In this video, we explore the fundamentals of creating dashboards and using the Project Workspace Editor in Oviond. You'll learn how to set up a new dashboard from scratch, customize it with themes, and manage project settings. We cover essential features like adding content, using assets, setting up automations, and connecting data sources.
This tutorial also demonstrates how to perform quick actions and manage project visibility with sharing options. Whether you’re new or experienced, this guide helps you optimize your workspace for efficient project management.
Log in to Your Oviond Account
Navigate to Oviond's login page and enter your credentials.
Choose Your Client
On the home page, select the client you want to start a new project for.
Click 'New Project'
Click the 'New Project' button at the top right-hand side of the screen.
Select 'From Scratch' or 'From a Template'
In the slide-over menu, select your choice and then click 'Next'.
Choose Project Type
Select which type of project you need:
Dashboard: To view your marketing metrics on a single, full-screen dashboard. Ideal for account monitoring and quick insights (widget limit: 50).
Report: For a multi-page layout tailored for detailed and comprehensive assessment of your marketing data. Ideal for in-depth client reporting and analysis.
Click 'Next'
Click 'Next' to proceed.
Name Your Project and Select a Theme
Enter a name for your project and select a theme that suits your preferences.
Create the Project
Click 'Create New Project' to save your new project.
Open Project Workspace Editor
Your new project will automatically open in the Project Workspace Editor.
Home
Click the Oviond logo to return to the home page.
Client Projects
Click the list icon to return to the client's projects.
Client Settings
Click the settings button for settings specific to the client.
Client Logo and Project Name
The client logo and project name are displayed here. You can edit the project name using the text input field.
Date Picker
Use the date picker to select the date range for your project data.
Refresh Button
Click the refresh button to update the data in your project.
Save
Click 'Save' to save any changes made to the project.
Arrow/X
Click the arrow to open and close the toggle menu.
Add Content
Drag the required widget onto the canvas to add content to your project.
Asset Library
Access prebuilt queries or groups of multiple widgets built by Oviond, as well as any assets you or your team have saved to your Asset Library.
Automations
Use automations to send projects automatically to an email address.
Data Sources
Integrate and authenticate data sources.
Project Settings
Select a theme, edit the project name and description, choose sharing options, and set data refreshing options.
Tip: Customize your dashboard or report with widgets and data sources to get the most out of your new project.
By following these steps, you can start a new project in Oviond, allowing you to efficiently manage and analyze your marketing data.
Part 4: Integrating Clients’ Marketing Data Sources
Learn how to integrate your clients' marketing data sources with Oviond. This guide covers setting up Google Analytics, Facebook Ads, and more, plus troubleshooting tips.
How to add a client
Learn how to add a new client to your Oviond account to manage and track client data efficiently.
How to Start a New Project
Learn how to start a new project in Oviond with this step-by-step guide for effective marketing data management and reporting.
Project Workspace Editor Tour
Explore the project workspace editor in Oviond with this detailed tour, covering client sidebar menu, header, and action sidebar menu functionalities.
