Create a Dashboard: Active Campaign Account snapshot
This article takes you through all of the requirements for creating a "Your Account Snapshot Summary" dashboard for your ActiveCampaign account. It provides the latest view of the following metrics.
- Total Contacts
- Contact bounces
- Total emails sent
- Emails per contact
- Average contact score
- Contact lists
- Automation summary
- Total tag volumes as below.
Template: Your Account Summary
You will need create your own copy of the template for this lesson.
You can copy it from this location. Your Account Snapshot
Create your data sources (including custom metrics)
Standard Data sources
For "Your Account Summary" dashboard you will need to create four standard data sources from the following resources. These contain no custom dimensions or metrics.
Resources
- Automations
- Contact Lists
- Lists
- Tags
Data Source with Custom Metric
You will also need to create a fifth data source. This data source will require one custom metric as per table below.
Resources
- Contact
Metric
You will need to go into the design and create metric below
| Name | Type | Formula |
|---|---|---|
| Emails Sent per Contact | Metric | sum(sentcnt)/count(id) |
This video also shows you how to create the data sources and metrics.
With your Data sources build you are now ready to configure the "Your Account Summary" dashboard from the template that you downloaded in the first lesson of this chapter. You can open the Data Studio template in a new tab and watch the video to follow along with the configuration.
Creating a data blend for your dashboard
Creating Data Blends
To finish configuring "Your Account Summary" dashboard, you will need to create a data blended data source.
A data blend takes two or more data sources that you have created and joins them on a common key. Data blends are commonly used to add richer detail about the data you are trying to analysis. Typical common keys include dates, product ids, location ids and customers.
For this lesson you will need to create a data blend with the following name.
Data Blend: List Stats
This data blend requires the use of two data sources you have already created in a prior lesson.
- Contact Lists
- Lists
The data blend requires you to join the 2 data sources using the following join
Contact Lists.list = lists.id.
It should look like the screenshot below
Create Custom dimensions & Metrics
Your data blend will also need the following
- 3 custom dimensions
- 1 custom metric as per table below.
| Name | Type | Formula |
|---|---|---|
| Created Date | Dimension | DATETIME_TRUNC(created_timestamp,DAY) |
| Updated Date | Dimension | datetime_trunc(udate,DAY) |
| User Status | Dimension | case when status = '1' then 'Active' when status = '2' then 'Unsubscribed' when status = '3' then 'Bounced' else 'TBA' end |
| Total Contacts | Metric | countd(id) |
Addition Dimensions/Metrics from Data Sources
You will need to add all of the fields that are green on the right hand side of the screenshot above. You will also need to rename the dimensions as per table below
| Name | Source |
|---|---|
| Form | form |
| Automation | automation |
| Campaign | campaign |
| List Name | name |
TIP:
If you're running an agency and have multiple accounts, you want to provide duplicate dashboards. When you are designing your template, make sure you utilize data blends. Creating all your complex dimensions and metrics here (and renaming them) is the quick and easy way to save time when building reports for your new customers.