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Custom Template

I. Function Overview

1.1 Functional Positioning

The custom template is a personalized data visualization platform that allows users to configure exclusive data monitoring views based on their roles and business needs. Through flexible data card combinations, it enables intuitive display and trend analysis of key indicators.

1.2 Core Value

  • Personalized Perspective: Each user can configure data cards according to their individual data viewing logic.
  • Multi-dimensional Visualization: Supports various chart types for data display.
  • Role-based Configuration: Provides customized data views for different roles.
  • Real-time Monitoring: Dynamically tracks changes in business indicators.

 

II. Detailed Explanation of Interface Functions (Example)

2.1 Basic Data Overview

  • Today's Spending: Real-time display of today's data
  • Yesterday's Comparison: Provides month-on-month comparison reference data
  • Recent Trends: Displays summary data for 14 days and 30 days

2.2 Trend Analysis Function

  • Set up data cards: Visualize the data

2.3 Card Editing Function

2.3.1 Creating a New Card

  • Click the "Add Card" button
  • Fill in the basic card information
  • Click "Save" to complete the creation.

2.3.2 Basic Information Configuration

  • Card Name (Required): Used to identify the card's purpose.
  • Channel Settings (Required): Default is "Summary," supports data aggregation by channel.
  • Data Source Selection (Required): Provides two data source options: Comprehensive Report and Material Report.

2.3.3 Display Style Configuration

  • Chart Type (Required): Provides display formats such as card-statistics, trend chart, and bar chart.
  • Comparison Mode (Required): Supports comparison off, comparison by date, and score comparison modes.

2.3.4 Data Range Settings

  • Date Range (Required): Supports setting a single day or multiple days' range.
  • Dimension Filtering: Provides product dimension and channel dimension filtering, supports multi-condition combination filtering.

2.3.5 Indicator Configuration

  • Vertical Axis Indicators: Can set core indicators such as spending amount.
  • Data Aggregation: Supports multiple calculation methods.
  • Chart Size: Provides two sizes: small window and large window.

 

III. Other Operations

3.1 Template Management

  • View Saving: Save personalized template configurations.

3.2 Data Interaction

  • Filtering Operation: Apply filter criteria in real time
  • Time Range Adjustment: Quickly switch analysis periods

3.3 Card Management

  • Push: Consolidate reports and push them to other dashboards
  • Delete: Remove unsuitable cards
  • Copy: Copy optimal configuration schemes
  • Switch Image Size: Adjust layout

 

IV. Role-based application scenarios

4.1 Optimizer's Perspective

Key Focus: Ad Performance

Recommended Card Configuration:

  • Real-time Monitoring of Today's Spending
  • Channel-Specific Performance Comparison
  • Ad Spending Trend Analysis
  • ROI Tracking

4.2 Designer's Perspective

Key Focus: Material Performance Data

Recommended Card Configuration:

  • Analysis of Popular Material Effects
  • Comparison of Material Type Performance
  • Tracking Creative Element Effects
  • Monitoring Material Update Frequency

4.3 Management Perspective

Key Focus: Team Efficiency and Overall Performance

Recommended Card Configuration:

  • Comparison of Optimization Specialist Spending Data
  • Overall Team Spending Trends
  • Project ROI Summary Analysis
  • Anomaly Fluctuation Early Warning Monitoring
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Last modified: 2025-12-09Powered by