Every business measures success differently. To ensure you can track, slice, and view the metrics that matter most to your unique operational goals, Flowcode now offers Custom Dashboards. This feature provides an intuitive, drag-and-drop canvas to build tailored visual reporting structures directly from your live Flowcode interaction data.
Custom Analytics Dashboards are available exclusively at the Workspace Level. They cannot be built or accessed at the overarching Organization level or within individual Flow detail screens. However, you can filter a custom dashboard to a particular Flow to view the analytics tied to a specific campaign.
How to Create a Custom Dashboard
Setting up your first custom reporting view takes only a few steps:
Navigate to Analytics: Log into your Workspace and click on the Analytics tab in the left-hand navigation panel.
Launch Setup: Locate and click the Create Dashboard button in the upper section of the analytics control center.
Name Your Canvas: Give your new dashboard a clear, descriptive name reflecting its purpose (e.g., "Q3 East Coast Retail Campaign").
Build Views: Click Add Chart to open the visualization menu and choose your formatting blocks. When custom-building your environment, you can tailor your data views across multiple layout styles depending on what patterns you want to highlight:
Bar / Line Chart: Perfect for tracking scan velocity, timeline trends, and conversion metrics across specific dates.
Pie / Donut Chart: Best used to compare the percentage contribution of different categories to a single total.
Metric Tile: A high-impact block displaying a single raw total, conversion percentage, or directional trend line at a glance.
Table: Ideal for cross-referencing high-volume numeric breakdowns and structural raw records side by side.
Heatmap: Visually highlights density concentrations, such as identifying peak scan days or high-frequency hourly windows.
Geo Map: Renders location-based scan distributions geographically to isolate physical traction areas across your territory.
Flexible Drag-and-Drop Layout Customization
Once charts are deployed into your environment, arranging your Workspace requires no technical experience. The canvas features a fully interactive drag-and-drop interface, enabling you to pick up, rearrange, scale, and tile visual data blocks as your analytical focus shifts.
Toggling the Classic View
Creating custom layouts will not override or eliminate your out-of-the-box analytical environments. You will always retain access to your standard Classic Dashboard View. Toggling back and forth between your standard templates and your unique custom configurations requires just a single click inside your main controls.
Exporting Custom Dashboards
Custom dashboards export exactly like the Classic Dashboard View. Once your dashboard is built, you can export it directly from the dashboard controls or set it on a recurring schedule to send to an email address, so stakeholders receive your reporting view without logging into the Workspace. Scheduled sends follow the same setup as your existing dashboard reports. See How to use the Scheduled Reports functionality for the full walkthrough.
Strategic Use Case Examples: How to Leverage Custom Dashboards
If you are unsure where to start, consider these common structural frameworks implemented by high-performing teams to slice their workspace data:
Specific Conversion Flow Isolation: Limit and filter your reporting metrics to focus entirely on a small subset of high-priority conversion flows, stripping away external background noise.
Campaign Performance Comparisons: Construct side-by-side reporting blocks pitting your active marketing campaign against historical benchmarks to measure performance deltas and growth metrics.
Geographical/Territory Breakdown: Cleanly segment your interaction layers by region (for example, tracking NY vs. LA Performance) to quickly allocate localized marketing spend.
At the end of the day, whatever specific cuts of data, filtering parameters, or visualizations your organization relies on, Custom Dashboards empower you to construct them with ease, instantly transforming raw customer scans into organized, actionable business intelligence.