You can create dashboards and add widgets to existing dashboards to display the information that you want to see. Each user can have multiple dashboards. You can share dashboards with other users, user groups, or publicly.

Before you create a dashboard, consider how your organization might use them. The following examples describe how different departments can use different types of dashboards.

• Business analysts: Track the rollout of new website functions. 
  • To see a dashboard in action, check out our Business impact analysis dashboard example in our Acoustic Academy!
• Fraud and security: Track multiple logins or multiple credit card authorizations to determine whether malicious behavior is occurring.
• Marketing: Track conversion rates and referring sites, and determine the most popular content and products.
• Network operations: Track KPIs and real-time website activity.
• Product development: Track application health reports and critical website functions to validate new code builds.

1. Go to Optimize > Analytics.
2. For your first dashboard, click Create a new dashboard. For more dashboards, click the plus (+) sign in the dashboard menu bar.

   Note: The Create a new dashboard button displays only for the first dashboard you create.

3. In the Create dashboard window, enter the name and description for the dashboard and optionally select a Category.

   Categories can help you organize your work, especially if you are working on different projects and performing various types of analysis.

   You can manage dashboard categories from the navigation pane. You can:
   • Delete the dashboard category.
   • Move the dashboard category container by dragging it to a new location.
   • Delete the dashboard category.
   • Edit the name of your dashboard category.

   You can move existing dashboards into to a dashboard category by dragging the dashboard onto the dashboard category folder.

4. Click Save.
5. Expand My Dashboards to see the dashboard that you created.
6. Click Add widgets.
7. In the Widget actions page, complete the following steps:
   1. Select Add existing widget.
   2. Expand the dashboard to see available widgets.
   3. Select one or more widgets.
   4. Click Add widget.

      The widgets that you selected are added to the dashboard.

8. From the dashboard, click Options > Share. You can share the dashboard with individual users, a user group, or everyone in your organization.
   1. Sharing the dashboard with a user group
      1. Select the Users & groups radio button.
      2. From the left-side panel, select User Groups .
      3. Select the check box for the user groups with whom you want to share the dashboard.
      4. Click Save.

      Members of the user group now have access to the dashboard.

   2. Sharing the dashboard with individual users
      1. Select the Users & groups radio button.
      2. From the left-side panel, select Users.
      3. Select the check box for the user names with whom you want to share the dashboard.
      4. Click Save.
   3. Sharing the dashboard publicly
      1. Select the Public radio button.
      2. Select a public dashboard category.

         Optionally, set a category for the dashboard.

         Categories are created by the Administrator or system administrator as a means of organizing the Public Dashboard.

      3. Click Save.

   Dashboards shared with individual users are shared to the user's Shared with me dashboard.

   Dashboards shared with everyone are shared in Public Dashboards to the dashboard category you selected.

9. Stop sharing a dashboard

   You can stop sharing a dashboard at any time.

   1. From the dashboard, click Options > Share.
   2. Click Stop sharing.
   3. Confirm that you want to stop sharing the dashboard.