For the complete documentation index, see llms.txt. This page is also available as Markdown.

Custom Dashboard

Build a Custom Dashboard in Bloom by adding up to 20 widgets and track the data that matters most the most.

What is a Custom Dashboard

A Custom Dashboard lets you build your own view in Bloom by adding the metrics, charts, and tables you care about. Each dashboard can have up to 20 widgets, in any combination of KPI metrics, visual charts, and tables. You can create multiple dashboards for different needs.

What data you can add

You can add three types of widget to a Custom Dashboard: KPI metrics, charts, and tables.

KPI Metrics

Track single-value metrics across five categories.

Category

Description

Profit Metrics

Profit-related KPIs.

Revenue and Cost Metrics

Revenue and cost KPIs.

Customer Metrics

Customer-related KPIs.

Visitor Metrics

Visitor and traffic KPIs.

Marketing Metrics

Marketing performance KPIs.

Charts

Visualize your data in three formats.

Chart

What it shows

Donut chart

A breakdown of Profit, Cost, or Invoice Cost.

Line chart

Any metrics grouped under currency, number, or percentage.

Bar chart

Any metrics grouped under currency, number, or percentage, shown for comparison.

Tables

Add detailed tables across three areas.

Table

Columns

Product metrics

Units sold, units refunded, gross sales, net sales, refunds, and discounts.

Order metrics

Gross sales, net sales, total sales, discounts, and refunds.

Ad channel metrics

Ad spend, clicks, CTR, ROAS, CPC, and conversion value.

How to use it

  1. Go to Dashboard.

  2. Toggle from Overview to Custom Dashboard.

  3. Click Add Widget (or Customize).

  1. Choose from the available options: KPI metrics, charts, and tables. You can add up to 20 widgets per dashboard.

  1. To track something not in the default list, click Create Custom Metric and define your own.

  2. Once you have added all the widgets you need, click Save.

Create multiple dashboards

You can create more than one Custom Dashboard, each built around a different focus.

  • Go to Dashboard.

  • Click on My Dashboard, and click on New Dashboard

  • Rename it and add Widgets

Need help?

If you need any assistance adding metrics to your Custom Dashboard, reach out on live chat or email support@bloomanalytics.io.

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