Before you begin: When creating dashboard sections, the data source assigned to a section may not provide the level of reporting detail needed to accommodate different clients’ needs.
For example, you may sell several search packages to different clients using Google Ads, but for some clients, you may want to provide extra granularity in your reporting. In this case, assigning only the Google Ads data source will not provide the level of detail you need. However, there is another option.
You can assign a section in a dashboard to a "Product" that is tied to a particular client. By doing so, you gain more granular control and can produce visuals that represent individual customer data.
How to Create a List of Products
1] To create your list of products, on the Orders menu, click Orders.
2] On the Administration menu, click Products.
3] Click the Add New button (plus icon) at the top of the page.
4] The new Product form will appear. Fill out all of the required information and check the Active checkbox to activate the product.
5] Click OK to save your new Product.
6] Repeat steps 1-5 for each new product you want to create.
At this point, products are now available for assigning to sections in dashboards.
Managing Dynamic Sections Based on Products
How to Create the Section
1] On the Reports menu, click Dashboards and locate the dashboard you wish to edit.
2] Add a new section by hovering your cursor over the far-right tab, and click the Add Section button as illustrated:
3] In the upper-left corner of the new section, click the Add Blank Section icon.
| Note: When designing a dashboard, you may want to hide sections/tabs based on whether your selected client has a data source or a product enabled. |
How to Assign a Product to a Section
4] In the upper-right corner of the new section, click the More Options button (three dots).
5] From the dropdown menu, click Manage Sections.
6] In the Manage Sections panel on the right, scroll down to the section you just created and click the More Options (three dots) button.
7] In the More Options menu click Assign a Product.
| Note: You can assign either a data source or a product to a section, but once one is assigned, the other option will no longer be available. |
8] From the list that appears, select the product you want to assign to the section.
9] Click Save Changes at the bottom of the Manage Sections panel. Now the visuals displayed in this section will be based on the specific product data.
For related information on this feature, please review the following articles: