Liveboards are real-time dashboards for up-to-date, hands-free reporting. They allow easy monitoring and analysis of key metrics in one central location. You can use it, for example, for tracking campaign performance or customer behavior.
A Liveboard is built from one or more saved Answers. This makes it useful for recurring reporting because it groups multiple views of your data in one place.
In this article you will learn more about:
Tab Liveboards
The Liveboards tab is part of the Analytics module. It centralizes data from all Spotler products, providing a single location for reporting and analysis.
Use the Liveboards tab when you want to review results in a fixed overview, compare multiple metrics, or share a recurring report with colleagues.
The available liveboards in this overview are:
- Predefined Liveboards by Spotler, for example the Email Activities liveboard
- Liveboards you created
Create Liveboard
To create a new Liveboard, click on the button Create Liveboard in the Tab Liveboards. Enter a descriptive name and click on Create Liveboard.
Choose a name that matches the purpose of the dashboard, for example campaign performance, weekly team update, or automation monitoring. This makes it easier to find and share later.
A new, empty liveboard will be created. If you click on the Search Data button you will be referred to the Tab Answers to create a new answer. Answers can be pinned to a Liveboard to create a customized view of key metrics.
To add Answers to a Liveboard, see How do I add an Answer to a Liveboard?
If you already have useful Answers, you can pin them to your Liveboard to build your dashboard step by step. This works well when you want to combine multiple views, such as a trend chart, a campaign table, and a KPI summary.
Overview Liveboard
Once you've pinned Answers to your Liveboard all of its functionalities will appear.
A Liveboard helps you monitor data over time because it keeps your selected Answers together. When the underlying data updates, the results in the Liveboard update as well.
In the menu in the upper right corner, you'll find Edit options to add Tabs, Notes, Filters, and resize or reorder components:
Use Filters to focus your Liveboard on a specific subset of data, such as a time period or a campaign type. Liveboard filters affect all components on the Liveboard, which makes it easier to compare results consistently across multiple charts and tables.
Liveboards include several useful features for sharing, storing, and analyzing data:
- Activity time stamp: represents the time an event occurred. You can use date and time formulas to extract specific components of a timestamp, such as the day, month, or year, and group data by different time intervals.
- Share analytics: share the Liveboard with colleagues. Sharing can be view-only or include editing rights, depending on the permissions that are set for the Liveboard.
- Download: download data or visualizations. This is useful when you want to share a snapshot outside the software, or when you need the underlying data for additional analysis.
- Present: display the dashboard in presentation mode, for example during a team meeting.
- Create email alert: set notifications for KPI changes, for example if a KPI drops by 10%. This helps you react quickly when performance changes.
- Create scheduled report: schedule recurring PDF summaries by email. This is useful for periodic reporting, such as a weekly update to a shared inbox.
Tip
If you cannot edit a Liveboard that someone shared with you, you may have view-only access. Ask the owner of the Liveboard to review the permissions, or ask an administrator for support.
In addition, Analytics offers advanced insights such as Change analysis to understand why metrics shift, AI Highlights for automatic detection of notable trends, SpotIQ for insights on trends and Spotter as an extra analysis tool. This helps explain, for example, why the open-to-click ratio decreases, making it easier to take corrective action.