Professional Documents
Culture Documents
Executive Dashboard. User Guide
Executive Dashboard. User Guide
User Guide
2
Contents
Executive Dashboard Overview 3
Naming conventions 3
Getting started 4
Welcome to Socialbakers Executive Dashboard! 4
Comparison View 5
Setting up a comparison 6
Selecting datasets 7
Selecting a time range 8
Selecting data type 9
Activate Targets 10
Metrics configuration 11
Metric tooltip 12
Display density settings 12
Dashboard View 13
Dashboard set up 13
Dashboard settings 14
Understand the graphs 15
Working with pinned views 17
List of views 17
Pinned views bar 18
Last change of the view 19
Share View with colleagues 19
Quick reporting for current View 20
Reports section 21
Quick report 21
Automated reports 22
Reports list 22
Account settings option 23
Change Account 24
User Settings 24
User management 24
Numbers & Time format 25
Facebook Insights 25
Socialbakers WishList 26
We hope you find the Socialbakers Executive Dashboard User Guide useful 27
Naming conventions
The following terms are used in this document as well as in the Executive Dashboard tool
Dashboard/Comparison
the actual View in Executive Dashboard
that each user can create and share.
It’s defined by datasets and time ranges.
Data sources and Datasets are imported and predefined during the setup phase by Socialbakers.
Both can be changed by request. Views can be created or modified by users.
There are three main sections of the tool described in detail later on:
Getting started
Executive Dashboard link dashboard.socialbakers.com
Comparison View
This view displays the values for a selected combination of metrics, datasets, and time ranges. Socialbakers
usually sets up the first comparisons in order to make introducing the Executive Dashboard as simple as possible.
Comparisons are then created, changed, and shared among users themselves. The data sources are inserted
and matched into datasets by Socialbakers prior to your first login.
Every user will see something like the screen below. The first column consists of a list of metrics nested under
various groups. The next four columns represent the datasets and the values for the metrics from the first column.
The screen also shows a breakdown of every platform under the Community Size metric.
All comparisons visible for a user are accessible via the button on the left hand corner. It opens a dropdown
with a list of comparisons and an option to create a new comparison. Each comparison can have different metrics
and datasets. This is useful when you want to create a comparison that covers only datasets from a particular
region or you want to track a limited number of metrics.
Setting up a comparison
Click on Create New Item. This gives you a chance to choose a name for your new comparison.
Once the name is set, a new comparison appears, prefilled with a basic metrics set, a predefined time range,
and the first few datasets.
The name of the comparison can be edited at any time by clicking the pencil icon next to the comparison name.
Each column represents a dataset. Columns can be added by clicking on the “plus” sign next to the existing
columns. You can have up to 40 columns on 10 pages that can be switched by clicking on the arrow to the right/left
side or by using the small navigation dots on the top.
For each column, you can select a dataset from the list of all available datasets, select a time frame, data type,
or a “Targets” option. Confirm your settings by clicking Apply. You can also remove columns that you no longer
want to see.
Selecting datasets
There is a list of all datasets that you can select. If you have more than 20 datasets in your account, you may
use the search function to filter the list, or you can have them grouped in categories. Categories (Global, Region,
Country) work like a filter for the list as well.
LAST MONTH - refers to time range from yesterday to that same date in the prior month
LAST 3 CALENDAR MONTHS - 3 months prior to the end of the last calendar month
WEEK, MONTH, QUARTER - “fixed” period of time or “rolling” time ranges can be selected; time range changes
at the end of each week, month or quarter.
CUSTOM TIME RANGE - user can choose any time range from the calendar
CURRENT DATA - shows the absolute values of the metrics within the time frame
PERIOD CHANGE - The change in the metrics’ values in this current time range, compared to the previous
time range (e.g. the difference between the number of published posts last week
and the week before).
Activate Targets
Once the “Targets” box is checked, a small icon will appear next to each metric’s value as you roll over it with the pointer.
By clicking on the icon next to each value, the Targets setting becomes available. There are different target types
based on the metric type. Enter target value, reference value, or daily, weekly or monthly target.
All targets are user defined. The “meter” then shows how close or far the values are from the target:
Metrics configuration
In case you want to change the set of metrics or their grouping, you can modify them in your metrics settings.
Rename the group of metrics (1) by clicking on it. You can delete the name and create your own.
Change the order of metrics within the group or the order of the groups (2).
Hide those metrics that are not relevant and show only those that are (3). Simply drag and drop them
to the desired position. You can quickly remove them by clicking the cross next to them.
Metric tooltip
Each metric has an explanation, which you can read by clicking the “?” next to it:
Dashboard View
This view becomes handy when you want to track the evolution of different metrics in a visually attractive
and easy-to-read way. It consists of various graphs, each representing one or more metrics.
Dashboard set up
3 2
At the beginning you may have a dashboard created during the setup of your account. In case you don’t have any,
you will be asked to choose a name for your first dashboard that will be filled by a predefined list of graphs.
The name of the dashboard can be edited at any time by clicking the pencil icon next to the dashboard name.
