How to Create an Ads Dashboard
Updated
A Reporting Dashboard is a collection of widgets that contain visualizations of data based on different metrics, text, or images. A dashboard can have multiple tabs or sections.
In Sprinklr Marketing (Ads), you can create reporting dashboards either using pre-built templates or from scratch. These dashboards allow you to expand and drill into metrics to discover and understand how your KPIs are performing at different levels, to help you develop data-driven strategies to optimize your content performance.
Enablement Note: Use of this feature requires that Paid Media Reporting be enabled in your environment. To learn more about Paid Media Reporting, please contact your Success Manager.
To Create an Ads Reporting Dashboard
Click the New Tab icon . Under the Sprinklr Marketing - Advertising tab, select Ads Reporting within Analyze.
You can create a new Dashboard from Ads Reporting Home or from the dashboard options of an existing dashboard.
From Ads Reporting Home -
Click +Create New Dashboard in the top right corner of Ads Reporting Home.
On the Add New Dashboard page, you can either create a dashboard from scratch or use the available dashboard templates which contain widgets based on pre-built standard dashboards. For more details on standard dashboard templates, refer to How to Create Ads Dashboards using Templates.
Select Create your own and click Continue in the bottom right corner to start creating your dashboard from scratch.
Fill in the below details for your dashboard -
Name your Dashboard - Enter a name for the dashboard.
Folder - Select a folder from the dropdown where you want your dashboard to be viewed or saved.
Use Tags to group similar dashboards - Select tags(s) from the dropdown to group similar dashboards.
Do you wish to Auto Refresh the Dashboard? - Select an interval from the dropdown to automatically refresh your dashboard.
User/User Groups - Select user(s)/user group(s) with whom you want to share your dashboard.
Schedule - Select a time to schedule your dashboard reports.
Recipients - Select recipients for your scheduled dashboard reports from the dropdown. You can also add external recipients by providing their email addresses.
Click Create in the bottom right corner to create the dashboard. You will be automatically navigated to the newly created reporting dashboard where you can add widgets to your dashboard. For more details on creating widgets, refer to How to Create a Paid Custom Widget.
From an existing dashboard -
On the Ads reporting dashboard, click the ellipsis (...) in the top right corner to access the dashboard options.
Select Create from the dropdown to go to the Add New Dashboard page and follow the same steps outlined above.