Introducing Dashboard Collections: Target Your Insights, Streamline Your Workflow.
Dashboard Collections is a key part of our evolution in customizable data governance. We recognize that as an organization scales, a high volume of data can overwhelm end-users and create barriers to effective decision-making. It provides true reporting at scale by allowing administrators to organize analytics into curated, logical groupings. This moves beyond basic organization, empowering operations teams to confidently manage analytics for the entire organization. The result is a structured, intuitive experience that ensures end-users can quickly find the precise metrics and context needed for their specific role to succeed, without the overwhelming noise.
Why This Matters: Moving Beyond Clutter to Responsible Data Democratization
Our mission is to give every user a zero-noise experience and democratize data responsibly. Dashboard Collections work synergistically with our existing Role and Group-based Access Controls, transforming how your organization consumes data:
- Tailored Navigation: Create logical, thematic collections aligned with internal team structures (e.g., “Demand Gen,” “Product Marketing,” “Executive Overview,” “Regional Performance”). This ensures you can serve only what’s relevant to BDRs, demand gen, ABM teams, and execs.
- Unprecedented Clarity: By organizing dashboards into relevant Collections, you dramatically reduce search time and accelerate data adoption across the enterprise.
- Enterprise-Grade Governance: The real power is in the combination. While Collections provide customized organization, Groups and Roles maintain precision access control, ensuring your reporting is agile enough to adapt with your business, not hold it back.
Configuring Dashboard Collections for Role-Based Access
Objective
Below, is the procedure for using Dashboard Collections to provide specific user groups with access to a curated set of relevant dashboards. This function allows administrators to control data visibility, ensuring teams access only the information necessary for their roles.
Use Case Example
A common application is to create a dedicated collection for a Campaign Managers team. The goal is to provide them with operational paid media metrics while restricting access to high-level financial or strategic dashboards intended for a CMO or CFO.
Procedure
To configure a role-based Dashboard Collection, follow these steps:
- Define a New Collection: Navigate to the Collections section and create a new Dashboard Collection. For this use case, the collection can be named Advertising Collection.
- Assign User Group Permissions: Ensure the target user group (e.g., Campaign Managers Group) has been granted permission to view the specific dashboards required for their function. Dashboards can be created or customized from the template library.
- Populate the Collection: Add the relevant dashboards from the previous step into the newly created Advertising Collection.
Result
Upon completion, members of the Campaign Managers Group will see the Advertising Collection in their view. Their access is limited to the dashboards contained within this collection, preventing exposure to other, non-relevant data sets.
Additional Functionality
AI Data Interpretation: Users can activate the ‘Ask Cal’ AI assistant on a dashboard. This tool generates a narrative summary of the data, providing a plain-language explanation of the metrics and trends presented.
Contextual Information: To assist with data comprehension, administrators can embed instructional content (e.g., training videos, text guides) into a “read-me” tab within any dashboard. This can be used to explain metric calculations, data sources, or business context.
- From the Home Page open the left navigation drawer.
- You can see that Custom Dashboards has been moved to a new top level navigation “Dashboards.” Click Dashboards.
- From the Dashboard Listing you can see a new Collections area, click that.
- Admin users can create new Collections for your team. Enter a Collection name and click Create.
- You can now see the Collection on the left hand side. You can also start adding Dashboards to the Collection by clicking the 3 dot menu at the end of the row and selecting “Settings”
- Under Settings you can now control Access with Roles and Groups as well as organize Dashboards by assigning a Collection.
- Once saved you’ll now find your Dashboard within the newly created Collection.
