Building Custom Dashboards is a great way to organize and group together a lot of the metrics from your Instance.

Custom Dashboards are a huge asset to your Insights because you have the ability to save each component to the specific reporting period you set. 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.

EX: You can set your Cerkl Snapshot component to show a default reporting period of the last week, and it will always show that reporting period when you view this dashboard. That said, if you changed the reporting period in Insights > Channels > News Digest to the last week, that change will not save next time you access that page, and it will default to showing you metrics for the last four weeks.

If you have previously created dashboards, you can access them by going to Insights > My Dashboards. Each dashboard will be listed in a separate card, and each card will have the following information:

  • The Dashboard Name

  • The Date Created

  • The Sharing Status: Private, Team, Public

To open a previously created dashboard, click View (located in the bottom right of the card). Once you click View, you can Add Components, Make Home page, Rename the dashboard, change the Share Status, and Delete the dashboard. All of these actions are explained below under the "Dashboard Actions" header.

Note: After you finish viewing your dashboard, just click My Dashboards on the left side of your screen, and this will bring you back to the previous screen that lists all of your dashboards.

To create a new dashboard, go to Insights > New Dashboard (located on the left side of your screen) > name your dashboard.

After you’ve named the dashboard, you can add different components to create your Custom Dashboard. These components provide you an assortment of metrics for your Instance.

To add a component to your dashboard, click Add Component. Once you add a component, you will see component options pop-up at the bottom of your screen. We encourage you to click on each component to see what they have to offer.

Below are descriptions of some of the components we find most helpful.

This line graph will show your Subscribers' engagement with your Content over the selected reporting period. You will see their Engagement Score, Open Rate, and Click Rate trends over time.

Here you will see the dates in the future that your projected News Digest will be sent to your Subscribers and how many Subscribers will receive them on each date.

Here you will see your Audience broken down by their News Digest 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 News Digest Deliveries component will give you a robust view of your Subscribers, allowing you to understand 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 News Digest format preferences and display each preference in a Pie Chart.

This component gives you great insights into 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 their News Digests and make changes to your Content that might better their experience (EX: Adding a more eye catching story image, writing a more intriguing Story Title, etc.).

Note: Clicking on a delivery interval or the pie chart will allow you to view your Audience Insights, so you can dive deeper into their engagement behavior with your Content.

Blast Metrics is one of the two components inside of the dashboard options that show metrics for Blasts. This component allows you to see Insights related to specific Blasts, and if you add a filter or change the time frame, the changes will still be there every time you view this component in your dashboard.

The Blast Audience Metrics component is the only other component inside your dashboards that shows metrics related to Blasts. This component shows you how your Audience Members have interacted with your Blasts.

Similarly to the Blast Metrics component, the Blast Audience Metrics component allows you to filter and change time period, so you can view more granular metrics inside your dashboard without having to add the filter back every time you view these metrics.

When inside 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 the metrics that make up your dashboard.

  2. Make Home: This will make your dashboard the first thing you see when you go into the Insights page.

    Please Note: This button does not put your dashboard on any specific homepage. Clicking this button will just set your dashboard to “Home,” which means when you click Insights at the top of your screen, you will land on this dashboard instead of another page inside of Insights.

  3. Rename: This allows you to rename your dashboard at any point in time.

  4. Share: Your dashboard is private by default. The Share option allows you to choose who you want to share your dashboard with. You will have the option to share your dashboard with either your fellow Team Members or you can use a public sharing link (click Public Sharing to get the link) to share a read only version of your 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 clicking Disable Team Sharing. 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 reverse this 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 the bottom right hand corner of the component. 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:

  • Hover your mouse over the upper third of the component box. Then, click and drag 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.

The reporting period shows which metrics you are viewing. For example, if your time frame shows Last 4 Weeks, the metrics you are seeing are ONLY those reported from the last 4 weeks.

Some of your components will have the ability to change reporting period, others will not. You will be able to tell if a component has a reporting period by checking in the top right hand corner of the component.

To change the time period, 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 metrics inside of Insights. In each component, you will see a blue filter icon in the top right hand corner.

To open the filter options, click on the blue filter icon. Then, you can filter the metrics just like you would on any other Insights page.

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 the component box. After clicking this icon you will be prompted with a pop-up asking if you are sure you want to complete the action, if you are sure, click Yes and the component will be removed.

After clicking Yes, there is NO reversing this action. If you delete a component and realize later on that you want to add it back to your dashboard, you will need to click the Add Component and then add the component back into your dashboard.

Please Note: Apple released a privacy settings update. To see how this may impact your Insights, check out this article.

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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