Quickly get to the metrics that matter most to you with Northbeam’s Saved Views feature
We’re all about working efficiently to make critical decisions swiftly. Our Saved Views feature allows you to save any set of parameters so you can quickly hone in on key metrics that matter most to you!
The Saved Views feature allows you to combine data management with personalization much easier. After publishing a view, any user who has access to your company’s Northbeam dashboard can access the preferred view. Is there a specific way you like to view your data? What marketing campaign goals do you want to be able to track quickly?
To help inspire your preferred Saved Views, our leading in-house performance marketers have set up 5 templated saved views (their favorites for day-to-day optimizations!) that showcase the advantage you can gain from focusing on the metrics that matter most.
How to publish a Saved View
During the process of creating a Saved View, prioritize what your marketing campaign’s goal is. Focusing on a single goal makes it easier to sort, filter, and pinpoint the exact metrics you want to see to make decisions quickly.
To publish a Saved View, follow these steps:
- Login to your Northbeam Dashboard, and select the Sales tab on the left panel.
- Select the parameters and filters you prefer to view, then click Save + at the top of the dashboard.
- Name your view and click Save
You will be able to select your Saved View by clicking the dropdown on the left of the Save + button
Deleting a Saved View
- Login to your Northbeam Dashboard, and select the Sales tab on the left panel.
- Click Manage ☸ at the top of the dashboard.
- Scroll down to the Saved View you want to delete and click the trash symbol on the right.
- Select Yes, Delete when prompted are you sure you want to delete?
- Then click Save at the bottom of the Manage Saved Views pop-up.