We officially launched custom dashboards on Publishwide and we’ve been flooded by positive feedback from our users. You can click here to start building your own Custom Dashboards.
However, we’ve also gotten some feedback from users that they were a bit lost on how to use Custom Dashboards.
By the time you’re done reading this post, you’ll be able to build dashboards that look like this… or better
This post will walk you through the basics of the basics of Publishwide custom dashboards so that you can get started building your own.
Let’s get started!
This is what your custom dashboard will look at at first when you create it. Don’t worry, we’ll walk you through the full process!
The custom dashboard layout is pretty simple. At the top, you have your Dashboard Name that you can change at any time.
The “+” button is used to add a new report on top of the dashboard.
The “Save” button is used to save the changes you made and load the data on your dashboard’s reports.
There is also a filter under the Dashboard Name that works just like the filter on the Profit report.
Pre-built report vs Designing your own
When you click on the “+” button to add a new report to your custom dashboard, you’ll notice that it brings up a box that lets you add a new report.
You’ll also notice that the box has a list of different pre-built reports that we’ve put together for you, depending on the type of data you’re looking at: royalty, expenses, or profit.
While the pre-built reports can be a great place to start, we understand that you may be looking for something more specific to your needs.
In that case, you should use the “Design your own report?” button to create reports that are tailored for you.
Report Types and Designing your own report
There are three types of reports available when you choose to design your own report:
Metric – this report focuses on a single metric that you want to look at
Chart – this report is a chart that visualizes your data
Table – this report is a table that lets you look at data in aggregate
There are three steps to creating your report:
Select the report type
Select the data you want the report to show
Name the report
By default, Publishwide will name the report based on the data the report shows, but you can always name it something more personal!
As stated above, the metric report focuses on a single metric that you want to look at. When you select a particular metric, you also have the option of filtering even further to get more specific data.
Here’s an example of building your own metric report:
Let’s say you want to look at your royalties earned in the US. You select the primary metric of “Total Royalty” and then select the Filter Field of “Geo”.
That will bring up another dropdown where you can select which geographical location you want to filter for. In this example case, we’ll pick “US.”
Then, just name the report, and click the “Add Report” button to finish adding the report.
The chart report helps you visualize your data. There are three main types of charts that you can build:
Bar – your data appears in vertical bars
Line – your data appears as a line
Donut – your data appears in a donut pie chart
The three main types of chart you can build with Publishwide Custom Dashboards
When you set out to build your chart reports, you’ll need to first pick an X and a Y Axis. If Algebra is a distant memory to you, here’s a quick primer.
For Bar Charts and Line Charts:
The X Axis is the horizontal axis on a chart – e.g. Date
The Y Axis is the vertical axis on a chart – e.g. Royalty
For Donut Charts:
The X Axis is the category of the data – e.g. Expense Channel
The Y Axis is the value of the data – e.g. Amount spent
The table report lets you look at your data in aggregate in the form of a data table. When you build a table, you need to first determine how the data will be grouped by.
In other words, you set what the first column shows you.
In this particular table report, the data will be arranged by book title
Once you do that, you can either click on or drag the different columns you’d like to add to the table from the Column Options side to the Table Columns side.
Drag or click the options from the left to the right to add them to your tables
You can also reorganize the columns in the Table Columns section, by clicking and dragging your selections and moving them up or down. The highest position is the side closest to the first column.
After you’ve finalized your column selections, you can then move on to name your table and add it to your Custom Dashboard.
As part of our June 2021 update, Publishwide introduced custom variables, which allow you to gain even deeper insight on your data. With custom variables, you’ll be able to calculate things like figure out the true ACOS of an ad (i.e. include KENP royalty and AMS orders royalty) rather than rely on Amazon’s flawed methods.
You can click here to learn more about Custom Variables and how they work!