Smart Dahsboards

Customize your Dashboards and visualize Data your way. 

Getting started

1. Create your account. Learn more.

2. Import your data. Learn more.

Feature overview

Menu

Icon

Dashboard's Name

Row

Add new chart

Add new row

Chart's name

Chart view

Filter picker

Upgrade

Date Picker

Dimension Picker

Limit picker

Run chart

Save chart

Create your first Dashboard

A Dashboard is a collection* of your favorite charts all in one single view

so you can get the BIG PICTURE!

*You can visualize up to 4 Charts per Row and create up to 4 rows per Dashboard.

To create a new Dashboard:

1. Go to the left side navigation menu and click on the "Dashboards" icon. 

2. Click on "add new" Dashboard.

3. Click on the Edit/Pencil icon next to "New Dashboard". 

4. Give a name to new your Dashboard (e.g. Weekly Performance Programmatic Channels")

5. Click on the "Plus/+" icon until the Dashboard creator appears on the left side to create your first Row. You can generate up to 3 Rows per Dashboard.

6. Click again on the "Plus/+" icon to create your first chart.

                                  Sample of a Dashboard displaying 3 Rows and 3 charts per row. 

 

Adding multiple dashboards is available with Packs, M, L and XL. 

Pro tips: 

Tip 1 - Create as many Dashboards as areas of your business you would like to cover. e.g. Top Level KPIs Advertising Operations, Top Level KPIs Marketing, Top Level KPIs Sales. Read More about Pirate Metrics for Publishers

Tip 2 - Limit the number of charts per row to 3 to achieve better visualization. 

Setting up your charts

Charts help you visualize selected metrics* easily while providing you more details when hovering over them.

*You can select up to 4 metrics per chart. 

To create a new Chart:

1. Once you created your first row, click on the "Plus/+" icon to generate your first chart. (If you already have charts, the "Plus" icon will be located at the far right of the row.  

2. Start customizing your chart using the Chart generator on the left side.

3. Give a name to your chart. e.g. "Revenue Last 7 days by SSP". 

4. Use the Filter Picker to select a specific data source or dimension for your chart. e.g. Connection, Device, Country, Ad Size. 

5. Select a date range for your chart (e.g. Last 7 days, 30 days, 365 days) and the breakdown for visualization (e.g. day, week, month). 

Pro Tip: Avoid pulling reports over 90 days to achieve higher loading speed. 

6. Select up to 3 Metrics for your report (e.g. Unique Users, Ad Impressions, CPM, ARPU, etc). 

Pro Tip: We recommend to limit your chart to 2 metrics to achieve better visualization. 

Pro Tip 2: Mark the "Normalize Data" check box to display data otherwise hidden due to low volumes.

7.  Pick a Dimension to be displayed on your chart (e.g. Connection, Website, Device, Country, Ad Unit, Size, etc). Please take into consideration the Filters you have previously selected. 

8. Select the Top 5 or Top 10 option to reduce data disiplayed on the chart to the top 5 or top 10 results. 

9. Click the RUN button to get a Preview of your Chart. 

10. Don't forget to click on the SAVE button to save your chart and return to the Dashboard. 

11. Last but not least, go to the top of the Dashboard and click on the "check/✓"  icon to save your Dashboard. 

 

 

 

 

 

 

 

 

 

 

 

 

 

                               Sample of Chart generator.

 

Pro Tips:

Tip 1: Limit the number of selected metrics per chart to 2 for better visualization. 

Tip 2: Normalization feature: if values for selected metrics are very distant (e.g. 10 M ad Requests v.s. 0,30 CPM),  check in the "normalize data" box below the metrics to visualize the smaller values in the graph. 

Note: Normalization might overcomplicate the visualization if too many metrics are selected. 

Tip 3: Use the "Dimension Limit" Feature to display top 5 or top 10 results for Dimensions involving large number of elements (e.g. breakdown by country, ad size or ad unit).

Tip 4: Click on the "legends" below the chart to isolate metrics or dimensions. This action will only remove the clicked elements during the existing session but won't affect the properties of your chart. You can activate or deactivate elements in the graph at will. 

Tip 5: Hover over the graph to get a breakdown of the selected metrics. 

Tip 6: See the variation of each metric against the exact same previous period  on the results displayed above the graph (Green arrows indicate increase, Red arrows decrease).

Saving and editing charts.

Once saved, dashboards are available to all the members of your team having access to your company account. 

To save and edit your charts:

1. Simply click on the edit/pencil icon to open the chart generator and edit your chart. 

2. Don't forget to click on the SAVE button after editing your charts. 

3. To add more charts simply click on the edit/pencil icon next to the Dashboard Name on the top of the Dashboard. Then click on the "Plus/+"  icon to add a new chart. 

4. Don't forget to click on the SAVE button to save your work :)

5. Last but not least, go to the top of the Dashboard and click on the "check/✓"  icon to save your Dashboard.

 

 

 

 

          Sample of a Chart displaying 2 metrics for multiple SSPs from which 2 SSPs are activated on the graph. . 

Customization

Publisher Cloud allows you to upload pretty much any data source (advertising related or not). 

This enables you to customize the metrics and dimensions you need to visualize. 

 

Example of data sources:

- Traffic related data (e.g. Google Analytics or similar) 

- Marketing related data (e.g. AdWords, FB Ads, Marketo reports, etc)

- Sales related data (Insertion orders, Sales Force Reports, etc)

Example of custom metrics:

-ARPX (Average revenue per "X", e.g. Avg. Revenue per Session, Avg. Revenue per User)

- ROI, ROA, 

-CaC

-CLTV

To add new data sources or add customized metrics to existing dashboards:

Drop us a line to adops@yieldpass.com and we'll send you specific instructions.