Introduction to ABM Dashboards

Prerequisites

To use this feature you must have Terminus Measurement Studio as part of your subscription.

What are Dashboards?

Dashboards provide an easy, customizable, and centralized view to measure performance metrics and visualize trends in your ABM Program. Dashboards keep every member of your (revenue) team “on top of the numbers” and enable data-driven decisions every day.

Feature Overview

Dashboards are designed to save you and your team time by providing fast access to key metrics to measure your marketing programs. Highlights from reports can be saved to a Dashboard as Tiles so you can easily view your indicators of performance in one place.

Furthermore, by creating public Dashboards, your entire team can stay on the same page, working towards your marketing and sales goals.
 

Private vs. Public Dashboards

When creating Dashboards, you have the option of creating a “Private” or “Public” Dashboard. “Public” Dashboards will allow all users in your organization to view the Dashboard. All dashboards can be edited only by the creator.

Dashboard Limits

There is no limit on how many dashboards you can create in your instance. Dashboard tiles, however, will be limited to 12 per dashboard.

Tips and Tricks 

Many users leverage Dashboards as a shortcut into their favorite reports. To view the entire underlying report, simply click on the tile and the platform will navigate to the detailed report with the settings and global filters from your dashboard already applied.

Managing Your Dashboards

How to Create a New Dashboard

1. Click the Dashboard icon in the left navigation bar for Measurement Studio.
2. Click the "Create Dashboard" button in the top right corner of the window.
3. Enter a name for the new Dashboard
4. Choose to create either a “Personal” (Private) or an “Organizational” (Public) Dashboard.
5. Click “Create Dashboard”
6. Once the dashboard has been created, it will appear in your available dashboard list. To start adding tiles, click on the name of the dashboard.

How to Rename a Dashboard

1. Click the ellipses drop down menu on the row of the dashboard you want to edit
2. Select "Edit Dashboard"
3. Update the name of the dashboard, and select "Save"
   • NOTE: You will not be able to edit the dashboard if you were not the original author of the dashboard. 

How to Duplicate a Dashboard

1. Click the ellipses drop down menu on the row of the dashboard you want to edit
2. Select "Duplicate"
3. The dashboard copy will now appear in your dashboard list
4. Alternatively, you can use the "Duplicate Dashboard" button in the top right corner when viewing the dashboard

How to Delete a Dashboard

1. Click the ellipses drop down menu on the row of the dashboard you want to edit
2. Select "Delete"
3. Click “Delete Dashboard” (action cannot be undone)
4. Alternatively, you can use the "Delete Dashboard" button in the top right corner when viewing the dashboard (action cannot be undone).

For ideas on how to get started with Dashboards, check out this article.