Customer Support Centre

Advice and answers from the Metigy Team

Automatically generate starter dashboards

The process of setting up a dashboard can be a little daunting the first time. But why bother when we can do it for you with the click of a button?

Also, if you add or change your competitor lists, you can use these buttons to re-generate the dashboards without having to add them yourself.

We provide two different templates for you to get started with - and we know they work because they're the exact same ones we use ourselves! We periodically change or improve them, so we will let you know if there's a change you might like.

  • Default Dashboard - this is a dashboard geared at giving you information about how you and the channels you've setup are performing.
  • Competitor Dashboards - this creates a dashboard per channel (e.g. facebook, twitter, etc) and adds in your competitor's information automatically. This is a great way to see how you are performing against them and also finding out what they have done that has performed the best (and worst).

How to do it

Note: If you have multiple clients, start by switching to the client using the context menu.

Go to your account management:

Next, select manage next to the brand you wish to generate dashboards for:

Then click on the button for the dashboard you wish to generate:

You will get a confirmation to say that the dashboard or dashboards have been generated.

To view them, go to your dashboards page.

Note: We do not delete old dashboards, so you will need to manually delete old ones if you have them.

If you have any feedback or requests for improvements to the dashboards, please let us know!

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Posted by

Gregory Brine
CPO & Co-Founder

Greg has a passion for what AI and Deep Learning can bring to the MarTech stack and how small and medium businesses can benefit from these new technologies. He has over 20 years experience as an engineer and product developer, having worked for significant global marketing agencies, Razorfish and We Are Social.