What is It?
Optmyzr's Shareable Dashboards is a live view of the Account Dashboard and Sale Day Command Center that can be shared externally as a link with clients or stakeholders.
You can access this feature directly through the share icon on each account's Account Dashboard and Sale Day Command Center or through the Shareable Account Dashboards page under Utilities, where you'll be able to create and manage all your shared dashboards.
The “Share” icon opens a side tray with two tabs:
Dashboard Configuration
Sharing Settings
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.
Dashboard Configuration
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.Title and description for Stakeholders: These will be the header and subheader displayed in the dashboard when clients and stakeholders access it.
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.
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.
Sharing Settings
Access Credentials: This section shows
Who you can share access with
Original Optmyzr link for the dashboard
List of users that have been given access
White Label: 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.
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.
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.
Use Cases
1. Client Reporting Without Manual Effort
Problem: You spend hours every week preparing performance reports for clients, pulling data manually, and formatting it into presentable documents. This process is repetitive, time-consuming, and prone to human error.
Solution: Shareable Dashboard provides clients with a live, real-time view of the performance data. Instead of creating reports manually, you simply share a dashboard link that updates automatically. You can customize the widgets to display only the most relevant metrics, ensuring clarity and focus.
2. Customizing Reports for Different Stakeholders
Problem: Different stakeholders care about different metrics, making it challenging to create one report that fits all needs.
Solution: With customizable widgets and dashboard settings, you can tailor each dashboard to specific audiences. You can highlight the most relevant KPIs and adjust the layout to match stakeholder expectations.
Demo Video