Data Canvas Dashboard Templates

Data Canvas has seven template options to choose from when you create a new dashboard. This allows you to quickly and easily report on the most requested data without having to build a template from scratch. All templates are available for all clients, and are listed in alphabetical order by Title.

All templates can be customized when you are in edit mode. You can delete tiles you don't need, or create visualizations that aren't currently part of the template.

Although you can't edit a template to create and save your own, after you have customized a template, you can duplicate that dashboard to use for other clients and campaigns.

Here are some questions to consider when choosing a template for your dashboards:

Does my agency already have a standard set of metrics and dimensions we report on? Is there a template that matches this?
Does my agency want to include the same metrics and dimensions in all dashboards? Do we want to have a tiered system? Do we want different dashboards for different clients?
What is the objective of my dashboard; what am I trying to accomplish with this?
What information should be included; what key metrics should be included and how granular should my reporting be?
Who is the audience; what info do they need to know and what might they ask me?

Try creating a dashboard with each template ,so you can view the different visualizations and see the various metrics you can report on.

If you have a suggestion for a dashboard template, please send your recommendations to Basis Support.

For descriptions of the fields included in the tiles, see the Key Terms and Glossary and Calculations pages on the Basis Help Center.

Data Canvas Template Descriptions

The table below lists the templates available in Data Canvas:

Report Name	Description	Good Template For
Campaign Performance with Delivered Spend	A template designed to be filtered down to the campaign level that includes visualizations containing metrics such as Delivered Spend, Impressions, Clicks, Conversions, and CTR across Pie, Bar, and Line charts down to the tactic and creative levels as a starting point	Visualizing performance and delivered spend for one or more campaigns. The template is set to show data from the previous quarter by default—which you can change by editing the dashboard filter. You can also filter by brand, campaign, and line item. While the template allows selecting all campaigns within a client, unlike the Client Performance templates, this template is for dashboards that focus on a single campaign, or group of campaigns, associated with a client—not all of them. The template includes visualizations that drill down to the tactic and creative level.
Campaign Performance without Delivered Spend	A template designed to be filtered down to the campaign level that excludes any spend metrics but includes visualizations on Clicks, Conversions, and CTR across Pie, Bar, and Line charts down to the tactic and creative levels as a starting point	Visualizing performance without delivered spend conveyed for one or multiple campaigns. The template excludes tiles that compare contracted versus delivered spend, however, cost metrics such as CPM, CPC, and CPA are present. The template is set to show data from the previous quarter—which you can change by editing the dashboard filter. You also have the option to filter by brand, campaign, and line item. While the template allows selecting all campaigns within a client, unlike the Client Performance templates, this template is used to create dashboards that focus on a single campaign, or group of campaigns, associated with a client, but not on all of them. The template includes visualizations that drill down to the tactic and creative level.
Client Performance with Delivered Spend	A client-level template that includes visualizations that include metrics such as Delivered Spend, Impressions, Clicks, Conversions, and CTR across Pie, Bar, and Line charts as a starting point	Visualizing performance and delivered spend across multiple campaigns at the client level. This template includes tiles that compare contracted versus delivered spend. The template is set to show data from the previous quarter—which you can change by editing the dashboard filter. You can also filter by brand and campaign. While the template allows selecting single or multiple campaigns, unlike the Campaign Performance templates, the focus of this template is to create dashboards that report on all campaigns associated with a client.
Client Performance without Delivered Spend	A client-level template excluding any spend metrics but including visualizations on metrics such as Impressions, Clicks, Conversions, and CTR across Pie, Bar, and Line charts as a starting point	Visualizing performance without delivered spend across multiple campaigns at the client level. The template is set to show data from the previous quarter—which you can change by editing the dashboard filter. You can also filter by brand and campaign. While the template allows for selecting single or multiple campaigns, unlike the Campaign Performance templates, the focus of this template is to create dashboards that report on all campaigns associated with a client.
Comparison Data Visualizations	A template with prebuilt comparison visualizations for Quarter over Quarter, Month over Month, and Week over Week that includes metrics such as Impressions, Cost, Clicks, CPC, and Conversions across Bar and Line charts	Visualizing data over periods of time, such as Quarter over Quarter, and Month over Month. The timeframe is set to the last year—which you can change by editing the dashboard filter. There is also a filter for the campaign name. Data in each tile is shown by Vendor. The template is split into two sections, one that compares by quarter and one by month. Both sections show you how one or more campaigns have been performing over different periods of time.
Device & Domain Targeting	A template designed specifically for device and domain based targeting Performance that includes metrics such as Impressions, Clicks, CTR, Video Completes, and CPCV with various visualizations.	Performance visualizations focused and dependent on device and domain targeting within DSP tactics.
Groups and Tactic Performance	A template designed specifically for Groups and Tactics Performance encompassing metrics such as Impressions, CTR, Conversions, and CPA at the Tactic and Creative levels	Visualizing performance focusing on group and tactic level data, instead of at the campaign, brand, or client levels. The timeframe filter is set to the previous quarter—which you can change by editing the dashboard filter. All campaigns are selected by default. The template excludes overall spend metrics; it focuses on tactic and creative delivery and performance.
Location Targeting Performance	A template designed specifically for location based targeting Performance that includes metrics such as Impressions, Clicks, CTR, Conversions at the City and Postal Code level with various map visualizations	Visualizing performance focused and dependent on location targeting within DSP tactics. Built-in filters are available for the campaign and line item names. While there isn't a top-level timeframe filter, data is shown for the last 30 days for each tile by default—which you can change by editing the tile filters. The template excludes overall spend metrics and focuses on tactic and creative delivery and performance.