Product Insights custom dashboard

Updated 

You can create a customized Product Insights dashboard to suit your specific requirements. Select any desired widget type and add the required metrics and dimensions to create your own widgets for your custom dashboard.

Benefits of using custom dashboard

The custom dashboard is not just aligned to a single use case for a client like other dashboards available could be. It gives you an overview of product monitoring. ​Various sections and parts of the dashboards can be customized as per the needs and use cases of the user.

To create a custom dashboard

  1. Login to the Sprinklr Platform in the Hyperspace mode using your credentials.

  2. Click on the launchpad icon in the top right corner to open the launchpad or click on the ➕ icon in the top left corner to open a new tab, which automatically opens the launchpad.

  3. The launchpad contains all the products and services that Sprinklr provides. On the launchpad, select the Sprinklr Insights tab.

  4. Under the Persona App section in the Sprinklr Insights tab, click Product Insights.

  5. Click the product dashboard icon on the left corner to view all the dashboards on the platform.

  6. Click Create Dashboard in the top right corner.

  7. For a custom dashboard, select Create your own and then click Continue.

  8. On the Create Dashboard popup window, enter the basic details, such as dashboard name, folder, etc. Then click Create.

  9. In the top right corner of your dashboard, click Add Widget. For more information on how to create a widget, see Create a Widget for Product Insights Dashboard.

Create your own – Field Descriptions

Field

Description

Name your dashboard

Enter the dashboard name

Use Tags to group similar dashboards

Enter comma-separated tags

Do you wish to Auto Refresh the Dashboard?

Select any of the listed time intervals

Share this dashboard with

User/User groups

Select Users/User groups

Schedule Report for other Users

Schedule

Select Schedule as Minutes, Hourly, Daily (Include Weekend), Daily (Exclude Weekend), Weekly, or Monthly

Repeat Every

Select the duration you want the scheduled report to be sent again to the users.

Recipients

Select the Users/User Groups you want to send the scheduled report to or add email addresses for external users