Terminus Dashboards provide a centralized view to measure performance and visualize trends across marketing programs, business units, and organizational KPIs. When you’re new to dashboards, it may be easiest to navigate first to one of the Measurement Studio platform reports (ex: Opportunity Insights, Campaign Analytics), apply cohorts and Global Filters to get to your desired reporting view, and then select the “Add to Dashboard” button at the top of the page (NOTE: This button is not currently available for the Ad Insights or Trending Scorecard reports).
For example: If you wanted to create a tile to show opportunities created this quarter that have been influenced by marketing, you would navigate to the Opportunity Insights report, select the “Created” cohort, “Quarter to Date” timeframe, and “Marketing Influence.” Once these settings are applied, you can select “Add to Dashboard” and choose the metrics available for the corresponding dashboard tile directly from the report.
Some dashboards you should think about creating to start with include:
- Dashboards by team, or by segment (Ex: Dashboards for different marketing teams, a dashboard for sales, or by sales territory)
- Dashboards by tile type (Ex: Account-focused dashboard, opportunity-focused dashboard, campaign-focused dashboard)
For more dashboard ideas, check out these articles:
How to Build Custom Dashboards in Measurement Studio
Trending Scorecard Dashboard Tiles
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