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Periodic Dashboard

What is a Periodic Dashboard?

A Periodic dashbboard is a type of dashboard that is explicitly designed to track metrics over fixed, regular time intervals, such as a day, week, month, quarter, or year.

Benefits of using Periodic Dashboards

  • Reporting Flexibility: The dashboard empowers users with complete control over the reporting frequency for their analysis, explicitly selecting their required time period —such as Daily, Weekly, Monthly, Quarterly, or Annually—when generating reports.

  • Real-Time Period Synchronization: Upon changing the time periods manually, the dashboard initiates a simultaneous, platform-wide refresh in every widgets , instantly updating to strictly reflect the data aggregated from that precise time frame.

  • Seamless Navigation: Instead of relying solely on arrow keys to move sequentially, the Periodic Dashboard provides a convenient dropdown menu that grants you direct access to the desired time frame.

Steps: Creating and Using a Periodic Dashboard

Follow these steps to establish your first Periodic Dashboard and begin your time-based analysis.

Periodic Dashboard Creation Workflow

Step 1: Create a New Periodic Dashboard

1.Click on the 'New Dashboard' button in the Dashboards Page.

2.On the Create New Dashboard screen,you get two categories of dashboards- 'Periodic Dashboard' and 'Campaign Dashboard'.

3.Choose 'Blank Periodic Dashboard' or any Preset Template for your dashboard .

4.Name Your Dashboard (e.g., "Monthly Sales Performance").

5.Set Initial Preferences: Define the default Time Period (e.g.- Monthly).

6.Secure your Dashboard with password. (Optional)

Step 2: Add Data Sources

1.On naming the Dashboard,choose the desired integrations and connect the data sources (e.g., Shopify).

2.Choose Multiple integrations at once in single dashboard.

Step 3: Add Widgets and Metrics

1.Once the blank dashboard loads, add the widgets from either Preset Widgets or Custom Widgets or Static Widgets in the dashboard. When configuring each widget, ensure you select metrics relevant to the periodic view (e.g., "Total Revenue," "New Customers," "Conversion Rate").

2.Arrange and Customize the widgets into a logical flow, using headers to define sections (e.g., "Revenue Snapshot," "Traffic Breakdown").

Step 4: Utilize Period Shifting for Analysis

1.Utilize Period Shifting for Analysis With your dashboard complete, locate the dropdown menu for time period at the top of the screen (e.g., showing 'October 01, 2025 - October 31, 2025').

Reporting Period Change

2.With every change in the time period, the widgets in the dashboard undergoes a simultaneous updation of the data aggregated from the chosen time frame.

Step 5: Standardize Periodic Reporting:

1.Perfect your ideal analysis view once, then use the 'Save as Template' option to save the layout for future use. You can then instantly deploy this template for the next campaign, only needing to adjust the dates and potentially the data source filters.