# Help We are here to help you collect, enrich, transform, visualize and explore customers' journey data, from anywhere. ## What do you want to do? {% tabs %} {% tab title="Get an Overview" %} {% content-ref url="/pages/-MYeiMuJcTxOHhQv5olb" %} [New to FoxMetrics?](/overview/new-to-foxmetrics) {% endcontent-ref %} {% content-ref url="/pages/-MYembw-cKLPSCtiLgFc" %} [Google Analytics vs FoxMetrics](/overview/google-analytics-vs-foxmetrics) {% endcontent-ref %} {% endtab %} {% tab title="Getting Started" %} {% content-ref url="/pages/-MYp8HRlsdgfjA1y\_QqW" %} [Configure FoxMetrics](/getting-started/configure-foxmetrics) {% endcontent-ref %} {% endtab %} {% tab title="Explore Products and Features" %} {% content-ref url="/pages/-MYenN2sBnI5Pk54LKZ-" %} [Workbench](/features/workbench) {% endcontent-ref %} {% endtab %} {% tab title="Find Supported Integration Platforms" %} {% content-ref url="/pages/-MYpD2p5Krsf2a9GU\_hx" %} [Instapage](/developers/implementation/3rd-party/instapage) {% endcontent-ref %} {% endtab %} {% endtabs %} {% tabs %} {% tab title="First Tab" %} {% endtab %} {% tab title="Second Tab" %} {% endtab %} {% endtabs %} # Release Notes ## 9.0.2 - 2021-06-18 ### Added * Ability to clone any tile ## 9.0.1 - 2021-04-27 ### Fixed * Account owner now has admin access to all functionality by default ### Added * Added support for user roles and permissions * Added support for user groups * Added support for dashboard user groups # Documentation Updates # Product Roadmap # FAQ Below you will find our most commonly ask questions. Please reach out to us directly if you have further questions. ## Is this a secure site for purchases? Absolutely! We work with top payment companies which guarantees your safety and security. All billing information is stored on our payment processing partner which has the most stringent level of certification available in the payments industry. ## Can I cancel my subscription? You can cancel your subscription anytime in your account. Once the subscription is canceled, you will not be charged for the next billing (month/year) period. You will continue to have access to your account until your current subscription expires. ## How long are your contracts? Currently, we offer monthly and yearly subscriptions. You can upgrade or cancel your account at any time with no further obligation. You will continue to have access to your subscription until that subscription period ends. ## Can I update my card details? Yes. Go to the billing section of your dashboard and update your payment information. ## Can I request a refund? Unfortunately, not. We do not issue full or partial refunds for any reason. ## Can I try your service for free? Of course! We’re happy to offer a free POC plan to anyone who wants to try our service for up to 7 days. ## What is an application? An application is equivalent to your website or mobile app. It's essentially your data warehouse that holds all your inbound data. ## Do you offer discounts? Yes, we do. Please reach out to **support**. ## Are all your prices monthly? Yes, except for **ENTERPRISE**, all other plans are monthly and we provide heavy discounts for yearly commitments. ## Which payment methods do you accept? We accept all major credit and debit cards, including Visa, Mastercard, AMEX, Discover, JCB, Apple Pay, and Google Pay. # New to FoxMetrics? FoxMetrics is a complete enterprise-scale data platform that enables you to collect, analyze, and monitor your customers' journey data across all your websites and applications. In FoxMetrics, you can consolidate, model, visualize and analyze your customers' journey data from various sources in one place to scale and improve your marketing, sales, and user experience strategies. ![](/files/-Md-V9tzz6Ke1ZwKcio1) As an advanced analytics platform, FoxMetrics provides you access to eCommerce analytics, real-time event tracking, and data personalization using the following inbuilt products and functionalities: ### Workbench ![](/files/-MYoLCotPGfUCjCW3Z_F) It lets you perform quick data modelling using the power of SQL to generate and save data queries, snippets, views, ad-hoc reports, events, and more. ### Dashboards ![](/files/-MYoLCf6i92fNHJd-Cw4) It provides you with the ability to build and share informative dashboards representing key attributes, trends, and metrics. ### Observer ![](/files/-MYoLCorTxhGN0xCX_EU) It allows you to specify, monitor, and validate your inbound stream of events and set up alerts and notifications accordingly. ### ‌Audience ## **Account** Signup, log in or request a demo account to get started with FoxMetrics. {% tabs %} {% tab title="Signup for an Account" %} If you are new to FoxMetrics, you can follow these steps to **signup for an account.** * Go to [FoxMetrics SignUp](https://www.foxmetrics.com/pricing/) ![Choose an plan](/files/-McxPtz2Y2atGxir5lwx) * Choose your preferred plan or [Speak to Us](https://www.foxmetrics.com/contact-us/) if you want a Custom plan. * Signup with your work email address and verify your email. * Follow the prompts to set up your account. {% endtab %} {% tab title="Request a Demo Account" %} If you want to get a first-hand view of how FoxMetrics works and don’t have an account yet; you can request a **Demo Account** following these steps. * From the [Login page](https://my.foxmetrics.com/login), click on [Request a Demo Account](https://www.foxmetrics.com/request-a-demo/) {% hint style="success" %} > This would take you to the request a demo page where you can select a suitable date and time for the demo request discovery call. The essence of this call is to help our team fully understand your unique use cases and tailor the account as such. > {% endhint %} * Choose your preferred **date and time for the call** and enter your contact details. You'll hear from us. {% endtab %} {% tab title="Login to your account" %} If you already have an account, follow these steps to log into your FoxMetrics account. * Click [Login](https://my.foxmetrics.com/login) from the [FoxMetrics Menu](https://my.foxmetrics.com/) {% hint style="success" %} This will take you to the login page, where you can enter your login credentials to sign-in. {% endhint %} * Once the login page; enter the **email and password** you used while creating your FoxMetrics account * Click **Sign me in**. {% endtab %} {% endtabs %} # Google Analytics vs FoxMetrics # Setting up an account Are you new to FoxMetrics or an existing user? Here's what you should know about setting up/ accessing your account. **What you will learn:** * [How to Sign Up for a FoxMetrics account](/getting-started/setting-up-an-account#sign-up-to-foxmetrics) * [How to Request a Demo Account](/getting-started/setting-up-an-account#request-a-demo-account) * [Sigin to FoxMetrics](/getting-started/setting-up-an-account#sigin-to-foxmetrics) ## Sign Up for a FoxMetrics account If you are new to FoxMetrics, you can follow these steps to **signup for an account**. 1. Go to [FoxMetrics SignUp](https://www.foxmetrics.com/pricing/) ![Choose a plan](/files/-McxPtz2Y2atGxir5lwx) 2\. Choose your preferred plan or [Contact Us](https://www.foxmetrics.com/contact-us/) if you want a Custom plan. 3\. Signup with your work email address and verify your email. 4\. Follow the prompts to set up your account. ## How to Request a Demo Account If you want to get a first-hand view of how FoxMetrics works and don’t have an account yet; you can request a **Demo Account** following these steps. ![Request a demo account](/files/-McxPIQe7PYfQDhwjnZi) 1. From the [Login page](https://my.foxmetrics.com/login), click on [Request a Demo Account](https://www.foxmetrics.com/request-a-demo/). {% hint style="success" %} This would take you to the *request a demo page* where you can select a suitable date and time for the demo request discovery call. The essence of this call is to help our team fully understand your unique use cases and tailor the account as such. {% endhint %} 2\. Choose your preferred **date and time** for the call and enter your contact details. You'll hear from us. ## Sigin to FoxMetrics If you already have an account, follow these steps to log into your FoxMetrics account. 1. Click [Login](https://my.foxmetrics.com/login) from the [FoxMetrics Menu](https://my.foxmetrics.com/) {% hint style="success" %} This will take you to the login page, where you can enter your login credentials to sign-in. {% endhint %} 2\. Once on the login page; enter the **email** and **password** you used while creating your FoxMetrics account. 3\. Click **Sign me in**. ## The Accounts Page As a FoxMetrics user, your single login credential can be used to access multiple accounts. So when you login to your account, you’ll find a list of all associated accounts on your accounts page. [Click here to read more about](/getting-started/setting-up-an-account/accounts) [accounts here](/getting-started/setting-up-an-account/accounts). ![The accounts page](/files/-Mcy6RqlgbEpW940F5ML) # Accounts The Account page is the first page you see when you [Log](https://my.foxmetrics.com/login) in to Foxmetrics. Accounts in FoxMetrics represent specific businesses or [users](/getting-started/account-management/users). FoxMetrics allows multiple accounts. So a Retail firm, ABC Group could request separate accounts for each of its five divisions and all their accounts will appear on the account page. This way, each store can operate separate accounts all assessable to the business executives. ![Screenshot of ABC Group’s account page.](/files/-McxxL8K7ADKtBZtfJ38) If you need an additional account, contact your [FoxMetrics Account Manager](mailto:support@foxmetrics.com) to set it up for you. ### Editing an Account The owners of each account can **edit** them to change the **name** or update the account **description**. 1. To do this, login to your account. 2. On the account page, click the **edit** button on the account you want to modify. 3. Enter a new name/description 4. Click **Submit**. # Applications Applications are databases or storage units that can hold data from one or more sources. They provide a simplified way to break down your [**account** ](/getting-started/setting-up-an-account/accounts)into separate units. People use applications to represent multiple products, websites, apps, marketing campaigns, and other aspects of their businesses. For example, let’s say ABC Group sells clothes, shoes, handbags, perfumes, and accessories in each of its stores. The company can use applications to divide [**each account**](/getting-started/setting-up-an-account/accounts) to represent each store section. They just have to create 5 different applications in each account to represent each of those store sections. This way, they can track the number of shoes or handbags sold separately on each application. ![ABC Group Application Page](/files/-McyMWXzsOdKclb6q3dp) Similarly, a marketer can use applications to represent different campaigns or websites. So, you can dump data from your campaigns, web app, mobile apps, and social media campaigns into individual applications. {% hint style="warning" %} But you don't necessarily need more than one application. The downside of having multiple applications is that you can’t report across applications. Each application has its unique database so data from multiple applications can’t interface. {% endhint %} If you want to get a unified report; consider using one application for all of your data and instead [**create multiple dashboards**](/features/dashboards/creating-dashboards) to track various campaigns, products, website data, and others. ## Application Columns There are four columns on the application list section. * [**Details**](/getting-started/setting-up-an-account/applications#details) * [**Last published**](/getting-started/setting-up-an-account/applications#last-published) * [**Usage (month)**](/getting-started/setting-up-an-account/applications#application-usage-percentage) * [**Modified**](/getting-started/setting-up-an-account/applications#modified) ![Application Columns](/files/-Mczstobr_RhAxaLzYeN) ## **Details** This column is where you find the name of the application and the associated URL. You can [update ](/getting-started/setting-up-an-account/managing-applications#how-to-create-a-new-application)the details (name and website of your applications).
## Last Published This column indicates the date and time the application was published and modified and who created it.
## **Application Usage Percentage** The **Usage (Month)** column is the most important of them all. It shows the percentage of the allocated volume of events you’ve used so far and what’s left.
Consider upgrading your plan if your application usage percentage is high. If you are on the **Core plan**, upgrade to the [Growth Plan](https://my.foxmetrics.com/register?plan=solo) or [Speak to Us](https://www.foxmetrics.com/contact-us/) about a **Customized Enterprise account.** ## **Modified** When was the application last modified? The column shows the date and time it was modified.
