Build a Dashboard in Google Analytics To Track Reveal Data
Last Updated: May 24, 2022
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:
- How To Create a New Dashboard in Google Analytics
- How To Add a Widget
- How To Build Using Filters
- How To Use Segments
How To Create a New Dashboard in Google Analytics
- Click on Customization on the left side of the screen.
- