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Home > English > Reports In Marin > Data Analysis > How To Articles: Data Analysis > Platform Executive Dashboard Overview

Platform Executive Dashboard Overview

Introduction

Designed as a management level view, the Executive Dashboard allows you to roll-up metrics across your client accounts into categories. For instance you can characterize your clients by Line of Business, Region, or Advertiser and analyze performance across the various categories.

Frequently Asked Questions

How do I access the Executive Dashboard?  

The Executive Dashboard can be accessed from the All Clients view as follows:
 

  1. In the drop-down menu at the top right of your screen, type in "All Clients" and press Enter. This will take you to the All Clients view.
     
  2. On the next screen, click the Dashboard tab.
     

If this is your first time using the dashboard, you may notice a message asking you to set up tags. See the instructions in the next step.


How to set up the executive dashboard  

To use the Executive Dashboard, you first need to set up Client Tags

Client Tags refer to the various categories used to analyze your client accounts, for instance AdvertiserRegion, and Line of Business. You may create as many client tags as you wish. Creating a client tag needs to be only done once per customer. Once a tag is created, any client in the customer can see it.
 

To set up tags, go to the Edit Client Settings page as follows. Only Admin users can set up and edit the client tags.
 

  1. Go to the Admin tab.
     
  2. Click the Clients tab and then click the client that you would like to tag.
     
  3. On the next screen, scroll all the way down to the Client Tags section.
     
  4. If you have not created any tags, you may do so using the Add tags link.
     

Once you have created the client tags you need to add the appropriate value. For instance, if you have created a client tag called Region you may wish to tag your client accounts appropriately (e.x. Europe, Asia, North America, etc.). Tagging needs to be done once per client account.
 

  1. To do this, from the Edit Client Settings page, scroll down to the Client Tags section.
     
  2. Enter the appropriate value in to the entry box and click Save.

Is it possible to bulk upload client tags?  

We do not have functionality in the app enabling users to bulk-upload client tags. However, please contact your Support Representative regarding possible ways to submit bulk tagging requests via spreadsheet. These requests should be limited to large tag uploads only.


What is an example of how to use this feature?  

We suggest you use the following tag structure:

  • Advertiser: Agency customers especially should use Advertiser as their first tag. This is important because in future versions of the product, the Advertiser tag may have other capabilities to make it easy to manage settings across multiple clients.
  • Line of Business: Identifies the business unit a client may fall under.
  • Region: Identifies the geography a client may fall under.
  • Custom tags (Manager, office, etc.):  To be used after you have exhausted the above three options.

What do the red, green, and grey %'s indicate?  

These boxes indicate the % change in a metric vs. a previous period. The default is Prior Week.

You can change the previous period comparison by clicking the underlined date range in the top right of the dashboard, and then selecting another option under the Change vs. drop down.

 

 

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