# Managing Applications What you will learn: * [How to create a new application.](/getting-started/setting-up-an-account/managing-applications#how-to-create-a-new-application) * [How to edit an application.](/getting-started/setting-up-an-account/managing-applications#editing-an-application) * [How to delete an application.](/getting-started/setting-up-an-account/managing-applications#deleting-an-application) ## **How To Create A New Application** If there’s a need to segment your account, then creating a new application would be a good idea. 1. To do this, click on the **Add application’ button**. It will take you to the **add new application page**. 2. Enter a name and URL for the new application. 3. Click **Submit** {% hint style="info" %} Customers are unable to create applications at the moment. If you want multiple applications, contact your FoxMetrics Account Manager. {% endhint %} ## **Editing an Application** There are several reasons to want to edit an application. Maybe you have a better name for it, or you want to change the URL for the application. **Steps to edit an application** 1. Click on the **edit application** icon. This will take you to the edit application page.
Screenshot of the edit application icon.
2\. On the edit page, change the name or/ and URL of the application. 3\. Click ‘**Submit**’. ## Deleting an Application There may be a need to delete an application, especially when it’s no longer useful. Once you delete an application, it will be removed from the system, and the dashboards and other data on it would be irretrievable. #### **Steps to Delete an Application** 1. To delete an application, click on the delete option icon.
*You’ll be requested to confirm you’re deleting permanently.* ![](/files/-Md-4wdaHlDheCgf3XZQ) 2\. Click **Proceed** to delete the application. # The Tracking Code The tracking code is used to install FoxMetrics on a website or web app. When you click on the tracking option icon for each application, the tracking code for that application pops up. ![Tracking code (circled red)](/files/-Mfn611sZM_DAi8degB8) Typically, you won’t be able to access a [new application](/getting-started/setting-up-an-account/managing-applications#how-to-create-a-new-application) except there’s data flowing into it. And this requires installing/ implementing Foxmetrics. ![](/files/-Md-6nuYa4FfJ0UOu2g6) To install Foxmetrics on your website using the tracking code, copy and paste the tracking code into the``tag of your site. The [Installation Guide](/getting-started/configure-foxmetrics) provides step-by-step instructions on how to **integrate FoxMetrics** on various platforms using Google Tag Manager. Once you’ve [configured Foxmetrics](/getting-started/configure-foxmetrics) on your site, wait for 1 hour before trying to access the application. {% hint style="info" %} If there’s enough traffic coming to your site, it should start tracking after an hour. However, if your site is new and you don’t have a ton of traffic, try clicking around the website to generate enough events to move you past the [application restriction](/getting-started/setting-up-an-account/accessibility-limitation). {% endhint %} ![Data tracking warning.](/files/-Md-71sglgCnnFTfuapo) {% hint style="success" %} Once FoxMetrics is implemented, the tracking code warning (above) would change from **yellow** to **green**. {% endhint %} ![](/files/-Md-71siRVvfgxf9oz-R) # Application Restriction If you’re [logging in to FoxMetrics](/getting-started/setting-up-an-account#sigin-to-foxmetrics) for the first time, you won’t be able to access your application if it hasn’t received any data. Your application needs to receive at least 100 events for it to be assessable. This limitation is to ensure you’ve done your implementation correctly. So you can only move on when there’s a flow of data into your application. If the limitation is in place, the tracking code will pop up anytime you click on the application with the warning below. ![](/files/-Md-71sglgCnnFTfuapo) To [implement FoxMetrics](/getting-started/configure-foxmetrics) on your website or web app, copy and paste the tracking code into the \ tag of the site. The [Integration section](/intregrations/introduction-to-integrations) provides step-by-step instructions on how to integrate FoxMetrics on various platforms using Google Tag Manager. {% hint style="info" %} Wait for 1 hour after implementation before trying to access the application again. [Contact](https://www.foxmetrics.com/contact-us/) your FoxMetrics accounts manager if you’re having issues with your implementation. {% endhint %} The Warning message on the tracking code popup turn green once the implementation is effective. ![](/files/-Md-71siRVvfgxf9oz-R) # Account Management # Users # Roles # Groups # Configure FoxMetrics ### Using Google Tag Manager We highly recommend using a tag manager such as Google Tag Manager to install FoxMetrics. We currently have an approved tag in Google Tag Manager and here are the steps to get started. * Log into [Google Tag Manager](https://tagmanager.google.com/). * Scroll to **Tags** on the left navigation pane. * Click on **New** button on the top right after page loads. * Click on the **Tag Configuration** pane. * Once the window slides in, scroll down to the **More** section and locate and click on the FoxMetrics line. * Copy and paste the following **000000000000000000000000** into the **Application ID** textbox. * Click on the **Triggering** pane to choose a trigger * In the trigger pane that slides in, select the **All Pages** trigger with the type of **Page View\..** * Provide a friendly name for the tag, click save and publish. * You are all set. {% hint style="info" %} It could take up to an hour before you start seeing data flowing into your warehouse. Use [OBSERVER](https://my.foxmetrics.com/obr/000000000000000000000001/000000000000000000000000) to verify that your account is receiving inbound data. {% endhint %} ### Using JavaScript Are you not using Google Tag Manager? No Problem. You can still install FoxMetrics using any other tag manager or pasting the following code onto your pages. Paste the following snippet just before the closing `` tag of all your pages. ```javascript ``` {% hint style="info" %} Ensure that you paste it on every functioning page to get 100% coverage. {% endhint %} # Introduction \ FoxMetrics is uniquely designed to allow users to have fun with their data while getting work done. When you click on an application, the Quick Access window pops up to allow you to choose the product you want to work with. ![](/files/-Mfc88LAk9d_UnJjSrar) There are currently four products/features on FoxMetrics. * [**Observer**](/features/observer) * [**Dashboards**](/features/dashboards) * [**Workbench**](/features/workbench) * [**Audience**](/features/audience) The features you find on your account are dependent on your subscription and use cases. So don’t worry if you can’t find any one of these products on your account. ## **Switching Between Products** You can easily switch between products by clicking on the ‘**change product**’ button (circled red) at the right top corner of each page. Then select the application you’ll like to switch to. ![](/files/-Md-e2JifzvW0vmgPPVA) # Dashboards The FoxMetrics dashboard gives you an at-a-glance view of your company's performance. It allows you to access all your analytic data on a single page. The dashboard provides various interactive tools to help you filter your data and display your analytic results in virtually appealing and easily understandable formats. You can create interactive dashboards to track and analyze performance indicators, metrics, and data points using visuals and charts. This section will get you started working with dashboards. You’ll learn [how to create](/features/dashboards/creating-dashboards), [edit ](/features/dashboards/edit-dashboards)and [delete ](/features/dashboards/deleting-dashboards)dashboards, and how to use various [dashboard tiles](/features/dashboards/dashboard-tiles) to achieve your goals. ## **Dashboard Best Practices** The best dashboard is one that’s useful. So when [creating a new dashboard](/features/dashboards/creating-dashboards) or [editing ](/features/dashboards/edit-dashboards)an existing one, ask yourself what you intend to achieve with it. Also bear in mind the needs of other people that will be accessing the dashboard. The ideal thing to do is to place the most important metrics at the top, so they can be seen at a glance. Additionally, you should avoid the temptation of tracking too many metrics. Be clear about what you want to achieve with each dashboard and only track what’s important to you. # Dashboard Page The Dashboard is the workspace where you can build various metrics to track performance. It's where you can access existing dashboards, create new dashboards and edit existing ones. ## **Accessing Your Dashboard** 1. Once you click on an application, the quick access window will pop up to allow you to choose a product to work with. ![Quick Access tool](/files/-Md-K_JneDG--RWoLsG4) 2\. Click on **Dashboarda** to go to the dashboard page. ![Dashboard Page](/files/-Md-LNolxDhYz_zKpeHb) If you've created any dashboards previously, they'll appear on the dashboard page. Otherwise, the page will be empty, until you [create a dashboard](/features/dashboards/creating-dashboards). ## **Breakdown of Dashboard Page** Here's a breakdown of the various elements and icons on the dashboard page. This will help you get a hang of how to work with dashboards. ### **The FoxMetrics Logo** Clicking on the **FoxMetrics logo** at the top left of the page will take you back to the [accounts page](/getting-started/setting-up-an-account#the-accounts-page). So if you want to work with a different account, just click on the **logo** and it will take you to the account page where you can swap to another account (*if you have more than one account*). ### **Recent**
This shows the most recent dashboard you looked at. Clicking on the recent dashboard tab would display a list of dashboards starting from the one you opened most recently. ### **Favorite**
Clicking on favorite would show you the dashboards you added as your favorite. You can add specific dashboards you work with more frequently to as favourite. ### **Change Application Icon** ![](/files/-Md-OPo6E8Cm44Kbzqst) This allows you to change the application you are working on. Clicking on the '**change application**' icon will take you to the [application page](/getting-started/setting-up-an-account/applications), where you can switch to another application (*if you have more than one available*). The name of the application a user is currently working on is displayed next to the icon. ### **Add dashboard Icon** ![](/files/-Md-f6Crx9dyiSPF3N2t) This option allows you to quickly [create a new dashboard](/features/dashboards/creating-dashboards). Just click on the icon and it will take you to the dashboard creation page. ### **Add Group Icon** ![](/files/-Md-f6CsbKh6bHMx0DEH) Dashboard groups allow you to categorize a collection of dashboards that are similar. The **Add group** **icon** allows you to [create a new dashboard group](/features/dashboards/dashboard-groups). ### **Feedback Icon** ![](/files/-Md-f6Cp95cT49u6Qmop) At FoxMetrics, we always like to hear users' experiences working with the tool. The **feedback** icon allows you to share those experiences. ![Feedback window](/files/-Md2V4WsXUQ0RrjETerb) ### **Change Product Icon** ![](/files/-Md-f6CnYI0TNtNmhouR) You can easily switch between products by clicking on the ‘**change product**’ icon at the right top corner of each page. Then select the product you’ll like to switch to. ### **Profile Icon** ![](/files/-Md-f6CqxaFFM41toUTt) The Profile icon provides a list of options including the following; * **Profile:** This option allows you to update your profile details like your first name, last name, and time zone. * **Support:** Our support staffs are just a click away. Just click on the support option and you can create a ticket to resolve any issues you have. * **Set up FoxMetrics:** Learn how to integrate FoxMetrics on various platforms and start tracking your performance. * **Logout:** Of course, the logout icon allows you to log out from your account. ### **Current account** The current account tab at the bottom left does the same thing as the [usage/month](/getting-started/setting-up-an-account/applications#application-usage-percentage) tab on the application page. It shows the level of the allocated volume of events you’ve used so far and what’s remaining. ![](/files/-Md-g7VjJSOko2PKZMLl) # Creating Dashboards If you want to track a specific event/aspect, goal, or milestone of your organization, creating a dashboard will be the ideal thing to do. For instance, you can create a new dashboard for your marketing team to track performance or to create simplified visualizations for business executives. This section works you through the process of creating and modifying dashboards. You can also [duplicate ](/features/dashboards/creating-dashboards/duplicate-dashboard)an existing dashboard to create a copy for other purposes. {% hint style="warning" %} Note: You can only start creating dashboards when you have implemented FoxMetrics and have data flowing into your application(s). {% endhint %} ## **Steps to Create a New Dashboard** There are 3 ways to create a dashboard. 1. [Using the 'Create a New dashboard' button](/features/dashboards/creating-dashboards#1-using-the-create-new-dashboard-button) 2. [Using the ‘Add Dashboard’ icon.](/features/dashboards/creating-dashboards#2-creating-a-dashboard-with-the-add-dashboard-icon) 3. [From the Dashboard list section.](/features/dashboards/creating-dashboards#2-creating-a-dashboard-from-the-dashboard-list-section) ### 1. Using the 'Create New Dashboard' Button The '**create new dashboard**' enables you to quickly create a dashboard for the first time. ![](/files/-Md7qwmb-5nGDo-xKywk) {% hint style="info" %} *Note: the button is only visible when you have 0 dashboards. It disappears once you've created a dashboard. So you have to follow any of the other two methods to create additional dashboards.* {% endhint %} 1. Click on the **Create New Dashboard** button. *It will take you to the Dashboard creation page.* ![Dashboard creation page](/files/-Md7WgGbhDROCTLKS-6T) #### **2. Fill in the details about your new dashboard.** * Enter a title for the dashboard. * Enter a short description of what the dashboard is about. * Select a [Group ](/features/dashboards/dashboard-groups)(optional). **3. Click ‘submit’** to create the dashboard. The new dashboard will appear on the [**overview page**](/features/dashboards/dashboard-page#recent). ### **2. Creating a Dashboard with the ‘Add Dashboard’ Icon** 1. From the dashboard overview page, click on the **Add Dashboard**’ con at the top right of the screen. ![](/files/-Md-f6Crx9dyiSPF3N2t) *This will take you to the 'dashboard creation page.'* ![Dashboard creation page](/files/-Md7WgGbhDROCTLKS-6T) #### **2. Fill in the details about your new dashboard.** * Enter a title for the dashboard. * Enter a short description of what the dashboard is about. * Select a [Group ](/features/dashboards/dashboard-groups)(optional). 3\. Click **Submit** to create dashboard. ### **3. Creating a Dashboard from the Dashboard list section** 1. Locate the ‘**Dashboards**’ tab on the SETTING section (at the bottom right of the dashboard overview page.)
2\. Click on **Dashboards.** *This will take you to the **dashboard list** page*. ![](/files/-Md7edBTkrrAEW8ZQiph) 3\. Click **New Blank Dashboard.** *This will take you to the 'dashboard creation page.'* ![Dashboard creation page](/files/-Md7WgGbhDROCTLKS-6T) **4. Fill in the details about your new dashboard.** * Enter a title for the dashboard. * Enter a short description of what the dashboard is about. * Select a [Group ](/features/dashboards/dashboard-groups)(optional). 5\. Click **Submit** to create dashboard. # Duplicating a Dashboard If you find a dashboard useful, you can duplicate it to create a copy. You can change the title, description, and [dashboard group](/features/dashboards/dashboard-groups) of the duplicated dashboard. Once you duplicate a dashboard, any changes you make to the original dashboard won’t affect the duplicated copy. The duplicated dashboard would stand alone just like the other dashboards. ## **Steps to Duplicate a Dashboard** 1. From the dashboard overview page, click on **Dashboard** on the **SETTINGS** section.
This will take you to the dashboard list page, where you can find all available dashboards on that [application](/getting-started/setting-up-an-account/applications). ![](/files/-Md8HuL9aTWvM0JxUUDi) 2\. Click on the **duplicate dashboard icon**.
Duplicate dashboard icon
*It will take you to the **duplicate dashboard page.*** ![](/files/-Md8JNH1elqToXfPI1Oz) **3. Fill the form.** * Enter a title for the duplicate copy. * Enter a description for the dashboard. * Choose a dashboard group to place it in. **4.** Click **'Submit'** to create the duplicate copy. You can find the duplicate dashboard in your dashboard list. # Editing Dashboards There are several reasons you may need to edit an existing dashboard. It may be that the existing name is confusing or you want to update the description. ## **Steps to Edit A Dashboard** There are 2 ways you can edit your dashboard. 1. [From within the dashboard](/features/dashboards/edit-dashboards#method-1-editing-within-a-dashboard), or 2. [From the dashboard list page](/features/dashboards/edit-dashboards#method-2-editing-dashboards-from-the-dashboard-list). ### Method1. Editing Within a Dashboard 1. Select the specific dashboard you want to edit from the dashboard overview page. ![](/files/-Md7edBVnDLbUs_Beuim) 2\. Let’s say we want to edit the ‘Page Views’ Dashboard. **Click on it**. Once in the dashboard, click on the **edit dashboard** tool at the top right (circled red). ![Edit dashboard tool (circled red)](/files/-Md7edBZkRN5R1R0KFBQ) *It will take you to the ‘Edit Dashboard’ page.* 3\. On the page, you can update the title, description, or/and Group of the dashboard as you wish. ![](/files/-Md7edBY2k4CKvX7lUSc) ### ### **Method 2. Editing** Dashboards **from the Dashboard List** 1. On the dashboard application page, scroll down to the ‘SETTING’ section at the bottom left corner of the page and click on ‘Dashboards’ (just above Groups).
2\. This will take you to the **Dashboard list**, where you can find all available dashboards. ![](/files/-Md7edBXmYjS9VTtU-dD) 3\. Search through the list for the dashboard you want to edit. Once you find it, click on the **edit icon** (*circled red above*). 4\. It will take you to the ‘Edit Dashboard’ page where you can update the title, description, or/and Group of the dashboard # Deleting Dashboards There are several reasons you may need to delete a dashboard. One of them is when it is no longer useful. For example, you may delete the dashboard for a concluded marketing campaign. Once you delete a dashboard, it will be removed from the system, and any data on it would be irretrievable. ## Steps to Delete a Dashboard You can delete any dashboard that you no longer need from the dashboard list page following these steps. 1. From the dashboard overview page, click on **Dashboard** on the **SETTINGS** section.
This will take you to the dashboard list page, where you can find all available dashboards on that [application](/getting-started/setting-up-an-account/applications). ![](/files/-Md7mgl9-nItlFijS1YD) 2\. Click on the **delete dashboard icon** (circled red :point\_up: ) *You will get the deletion confirmation.* ![](/files/-Md-4wdaHlDheCgf3XZQ) 3\. Click **Proceed** to delete the dashboard # Sharing Dashboards Easily share your dashboard with others via email. FoxMetrics allows you to share your dashboards with others via email. Sharing your dashboard allows others to see your data and other information on the dashboard. FoxMetrics dashboards are private until you share them and you can control what each person is able to do on the account. ## How to Share a Dashboard You can share a dashboard you own following these simple steps. 1. Once in the specific dashboard you want to share, click on the **share dashboard icon.** ![](/files/-Md81SpoceRKXv21ev9v) *This will bring up the share dashboard popup.* ![Share dashboard popup](/files/-Md81Spg6F3qg6wWYOXr) **2. Fill the form** * Enter the email address of the user you want to share the dashboard with. You can share a dashboard with multiple users. Just enter their emails one by one. * Enter a message for the recipient. 3\. Click '**Send Message**.' You'll receive a success message. ![](/files/-Md81Spn5iplCOgbeMMv) The recipient(s) would receive an email notifying them that you just shared a dashboard with them; with a link to login and view the dashboard. ![Sample dashboard sharing email](/files/-Md868BIfRYcSMcxJ906) # Dashboard Groups Dashboard groups allows you to organize your dashboard by grouping together a collection of dashboards with similar use cases. So for example you can group all the dashboards relating to sales under a single group called ‘sales’. This makes it easier to quickly find specific dashboards, especially when you have many dashboards on your account. You can also group dashboards based on who created it or what it represents.
## **Creating A Dashboard Group** **There are two ways to create a dashboard group.** * [Use the ‘Add Group’ button](/features/dashboards/dashboard-groups#1-creating-a-dashboard-with-the-add-group-button) * [From the dashboard group list page.](/features/dashboards/dashboard-groups#2-create-from-the-dashboard-group-list-page) ## **Creating A Dashboard With The ‘Add Group’ Button** 1. On the dashboard page, click on the ‘**Add Group**’ icon at the top right.
*This will take you to the 'new dashboard group page,' where you'll need to fill a form to create the dashboard group.* ![New dashboard group page](/files/-Md32ZMQ9BSAxeHTvUI3) #### **2: Filling the form** * Enter the title of your dashboard group (this can be anything that relates to all the dashboards you want to group). * Enter a description: describe what the dashboard group is all about, so you don’t mistake one for another. * Permission groups: who can access the dashboard group? You can choose multiple [user](/getting-started/account-management/users)s and [roles](/getting-started/account-management/roles). **3.** Click **Submit** Now whenever you are creating a new dashboard, you can categorize it under that group. ## **Create From The Dashboard Group List Page** 1. Click on **‘Groups’** under the ‘**SETTINGS**’ section at the bottom-left corner of the dashboard page. This will take you to the Dashboard group list page. ![Dashboard Group List Page](/files/-Md36wBfoM2-r3NxJF3H) 2\. Once the page loads up, click on ‘**Add New Group**’. This will take you to the 'Dashboard group creation page' (image above). Just fill the form as [instructed above](/features/dashboards/dashboard-groups#2-filling-the-form) and click **submit** to create your new dashboard group. ## **How To Change The Group Of Existing Dashboards** To change the group of any dashboard, you just need to [edit the dashboard](/features/dashboards/edit-dashboards) and then choose a new **dashboard group** for it. ## **Uncategorized Dashboards** 'Uncategorized dashboards' is a system group for dashboards that aren't saved under any dashboard groups. If you create a dashboard but don't assign it to a group, it will be grouped under uncategorized dashboards. ![](/files/-Md35zpUcezUK-mNHEZd) # Cache In Dashboard When you create a dashboard and add a tile to it, the first query from that tile would go directly to your database. However, after every refresh, subsequent queries would come from the cache and would be faster. So for the first time, the query goes directly to your database, and if it gets the results back, the system would cache (store) that data. So the next time you come back to it, it’s going to be significantly faster because the data would be coming from cache instead of your database. For example, if you add a [Line chart](/features/dashboards/charts-in-dashboard/line-chart) to visualize sales performance, the first query of your sales data would come directly from your database. However, when you refresh your dashboard, the data would come from the cache and you would get the result faster. The cached data will remain and continue appearing during every refresh as long as everything remains the same. However, a new database query will occur and a new set of data will be generated from the dashboard if you make changes to the tile or if any of the elements change. For example, if you have a [date range](/features/dashboards/dashboard-tiles#date-range) selected for a tile. Let’s say you are tracking sales performance for the last 7 days, every time you refresh the tile, it will pull from the database; because the ‘last 7 days’ is a rolling date range, which changes every single day. Similarly, if you make [changes to a tile](/features/dashboards/dashboard-tiles#edit) in the dashboard, a new database query will occur and a new set of data will be cached to reflect your changes. ## **Refresh**
When you click on refresh, it makes a call to the database or the cache. If there's already cached data for each tile on the dashboard, clicking refresh will just pull that data again. However, if there's no cache data for a tile, it will make a call to the database. {% hint style="info" %} Note: Clicking the refresh icon would refresh all the tiles in the dashboard. Follow the steps below if you only want to refresh a specific tile. {% endhint %} ### **Refreshing a Specific Tile** Follow these steps to refresh a single tile: 1\. Click on the **Options icon** on that tile.
2\. Click on the **Refresh** option to refresh that specific tile. ## **Clear Cache & Refresh**
This option allows you to display a fresh/updated set of data on a tile. When you click clear cache and refresh, the cached data is erased and a new query is made to the database. This new data is then cached in place of the one erased. {% hint style="info" %} Note: Clicking the Clear Cache & Refresh icon would refresh all the tiles in the dashboard. Follow the steps below if you only want to refresh a specific tile. {% endhint %} ### ### **Clear Cache & Refresh a Specific Tile** Follow these steps to clear cache & refresh a single tile. 1\. Click on the **Options icon** on that tile.
