How to Create a Dashboard in Customer Journey Analytics

Direct Answer: To create a dashboard in Adobe Customer Journey Analytics (CJA), you use the Analysis Workspace, where you can drag and drop data visualizations, metrics, and dimensions to design interactive and customized dashboards. These dashboards help you analyze omnichannel customer journeys by combining data from multiple sources.

Explanation

Dashboards in CJA are created within the Analysis Workspace, which is a highly flexible interface for building reports and visualizations. Dashboards allow you to display key metrics, trends, and insights in a format that is easy to share and interpret. The process involves selecting datasets, configuring visualizations, and customizing layouts to suit your business needs.

Below is a step-by-step guide on how to create a dashboard in Adobe Customer Journey Analytics.

Step-by-Step Guide

1. Set Up a Project in Analysis Workspace

The first step in creating a dashboard is setting up a project in the Analysis Workspace:

1. Log in to Adobe Customer Journey Analytics.
2. Navigate to the Analysis Workspace.
3. Click Create New Project to start building your dashboard from scratch.

Alternatively, you can use a predefined template provided by Adobe, which includes standard visualizations and layouts for common use cases.

2. Select a Dataset

Before adding visualizations, you need to select the data you want to analyze:

1. In the Project panel, click on Dataset to choose the data source.
2. Select the relevant dataset(s) from the Connections you’ve created with the Adobe Experience Platform (AEP).
3. Ensure the dataset includes the metrics and dimensions you need for your dashboard.

You can combine multiple datasets to analyze customer journeys across channels.

3. Add Panels to Organize Your Dashboard

Panels in the Analysis Workspace act as containers for your visualizations:

1. Click Add Panel in the left rail.
2. Choose the type of panel you want to add:

Freeform Panel: For highly customizable visualizations with drag-and-drop metrics.

Attribution Panel: For analyzing and visualizing attribution models.

Segment Comparison Panel: To compare performance across different customer segments.

Each panel can focus on a specific aspect of the customer journey or a set of related metrics.

4. Add Visualizations to the Dashboard

Visualizations are the core elements of a dashboard, allowing you to display data insights graphically:

1. Drag and drop a visualization type from the left toolbar (e.g., line chart, bar chart, heatmap, or table).
2. Configure the visualization by dragging metrics, dimensions, and filters from the left-hand Components panel. For example:
3. Drag a metric like “Revenue” or “Visits” to populate the Y-axis of a line chart.
4. Add a dimension, such as “Channel,” to group your data by touchpoint.
5. Customize the visualization’s settings by clicking the gear icon (e.g., change labels, colors, or time intervals).

5. Apply Filters and Segments

Filters and segments allow you to refine your visualizations to focus on specific customer behaviors or conditions:

1. Drag Filters from the Components panel and drop them onto a panel or visualization. Examples of filters include:
2. Geographic location (e.g., customers in the US).
3. Device type (e.g., mobile users).
4. Use Segments to divide data into groups, such as high-value customers or first-time visitors. Drag segments onto visualizations or panels to apply them.

6. Customize the Dashboard Layout

You can rearrange and resize visualizations to create a clear and visually appealing layout:

1. Drag visualizations within the panel to reposition them.
2. Hover over the edges of a visualization to resize it.
3. Use the Add Text Box option to include headings, descriptions, or annotations for context.

7. Add Calculated Metrics (Optional)

If you need custom metrics, you can create them directly within the workspace:

1. Click the + Metric icon in the Components panel.
2. Define a new calculated metric using existing metrics and mathematical operations.
3. Drag the calculated metric onto a visualization to display your custom data.

8. Save and Share the Dashboard

Once your dashboard is complete, save it and share it with stakeholders:

1. Click Save As in the top-right corner and name your project.
2. Use the Share option to distribute the dashboard:
3. Share a link with other users in your organization.
4. Download the dashboard as a PDF or CSV file for offline sharing.

You can also schedule a recurring report delivery to email recipients.

Best Practices for Creating Dashboards

1. Start with Key Metrics: Focus on metrics that align with your business goals (e.g., conversion rate, customer retention).
2. Use Clear Visualizations: Choose visualization types that make your data easy to understand. For example, use bar charts for comparisons and line charts for trends.
3. Add Context: Include text boxes or annotations to explain the insights shown in the dashboard.
4. Test for Usability: Ensure the dashboard is intuitive and provides actionable insights for your audience.
5. Iterate: Regularly update your dashboard to reflect changes in data sources or business priorities.

Summary

Creating a dashboard in Adobe Customer Journey Analytics involves setting up a project in the Analysis Workspace, selecting datasets, adding visualizations, and customizing the layout. By leveraging panels, filters, and calculated metrics, you can build an interactive and insightful dashboard that helps analyze key customer journey metrics.

Dashboards in CJA are highly customizable and designed to provide a clear view of customer behaviors across channels, empowering teams to make data-driven decisions.