What is it?
Optmyzr's Shareable Dashboards is a live view of the Account Dashboard that can be shared externally as a link with clients or stakeholders.
You can access this feature directly through each account's Account Dashboard by clicking on the share icon or through the Shareable Account Dashboards page under Utilities, where you'll be able to create and manage all your shared dashboards.
Why Use It?
Transparency with Clients: Build trust and transparency by sharing live data and insights with your clients or stakeholders.
Customization: Provide a tailored experience by personalizing the dashboard to show the data that matters to you and your clients.
Collaboration: Share the dashboard externally to facilitate better collaboration and decision-making.
Efficiency: Save time on preparing reports, as the dashboard updates in real time and provides the most recent data.
Convenience: Provide your clients with an easy-to-understand view of their performance metrics.
Basic Settings
Internal name and notes: The 'Dashboard Name for the team' and 'Notes for the team' fields provide you with the option to assign the dashboard an internal name and leave notes for your team members. These details will only be viewable within Optmyzr and are meant for your internal tracking purposes.
Title and description for Stakeholders: These will be the header and subheader displayed in the dashboard when clients and stakeholders access it.
Select accounts: Click on the field to see a list of all ad accounts connected to your Optmyzr account, divided by platform. You can select any or all accounts that you'd like to share.
Note: when starting the setup directly from the Account Dashboard, this field will be pre-filled with that account. You can change the account selection if needed, or add additional accounts as well.
Share externally: Add the email addresses of anyone you’d like to give dashboard access to. You can add multiple email addresses, separated by commas.
Widgets to include: Select which widgets you'd like to include in the Dashboard. The Performance Metrics widget is grayed out and will be added by default. All other widgets are optional, and you can choose to include or exclude them.
Note: Some platform-specific widgets for Facebook and Amazon might not appear in the list. However, if you choose to add a Facebook or Amazon account to the dashboard, these widgets will be automatically included. You can read more about the dashboard widgets here.
Date range and view: Select a date range and view from the drop-down menus. By default, the dashboard will load with this selection, but it can be modified while viewing, if needed.
The 'This Month Until Yesterday' date range allows you to view the data of the current month, excluding 'Today' from the analysis. This option is provided because the data for the current day might be inaccurate or incomplete. If you wish to include today's data, you can use the 'This Month' date range.
Once you are done configuring the basic settings, click 'Next' to move on to the White Label Settings section.
White Label Settings
Through the White Label Settings section, you'll be able to:
Add your Company's and Clients' logo(s) for further customization of the dashboard
Set up a Custom Domain for the dashboard and reports
White labeling the dashboards, audits, and pre-built reports by setting up a Custom domain and adding logos will allow you to create a personalized PPC experience for your clients and stakeholders.
The 'Preferred Subdomain' column allows you to choose between the standard Optmyzr branded domain (tools.optmyzr.com) or an advanced custom option to set your own domain for the dashboard.
Please note that the custom domain feature is only available for Pro subscription plans of Optmyzr or above. Contact our support team at support@optmyzr.com to upgrade and unlock this feature.
If you wish to set up a custom domain, ensure you have access to a DNS service where your domain is hosted. You can read the detailed step-by-step process to configure a domain for your shareable dashboards here.
You can only set up one custom domain for all of your shareable dashboards across your Optmyzr account, and modifications to the domain are not possible once configured.
Once you've finished setting up the dashboard, you can click next to review access credentials and send out invitations.
Access Credentials
The access credentials tab will show you:
Date and time of creation
Original Optmyzr link for the dashboard
Custom White-labeled link (if configured)
List of all e-mail addresses it will be shared with, along with their access key.
Preview and Send Invitations
Once you've previewed the dashboard, you'll be able to send out invitations. Each person will receive an email with their access credentials and a link to the dashboard.
When previewing your Shareable Dashboard using either the 'Eye' icon or the 'Preview' button, the dashboard will open with the URL 'tools.optmyzr.com' (Optmyzr branded link) even if you have set up a custom domain.
To check how the dashboard will load for a client (i.e., with your custom domain), use the URL provided under the 'White-labelled Link' option and log in with the correct credentials.
Manage Shared Dashboards
The Shareable Account Dashboards page will show you a list of all dashboards that have been created and shared by your team. Here, you'll be able to preview the dashboards and modify settings, such as widgets or accounts included, as well as remove or add more access credentials.
Through the hamburger menu, you'll be able to easily get the dashboard's link, view and copy access keys, and delete the dashboard if needed.
