Ready to take your data analysis to the next level? In this course, you’ll learn how to slice and dice your marketing data. From setting up widgets to creating custom metrics, you’ll discover the tools you need to build impactful reports and present key insights to your clients. Let’s turn your data into opportunities for growth.
What you'll learn:
Define reporting goals: metrics, filters, dimensions, targets
Use preset widgets or create custom widgets from scratch
Visualize data using KPIs, tables, and charts
Set up custom metrics to suit your reporting needs
Add markup to revenue results for deeper insights
How to Visualize Data and Create Custom Metrics in Swydo
Setting Reporting Goals
Clear goals make reports actionable. Follow these steps:
Select the metrics most relevant to your objectives.
Set targets and date ranges for comparisons.
Use filters to focus on specific data (e.g., time periods, campaigns).
How to Add Widgets to Your Report
Add a Preset Widget:
Click the “+” icon and select Widgets and KPIs.
Choose your data source (e.g., Google Ads).
Pick a preset widget (e.g., Phone Calls).
Add an Advanced Widget:
Follow the steps above, but choose Advanced Settings instead of preset widgets.
Configure details like:
Presentation style: Tables, charts, KPIs, etc.
Dimensions: Break down data by day, campaign, or other categories.
Metrics: Select specific data to display (e.g., clicks, impressions).
🎯 Pro Tip: Use filters to exclude unnecessary data or zoom in on specific campaigns.
Customizing Metrics
Create a Custom Metric:
Edit an existing widget by clicking the wrench icon.
Go to Metric Settings and select Custom Metric.
Name your metric and create a formula (e.g., Cost + 20% Markup).
Save and Use Your Metric:
Save it for a specific data source or apply it globally.
Add it to relevant widgets or KPIs.
Combining Metrics across data sources
Cross-platform reporting:
Combine data (blend) from multiple ad platforms into a single KPI
The metric availability will depend on the platforms you select
Generate high-level reports to evaluate the success of your campaigns with aggregated metrics
Visualizing Data
Choose the Right Visualization:
Bar Charts: Compare data across categories.
Line Charts: Show trends over time.
Area Charts: How values change over time.
Pie Charts: Represent proportions.
Tables: Display detailed data.
Heat/treemaps: Spotting patterns, clusters, and outliers quickly
🎯 Pro Tip: Match your visuals to your audience’s needs. For example, pie charts are great for non-technical stakeholders.
Customize Your Report Layout:
Resize widgets and drag them to your preferred layout.
🙌 Congratulations! You’ve mastered the basics of data visualization, widgets, and custom metrics in Swydo.
📚 Next Steps: Explore more advanced features like custom metrics, report automation, and team collaboration. Don't forget to take a look at Swydo Academy for detailed video tutorials.