How to manage Supermetrics Dashboards

Supermetrics Dashboards give you a single place to track, explore, and share the metrics that matter most. Managing your dashboards means you can keep them relevant, up-to-date, and tailored to your team’s goals: whether it’s creating a new dashboard for a specific use case, refining an existing one, or cleaning up dashboards you no longer need.

You can manage your dashboards in different ways to keep them useful and relevant:

• Create dashboards from templates to quickly get started with common use cases.

• Rename dashboards and edit their descriptions so your team immediately understands what each dashboard contains.

• Change data sources and accounts to view the same dashboard with data from different sources.

• Duplicate an existing dashboard to easily reuse the same structure for different accounts.

• Delete dashboards to clean up those you no longer need.

Viewing and filtering dashboards

To see your team's dashboards, on the Supermetrics Hub, go to Dashboards, under Analyze.

You can view a dashboard by clicking on any saved dashboard in the list. There are also search, filter, and sorting for the dashboards in the list view to find the dashboard you need:

• Search by dashboard name.

• Filter dashboard by data source and last editor.

• Sort dashboards by name or last updated date.

• Clear filters to return to the full list.

Dashboard permissions

Users with edit permissions can switch between View mode and Edit mode.

Dashboards always open in View mode by default.

If you have edit permissions, you’ll see additional options to manage the dashboards both in the list view (using the 3-dot menu) and within the dashboard itself.

Instructions

Note

You need edit access (Owner, Admin, or Editor) to create dashboards, make changes, or delete dashboards.

Create new dashboards from templates

1. On the Supermetrics Hub, go to Dashboards under Analyze.

2. Select a template to use and click Use template.

3. Select the data sources and accounts to use in the dashboard. Click Data sources and accounts to change your selection.

4. Click Apply to populate the dashboard with data.

5. Update the dashboard name and description

6. Apply any changes to the metrics or date range. The selected date range will be used as the default date range for the dashboard.

7. Click Save dashboard.

Edit name and description of the dashboard

1. On the Supermetrics Hub, go to Dashboards under Analyze.

2. Edit the name and description either in the dashboard list view or in the dashboard view mode:

   1. In the list view:

      1. Click the 3-dot menu at the end of the row for your dashboard.

      2. Select Edit name and description.

      3. Give your dashboard a new name and description and click Save.

   2. In the dashboard view:

      1. Open a dashboard.

      2. Click Edit dashboard, update the name and description and click Save changes.

Edit an existing Dashboard

1. On the Supermetrics Hub, go to Dashboards under Analyze.

2. Go to the edit view from either the dashboard list view or the dashboard view mode:

   1. In the list view:

      1. Click the 3-dot menu at the end of the row for your dashboard.

      2. Select Edit dashboard.

   2. In the dashboard view mode:

      1. Open a dashboard.

      2. Click Edit dashboard.

3. You can edit the dashboard:

   1. Click Data sources and accounts to add or remove data sources and accounts.

   2. Update dashboard name and description

   3. Set a default date range

4. Click Save changes.

Duplicate a dashboard

1. On the Supermetrics Hub, go to Dashboards under Analyze.

2. You can duplicate a dashboard either in the list view or in the dashboard view mode:

   1. In the list view:

      1. Click the 3-dot menu at the end of the row for your dashboard.

      2. Select Duplicate.

   2. In the dashboard view mode:

      1. Open a dashboard.

      2. Click the 3-dot menu and select Duplicate.

3. Update the dashboard name to better reflect its purpose and data.

4. Click Data sources and accounts to change accounts and/or data sources.

5. Click Save dashboard.

Delete a dashboard

Note

Deleting a dashboard will remove the dashboard from all members in your Supermetrics team.

1. On the Supermetrics Hub, go to Dashboards under Analyze.

2. You can delete a dashboard either in the list view or in the dashboard view mode:

   1. From the list view:

      1. Click the 3-dot menu at the end of the row for your dashboard.

      2. Select Delete.

   2. From the dashboard view mode: click the 3-dot menu and select Delete.

3. Confirm Delete.