Project dashboards allow you to keep an eye on the most important KPIs for your projects. Projects need to be linked to a client, so before you create one make sure you have created the client that manages the project. To start creating your project dashboard, go to Projects in the left hand menu.
Create a project
If you don't have a project yet, click the Add your first project button in the banner on the page:
A popup will show with the following fields:
- Client: Select a client to connect the project to. (Required)
- Template: Select a project template.
- Name: Add a name for the project.
- Description: Add a description for the project.
Once you've setup everything, click Create project to create your project.
Add dashboard KPIs
The next step is to add KPIs to your project. To do this, click the green Add a KPI button.
Select the data provider for which you want to add a KPI and then the data source you want to use. If you haven't connected to the data provider yet, you can read here how to do this.
After selecting the data source to use, select one of the predefined or basic KPIs. Predefined widgets have an icon that indicates which visualisation is set up in them, while Basic widgets will show a + icon prefixed to the name. The difference between them is that Basic KPIs do not have anything set up yet, so you can set them up from scratch. More info on the settings available for widgets can be found here.
Once you've set everything up to your liking, click Save settings to add the KPI to your project.
Add status indicators
To see whether the KPIs are on target, go to the settings of the KPI by hovering over it and clicking the settings icon:
There go to the Target tab and setup the target for the KPI. The following options are available for targets:
- Target type: The type of target used. Can be "Greater than", "Less than" or "equals".
- Value: The actual value for the target.
- Time interval: The interval the target is applied to. Possible options are: "Month" (31 days), "30 days", "7 days", "day".
- Visualise the target: Enable this to add a target visualisation based on the target type.
The target shown is calculated based on the selected date range and the time period chosen for the target. For example, if you show data for 1 day and you have a target set for 7 days, it will calculate how far along the target you should be to be on target. So if you target 7 clicks in 7 days, and your report shows data for 1 day, the target below the KPI will show that 1 click is targeted.
Whether the KPI value is seen as good (green), dangerous (orange) or bad (red) is based on the following logic for all target types:
- Good (green): The KPI value is less than or equal to 100% of the targeted value
- Dangerous (orange): The KPI value has exceeded the targeted value
- Bad (red): The KPI value has exceeded the target with at least 20%
The visualisations shown for each target type are updated based on these thresholds. How they look for each target type is shown below:
- Greater than: The "greater than" target type checks whether the KPI value is greater than the target value.
- Less than: The "less than" target type checks whether the KPI value is less than the target value.
- Equals: The "equals" target type checks whether the KPI value is equal to target value. The visualisation that's used for this looks as follows.
Once you've setup targets for your project KPIs, you'll be able to see the status of them on the Projects and Clients overview pages. The KPI targets are visualised as colored dots for each client and project. By hovering over them, you can see which KPI is connected to which dot.
These dots are updated every 12 hours, so you can regularly check if everything's still going well with your project KPIs.