2\. Click on the **Clear Cache & Refresh** option to refresh that specific tile. # Dashboard Filters Dashboard filters allow you to narrow the scope of your data and get the results you need in just a few clicks. For instance, may you want to sort your sales data to only display for specific months. Filters to create the variables to sort and only display data for those months you want. Similarly, if you want to only see performance for the last 3 days, you can create a filter that will apply to all the tiles on the dashboard and show data for the last 3 days. In this section, you’ll learn all about filters, how you can use them on your dashboard and how you can [apply filter to a single tile.](/features/dashboards/dashboard-tiles/editing-a-tile#applying-filter-to-a-tile) ## **How to Apply a New Dashboard Filter** Note: only use this option if you want to apply the filter to all the tiles on the dashboard. If you only want to apply the filter to a specific tile, [**edit the tile instead.**](/features/dashboards/dashboard-tiles/editing-a-tile)
### ### **Steps to Apply a Filter to all Tiles in a Dashboard.** 1: Once within your dashboard, click on the ‘manage dashboard’ icon. 2: Click on the filter tab (next to tiles). 3\. Click on the add filter icon 4: On the add filter window, select what you want to filter by from the dropdown. 5\. Click ‘Add” to create a filter. Note: The dropdown to create filters will only contain values applicable to the tiles that are on the dashboard. So if you want to add a filter, at least one tile on the dashboard needs to have a view that has that data. If no tile has data relating to the filters you selected, it will not return any results. ## **Create Multiple Filters** You can create as many filters as you want. For instance, you can create a filter to show traffic from a specific location and browser for the last three days. To do this, you will need to create 3 filters, one for the **location**, one for the **browser**, and one for the **3 days date range**.
## **Note About Dashboard Filters** **Filter effect is temporary.** The filter effect goes off once you leave the dashboard page. So if you click to leave the page, the tiles will return to their default view. You can also clear the filter effects by clicking on C**lear**. ## How to Apply Filter(s) to a Single Tile To apply filter to a single tile, you have to [edit that tile](/features/dashboards/dashboard-tiles/editing-a-tile). Here's how you can [apply a filter(s) to a tile](/features/dashboards/dashboard-tiles/editing-a-tile#applying-filter-to-a-tile). # Dashboard Tiles A tile is a snapshot of your data, pinned to the dashboard. Dashboard tiles allow you to create metrics to track performance and visualizations to represent your data. The FoxMetrics dashboard is simple and user-friendly. It has drag-and-drop functionality which makes it easier to set up your dashboard as you want. ## Types of tiles There are different types of tiles ([widgets ](/features/dashboards/dashboard-widgets)and [charts](/features/dashboards/charts-in-dashboard)) you can add to your dashboard. ## **Widgets**
[Widgets ](/features/dashboards/dashboard-widgets)allow you to add a touch of class to your dashboard. They allow you to add elements to make your dashboard more appealing. The FoxMetrics Dashboard offers various types of widgets including tables, numbers, retention, narrative, that you can use to represent your information. One way to [use widgets](/features/dashboards/dashboard-widgets) is if you want to add a table to your dashboard. You just need to click on the table widget, fill in the details to set it up. ## **Charts**
[Charts ](/features/dashboards/charts-in-dashboard)enable you to transform data into interactive visualizations and trends and metrics that are easier to understand. You can [add charts](/features/dashboards/charts-in-dashboard) to your dashboard to simplify your company’s data for decision-makers. There are several charts in your FoxMetrics dashboard including line, pie, bar, bar rate, funnel, comparison, and more. ## Parts of a Dashboard Tile ![Sample Bar chart tile tracking Weekly active users.](/files/-Mfm3oNfbxyvyOqer6ia) ### **Title**
At the top of each tile, you’ll see the title. A tile title should be short and state the data displayed on the tile. ### Tile Description
The tile description tells you what each tile is all about. To see the description of a tile, place your cursor on top of the tile description icon. ### Date Range
Underneath the title is the date range of the tile. It tells you the timeline of the data that’s been displayed. For instance, if you are tracking weekly sales, then it would show you just a 7 days range starting from that date.
The **timeline** next to the date range tells you the last time data the tile made a query to the database. That way you’ll be able to know when to make a refresh or clear cache and refresh to pull in an updated value. ### **Drag and Drop Icon**
This icon allows you to move around the various tiles on the dashboard and arrange them as you wish. ### **Options Icon**
Clicking on the options icon provides you with several options to make changes to your tile.
#### Edit The edit option allows you to edit a tile. So for instance, if you want to change any element of the tile from the date range to the view or size, you can edit it to make those changes. #### Refresh Click on this option if you want to refresh a tile. Learn more about refreshing a tile in [Cache and Refresh Dashboard](/features/dashboards/cache-in-dashboard). #### Clear cache & refresh Click on this option if you want to clear the cache and refresh a tile. Learn more about [Cache and Refresh Dashboard](/features/dashboards/cache-in-dashboard). #### Clone This option allows you to duplicate a tile. When you click on **clone**, a duplicate tile will be created with the same data elements and visualizations. #### Remove This option allows you to delete the tile. 1\. When you click on remove, you'll be asked to confirm that you're deleting the tile. ![](/files/-Md-4wdaHlDheCgf3XZQ) 2\. Click **Proceed** and the tile will be deleted. ## Note About Tile One important thing to know about tiles is that they are completely independent. Meaning that whatever you do within a tile itself is only for that tile and won’t affect any other tile. Each tile can make a call to a completely separate database and separate data set. So you can have a dashboard with five tiles all making 5 different calls. So if you do a refresh from the top refresh icon that would automatically refresh all the tiles on the dashboard. However, if you refresh from within a tile, only that tile would refresh. ### # Creating a Tile When you add a tile to a dashboard, it opens a window where you can set elements for that specific tile. All the different types of tiles have similar windows. The sections ([General](/features/dashboards/dashboard-tiles/creating-a-tile#general-section), [Data](/features/dashboards/dashboard-tiles/creating-a-tile#data-section), [Filters](/features/dashboards/dashboard-tiles/creating-a-tile#filter-section), [Options](/features/dashboards/dashboard-tiles/creating-a-tile#options-section), [Look & Feel](/features/dashboards/dashboard-tiles/creating-a-tile#look-and-feel-section)) are similar but the options are different. So when you click to create either a [chart ](/features/dashboards/charts-in-dashboard)or [widget](/features/dashboards/dashboard-widgets), the tile creation window will pop up to allow you to set the data set you want to track/visualize and how you want it shown. Here's a breakdown of the various sections you may find on a **tile creation window**. ## **General section** **Title:** This option allows you to enter a title for the tile. The title should be short and précised. **Description:** the description comes in handy in reminding you and anyone else accessing the dashboard, about what that tile represents. Your tile description should be detailed and précised. ![Line chart General Section ](/files/-MfrNhrgiQCmeUzSdDx1) ## **Data Section** The data section allows you to choose the data source and the specific type of data you want to display. ![](/files/-MfrkM6AGuUbUoCt8yf0) ### **Views** A view is saved in the database as a named query and can be used to access frequently used or complex queries. So a view is the result set of a stored query on the data that allows users to quickly and easily create complex hierarchical and dimensional queries on data in the database. When creating a tile (widgets or charts), the view you choose should be the specific event/data you want the tile to display. There are various predefined views on FoxMetrics built around your data to simplify its usage and reporting. The standard views include Events, sessions, and visitors, there are also custom views. If the view you want isn’t on the dropdown, you can **create that view** from the [workbench](/features/workbench). Once you’ve selected a view, click on **open view details** to see the list of values under that specific view. You'll find the titles, names, descriptions, data types of the values under that view. ![Some predefined Views available on FoxMetrics](/files/-MfmEqzeuQrfWWBqXwQc) ### ### **Values (Select a Measure):** The value section allows you to choose the specific measure of an event that you want to display on the tile. After selecting a view, you’ll get a dropdown of the various events available for that view based on your data. For example, if you want to create a bar chart to display your daily visitors; select ***events*** under **view** and choose ***visitors*** as the measure (**value**). FoxMetrics allows users to **create custom events** from the [workbench](/features/workbench). ![Predefined Values available on FoxMetrics](/files/-MfmEqzf0t3YakQze9mD) ### ### **Breakdown (Select Breakdown Dimension):** Use **breakdown dimensions** if you want to know more about an item (event) or its related segments. You can break down your data in various ways to build queries. By default, the breakdown is by date. However, you can breakdown the displayed data by product names, users ID**,** and others values. When working with line charts, it's advisable to use a **breakdown** that has critical values, especially if you are covering a large data set. Choosing a breakdown that's sparse may make your chart unreadable. For example, if you choose to breakdown a line chart by Products SKU or product Category names, and you have numerous products, your chart will be unreadable and very slow to render. We recommend creating more tiles if you want to further breakdown your line chart. ![](/files/-MfmEqzg7zNH34Eif08a) ### **Granularity (date):** Granularity is a measure of the level of detail in a data structure. It refers to the number of data points that you want the tile to be divided into. In FoxMetrics, the available granularity options include minute, hour, week, date, week, month, quarter, or year. By default, the granularity is '**date'** (day), but you can change that. For example, if you want to create a line chart to show pageviews. * First select a **view**, ***event*** in this case, * For the **value**, choose ***pageviews***. Then you can set the Granularity. If you choose ‘Hour’ granularity, the pageview data will be divided by hours (more data points). **The line chart will look like this.** ![](/files/-MfmEqzhOA2ZBvbkzbux) However, if you set the granularity as day or month, it will have fewer data points. **Here’s the same pageviews line chart with the Granularity set as 'day' (date).** ![](/files/-MfmEqziytIPPy7ARoZD) ### ### **Date Range (date):** You can specify the data range that you want to display on the tile. A date range sets a particular start and a finish date, so the data for the date in-between is displayed on the tile. By default, the date range is set to the **Last 30 days** starting from today. But you can change that and choose any specific date range you want. You’ll find several predefined date range from the dropdown including today, yesterday, last week, this week, 3 days ago, last 7 days, and others.
If you can’t find the date range you want on the dropdown, you can create a custom date range. 1\. To do this, scroll to the bottom of the date range option and click on **Choose a date range**. ![](/files/-MfmEqzjf2h4krdcpYhF) 2\. Click on the empty tab by the right to **choose a custom date range.** ![](/files/-MfmEqzk-OqeJ5vIqhwa) ### ### **Compare** What period are you comparing the data range with? Just like with the date range, you can either choose a predefined period or select a custom period. * Select any of the predefined date range. ![](/files/-MfmEqzlA0KWI7uxv6ZW) Follow this step to choose a customer comparison date. 1\. Click on compare. 2\. Select Custom from the list. ![](/files/-MfmEqzmuWByb0N7OLnV) 3\. Click on the blank bar by the right. The date selector will popup. 4\. Select the date range you want to cover. For instance, you can choose to cover the whole of June. ![](/files/-MfmEqznA6ny92K9_V6h) ## **Filter Section** The [filter section](/features/dashboards/dashboard-tiles/creating-a-tile#filter-section) allows you to narrow down your data into a smaller group. This way you can display only the specific data you want to see. You can use filters to exclude unwanted data, include specific data subsets**,** or search and replace certain information. 1\. To create a filter, click **Add Filter** ![](/files/-MfmEqzotjLB4kPe8jLU) 2\. The first tab allows you to specify the dimension or measure you want to filter. 3\. The next tab allows you to choose a filter option. There are several options like equals, does not equal, exists, does not exist, contains, does not contain, and more.
4\. The third option is where you specify what you’re filtering for or against. For example, if you want to only show cart additions that are higher than $100; you’ll set the ***dimension*** as **cart addition**, while for the ***filter*** you’ll choose **greater than**, and in the last box you input the **100**. You can still [edit any tile](/features/dashboards/dashboard-tiles/editing-a-tile#applying-filter-to-a-tile) and add or remove its filters. ![](/files/-MfmEqzpG9kX2qIMEXA6) ## **Options Section** The options section is where you can specify the number of ***items*** to show on each tile, the styling of the [chart ](/features/dashboards/charts-in-dashboard)or [widget](/features/dashboards/dashboard-widgets), and others. ### Limited Max Items This option allows you to limit the amount of data displayed for each tile to make it readable, especially when you use a large data source. Select the limit max item from the dropdown. It can be 5, 10, 20, 25, 1000, or unlimited.
