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Set up my graphical dashboard

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You have created your graphical dashboard and now you want to set up the graphs that you will display. You have several options available to you, depending on the type of custom fields you have configured for your actions:

 

Create graphic blocks based on custom fields of type “fixed list”.

Here you can choose to give this field a graphical representation as

  • histogram
  • of camembert

You can also define whether you prefer to display the value as a percentage or as an actual value.

Your first block is created, the mechanics is always the same on the custom fields in fixed list (you can put as many blocks as you want) and modify them after the creation:

Create graphic blocks based on custom fields of type “numeric” type fields

If your custom field contains numeric data, you have two options.

Selection by “sum”:

This choice will add up all the values in this field to display the result in your graphical dashboard.

For example, if your custom field contains an expense for advertising actions, you will get the sum of all expenses.

Selection by “distribution”:

This function will allow you to aggregate several data between them to simplify the graphical representation. Here again, an example will be more telling. You have a list of your marketing actions and you want to distinguish between media and non-media expenses. You will therefore create 2 “groups” in which you will dispatch the different types of marketing actions.

Here again you can choose to display a pie chart or a histogram. You can also choose to display actual values or percentages.

Activate filters

Once the graphs are configured, you have the option of enabling the filters you want users to act on:

Your dashboard is now configured. Save to save all your new charts and/or changes to existing charts/filters:

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