We have introduced a new Workspace Dashboard, providing visibility into top-level activity and metrics across all workspaces. Learn more below:
What is it?
Workspaces in Klear allow cross-functional teams to organize and run campaigns in separate environments while staying consistent with their overall influencer workflow. To provide visibility into top-level activity and metrics across all workspaces, we have introduced a new HQ Dashboard.
What's the Value?
The day-to-day workflow for running campaigns may look similar for teams big and small. But for brands and agencies supporting initiatives across multiple products and markets, there are more KPIs to track and stakeholders to manage. This makes it hard to stay organized, compare performance, and uncover insights. The HQ Dashboard keeps senior leaders on top of what’s happening across all workspaces at a glance without having to dig into the weeds. This will help:
Pinpoint which initiatives are driving the most success
Ensure top-level KPIs are on track
Compile top-level reporting
Compare performance over time to uncover trends
How does it work?
Visually, the HQ Dashboard looks similar to the Campaign Dashboard on the homepage. Instead of recapping activity on a campaign level, you’ll be able to view metrics across your Workspaces.
The top bar of the dashboard provides a roundup of aggregated key metrics, including the number of workspaces and the total posts, engagements, engagement rate, reach, EMV, and sales (if applicable).
The row for each workspace will include the same breakdown pertaining to that specific workspace and also include the number of campaigns and (active) influencers
The EMV and Sales data will be displayed/converted into the currency selected in the primary account.
The default timeframe will show activity from the last week. To change, select the Timeframe drop-down and choose from either: Last Week, Last Month, Last Quarter, Last Year, or Default time (the time frame that was set in each campaign settings).
To customize which Workspaces are displayed, select the three dots next to Your Workspaces to configure your view.
Who Can View?
The Workspace Dashboard will only be visible on the homepage of the primary account. Only users of the primary account will be able to view the Workspace Dashboard.
Ex. If you have Workspace A (primary account) with 2 users, Workspace B with 1 user, and Workspace C with 1 user. Only Workspace A and its 2 users will have access to the Workspace Dashboard.
If you don’t currently have Workspaces activated in your Klear account and would like to learn more, contact your Account Manager today.
HQ Dashboard Reports
If you have access to an HQ Dashboard you can now create and export high-level reports including workspace metrics. These reports are customizable to include aggregated metrics from either multiple workspaces or multiple campaigns.
So, for example, if you run two holiday-focused campaigns, each in a different workspace (one in a UK workspace, one in a US workspace), you can create one aggregated report including metrics across these two campaigns.
How does it work?
On your Klear homepage, navigate to Your Workspaces and click on the Report button on the top right.
The report button will populate the Workspaces Campaign Report pop-up, which includes a button to select a report for either Export Workspaces or Export Campaigns. Note: the HQ Dashboard and report functionality will only appear for users of the Primary account.
Select the time frame campaign, default timeframes, pre-defined options, or a custom time frame.
From the Select Workspaces section, either use the search bar or select from the populated list to select the workspaces you’d like to include.
As you make selections, each workspace will be highlighted with a checkmark to confirm its inclusion, and the top-right of the pop-up will update how many workspaces you’ve selected. To remove a workspace, hover over the workspace row and click the x.
Choose the format for your report. Keep the editable box unchecked for a PDF version, and check the editable version for a Google Slides format.
Hit Send Me The Report. You will receive an update in-app and via email when your
report is ready for download or view.
Your report will include aggregated KPIs and a slide for Top performing posts for each workspace.
Select the time frame, campaign default timeframes, pre-defined options, or a custom time frame.
Use the Select Workspace drop-down to locate the workspaces housing your campaign(s).
From the Select Campaigns section, either use the search bar or select from the populated list to select the campaign(s) you’d like to include.
As you make selections, each campaign will be highlighted with a checkmark to confirm its inclusion, and the top-right of the pop-up will update how many campaigns you’ve selected. To remove a campaign, hover over the campaign row and click the x.
Repeat this process to navigate through workspaces to select your appropriate campaigns.
Once your selections are complete, hit Send Me The Report. You will receive an update when your report is ready for download or view. This will include aggregated KPIs, a slide highlighting the metrics of each individual campaign, and a slide for Top content for each campaign.
Note: There is no limit to the number of workspaces or campaigns you can include within a report. However, the more data you include, the longer it will take to create your report.
Need more help? Feel free to reach out to us via Live Chat or check out our Customer Community.
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