## **Look and Feel Section** This option allows you to choose how you want the tile to look (i.e. the size of the tile). There are several predefined options including: * Unset: * Small: * Default * Default Wide * Wide Small * wide * full width
{% hint style="info" %} Note: The section for each type of tile may differ. Follow these instructions to create a specific [chart ](/features/dashboards/charts-in-dashboard)or [widget](/features/dashboards/dashboard-widgets). {% endhint %} # Editing a tile Want to change the [view ](/features/dashboards/dashboard-tiles/creating-a-tile#views)(data type), [resize](/features/dashboards/dashboard-tiles/creating-a-tile#look-and-feel-section), [date range](/features/dashboards/dashboard-tiles/creating-a-tile#date-range-date), or even [apply a filter(s)](/features/dashboards/dashboard-tiles/creating-a-tile#filter-section) to a tile, then editing it is the way forward. Here's how to go about editing a tile. ## Steps to Edit a Tile **Example:** below is a comparison chart tracking pageviews for the last 7 days and comparing it with the pageviews from the previous 7 days. ![](/files/-Mfr7FrE4iP90f1Y6ca6) We will **edit** this chart and make the following changes. * [Change Title/Description](/features/dashboards/dashboard-tiles/editing-a-tile#changing-a-tiles-title-and-description) * [Change Date range/Compare Period](/features/dashboards/dashboard-tiles/editing-a-tile#editing-the-data-section) * [Apply Filter to the tile.](/features/dashboards/dashboard-tiles/editing-a-tile#applying-filter-to-a-tile) * [Increase Max Items to display](/features/dashboards/dashboard-tiles/editing-a-tile#editing-the-option-section) * [Resize the tile](/features/dashboards/dashboard-tiles/editing-a-tile#resizing-a-tile) ## **Editing a Tile** 1\. To edit a tile, click on the **edit icon** on that specific tile. ![C:\Users\Joevics\Desktop\FoxMetrics Documentation\editing a tile.jpg](/files/-Mfr7FrFW2jEutj9_ElC) 2\. Click on the **Edit** option. This will bring up the comparison table window for that tile. ![](/files/-Mfr7FrGUKGfm7lBU2de) ## **Changing a Tile’s Title and Description** The Tile is set to track and compare weekly pageviews with that from the previous week. But we can change it to track and compare monthly pageviews with the previous month. As such, we will change the title and description to reflect monthly pageviews instead. ![](/files/-Mfr8GJHGJTklBMg8gEg) ## **Editing the Data Section**
There are several options you can change in this section. You can change the [**View** ](/features/dashboards/dashboard-tiles/creating-a-tile#views)and [**Values** ](/features/dashboards/dashboard-tiles/creating-a-tile#values-select-a-measure)to track something other than pageviews. You can also change the [**Breakdown** ](/features/dashboards/dashboard-tiles/creating-a-tile#breakdown-select-breakdown-dimension)to increase or decrease the number of data points. We will only change the [**Date Range**](/features/dashboards/dashboard-tiles/creating-a-tile#date-range-date) and [**Compare Period**](/features/dashboards/dashboard-tiles/creating-a-tile#compare). The current date range is set as ‘**Last 7 full days.’** ![](/files/-Mfr7FrIbIkaWQsNGJNQ) However, since we want to track and compare monthly pageviews, we will have to change it to “**Last Full 30 Days.”**
## **Applying Filter to a Tile** The comparison tile currently has no filter currently. However, we can add a filter to only visualize specific data.
Let’s add a filter to only show pageviews that have established referrers (referring website). To do this,\\; 1\. click on add filter. 2\. For the dimension/measure, choose **Page Referrer.** 3\. For the quantifier, choose **Exists.**
## **Editing the Option section** The Maximum Item Limit was set at **100**. We can change that to **500**. ![](/files/-Mfr7FrMncPFI0mvDipU) ## **Resizing a Tile** There’s no option to change the size of a tile within the dashboard. If you want to change the size of a specific tile, you have to **edit** it and go to the look & feel section to select any other options there. The size of this comparison tile is currently set **Default Wide.**
We can change this to any other option like **Wide**.
Once done Click save to reflect the Edit. (refresh the page if the changes doesn’t reflect immediately). ## Final Outcome Here’s what the **Tile** will look like after the **Edit**. It's now visualizing monthly pageviews for two seperate months. ![](/files/-Mfr7FrPyJUHuYCYxJjg) ### # Charts in Dashboard Charts are an important feature in your FoxMetrics dashboard that allows you to create and share a visual representation of your company’s data. Using charts, you can simplify complex information for decision-makers in your organization. You can create new charts from your dashboard, delete charts that you no longer need, and export charts as part of your report. In this section, you’ll learn how charts work and how to add and use charts in your dashboard. ## **How to Add a Chart to your Dashboard** Once you are on your dashboard, navigate the chart tab. ![](/files/-MfmHpOU-wEafdkNfYx1) 1\. Click on the **Manage Dashboard** button at the right top of the page (circled red above). 2\. If you haven't created any tile on that dashboard, then the **Add Tile** button will still be visible. 3\. Choose the tile you want to add. The tile window will appear where you can set the data type, filter, size, and others for the chart. 4\. Click ‘**add**’ to add the chart to your dashboard. ## **More Links on Charts.** * [How to Create a Line Chart](/features/dashboards/charts-in-dashboard/line-chart). * [How to Create a Pie Chart](/features/dashboards/charts-in-dashboard/pie-chart). * [How to Create a Bar Chart](/features/dashboards/charts-in-dashboard/bar-chart). * [How to Create a Bar Rate chart](/features/dashboards/charts-in-dashboard/bar-rate-chart). * [How to Create a Funnel Chart](/features/dashboards/charts-in-dashboard/funnel-chart). * [How to Create a Comparison Chart](/features/dashboards/charts-in-dashboard/comparison-chart). # Line Chart A line chart is useful in representing data over a continuous time span. It displays change over time as a series of data points connected by straight line segments. It’s commonly used to show data variables and trends and can help you make predictions about future performance. * A line chart allows you to see changes in dependent variables over time. You can use it to measure changes in sales over time, traffic changes, and others. * It allows you to identify trends and spot spikes and dips. That way you can predict future performance. * It allows you to compare patterns from multiple sections and find areas of improvement. #### **Some Line Chart Use Cases includes:** **Example:** you can use a line chart to track weekly, daily, or even hourly changes in your website traffic. You can also use it to track the changes in sales and other events. A line chart allows you to trend multiple values at the same time. Each value will be represented by a different line on the chart. ## **How to Add A Line Chart to your dashboard** Here are the steps to create a line chart on your dashboard. 1\. From within your dashboard, click on **Manage Dashboard** icon at the top-right.
2\. Under **Charts**, click on the **line chart** icon.
The line chart creation window should pop up. (This is where you set the specifics you want to display on the line chart). It’s also where you [edit the line chart](/features/dashboards/dashboard-tiles/editing-a-tile) if you want to change any parameter.
## **General Section** The line chart window is not different than what we’ve discussed [under creating tiles](/features/dashboards/dashboard-tiles/creating-a-tile). * The first part is the general, where you enter a **title** and **description** for the line chart. For instance, if you want to weekly track visitors to a website, the title can be ***Weekly Site Visitors***.
For the description, enter a detailed description that helps you understand what the chart is all about (daily visitors in this case). ## **Data Section** The data section is where you choose the type of data you want to display on the line chart.
### **View (Select view)** [A view](/features/dashboards/dashboard-tiles/creating-a-tile#views) is a predefined query modeled to simplify your reporting. What event/data do you want to display on the chart? * Since we want to track weekly visitors, the ***view*** would be **events.**
* Clicking on ***open view details*** will open the dictionary where you can find what the ***view*** is all about and the associated ***values***. ### **Value (select a measure)** What dimension or measure do you want to track/visualize on the line chart? * From the dropdown of **values**, we’ll choose visitors. And since line charts allow trending multiple [values](/features/dashboards/dashboard-tiles/creating-a-tile#values-select-a-measure). We can also add more values. * We would also track ***pageviews*** and sessions on the line chart.
As such our tile will visualize weekly visitors, page views, and sessions. ### **Breakdown (select a breakdown dimension):** Do you want to segment the event(s) to learn more about them? By default, the [breakdown ](/features/dashboards/dashboard-tiles/creating-a-tile#breakdown-select-breakdown-dimension)is by date. However, you can break down your tile by week, hour, and other dimensions like page URL, referrer, etc.
* Since we are tracking weekly visitors, we’ll breakdown by ‘**Days of Week**’. ### ### **Granularity**
How many [data points](/features/dashboards/dashboard-tiles/creating-a-tile#granularity-date) do you want to break the line into? * In our case, we’ll choose **Date**, so we can see the number of visitors for each day of the week. ### ### **Date Range** What date range do you want to track with the line chart? Set a start and finish date, so the [date range](/features/dashboards/dashboard-tiles/creating-a-tile#date-range-date) is the time in between. You can either choose a predefined date range or enter a custom date range.
* Since we are tracking weekly visitors, we’ll select ‘**Last full 7 days’** as our date range. ## **Filter Section** Is there any specific set of data you do not want to display? Do you want to only visualize specific data or data for a particular date? ![](/files/-Mfr7FrLCemtm1c8mZwG) * For instance, if we want to only show visitors with a page referrer, we’ll select **page referrer** on the first tab, and for the second tab, we will choose **exists**. So the line chart will only show visitors within the last 7 days that had a page referrer. ## **Options section** The Options section is where you select the type of line chart you want and how you want the data to be visualized. There are different options in this section.
### **\* Sort** You can sort the lines to go top to bottom or bottom to top. ### **\* Limit Max Items** Do you want to limit the number of items that appear on the line chart? You can limit the number of items that's displayed to make your line chart readable when covering a large date range.
### \* Type what type of line chart do you want? There are currently three line chart options available on the FoxMetrics dashboard.
**1. Line** ![](/files/-MfmV4bymQo0yiasN7xP) **2. Area** ![](/files/-MfmV4bzkFby0wtvy12N) **3. Area Stacked:** ![](/files/-MfmV4c-ElUryaQdclFZ) ### ### **Edge** Do you want to smoothen the edges of the lines? By default Line charts have pointy edges. But you can smoothen them by checking the **Smooth** box.
**Example of a line chart with pionty edges.** ![](/files/-MfmV4c04ratEPTHivEr) **Smooth** **Example of a line chart with smooth edges.** ![](/files/-MfmV4c1bqB-6tdIb_Cz) ## **Look and feel** This section allows you to control the size of the line chart. There are several predefined sizes you can choose from including ***unset, small, default, default wide, wide small, wide and full width.*** You can choose to make the tile look small to make space for other tiles on the dashboard. If you choose **full width**, the line chart will look like this. ![](/files/-MfmV4c2Ptemwx-MCJ8N) ## **Editing A line chart** Editing a line chart is the same as [editing any other tile](/features/dashboards/dashboard-tiles/editing-a-tile). If you want to change any element on a tile, you have to edit it. 1\. Click on the **Option icon.** 2\. Click on **Edit** from the options. ![](/files/-MfmV4c3hLp6mvtytOOn) 3\. Then go ahead and edit your tile as you want.
