Create Custom Client Dashboards with SegMetrics

In just 60 seconds, learn how you can create custom client dashboards in SegMetrics without needing deep technical expertise.

Go here to learn more about creating a custom dashboard.

Creating Custom Dashboards

The top page of your SegMetrics account your default analytics dashboard, with access to your latest leads, revenue, lead value, top products and more. And while the default Dashboard may be enough for some people, SegMetrics gives you the power to easily create and customize your own dashboards.

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Sharing Custom Dashboards

By sharing dashboards, you get access to a public link that enables anyone with that link to view the dashboard (and only that dashboard) without needing to log into SegMetrics.

Shared dashboards don’t have any navigation menus and auto-refresh their data, making them ideal for posting on company-wide dashboards, presentations, or embedding in other reporting tools.

Go here to learn more about Sharing Custom Dashboards.

Formula Widgets

The Custom Formula widget provides a way for you to customize your dashboard metrics way beyond the default values provided in other widget types. This widget type can perform mathematical calculations between other widget types such as Lead Acquisition, Engagement, Conversion, and Retention widgets. 

For example, if you’d like to find the sum of the values of two separate widgets on the dashboard, you can use a Custom Formula widget to run that type of calculation.

Go here to learn more about Formula Widgets.