Optify Help/Using Optify/Best practices

Customize your Dashboard to suit your role

Scott Dunn
posted this on October 17, 2011 03:36 pm

A common way to customize the Optify Dashboard is to create widgets from custom reports to display critical information about how campaigns are performing, which strategies are or are not working and how overall efforts are tracking against marketing and sales goals.

But another useful approach is to arrange your Dashboard based on your role at your company to ensure it provides immediate and actionable information. Based on your role, here are our best practices for customizing your Dashboard to have "at-a-glance" access to the data you care about:

To add or remove widgets from the Dashboard:

  • To remove a widget, click the cogwheel icon on the right side of the widget's title bar and choose Remove widget.
  • To add a widget, click Add widgets in the upper right corner just below the blue bar. Scroll through the list and click Add for the widget you want.
  • Settings in other applications can give you more Dashboard options. For example, to add widgets based on custom reports, first click Reports in the blue navigation bar at the top. Then use the controls on the left to create a new report. When you're finished, your new report appears on the Dashboard's Add widgets menu.

Now try the suggestions below to build a custom Dashboard based on your marketing role.

SEO dashboard

Widget

Tips
  • Keyword Performance

 
  • Page Optimization

 
  • Traffic from referring keywords

 
  • Traffic from referring domains

 
  • Google Keyword Trends

Create custom Keyword report, set Rank to All ranked and Search engine to US, Google
  • Bing Keyword Trends

Create custom Keyword report, set Rank to All ranked and Search engine to US, Bing
  • Link Opportunities

 
  • Keyword Alerts

Add the Alerts widget and make sure Keywords is checked

 

Marketing dashboard

Widget

Tips
  • Keyword Performance

 
  • Traffic by source

Use default settings
  • Traffic by source (past 24 hours)

Set Date Range to 24h
  • Referring domains (past 24 hours)

Set Date Range to 24h
  • Lead Alerts

 
  • Trending Keywords (past 24 hours)

Set Date Range to 24h
  • Twitter campaign report

Create custom Traffic report and set Source to Twitter and Group by to Campaign
  • Performance

 
  • Page Optimization

 
  • Website Feed

 
  • Twitter for Business

 

 

Sales dashboard

Widget

Tips
  • Website Feed Active Visitors score

Add Website Feed widget, choose Active Visitors from the Score set menu
  • Website Feed Top Leads score

Choose Leads > Lead Scoring, create a score set called Top Leads, specify your desired criteria, and save. In the Dashboard, add Website Feed widget and choose Top Leads from the Score set menu.
  • Lead Alerts

Add the Alerts widget and make sure Leads is checked
  • Traffic by Source

 
  • Leads from Referring Keywords

Create custom Traffic report, set Group by to Keyword and Source to All

 

Social Media dashboard

Widget

Tips
  •  Keyword Performance Blog list

In the Keywords app, create a list called Blog and add keywords used in blogs. In the Dashboard, add the Keyword performance widget and set List to Blog.
  • Link Opportunities

 
  • Trending Keywords past 24 hrs

Create custom Traffic report and set Date range to 24h, and Group by to Keyword
  • Twitter for Business

 
  • Keyword Alerts

Add the Alerts widget and make sure Keywords is checked
  • Lead Alerts

Add the Alerts widget and make sure Leads is checked
  • Traffic by Source

 
  • Traffic from Social Media

Create custom Traffic report and set Source to Twitter, LinkedIn, and Facebook
  • Website Feed Social Media Lead score

Choose Leads > Lead Scoring, create a score set called Social Media Leads, create rules in which the Referring Source (Any) is Facebook, LinkedIn, and Twitter, respectively, and save. In the Dashboard, add Website Feed widget and choose Social Media Leads from the Score set menu.