4\. Click **Save** to complete the editing process. {% hint style="info" %} **Note:** if the changes you make don’t reflect immediately, reload the page directly from your browser. {% endhint %} # Pie Chart A pie chart is a great way to visualize data in a circle divided into segments (slices) that reflect the frequency of each category. Each slice represents one component and when added together equals a whole circle. A pie chart shows part or whole relationship between your data and makes it possible to compare the various sizes. Each segment can be used to represent a product, website, category etc, if you want your audience to see the part of the whole relationship in your data. Or to convey that one segment is relatively larger or smaller than another. ### **Some Pie Chart Use cases include:** * You can use a pie chart to show the amount of traffic coming from each social media platform. * You can also use pie chart to show the number of sales for each product. ## **How to Add a pie chart to your dashboard** 1\. From within the dashboard, click on **Manage Dashboards** at the top right. ![](/files/-MfmV4c4ExGckp56x-cK) 2\. Under **Charts**, click on the pie chart icon. ![](/files/-MfmV4c54pdCTL7udJhp) The pie chart creation window should pop up. (This is where you set the specifics you want to display on the pie chart). It’s also where you edit the pie chart if you want to change any parameter. For example, if you want to create a pie chart to display weekly page view. Here’s how to go about it. ## **General Section** The line chart window is not different than what we’ve discussed under [creating tiles](/features/dashboards/dashboard-tiles/creating-a-tile). The first part is the [general](/features/dashboards/dashboard-tiles/creating-a-tile#general-section), where you enter a **title** and **description** for the line chart. So for instance, if you want to create a pie chart to visualize weekly page views, the **title** can be **Weekly pageviews**. For the description, enter a detailed **description** that helps you understand what the tile is all about (weekly page views in our case). ![](/files/-MfmV4c6ZL_T6fzJSMyd) ## **Data Section** The data section is where you choose the type of data you want to display on the pie chart. ### **View (Select View)** A view is a predefined query modeled to simplify your reporting. What event/data do you want to display on the chart? Since we want to track weekly pageviews, the [view](/features/dashboards/dashboard-tiles/creating-a-tile#views) would be **events.** ![](/files/-MfmV4c75DIKk7fTU61e) * Clicking on **open view details** will open the dictionary where you can find what the view is all about and the associated values. ### **Value (Select a Measure)** What subdata or measure do you want to track/display on the line chart? Unlike line charts, pie charts don’t allow you to trend more than one value. * So from the dropdown of [**value**](/features/dashboards/dashboard-tiles/creating-a-tile#values-select-a-measure) we’ll choose pageviews. ![](/files/-MfmV4c8AGblzzERE_hB) ### **Breakdown (Select a Breakdown Dimension):** Do you want to segment the event(s) to learn more about them? By default, the [breakdown ](/features/dashboards/dashboard-tiles/creating-a-tile#breakdown-select-breakdown-dimension)is by date. However, you can break down your tile by week, hour, and other dimensions like page URL, referrer, etc. * Since we are tracking weekly pageviews, we can breakdown by ‘**days of week**’. ![](/files/-MfmV4c9eAOqTAII-YxD) ## **Date Range** What [date range](/features/dashboards/dashboard-tiles/creating-a-tile#date-range-date) do you want to track with the line chart? Set a start and finish date, so the date range is the period in between both dates. You can either choose a predefined date range or enter a custom date range. * Since we are tracking pageviews, we’ll select ‘**Last full 7 days’** as our date range. ![](/files/-MfmV4cA1zBBCdhpw_-a) ## **Filter Section** Is there any specific data set you do not want to display? Do you want to only visualize specific data or data for a specific date? For instance, we can [filter ](/features/dashboards/dashboard-tiles/creating-a-tile#filter-section)our data to only show pageviews with referrers. * To do this, select *page referral* on the measure tab and choose *exists* on the second tab. ![](/files/-MfmV4cBtjT5XMLT1StX) ## **Option Section** The [options section](/features/dashboards/dashboard-tiles/creating-a-tile#options-section) is where you select how you want the data to be displayed. ### **\* Limit Max Items** You can limit the number of items that show up or make it unlimited. * We will limit our tile to 100 items. ![](/files/-MfmV4cCHKPF_KbU9fzr) ## **Look and feel section** This section allows you to control the size of the pie chart. There are several predefined sizes you can choose from including ***unset, small, default, default wide, wide small, wide and full width.*** * Click S**ave** to add the pie chart to your dashboard. ## Final Outcome * If you choose **small**, the chart will look like this. ![](/files/-MfmV4cDyCT0z2TiODA7) * **Default wide** would look like this; ![](/files/-MfmV4cEivxNhTpBYBQP) # Bar Chart A bar chart is helpful when representing data categories. It uses rectangular bars to signify numerical values of different groups. #### **Some bar chart use cases include:** * You can use bar charts to show the changes in sales performance, traffic, conversion, chart addition, and more over time. Bar charts are best used when the changes between each category are obvious. * You can use bar charts to compare data across multiple categories. ## **How to Add a Bar Chart to your Dashboard** * From within your dashboard, click on **Manage Dashboard** icon at the top-right. ![](/files/-MfmV4cFy_8zxNSY7dGC) * Under **Charts**, click on the bar chart icon. ![](/files/-MfmV4cGphDmlQ1AsflS) The bar chart creation window should pop up. (This is where you set the specifics you want to display on the bar chart). It’s also where you [edit the bar chart](/features/dashboards/dashboard-tiles/editing-a-tile) if you want to change any of its element. ![](/files/-MfmV4cHv-1VZ0HgOEJE) ## **General Section** The bar chart window is not too different from what we’ve discussed under[ creating tiles.](/features/dashboards/dashboard-tiles/creating-a-tile) The first part is the general, where you enter a **title** and **description** for the bar chart. * For instance, if you want to track weekly active users, the title can be active users. For the description, enter a detailed description that helps you understand what the tile is all about (active users in this case). ![](/files/-MfmV4cIQQ1y3VrJt0f-) ## **Data section** The data section is where you choose the type of data you want to display on the line chart. ### **View (Select View)** A view is a predefined query modeled to simplify your reporting. What event/data do you want to display on the chart? * Since we want to track weekly active users, the view would be ***sessions*****.** ![](/files/-MfmV4cJyzLTdcVW85rZ) * Clicking on **open view details** will open the dictionary where you can find what the view is all about and the associated values. ### **Value (Select a Measure)** What subdata or measure do you want to track/display on the line chart? * From the dropdown of **values**, we’ll choose 7 Days Active Users. Bar charts allow trending multiple values. So we can also add more values. So we can add other values like ***hits*** and ***visitors***. * Hence the bar chart will be tracking the ***7 days active users, hits,*** and ***visitors*** to the site. ![](/files/-MfmV4cKZVMpAEV36foI) ### **Breakdown (Select a Breakdown Dimension):** Do you want to segment the event(s) to learn more about them? By default, the [breakdown ](/features/dashboards/dashboard-tiles/creating-a-tile#breakdown-select-breakdown-dimension)is by date. However, you can break down your tile by week, hour, and other dimensions like page URL, referrer, etc. * Since we are tracking weekly active users, we’ll breakdown by ‘***days of week***’. ![](/files/-MfmV4cLE4H4WAmqdPIC) ### **Date Range** What date range do you want to track with the bar chart? Set a start and finish date, so the date range is the time in between. You can either choose a predefined date range or enter a custom [date range](/features/dashboards/dashboard-tiles/creating-a-tile#date-range-date). * Since we are tracking weekly active users, we’ll select ‘**Last full 7 days’** as our date range. ![](/files/-MfmV4cMh-eVfk0LEYDq) ### **Compare** Do you want to compare the data from that from the previous period? There are several predefined [compare options](/features/dashboards/dashboard-tiles/creating-a-tile#compare) including ***previous period, previous week same day, previous year.*** You can also select a custom comparison period. * Let’s compare our data from the last 7 days to the same date last month. ![](/files/-MfmV4cNNTKJMmwTt-5U) ## **Filter Section** Is there any specific set of data you do not want to display? Do you want to only visualize specific data or data for a particular date? We wouldn’t add a filter. Read more about [**filters here**.](/features/dashboards/dashboard-tiles/creating-a-tile#filter-section) ![](/files/-MfmV4cOZgblBgwS44ML) ## **Options Section** The option section is where you select the type of bar chart you want and how you want the data to be displayed. ![](/files/-MfmV4cPr8h6z8jcACU2) ### **Bar or column** ![](/files/-MfmV4cQyba3AUTcHH9I) * **Bar** This displays the bar charts vertically from top to bottom. ![](/files/-MfmV4cRZVOMCyCD9fiv) * **Column** This displays the bar chart horizontally, from left to right. ![](/files/-MfmV4cSPI-ZkxcWje6S) ### ### **Limit Max Items**
* You can choose the number of items to display on the bar chart. This is very useful when covering a long period. ### ### **Sort** How do you want to display the data? There are several dimensions to sort your data. * You can also choose to show it in an ascending or descending order.
## **Look and Feel** This section allows you to control the size of the line chart. There are several predefined sizes you can choose from including ***unset, small, default, default wide, wide small, wide and full width.*** * If we choose wide, our bar chart will look like this. ![](/files/-MfmV4cV9_RzFYcgkRdI) # Bar Rate Chart **Creating a Bar rate Chart** BAR is an acronym that stands for Best Available Rate. A bar rate chart allows you to determine the best rate to operate at to produce the highest revenue with the lowest acceptable risk. Everyone want a rate that isn’t too low to affect revenue and isn’t too high to deter customers. **How to Add A Bar rate chart To Your Dashboard** # Funnel Chart **Creating a Funnel** A funnel allows you to understand the steps required to reach an outcome and how many users get through that step. A funnel chart allows you to visualize the number of users that gets through each stage in the funnel. **Some Funnel Use cases** * Use a funnel chart to visualize the flow of visitors across various events or website. * Identify grey areas to improve customer journey. **How to Add A Funnel To Your Dashboard** # Comparison Chart A comparison chart allows you to create a visual representation measuring the relationship between two or more variables. Comparison charts can help you make faster data-driven decisions. For example, if you’re considering one or more variables, creating a comparison chart tile while you give you a full picture and help you determine the best option. #### Some Comparison Use Case * You can also use a comparison chart to evaluate sales over different periods. * Use it to compare traffic for different months. * Use it to compare traffic from different channels. ## **How to Add a Comparison Chart to your Dashboard** Adding a comparison chart to your dashboard is quite straightforward. Just like when adding any other tile, you have to be within the dashboard. * Then click on the **Manage Dashboard** icon at the top-right.
* Under **Charts**, click on the *Comparison charts icon*.
The comparison chart creation window should pop up. (This is where you set the specifics you want to display on the chart). It’s also where you [edit the chart](/features/dashboards/dashboard-tiles/editing-a-tile) if you want to change any of the elements.
## **General Section** The period comparison chart window is not too different from what we’ve discussed under [creating tiles](/features/dashboards/dashboard-tiles/creating-a-tile). The first part is the [General](/features/dashboards/dashboard-tiles/creating-a-tile#general-section), where you enter a **title** and **description** for the chart. * For instance, if you want to compare the number of visitors to your site from two different months (May and June), the title can be **May and June Visitors Comparison.** For the description, enter a detailed description that helps you understand what the tile is all about. * In this case, it’s about comparing the number of visitors from two different months- May and June. ## **Data Section**
The [data section](/features/dashboards/dashboard-tiles/creating-a-tile#data-section) is where you choose the type of data you want to display on the comparison chart. ### ### **View (Select view)** A [view](/features/dashboards/dashboard-tiles/creating-a-tile#views) is a predefined query modeled to simplify your reporting. What event/data do you want to display on the chart? * Since we want to compare monthly visitors, the view would be **events.** ![](/files/-MfmV4c_4ZrYbkX7p2wU) Clicking on **open view details** will open the dictionary where you can find what the view is all about and the associated values. ### ### **Value (Select a Measure)** What sub data or measure do you want to track/display on the chart? So from the dropdown of [**value**](/features/dashboards/dashboard-tiles/creating-a-tile#values-select-a-measure), we’ll choose visitors.
