Add Interactive Dashboards to Your Promotions
Add an interactive dashboard to a promotion’s edit page to see interactive visualizations of your promotion's displayed data and related records.
Required Editions
| User Permissions Needed | |
|---|---|
| To create and customize CRM Analytics apps, dashboards, datasets and data flows: | CRM Analytics Platform Admin |
| To view CRM Analytics apps and dashboards: | CRM Analytics Platform User |
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled |
- Go to an existing promotion and click Edit.
- Select the gear icon in the upper-right corner, and select Edit Page.
- From the list of components, drag the TPM Promotion Analytics Dashboard to the page layout.
-
In the page layout, select the TPM Analytics Dashboard component
and define its attributes.
Property Details Dashboard Developer Name Enter a name for the dashboard. Height Specify the height of the dashboard, in pixels. The default is 300. Filter Enter JSON strings to specify types of filters or dashboard selections. Use promotion filter variables to view the data displayed on your page while you're editing a promotion. Show Share Icon If you show the Share icon on the dashboard, users can post to Chatter and download images and data. The minimum dashboard height is 612 pixels. Show Title Control the visibility of the dashboard title. Show Header Control the visibility of the dashboard header. When you select this option, the dashboard is displayed with a header bar that includes the Open in Analytics icon, the date and time when the dashboard’s data was updated, and the dashboard views menu. The header bar also appears if either Show Sharing Icon or Show Title is selected. Opens Dashboard Specify where links from the dashboard to other assets are opened. Open Links in New Windows When you select this option, links open in new windows. Otherwise, a link opens in the same window. Hide On Error Control whether users see a dashboard that has an error. When you select this option, the dashboard doesn’t appear on the page if it has an error. Otherwise, the dashboard appears but doesn’t show data. An error can occur when a user doesn't have access to the dashboard or it’s been deleted. Enable Notifications Allow users with permission to set conditions and get notified about updates to dashboard widgets. When Show Header is selected, this option also shows the notifications icon in the dashboard header, which opens the notifications management panel for editing and deleting notifications. If you enable Show Header, it’s recommended that the dashboard is at least 400 pixels in width to accommodate the management panel. Enable Subscriptions Allow users with permission to subscribe for periodic email updates on dashboard widgets. When Show Header is selected, this option also shows the subscriptions icon in the dashboard header, which opens the subscriptions management panel for editing and deleting subscriptions. If you enable Show Header, it’s recommended that the dashboard is at least 400 pixels in width to accommodate the management panel. Set Component Visibility Control when a dashboard appears by adding filter conditions and logic to its properties.
- Promotion Filter Variables
Add promotion filter variables to your TPM Promotion Analytics Dashboard to view the data displayed on your page while you’re editing a promotion.
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