Viewing marketing analytics | DealCentre AI

  • Updated

Applies to: Deal Administrators
 

Marketing analytics show the progress of your deal. You can view analytics for buyer diligence, DealMarketing, and usage. You can also create a custom dashboard.

Video - working with dashboard analytics

Watch this tutorial to learn how to navigate dashboards and create a custom dashboard in DealCentre AI. View the outlined steps below.

Icons_Approved.svg How to view buyer diligence analytics

  1. Display the deal you want to work with. If you are viewing another deal, click the DealCentre AI icon DCAI product icon.png in the upper left corner of the screen to display the deals list. Select the deal you want.
  2. Click the Analytics icon DCAI analytics icon.png on the left side of the screen.
  3. Select Dashboard.
  4. In the left panel, click Buyer Diligence if it is not already selected.
  5. (Optional.) In the Date Range field, configure the dates for which you want to view dashboard data. Select one of the following options from the Range Type field:
    • Custom - In the Start and End fields select whether the dates are specific, relative, now or midnight. Configure additional information based on your select and click Apply.
    • Last - Select the time range for which you want to view dashboard data and click Apply.
    • No filter - Select this option to view all data.
  6. (Optional.) In the Buyer Group field, select the buyer group for which you want to view dashboard data.
  7. Click Apply to apply the filters to all dashboards.
  8. (Optional.) From the three dots menu of a chart, select one of the following options:
    • Enter fullscreen - Displays the chart in fullscreen mode.
    • Download - You can download a CSV file, Excel file or an image in JPG format. 

Icons_Approved.svg How to view DealMarketing analytics

  1. Display the deal you want to work with. If you are viewing another deal, click the DealCentre AI icon DCAI product icon.png in the upper left corner of the screen to display the deals list. Select the deal you want.
  2. Click the Analytics icon DCAI analytics icon.png on the left side of the screen.
  3. Select Dashboard.
  4. In the left panel, click DealMarketing.
  5. (Optional.) From the three dots menu of a chart, select one of the following options:
    • Enter fullscreen - Displays the chart in fullscreen mode.
    • Download - You can download a CSV file, Excel file or an image in JPG format. 

Icons_Approved.svg How to create a custom dashboard

  1. Display the deal you want to work with. If you are viewing another deal, click the DealCentre AI icon DCAI product icon.png in the upper left corner of the screen to display the deals list.
  2. Click the Analytics icon DCAI analytics icon.png on the left side of the screen.
  3. Select Dashboard.
  4. In the left panel, click Custom Dashboard.
  5. Click Get Started.
  6. The Select Widgets panel shows the widgets that are available to add to the dashboard. Click the plus sign next to a widget to add it to the dashboard. You can perform the following actions
    • To resize the widget, click and drag the corners of the widget. 
    • To remove the widget from the dashboard, click the x in the top right corner.
  7. Click Save.
  8. (Optional.) From the three dots menu of a chart, select one of the following options:
    • Force refresh - Updates the data in the widget.
    • Enter fullscreen - Displays the chart in fullscreen mode.
    • Download - You can download a CSV file, Excel file or an image in JPG format. 

Icons_Approved.svg How to edit a custom dashboard

  1. Display the deal you want to work with. If you are viewing another deal, click the DealCentre AI icon DCAI product icon.png in the upper left corner of the screen to display the deals list.
  2. Click the Analytics icon DCAI analytics icon.png on the left side of the screen.
  3. Select Dashboard.
  4. In the left panel, click Custom Dashboard.
  5. Click Edit.
  6. The Select Widgets panel shows the widgets that are available to add to the dashboard. Click the plus sign next to a widget to add it to the dashboard. You can perform the following actions
    • To resize the widget, click and drag the corners of the widget. 
    • To remove the widget from the dashboard, click the x in the top right corner.
  7. Click Save.
  8. (Optional.) From the three dots menu of a chart, select one of the following options:
    • Force refresh - Updates the data in the widget.
    • Enter fullscreen - Displays the chart in fullscreen mode.
    • Download - You can download a CSV file, Excel file or an image in JPG format. 

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