### ### **Breakdown (Select a Breakdown Dimension):** Do you want to segment the event(s) to learn more about them? By default, the [breakdown ](https://app.gitbook.com/@foxmetrics/s/documentation/~/drafts/-Mg19VUKvXlDHswXnA4D/features/dashboards/dashboard-tiles/creating-a-tile#breakdown-select-breakdown-dimension)is by date. However, you can break down your tile by week, hour, and other dimensions like page URL, referrer, etc. * Since we are monthly visitors, we can break down by ‘month’.
### ### **Date Range** What [date range](/features/dashboards/dashboard-tiles/creating-a-tile#date-range-date) do you want to track on the comparison chart? Set a start and finish date, so the date range is the time in between. You can either choose a predefined date range or enter a custom date range. In a comparison chart, the date range is the current period you want to compare with another period. * So since we are comparing visitors for May and June, our date range will be the whole of May. To do this, we will create a custom date range, covering May 1st to 31st. 1\. Click on **Date range**. 2\. Scroll to the bottom. 3\. Select ‘**Choose a date range**.’ ![](/files/-MfmV4ccgqBi8V7PZ77y) 4\. Click on the blank space by the right. The ‘**date range selector**’ will pop up. 5\. Select the date range you want. In our case, the whole of May. ![](/files/-MfmV4cdVrFOpiadB4Zi) ### ### **Compare** What period are you comparing against the [data range](/features/dashboards/charts-in-dashboard/comparison-chart#date-range)? Just like with the date range, you can either choose a predefined period or select a custom period. In our case, we are comparing May and June. So we want to select the whole of June as the comparison range. To do this, we'll need to set a custom range. 1\. Click on C**ompare**. 2\. Select **Custom** from the list.
3\. Click on the blank bar by the right. The date selector will popup. 4\. Select the date range you want to cover. In our case, we are comparing against visitors for June. ![](/files/-MfmV4cfAKTd_D77zXRH) ## **Filter Section** Is there any specific set of data you do not want to display? Do you want to only visualize specific data or data for a particular date? * We want to cover every visitor for each month, so wouldn’t add a filter. Read more about [**filters here**](/features/dashboards/dashboard-tiles/creating-a-tile#filter-section). ![](/files/-MfmV4cg2yTWLFl0SXZf) ## **Options Section** The Option section is where you select the type of line chart you want and how you want the data to be visualized. There are different options on this section. ### **\* Limit** The data for each of the selected period may be too bulky. So you have the option to limit the maximum item that is displayed. * We want to display everything. So we will choose **Unlimited**.
## **Look and feel** This section allows you to control the size of the line chart. There are several predefined sizes you can choose from including unset, small, default, default wide, wide small, wide and full width. * We will choose default wide. ## Final Outcome Now we are all done. Just click **Save** to create the Comparison chart. ![](/files/-MfmV4cijqr3QS9jHY2O) So here’s our chat comparing the visitors for May and June. From the visualization, you can see that we had way more visitors to our store in May compared to June. Specifically, we had *124,097* visitors from 1st to 31st May, and *29,551* in from 1st to 30th June ![](/files/-Mg36MRb-bkLBitaCPxW) # Widgets in Dashboard Widgets are the components of a dashboard that allows you to visualize vital information. For instance, a table widget would allow you to create tables to input vital information. In this section, you’ll learn how widgets work and how to add a widget to your dashboard. ## **How To Add A Widget to Your Dashboard** Once you’ve created your dashboard, you can then proceed to add a widget to it. There are several widgets on your FoxMetrics dashboard like tables, numbers, retention, narrative, etc. Below are the steps to add any of those widgets. 1\. First choose the Dashboard where you want to add the widget: Let’s say we want to add a widget to a dashboard called **Page Views**. Select the page view dashboard. 2\. Once you are on your dashboard, click on the **Manage Dashboard** icon at the right top of the page (circled red). ![](/files/-MfmHpOU-wEafdkNfYx1) 3\. On the right, choose the widget you want to add to your dashboard. the tile creation window should pop up once you click on any widget. 4\. Set the data you want to track/visualize, the date range, filter, tile size, and others on the page creation window. 5\. Click **Save** to add tile to your dashboard. ### Related Links * [How to create a Table Widget](/features/dashboards/dashboard-widgets/table-widget) * [How to create an Number Widget](/features/dashboards/dashboard-widgets/numbers-widget) * [How to create an Atribution Chart](/features/dashboards/dashboard-widgets/attribution-chart) * [How to create an Attribution Table](/features/dashboards/dashboard-widgets/attribution-table) * [How to create a Retention Widget](/features/dashboards/dashboard-widgets/retention-widget) * [How to create a Narrative Widget](/features/dashboards/dashboard-widgets/narrative-widget) # Table Widget A table widget displays data in rows and columns. Typically, each row and column in a table shows a specific item and its attributes. A table widget can be used to display events, website activities, and others. For example, if you have various events you want to keep an eye on, instead of creating multiple widgets for each one of them, you can pull these events together in your dashboard using a table widget. It can provide a full picture of your performance. ### **Table Widget Use Cases** * For example, you can create a table widget to track various events like page views, searches, sessions, users, visits, and more. * Display Sales for specific customers. * track performance across multiple channels. ## **How to Add a Table Widget to Your Dashboard.** The table widget comes in handy in various situations. Follow these steps to add it to your dashboard. 1\. From within your dashboard, click on the **Manage dashboard icon** at the top-right.
2\. Under **Widgets**, click on the T**able** icon.
The Table Widget creation window should pop up. (This is where you set the specifics you want to display on the table). It’s also where you edit the widget if you want to change any of its elements.
## **General Section** The table widget window is not too different from what we’ve discussed under [creating tiles](/features/dashboards/dashboard-tiles/creating-a-tile). The first part is the general, where you enter a **title** and **description** for the widget. * So for instance, if you want to display traffic referral sources, the **title** can be Referral sources. * For the description, enter a detailed description that helps you understand what the tile is all about (Referral sources in this case). ## **Data Section** The data section is where you choose the type of data you want to display on the table widget. ### **View (Select View)** A view is a predefined query modeled to simplify your reporting. What event/data do you want to display on the widget? * Since we want to track referral sources, the view would be **Referral Metrics.** ![](/files/-MfmdIv7Fr7gLj6WSwAM) * Clicking on **open view details** will open the dictionary where you can find what the view is all about and the associated dimensions. ### **Dimensions** What attributes of the selected [View ](/features/dashboards/dashboard-tiles/creating-a-tile#views)do you want to display? Dimension provides more information about the selected event. The dimensions you see will be based on the event/view you selected. * Since we are tracking traffic referrers, we will want to see the referral sources. The Table widget allows you to choose more than one dimension. * So in addition to the source, we can also display the Pageviews for each source. ![](/files/-MfmdIv8KYVc9U4RZJod) ### ### **Measure:** Measures allow you to further break down your table and display more information. Measures are often numerical values that can be used for calculation. Once you select a particular [**Dimension**](/features/dashboards/dashboard-widgets/table-widget#dimensions), you’ll be able to choose any of the related Measures. And just like with Dimensions, you can choose more than one **measure**. * So we can visualize multiple dimensions on our table widget. Let's display the Average Bounce rate, Average Duration, Total sessions, and total users for each referral source. ![](/files/-MfmdIv9ePjPhOL4V5aY) ### ### **Date Range** What date range do you want to display with the table widget? Set a start and finish date, so the date range is the time in between. You can either choose a predefined date range or select a custom date range. * Since we are tracking traffic referrals, we can decide to see the traffic data for the ‘Last 30 Full days’. ![](/files/-MfmdIvAoOrIl8jtcRMv) ### ### **Compare** Do you want to compare the data on the table widget with that of another period? If yes, what period do you want to compare it with? Just like with the [date range](/features/dashboards/dashboard-widgets/table-widget#date-range), you can either choose a predefined period or select a custom period. Select any of the predefined date range.
Want a select a comparison custom range instead? Follow the steps below. 1\. Click on compare. 2\. Select Custom from the list. ![](/files/-MfmdIvC6GSMAy9DrEky) 3\. Click on the blank bar by the right. The date selector will pop up. 4\. Select the date range you want to cover. you can choose to compare it with the data from June. ![](/files/-MfmdIvD1xCcK4MaRb9K) * In our case, we don’t want to compare the data, so we will select **None**. ![](/files/-MfmdIvEjtHeu_hovqMv) ## **Filter Section** ![](/files/-MfmdIvFoWoD7lYQDYdu) Is there any specific set of data you do not want to display? You can also use a filter to limit data, event, or attribute that is displayed on the table widget. Let's say we don't want to include traffic sources with no views. To do this; * Select **Pageviews** as the dimension. * For the determinant (second tab), choose ‘**Greater than.**’ * For the last tab, enter **0**. ![](/files/-MfmdIvGzcW0eV9Ykfl-) * So the tile will only display referral sources with at least 1 pageview. ## **Options** The options section is where you select how you want the data to be displayed. ### **Sort** How do you want the table to appear? In what manner should the list be arranged? * You can leave it at default if you don’t want any specific arrangement. But if you do, what dimension or Measure would you want to use for the sorting? ![](/files/-MfmdIvHFTD7HiebTcr1) * Do you want it to appear in a descending or ascending order?
* For example, there are two dimensions and four measures in our table. If we decide to sort the table by pageviews in ascending orders. That means that the Referral source with the highest page views will appear top, followed by the next. But if we choose a descending order, the referral source with the lowest page views will appear top. ![](/files/-MfmdIvJnVRJ9Ee4Z0P7) ## **Look and Feel** This section allows you to control the size of the table widget. There are several predefined sizes you can choose from including ***unset, small, default, default wide, wide small, wide and full width.*** * We will choose default wide. Now we are all done. Just click **Save** to add the table widget to your dashboard.
**Here’s what our table looks like based on available data.** ![](/files/-MfmdIvLc7ZpvpXNNNn5) So we have three referral sources with 1 or more pageviews. You can also see the Average bounce, Average Duration, Total Session, and Total users for each referral source. # Numbers Widget Learn how to use a number widget on your dashboard. A number widget is a great way to display information and get a quick sense of the total sum for specific events. For instance, if you want to know the number of daily orders, you can create a number widget to display orders for the last 24 hours on the dashboard. ### **Some Uses of Number widgets** You could create a number widget to track the following: * The totals sales made for the day, week or month. * Total visitors from a social media. * Total clicks from specific campaigns. * Total number of returning buyers for the month etc. ## **How to Add a Number Widget to your Dashboard** Number widgets are easy to add. Follow these steps to add it to your dashboard. 1\. From within your dashboard, click on the **Manage Dashboard** icon at the top-right.
2\. Under **Widgets**, click on the N**umber widget** icon (circled red).
