 320 San Mateo, CA 94404 Toll Free: 1.866.493.2673 Tel: 650.762.1400 Fax: 650.762.1499 email: cm_support@us.ibm.com IBM Austin 11501 Burnet Road Building 905, Floor 2 Austin, TX 78758-3400 Toll Free: 1.866.493.2673 IBM Europe Ltd. Lotus Park The Causeway Staines Middlesex TW18 3AG U.K. Tel: +44 (0)8706 006123 Fax: +44 (0)1784 469345 Email: cm_europe@us.ibm.com IBM France 17 Avenue de l'europe 92275 Bois Colombes Cedex France Tel:+33(0)158752241 Fax: +33 (0) 1 58 75 22 41 Email: cm_france@us.ibm.com Europe Asia Pacific IBM Client Support cm_support@us.ibm.com Support Center https://support.coremetrics.com IBM Dallas 4550 SH 360 Suite 100 Grapevine, TX 76051 Tel: 682.223.5300 IBM GmbH Beim Strohhause 17 D-20097 Hamburg Germany Tel: +49 (0)40 82242 097 Fax: +49 (0)40 82242 181 Email: cm_deutschland@us.ibm.com Copyright IBM Corp. 2007, 2012 23

IBM Hong Kong Limited Silvercord Tower 2 Room 907 30, Canton Road Tsim Sha Tsui Kowloon Hong Kong SAR, China Tel: +852 8201 0823 Fax: +852 8201 0832 Email: cm_asiapac@us.ibm.com IBM Australia and New Zealand 60 Southgate Ave Southgate VIC 3006 AUSTRALIA (Aus) 1800 69 CORE (NZ) 0800 69 CORE (Other) +612 9354 9308 Email: cm_asiapac@us.ibm.com 24 IBM Coremetrics Enterprise Dashboard User Guide

Appendix B. Support Support Center The IBM Coremetrics Support site can be found at https:// support.coremetrics.com or by clicking the Support link in the application menu bar. The Support Center Site contains the following: v A searchable knowledge base to answer questions and provide instant access to essential documents such as implementation guides, metrics glossaries, user guides, release notes, and more. v Educational tools such as web-based trainings and archived webinars. v Marketing information including case studies, white papers, and upcoming events such as the Client Summit. v Notifications from Support. v Issue tracking from the creation of a ticket through its resolution, which provides complete insight into the status of your inquiries. v Feedback so that you can offer suggestions for improving the support site. (Send feedback about the IBM Coremetrics applications to cm_feedback@us.ibm.com). v Chat so that you can reach one of our Best Practices representatives right away. Copyright IBM Corp. 2007, 2012 25

26 IBM Coremetrics Enterprise Dashboard User Guide

Notices This information was developed for products and services offered in the U.S.A. IBM may not offer the products, services, or features discussed in this document in other countries. Consult your local IBM representative for information on the products and services currently available in your area. Any reference to an IBM product, program, or service is not intended to state or imply that only that IBM product, program, or service may be used. Any functionally equivalent product, program, or service that does not infringe any IBM intellectual property right may be used instead. However, it is the user's responsibility to evaluate and verify the operation of any non-ibm product, program, or service. IBM may have patents or pending patent applications covering subject matter described in this document. The furnishing of this document does not grant you any license to these patents. You can send license inquiries, in writing, to: IBM Director of Licensing IBM Corporation North Castle Drive Armonk, NY 10504-1785 U.S.A. For license inquiries regarding double-byte (DBCS) information, contact the IBM Intellectual Property Department in your country or send inquiries, in writing, to: Intellectual Property Licensing Legal and Intellectual Property Law IBM Japan Ltd. 1623-14, Shimotsuruma, Yamato-shi Kanagawa 242-8502 Japan The following paragraph does not apply to the United Kingdom or any other country where such provisions are inconsistent with local law: INTERNATIONAL BUSINESS MACHINES CORPORATION PROVIDES THIS PUBLICATION "AS IS" WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF NON-INFRINGEMENT, MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. Some states do not allow disclaimer of express or implied warranties in certain transactions, therefore, this statement may not apply to you. This information could include technical inaccuracies or typographical errors. Changes are periodically made to the information herein; these changes will be incorporated in new editions of the publication. IBM may make improvements and/or changes in the product(s) and/or the program(s) described in this publication at any time without notice. Any references in this information to non-ibm Web sites are provided for convenience only and do not in any manner serve as an endorsement of those Web sites. The materials at those Web sites are not part of the materials for this IBM product and use of those Web sites is at your own risk. Copyright IBM Corp. 2007, 2012 27

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