In the Comparison view, different time ranges can be defined for each column. In Dashboard view, you have
to define one time range (2) for all graphs. It allows you to choose the same options as in the Comparison. In case
you would like to switch between dashboards, the dashboard picker is in the same place as in Comparison view (1).
Dashboard settings
These settings (3) have two parts:
CHARTS SETTINGS
defines what graphs and platforms should be shown
for the dashboard. You can activate or hide them
by checking/unchecking the listed options.
DATASETS SETTINGS
have two options
In case there are too many points in the graph andit becomes unreadable, you may find the time aggregation (3) handy.
1 2 3
Most of the graphs are followed by a legend that shows dataset names. You can pair the dataset name with
the color in the graph. That legend also becomes useful when you don’t need to see all dataset series visibly.
Click on the dataset to switch visibility settings for the dataset in the graph.
By hovering your cursor over the graph’s points, you can see each point’s exact values:
When you don’t need the exact values, only the visualization, you can export the graph to PDF or PNG formats.
If there is no data (e.g. in case the permission for Facebook Insights wasn’t given) a “No data for this chart”
message will appear.
There are a couple of things that may help you to work with pinned views.
List of views
Every time you click on a view in the list, it is opened and pinned at the end of the top bar.
You can pin a view without opening it by using the checkbox just before it. Unpin it by unselecting the checkbox.
The list is divided to pinned views (1) at the top, and the unpinned views (2) are located below.
Rename views by clicking on the pencil icon (3) next to the name.
3
2
Change the order of views by dragging & dropping by using the icon (1) or remove (unpin) a view by clicking
the cross icon (2)
1 2
Pinning more than 7 views displays arrows for sliding the bar (3)
VIEWER
can only see the view but can’t save any changes they makes
OWNER
can make and save changes on the view
Search for the user and select them from the list. Set permission and select the “Add” button. You can do that
for more users and confirm the list is final with the “Apply” button. Each selected user is then notified via e-mail.
There are three formats available for Comparison (PDF, CSV, XLSX) and one format for Dashboard (PDF)
view exports. For more advanced quick reports, visit the Reports section.
Report section
The main page offers options for Quick and Automated reports, an archive of all reports generated, and a list
of currently active automated reports.
Quick report
This report is generated instantly, and automatically downloaded as a file or it can be sent to any e-mail address.
First, select your report type and the view you want to report on. Then select your time range, data aggregation
and format. Note that these options depend on the report type. Lastly, you have the option of sending the quick
report via e-mail (by default the quick report is downloaded in your browser). You can add more recipients by clicking
on “Add e-mail.”
COMPARISON REPORT
This is the same report you can get directly from the Comparison view. It takes the datasets and time ranges
from whichever Comparison you choose.
Automated reports
These reports are sent regularly to a specified e-mail address. Automated reports have the same options for types
and formats as quick reports. The only new option is to select a frequency of how often you receive the report.
Reporting frequency
Daily
Weekly – the user selects which day of the week the report should be sent
Monthly – the user selects which day of the month the report should be sent
Quarterly – the report is sent after the end of every quarter
Reports list
The reports list is where you can find all previously created reports.
It can be switched between Archive and Automated Reports.
ARCHIVE
shows the list of quick reports generated from Comparison and Dashboard, as well as reports created in the
Reports section. You can download all these reports again from here.
AUTOMATED REPORTS
shows a list of your currently active automated reports, which can be modified or cancelled from here.
CHANGE ACCOUNT
LOGOUT
Change Account
Some users can be members of different accounts. In that case, the “Change Account” option is displayed.
This allows the user to quickly switch between accounts.
User Settings
The user can set or change their name, surname, or e-mail, and can see their role (User or Admin).
In the Socialbakers Account section, you are able to manage identities you use to login to the Socialbakers Platform.
User management
This option is available only for users with an Admin role. Admins have the rights to manage all other users
in the account, create new users, and remove users.
Admins can create a new user by filling in their name, surname, e-mail, and role. Once these settings are saved,
an invitation is sent to that e-mail address, and they will be asked to authorize their account using Facebook,
Twitter, or e-mail, or to register if they haven’t already done so.
There are two other options next to the main title. You can filter the list of users via search, or you can download
a list of all users in the account with some additional information.
The list consists of a name, surname, e-mail address, last access, number of views shared, and the status
of their invitation to the account.
Facebook Insights
This allows the user to give Socialbakers rights to show the Facebook Insights of those pages the user manages
on Facebook. Facebook Insights data are automatically shared across the account with other users.
The user can see which Facebook pages they manage, and which of them are tracked in the Executive Dashboard.
By clicking Authorize Facebook Insights, the user is prompted to log in with the Facebook account that manage
Pages and/or authorize the permissions of the Facebook Application paired with Executive Dashboard.
Socialbakers WishList
We want to continue to push our products forward to satisfy the evolving needs of our clients. Should you like
to contribute to our product roadmap, submit your suggestions to the WishList!
Shows a list of the suggestions and allows browsing of other Users’ suggestions
If the suggestion is picked up by the development team, the user can check on its progress via our developers’
comments and stay informed of any updates via notifications.
or