The number widget creation window should pop up. (This is where you set the specific information you want the number widget to display). It’s also where you edit the widget if you want to change any of its elements. ![](/files/-MfmdIvOxl2DavH5XvcA) ## **General Section** The number widget window is not too different from what we’ve discussed under [creating tiles](/features/dashboards/dashboard-tiles/creating-a-tile). The first part is the general, where you enter a **title** and **description** for the widget. * So for instance, the title can be Monthly Users if you want to display the total users/customers for the last 30 days. * For the description, enter a detailed description that helps you understand what the tile is all about (total monthly users). ## **Data section** The data section is where you choose the type of data you want to display on the table widget. ### **View (Select View)** A view is a predefined query modeled to simplify your reporting. What event/data do you want to display on the widget? * Since we want to track monthly users, the view would be **Events.** ![](/files/-MfmdIvP57umcsxRj82c) * Clicking on **open view details** will open the dictionary where you can find what the view is all about and the associated dimensions. ### **Value (Select a Measure)** What subdata or measure do you want do track/display on the line chart? Once you select a view/event, you will be able to choose any of the values related to it. * Since we are tracking monthly users, we will choose Users as our view/measure. ![](/files/-MfmdIvQ0bSjB32m5zFg) ### **Date Range** What [date range](/features/dashboards/dashboard-tiles/creating-a-tile#date-range-date) do you want to display with the number widget? Set a start and finish date, so the date range is the time in between. You can either choose a predefined date range or select a custom date range. Since we are tracking monthly users, we can use ‘Last 30 Full days’ as our date range. ![](/files/-MfmdIvR-dZSPBkGoSRi) ### **Compare** Do you want to compare the data on the number widget with that of another period? If yes, what period do you want to compare it with? Just like with the date range, you can either choose a predefined period or select a custom period. * Select any of the predefined date range. ![](/files/-MfmdIvSt6Dnv4rih3js) or you can follow the steps below to choose a custom comparison date. 1\. Click on compare. 2\. Select Custom from the list. ![](/files/-MfmdIvTzFHGL4O8uf3t) 3\. Click on the blank bar by the right. The date selector will popup. 4\. Select the date range you want to cover. For instance, you can choose to compare it with the data from june. ![](/files/-MfmdIvUZ_r9NtC2QyZE) * In our case, we don’t want to compare the data, so we will select ‘**None**.’ ![](/files/-MfmdIvV7Vg4BP6MDp9Y) ## **Filter Section** Is there any specific set of data you do not want to display? You can also use a filter to limit data, event**,** or attribute that is displayed on the table widget. ![](/files/-MfmdIvW_KQWRXfcjYE5) * In our case, we can choose to only display the number of users that made a purchase for that month. To do this, ![](/files/-MfmdIvXR_zFJQDZbA-i) 1\. Select “**Is Purchase Item**” as the dimension in the first tab. 2\. For the determinant (second tab), choose ‘**Greater than.**’ 3\. Leave the last tab blank (zero). So the tile will only display the total number of users that have made at least one purchase in the last 30 days. ## Option The options section is where you select how you want the data to be displayed. ### **Value format** By default, numeric data in FoxMetrics is a plain number with comma(s). However, users can set how they want the numeric data to be displayed. Value formats also come in handy if you want to display an amount (number with currency symbol). Examples of value formats in FoxMetrics. | **Value Format** | **Description** | **Example** | | ---------------- | ------------------------------------------------------------------------------- | ----------- | | Default | The default value format has commas in-between. | 17,858 | | Id | This removes the default comma from the number. So you’ll have just the number. | 17858 | | decimal\_0 | This round up the figure to the nearest whole number. So 17,858 becomes 18K. | 18k | | 0.10 | This adds two zeros behind the number. | 17858.00 | | $\_0 | This adds a dollar sign to the figure. | $17858 | | $\_, | This adds a dollar sign to the figure with a comma(s). | $17,858 | * Since we are tracking the number of users, we will leave the value format blank (at default). ## **Look and Feel** Size: This section allows you to control the size of the tile. There are several predefined sizes you can choose from including ***unset, small, default, default wide, wide small, wide and full width.*** ![](/files/-MfmdIvY-pt7nLDiD-rJ) We will choose **default wide**. ## **Trending** Does an upward or downward trend indicate a positive outcome for the data you are tracking? For instance, if you’re tracking bounce rate or Cart Abandonment, then an upward trend is bad, while a downward trend is good. But if you are tracking sales, page views, and the number of users, then an upward trend is good. * For us, an upward trend is good. So we will select “**up is good**. ![](/files/-MfmdIvZ39LxMHw7KT_u) Now we are all done. Just click **Save** to add the number widget to the dashboard.
## Final Outcome Here's what our tile will look like. ![](/files/-MfmdIvaPY4qgioZkKTe) This represents the total number of users that made at least one purchase in the last 30 days. # Attribution Chart An attribution widget is used for visualizing which touchpoint or channel received credit for a conversion. Each conversion is distributed across various touchpoints to give you a better idea of the ROI for each channel. **Some Attribution Chart Use Cases Include:** * Understand the importance of each touchpoint in customers' journey. * Answer critical questions on where a sale emanated from. Was it your blog or social media? # Attribution Table The attribution widget allows you to visualize the path customers take to complete conversions. It provides on how your various advertising efforts work together to create conversion. The attribution table displays this information in a tabular view. Each row on the table represents a specific touchpoint in customers' journey. **Some Attribution Table Use Cases Include:** * You can use an attribution table to visualize the traffic sources and keywords that are driving visitors to your site. For instance, you can determine the number of conversions that was from Social Media traffic. # Retention Widget The retention widget provides a view of retentions customer/users acquisitions and retentions. It can be helpful in determining the impact of your customer journey efforts in customer retention and help you understand whether the product or services meets your customers’ expectations. **Some Retention Widget Use Cases Include:** * Analyzing to identify the month, week, and day with poor retention. * Comparing retention across various devices or periods. # Narrative Widget The Narrative widget allows you to include text or visual data in storied form. Creating Narrative widgets is a great way to display important information or events to your dashboard. You can add a narrative widget to add descriptive explanations to your dashboard about specific data or events. It also comes in handy when creating a report. **Some Narrative Widget Use Cases Include:** * Adding non-numerical information to your dashboard. * Displaying plain text providing information about your data sources or events. * Explain complex data in a storied form that anyone can understand. ## **How To Add A Narrative Widget To Your Dashboard** There are several reasons why you need to create a narrative tile. Here are the steps to adding one to your dashboard. 1\. From within your dashboard, click on the **Manage Dashboard** icon at the top-right.
2\. Under **Widgets**, click on the Narrative icon (circled red).
The Narrative Tile creation window should pop up. (This is where you set the specifics you want to display on the table). It’s also where you [edit the widget](/features/dashboards/dashboard-tiles/editing-a-tile) if you want to change any of its elements.
## **General Section** The narrative widget window is not too different from what we’ve discussed under [creating tiles](/features/dashboards/dashboard-tiles/creating-a-tile). The first part is the General, where you enter a **title** and **description** for the widget. * For instance, let’s say you want to explain why there’s a sudden increase in traffic. The title can be “Reason for Sudden increase in web traffic.” * For the description, enter a detailed description that helps you understand what the tile is all about (Sudden increase in traffic in this case). ## **Configuration** The configuration section is where you enter the text for the narrative. You can input plain text or copy and paste in already typed text. ![](/files/-Mg5sz0mt5DKsTgrzrss) ## **Look and feel** This section allows you to control the size of the narrative tile. There are several predefined sizes you can choose from including ***unset, small, default, default wide, wide small, wide and full width.***
* We will use default wide. Now we are all done. Just click **Save** to add the Narrative tile to your dashboard.
Here’s what our narrative tile looks like based on available data. ![](/files/-MfmdIvghU-Kd_qhOKuz) # Observer The observer application provides an overview of all your performance and activities. You can track the data sources, events, specifications, and alerts in real-time. It provides insights into every metric you’re tracking. For instance, you can see all new visitors, visits, page views, and more. # Workbench The workbench is the warehouse and reporting dashboard. Here you can create reports, groups, schedules, snippets, views, data tables, events, and more. The workbench also allows you to run queries on your data. # Audience # Introduction # Wordpress # Attentive Mobile # Punchh # OLO # Overview # Consent Management # Data Retention # GDPR # Use Cases # Customer PII # UTM Parameters # Data Tables # Campaign Metadata # Product Metadata # Referral Mapping # OLO # Google Analytics * TODO: * Overview Google Analytics Templates * It's a very common ask * Highlight different sections here and link to them directly # Audience # Engagement Lorem ipsum, or lipsum as it is sometimes known, is dummy text used in laying out print, graphic or web designs. ## Screenshot ![Audience: Engagement Dashboard using test data](/files/-MaFAYdOhZ4w2Abno6nC) ## Requirements The following items are required to build this dashboard. * Web Analytics Tracking with the following events * Pageviews ## Steps to building this dashboard 1. Create a View 2. Create a dashboard 3. Add Sessions Tile 4. Add Pageviews Tile 5. Add Session Duration Bucket 6. Add Sessions by Duration Tile 7. Add Pageviews by Duration Tile ## 1. Create a View Configure the view using the below parameters | Title | Type | Auto Dimensions | Timestamp | | ---------------- | ----- | --------------- | ---------- | | Session Duration | Query | None | create\_ts | Copy and paste the following script into the **SQL** box and save: ```sql with ssd as (select p.visit_id,p.page_url,count(p.id) as page_views,v.create_ts, max(p.create_ts) as last_action_ts, abs(datediff(s,max(p.create_ts),v.create_ts)) as session_duration, case when session_duration >= 0 and session_duration <= 10 then '0 - 10 seconds' when session_duration >= 11 and session_duration <= 30 then '11 - 30 seconds' when session_duration >= 31 and session_duration <= 60 then '31 - 60 seconds' when session_duration >= 61 and session_duration <= 180 then '61 - 180 seconds' when session_duration >= 181 and session_duration <= 600 then '181 - 600 seconds' when session_duration >= 601 and session_duration <= 1800 then '601 - 1800 seconds' else '1801+seconds' end as session_bucket from _fxm_events p join _fxm_visits v on v.id = p.visit_id where p.name = '_fxm.pages.view' and (create_ts between '{{start_timestamp}}' and '{{end_timestamp}}') group by p.visit_id,v.create_ts,p.page_url ) select * from ssd ``` {% hint style="info" %} Super-powers are granted randomly so please submit an issue if you're not happy with yours. {% endhint %} Once you're strong enough, save the world: {% code title="hello.sh" %} ```bash # Ain't no code for that yet, sorry echo 'You got to trust me on this, I saved the world' ``` {% endcode %} ## 2. Create a new dashboard .... continue here... ## 3. Add Sessions Tile Description of what this tile is and what it represents and how its calculated. ## 5. Add Session Duration Bucket Description of what this tile is and what it represents and how its calculated. ![](/files/-MaFGyhmlb7R4TbL9YWr) Also describe each column and what each one means and how its calculated | Column | Description | | --------------- | ------------------------------------------------------------------------------------------------------------------ | | Session\_Bucket | *Lorem ipsum*, or lipsum as it is sometimes known, is dummy text used in laying out print, graphic or web designs. | | Pageviews\_sum | *Lorem ipsum*, or lipsum as it is sometimes known, is dummy text used in laying out print, graphic or web designs. | | Sessions Count | *Lorem ipsum*, or lipsum as it is sometimes known, is dummy text used in laying out print, graphic or web designs. | # Acquisition # Social Landing Pages # Example This is an example of what each template page should contain. * A large screenshow # Implementation # 3rd Party # Unbounce # Instapage # Wix # WooCommerce # Squarespace # Shopify # Shogun # Segment # Kony # CMS # WordPress # Pligg CMS # WHMCS # Koken # Web Tracking # APIs # HTTP API The FoxMetrics HTTP API allows you to send server side events into your FoxMetrics account. ### Using the HTTP API The FoxMetrics server-side HTTP API can be used to send data from any system to FoxMetrics by making a GET or POST request to your account collector host with the event details you want to send. > The call must be made using the HTTPS protocol. {% hint style="info" %} Your collector host and application identifiers can be found in the [portal](https://my.foxmetrics.com) after you log in. {% endhint %} #### Parameters The following parameters are required for all events. | Name | Type | Description | | ---- | ------ | ----------------------------------------------------------------------------------- | | v | String | Person ID. A unique identifier that identifies the device that performed the event. | | s | String | Visit ID. A unique identifier that identifies the session. | # SDKs # C\# # JavaScript # iOS - Objective-C # iOS - Swift # Android # Unity # Flutter # React Native --- [Next Page](/llms-full.txt/1)