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Custom Dashboards 🎦

Author: Mark Rickard Updated

Generate custom dashboard charts to visualize community member data, such as member segments or P2 information, at a glance.

Use this to create dashboards for the following needs:

Community Needs Description Example
Community Engagement Looking at different groups based on behavioral data —such as user inactivity, login count, or activation status — to investigate potential trends and inform engagement strategies. "Inactive members are mostly Male, Age 18-24 – let's run an engagement activity tailored to this audience."
Sub-Communities View the makeup of each audience and inform community strategies. "Sub-Community A needs more members ages 18-24, but Sub-Community B doesn't; let's both recruit and explore what we've done in B and adopt in A."
Segments View each of your consumer segments to inform your recruitment strategy or further understand behavioral data. "Segment A is more active in our online community than we would expect compared to Segment B. Let's dig further into this."
Recruitment View the breakdown of your incoming members. "Let's share this dashboard with panel providers to track progress on quotas."
Projects Create a dashboard for a current project you're running. "Let's share the diary study sample breakdown with our shareholders."
Stakeholder/Departments Sharing audience information. "Marketing team has a dashboard of all behavioral fields & UX team has a dashboard of all devices used/products owned."

At first, you will have one Member Composition dashboard as your Home dashboard. It will be the first page that loads when you log in to the Fuel Cycle Platform. Otherwise, if no Home dashboard is set, you will see the Dashboard List.

You can create new Member Composition dashboards containing User Account Information, P2 Points, and dynamic or subset Group participation rates.

Add a New Dashboard

To add a new dashboard...

  1. Click on the Dashboards icon second from the top of the navigation bar on the left.
  2. Click the + Create New Dashboard button on the right to begin.

Dashboard Name and Description

  1. Click on the Untitled Dashboard header at the top left to rename your dashboard.
  2. Click the Add a Description under the dashboard header to give your dashboard a unique internal description.

If you add a Name and Description to the dashboard and save this before adding any charts to the dashboard, the system automatically assigns the default charts User Status, Age, and Gender to the Dashboard.

Add Charts to Dashboard

  1. Click the Select Charts button to choose the charts to display in your new dashboard.
    RE Dashboard Create Chart.webp
  2. Select up to 30 Data Points to add to your dashboard as separate charts.
    • User Account Information—any of the following member account information may be added as a chart onto your dashboard:
      • User Status

      • Gender

      • Email Validity

      • Mobile Number

      • Notification Frequency

      • Points Sum

      • Points Average

      • Survey Completes Total

      • Survey Completes Average

      • User Contents Total

      • User Contents Average

      • Uploads Total

      • Uploads Average

      • Device

      • Age

      • Email Campaign Subscription

      • SMS Campaign Subscription

      • Recruitment

      • Screener

      • Mobile Type
    • P2 Points—Start typing the P2 Point Name in the search field or navigate the alphabetical list to find your P2 points to add. Check the box next to the P2 point to include it.
    • Groups—Start typing the dynamic group in the search field or navigate the alphabetical list to find your groups to add. Check the box next to the group to include it.
  3. Choose to Filter your dashboard by whether members in your results are in or are not in a particular Group.
  4. Click Apply to add these data points to your dashboard. The chart types are configured automatically and cannot change at this time.
RE Dashboard Data Points.jpg

Dashboard Actions

The Dashboard Actions button on the right displays a drop-down menu with additional options for your current dashboard. These are the same options as the Actions menu on the Dashboard List:
 

RE Dashboard Options.png
  • Duplicate the dashboard
  • Set the dashboard as the Home (or default) dashboard—This setting is unique to each user. When you set a Home dashboard, that will be the first page that loads when you log in to the Fuel Cycle Platform. Otherwise, if no Home dashboard is set, you will see the Dashboard List.
  • Archive the dashboard
  • Delete the dashboard

Dashboards List

Click on the View All Dashboards button to view a list of currently active dashboards. This is the same as clicking the Dashboards button in the left navigation bar.
 

RE Dashboard List.png

Dashboard List Filters

There are four filters for the list of all dashboards:

  1. Favorites—To mark a dashboard as a favorite, click the star icon in the first column of the Dashboards list so that the star is filled. Favorite dashboards will always display first in the list. Favorites apply to all moderators.
  2. Active/Archived Dashboards
  3. All/Member Composition Dashboard Types
  4. Created by All/Me

Filters on listing pages stay active even after refreshing the page. Set your filters, and the platform will save them automatically. They remain until you refresh again. However, saved filters are cleared when you log out or when your session expires.

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