Dashboards — Build Your Own Analytics View

Analytics opens on Account Overview — and that screen is now one
dashboard among however many you build. A dashboard is a set of cards you choose, sized and ordered how you like,
pointed at the whole account or at particular campaigns, and optionally emailed to you every week.

On personyze.com: Website analytics →

Video: Scheduled reports: your statistics by email, on a timetable (1:16) — it plays at the top of Performance Metrics.

The standard layout cannot be broken. Account Overview stays exactly as it is and you can go back
to it at any time. Pressing Customize on it does not edit it — it offers
“Keep it — customize this dashboard”, which makes your own copy to change.

Making one

Open the dashboard switcher at the top of Analytics and press New dashboard at its foot. While you have no dashboard yet, New dashboard sits beside Customize instead. Name it, then pick a starting layout:

Starter	What it opens with
The standard layout	What Account Overview shows today. The one to pick if you only want to add a single card.
E-commerce	Revenue, purchases, and what the recommendation widgets earned.
Lead generation	Form submissions, conversions, and the campaigns driving them.
Chat and support	Conversations, what the assistant could not answer, and who is on site now.
One campaign	Everything about a single campaign. This one arrives already scoped — it will ask which campaign.
Blank	Nothing. Add the cards yourself.

Starting from a layout and deleting two cards is faster than starting from nothing and hunting for seven, which is
why Blank is last rather than first.

The cards

Add a card opens a searchable list, grouped. Every card explains what it is before you add it.

The Add a card drawer on a Personyze dashboard — Add a card, grouped and searchable. A tick means the card is already on this dashboard; the footer is the reminder that customising the standard layout makes your own copy. Click to enlarge.

Group	Cards
Traffic and performance	Visits · Viewed · Clicks · Conversions · All six headline numbers in one strip · Performance over time (fifteen metrics to choose from) · Performance by channel · Goals · Traffic breakdown · Top searches
Revenue	Product revenue · Attributed revenue · Recommendations — what each widget earned
Campaigns	Top campaigns · Recently launched · AI summary · Needs attention · A/B test result · Form submissions
Live	Live now · On site now
AI Chat	Conversations · Could not answer
Meetings	Next meetings · Meetings booked
Health and account	Feed health · AI credits
Promotions and coupons	Promotions running · Starting and ending soon · Stopped by a limit · Coupon redemptions · Code pools
Reviews and surveys	Reviews collected · Latest reviews · Survey responses
Audiences	Discovered audiences

The Top searches card, under Traffic and performance, shows Purchase rate instead of Conversion rate on an account that sells: with a search goal, every phrase would read 100%.

A new card lands at the bottom; drag it where you want it. Drag a card to move it, and use
S · M · L to resize — each card offers only the widths it actually reads well at, so a
headline number will not stretch to full width and a chart will not squeeze to a quarter.

A card you do not add costs nothing. Each one runs its own queries only while it is on the
dashboard, which is what keeps a five-card dashboard from paying for a twelve-card one.

The AI Chat, Meetings, Promotions and coupons, Reviews and surveys and Audiences cards appear only if your account has the feature: AI Chat, Meetings, Promotions, Reviews & Surveys or Audience Discovery.

Pointing a dashboard at something

Dashboard settings carries the scope, and it is what makes a second dashboard worth having:

All campaigns — site-wide. The default.
Particular campaigns — pick them. Every number below then counts only those.
By tag — every campaign carrying a tag. New campaigns join the dashboard as they are tagged,
with nothing to update here.

A scoped dashboard marks each affected card SCOPED so nobody reads a filtered figure as a site-wide
one. Cards that are always site-wide say so instead — On site now, Feed health and
Next meetings are about the account, not a campaign, and do not narrow.

A scope that matches nothing is a page of empty cards, not an error. Personyze says which it is —
“This dashboard has no campaigns selected yet” or “No campaign carries the tags this
dashboard is scoped to” — but if you scope by tag and later rename the tag, the dashboard empties
quietly.

Which one opens first

On a dashboard of your own, the star beside Customize is Make default: “Analytics opens on it instead of the standard layout, for you.” Pressed, the star fills and reads Default, and the switcher’s list marks that dashboard default. The same choice is in the dashboard’s Settings, under Open this one by default. The choice is yours alone — it changes nothing for your colleagues.

The standard layout and a colleague’s shared dashboard have no star: neither is yours to set.

Follow one campaign

A campaign’s Performance step has a four-tile icon at the end of the Reporting time range bar, beside Schedule report: Watch this campaign on a dashboard.

The end of the Reporting time range bar on a campaign's Performance step: the Schedule report icon and the four-tile Watch this campaign on a dashboard icon with its tip — Campaign › **Performance**: at the end of the Reporting time range bar, **Schedule report** and the four-tile icon, **Watch this campaign on a dashboard**. Click to enlarge.

The first press makes a dashboard of your own from the One campaign starter, named after the campaign and already scoped to it, and opens it. Every card that follows a scope follows just this campaign.
After that the icon is filled, its tip reads Open this campaign’s dashboard, and it opens the same dashboard — never a second one. Cards you added stay.
It is not offered where the Performance step adds up several campaigns: there is no single campaign to follow.

From then on it is an ordinary dashboard: customize it, share it, or have it emailed to you.

Sharing

Share with the account makes a dashboard readable by everyone who can log in.
Sharing grants reading, not editing — only you can change it. A colleague who wants their own version
presses Save as my dashboard, which copies it to them.

Shared dashboards appear under Yours · shared with the account, marked
Shared by a colleague.

Wallboard

Wallboard opens the same dashboard with no controls, for a screen on a wall. It refreshes itself,
so nobody has to reload it.

Getting it by email

Email me this dashboard turns any dashboard into a recurring digest:

Every day, every week (choose the day) or every month (choose the
date).
An hour of the day.
To you, or to everyone with a login.

The first one goes out at the next matching time — not immediately. Forget this schedule
stops it and keeps the dashboard.

The digest carries the dashboard’s own scope, so a per-client dashboard becomes a per-client weekly email
without anyone assembling it.

Deleting one

Delete this dashboard takes its cards and its email schedule with it, and anyone you shared it with
loses it too. The standard layout is untouched — it is not yours to delete.

Performance Metrics — which screen answers which question.
Conversion tracking — what
feeds the Goals and Conversions cards.