Best Practice: Creating an Effective Custom Dashboard

This article explains how to use the available widgets and tools to build a Custom Dashboard based on best practices.

This ensures you can make the best decisions based on your insights and share relevant data with clients and stakeholders in a clear and easy-to-understand way.

1. Drag and Drop Available Widgets

Add the widgets you need to visualize your data by using drag and drop.

The guided setup process makes it easy to navigate through each step when:

• Adding a new widget

• Editing an existing widget

This ensures you can quickly configure and adjust your dashboard as needed.

2. Use Tags to Organize Your Data

Tags help you organize and filter data efficiently.

In a Custom Dashboard, you can use tags to:

• Visualize different campaign types

• Separate products or business areas

• Display data across multiple widgets in a structured way

To add or update tags on multiple widgets at once, use bulk selection:

• Hold Ctrl (Windows) or Cmd (Mac)

• Click the widgets you want to edit

This saves time and ensures consistency across your dashboard.

3. Add a Text Box for Context

Use the text box widget to provide context to the dashboard, especially when sharing it with clients or stakeholders.

You can include:

• Explanations for increases or decreases in key metrics

• Market developments

• Campaign changes

• General comments or insights

Adding context makes the dashboard more valuable and easier to understand.

4. Lock the Date Range

To ensure viewers are analyzing the correct data period, lock the date range in your Custom Dashboard.

The date range is locked per tab:

• If your dashboard has one tab, the entire dashboard will follow the same date range

• If you use multiple tabs, each tab can have its own locked date range

This ensures consistent reporting and avoids confusion.

5. Save the Custom Dashboard as a Template

If you want to reuse your dashboard setup across other organizations in Fyr, save it as a template.

To create a template:

1. Open the dashboard in edit mode

2. Use the toolbar at the top

3. Select the option to generate a template

Once saved, you can quickly apply the same dashboard structure to other organizations you have access to.