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 create starter dashboards 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 set up are performing.
  • Competitor Dashboards - this creates a dashboard per channel (e.g. Facebook, Twitter, LinkedIn, 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 create them

 First, go to your dashboards page. You will see a list of dashboards currently created. If you have dashboards already in your list, you will need to delete them first.

At the top of the screen you will see two buttons:

Create Dashboard buttons

The Generate dashboard button will create your default dashboard

Generate competitor dashboard will generate a competitor dashboard for each platform you have set up.

Once they are created, click the view icon to see your newly created dashboard.

You can read more about dashboards in our support documents.

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

Notes:

  • If you have multiple clients, start by switching to the client using the context menu in the upper left of the screen.
  • We do not delete old dashboards when you click the button so you will need to manually delete old ones if you have them before the buttons will work.
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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.