Building Custom Dashboards is a great way to organize and group together a lot of the metrics from your Cerkl. If you have made a Dashboard previously then you can access them by going to Insights > My Dashboards.

Custom Dashboards are a huge asset to your Cerkl Insights because you have the ability to save each component to the specific reporting period you set. You do not have this ability in any other Insights section except for your custom Dashboard. EX: You can set your Cerkl Snapshot to show a default reporting period of the last week and it will always show that reporting period. While if you change the reporting period in Insights > Channels > Newsletters to the last week, that will not save and will show a reporting period 4 months each time it is opened.

You can also have multiple of the same components displaying different ranges so you can easily review certain metrics over multiple different date ranges at once.

To create a New Dashboard go to Insights > click on the New Dashboard button on the left side of the menu and then name your Dashboard.

After you’ve named the Dashboard you will then have the opportunity to add components which will populate your Dashboard. The Components will provide you metrics from your Cerkl. To add a component to your Dashboard click “Add component”and then you will see your options of components pop-up at the bottom of your screen. Now you have lots of options and we encourage you to explore the components and click on each on to see what they have to offer. But we have covered some of that we find interesting below:

This line graph will show your Subscribers engagement with some type of content over the reporting period of your choice. You will see their clicks, engagement score and open rate trends over time.

Here you will see the dates in the future your projected Newsletters will be sent to your Subscribers and how many Subscribers will receive them, on which date.

A great component that compliments Projected Automated Newsletter Deliveries is the one that displays your Subscribers Delivery Intervals. Here you will be your audience broken down by their delivery preference. This will allow you to gain deeper insights into understanding how often your Subscribers like to receive your content. The Delivery Interval Component paired with the Projected Automated Newsletter Deliveries will give you a robust view of your Subscribers understanding the days of the week they prefer to engage with you content and how often they prefer to.

Similar to Delivery Interval the Delivery Format Component will break your audience up by their Newsletter Format preferences and show you each in the Pie Chart Above. As these components continue to show specific aspects of Subscriber Behavior this one gives you great insights to the format your Subscribers best prefer to engage with. This is important because you can use these percentages to understand how a majority of your Subscribers are viewing your Newsletter and make the according changes to your story that might better their experience (EX: Adding a more eye catching story image, or writing a more intriguing Story Title).

Pro Cerklers Tip: Clicking on the Delivery Interval or Format Pie Chart will take you into your Audience Insights view so you can dive deeper into their engagement behavior with your Content.

When inside of your Dashboard you will have 5 actions you can take at the top of your screen.

  1. Add components - Click this button to see all of the Component options you have at your disposal. Your Components contain your metrics which make up your dashboard. Click on this article here to learn more about adding Components to your dashboard.
  2. Make Home - This will make your Dashboard the first thing you see when you go into your Cerkl Insights. It does not put your Dashboard on any specific homepage, setting your Dashboard to “Home” just means that when you click Insights you will land on this Dashboard instead of another area inside of your Insights.
  3. Rename - This allows you to rename your Dashboard at any point in time
  4. Share - Your Dashboard is private by default. This option allows you to choose who you will share it with. You will have the option to share your Dashboard with either your fellow Cerkl Team Members or using a public sharing link to share the dashboard with anyone who you send the link to. Please Note: You can disable Team Member sharing after it is active by clicking on the share button and then selecting to disable it. But once you share the Public link to your Dashboard anyone that has that link will be able to access it anytime.
  5. Delete - You can delete your whole Dashboard if you no longer need it. Please make sure you want to do this, because once it is deleted we cannot redo the action.

Once you have a few components on your Dashboard you can begin to customize the size of each component and the order of them.

To Change the size of each component click and hold on its bottom right hand corner. Then you will be able to drag your mouse and adjust the size of the Component. As you adjust its size any Components around the one you are working on will move reactively to the changes so that they do not overlap each other.

To move your Components around your dashboard move your mouse to the upper third of its box. Then click and hold and you will be able to drag to the Component wherever you please. Similar to changing its size, the Components around the one you are moving will move reactively based on where you place it.

Some of your Components will have a reporting Period, others will not. You will be able to tell if a Component has a reporting period by checking in its top right hand corner. If you see a drop down box with a time frame in it (EX: Last 4 weeks). Then the metrics you are seeing are only reported from the last 4 weeks and nothing more. To change this click on the drop down arrow inside of the box and select the reporting period of your choice.

You can filter your Components in a similar fashion to filtering other data inside of Cerkl. In each component you will see the orange filter icon in the right hand corner. Click on the icon and then the filter options will appear.

When you want to remove a Component from your Dashboard all you need to do is click the red trash can icon in the top right corner of its box. You will be prompted with a pop-up asking if you are sure you want to complete the action, if you are press yes and the component will be removed.

If you delete a Component and realize later on that you want to add it back to your Dashboard then you can just click the Add Component button, find the one you want, and add it back.

If you have any questions at all, don't hesitate to reach out to us at

support@cerkl.com or use the chat bot in the bottom right-hand corner of any Cerkl.com page for a quick answer.

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