To customize your Genezio dashboard, hide the charts, tables, and panels that a brand does not use. This guide tells you how Dashboard Components operate, where to configure them, and how each user can change the default view. The Genezio dashboard intentionally shows much data. It shows visibility, recommendations, citations, perceptions, competitors, Share of Voice (SOV), and more. But not all brands need all of these items all the time. With Dashboard Components, the dashboard of each brand shows only the items that are important for that brand.

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Why to customize the dashboard of a brand

Different brands use different parts of the platform. Examples:
  • A consumer brand can use mostly Citations and the Recommender results.
  • A B2B brand can use mostly Introspector and Share of Voice.
  • A regulated brand can use mostly Perceptions and the Grounded badge.
  • An agency that manages many clients wants different defaults for each client.
When each brand shows all sections, the dashboard has too much data. When you hide the sections that do not apply, the dashboard is easier to read and the daily work is faster.

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How hidden dashboard components operate

You can show or hide each dashboard component (a chart, a table, or a panel) independently. Genezio fully removes a hidden component from the page:
  • The component does not render.
  • The component does not send its API calls.
  • Thus, the page loads faster.
This is a real increase in performance, not only a visual change. With fewer components, the dashboard is lighter.

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Configure the dashboard components in Brand Settings

Configure the visibility of the dashboard components in Brand Settings → Dashboard Components. For each component, select if the brand shows or hides it. The change applies to all users who work on that brand. It is the default shape of the dashboard for the brand.

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Overrides for each user

The configuration of the brand is a default, not a fixed rule. Each user can override what they see. A user can show a component that the default hides, or hide a component that the default shows. This gives you the advantages of the two levels:
  • Brand owners can set a good default. Thus, each member of the team sees the same focused dashboard.
  • Each user can change their own view when they must see a specific item. The default for all other users does not change.
For the roles of the users of a brand, read Users.

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A first procedure to clean the dashboard

Use this procedure to start:
  1. Open the dashboard. For one week, record the items that you really use.
  2. Go to Brand Settings → Dashboard Components.
  3. Hide the panels that you never opened.
  4. Keep the panels that you are not sure about. Examine them again after some more weeks.
  5. Change the configuration again when the priorities of the brand change.
You can always show the components again. The customization is reversible. Thus, you can safely hide all the items that you do not use today.