Build a Dashboard in Google Analytics

This guide will show you how to build a dashboard in Google Analytics to track your Reveal data. Before building dashboards, you should have finished setting up your Reveal Google Analytics

integration. If you haven't done so already, you can get started here.

Skip Ahead to:

Within Google Analytics, Create a New Dashboard:

  1. Click on Customization.
  2. Select Dashboards.
  3. Press Create to create a new dashboard.
  4. Click on Blank Canvas for a clean view of your Reveal data.
  5. Name your dashboard.
  6. Press Create Dashboard.

Add a Widget

With widgets in dashboard, you're able to track the specific dimension(s), you've set up with Clearbit Reveal, like Clearbit Company Domain or Clearbit Company Name.

  1. Name your Widget title.
  2. Select Table as the Standard.
  3. Under Display the following columns, set the dimension you want to track and add Users as the metric.
  4. Press Save.
    In this example, we've successfully set up Clearbit Company Name as the dimension to track.

📝 Please note: you'll have to add each unique dimension as a widget to see Reveal data for the specific Clearbit data point. 

Using Filters

Within each dimension, you can set filters to only show the audience you want to track. 

  1. Click on Filter to add a filter.
  2. Choose between Don't show or Only show.
  3. Specify the Dimension and condition you want to filter for.

    In this example, we've filtered out Company Names with Clearbit and companies of a particular size. To filter by Company Employees, here are the Employee Ranges Clearbit returns.

Using Segments

For deeper analysis, we highly recommend adding Segments to use with your new Clearbit custom dimensions (think of Segments like a global filter)

  1. Click +Add Segment.
  2. Press +New Segment.
  3. Add a name to your Segment (we'll use Target Tech here).
  4. Under the Advanced section in the navigation bar, click on Conditions.
  5. Click Add Content and select Company Tech. 
  6. Press Save.

In this example, we've named our Segment Target Tech and have set the conditions to allow us to segment incoming Reveal data for companies that use a specific tech.

Here's a walkthrough of how to add a Segment:

 The sky's the limit! Now that you know how to create Widgets and Segments with Clearbit Data, options are limitless on how you'd like to use them. 

💡 Clearbit Tip: Here are a few other ideas to help you add sophistication - you could:

  • Create a Segment for B2B vs. B2C and then Add a Pie Chart to show traffic by Source
  • Add a Bar Chart to display Conversions by SubIndustry or Company Employee Range

Best Practice

Now that you have your dashboard set up in Google Analytics, you'll start to notice Clearbit data trickle onto the widget with time. Clearbit's Reveal results are dependent on the volume of traffic from your site so it's recommended to allow 2 weeks for a more comprehensive overview of the data captured.