Brand performance dashboard

This is a transcript from the Loom video walkthrough.

[00:00] Hey, this is Jeff at Roster. In this video, I'm going to quickly walk you through how you can get the most out of your brand's dashboard. [00:07] So, to access the dashboard, you simply click on the dashboards in the left navigation and then select brand performance. And this will bring up a dashboard that shows you a combined set of metrics for all of your active programs based on the date range that's selected. [00:22] By default, that's typically the last 30 days. And it will show all programs. So, there's a default set of, uhm, widgets that come with your account when you first get set up. [00:32] And the good thing is, is that this is fully customizable. So, if you don't like any of these, uhm, particular widgets or the way that they're grouped together, or even the way they're displayed, you can simply click on customize. [00:46] And then that will put you into your edit mode. And when you're in edit mode, you have the option in this left-hand panel of choosing different types of metrics that you want to show on your dashboard. [00:59] So, if you wanted to, for example, let's see here. Do we have one for actions completed? Performance. Oh, yep, there's actions completed. [01:10] I think a lot of them are on here. First-time logins, new customers. Maybe we don't have the new customers widget on there. [01:17] Oh, we do. I think we've actually put most of them on there, which is cool. But, um, also means that if you decide to remove anything, you know where to get them. [01:24] But to add something new, you just simply drag it over. Oops, I didn't drag. There we go. Drag it over and drop it to where you want it. [01:34] So, once you have the widget on there, you can change If you see this little dot, dot, dot, more menu at the, um, to the right of the title and click on that, there's a few options here as well. [01:45] You can duplicate the card, you can remove it, and then you can change the card size. Not every, um, type supports the card size change, but if you, um, see the option to toggle between small and medium, that's what that's for. [02:00] And then you have the option for several of them of choosing between a column chart and a leaderboard. So, the leaderboard is available on some of them, and it will show you the top five ambassadors for that particular metric. [02:15] And, let's see here, the column chart, you can, um, switch between small and medium. And, like we had there, if I change it back to medium, and then if I duplicate it, it would add a second one next to it. [02:32] So, let's say I wanted to see the actual data to the left, and then I wanted to see a leaderboard to the right, but for the same metrics, I could do that. [02:41] Oops, there we go. And then, while it's in edit mode, obviously, this is just fake data, so it's not going to be your real data. [02:48] So, that's how you add widgets. There's one more feature of the dashboard I wanted to point out, and that is the ability to have groups. [02:54] So, this top group right here is called overall health, and you can see this is an edit field, so you can just edit that. [03:00] And then, if you click the more menu for a group, there's the option of adding a new section or group above or below it. [03:07] You can duplicate the whole section, and then you can reorganize all of the sections on the page. So, if I wanted to put the overall social engagement first, I could do that, and then it will update to reflect those changes. [03:20] If you like the changes you've made, you can click save dashboard, and it will save the changes, otherwise you can click cancel, and it will revert them and go back to the way they were. [03:30] So, that's just a quick overview of the dashboard, oh, just one more thing, actually. you can turn on or off whatever you want to do. [03:37] more programs, so if you do want to just get a quick glimpse of a single program, you can toggle through those, and it will give you the overall, uhm, view for just one of the programs that you select. [03:49] So, let's see, go back to selecting all of these, and I did want to repopulate those. Okay, looks like we need to fix that issue. [04:01] So, hopefully, if you're looking at this, we'll have fixed the issue that switching Oh, there we go. Hm. Wonder why those weren't populating. [04:09] Well, it's working now. You saw nothing. Uhm, okay, that's it for now. Thanks, guys.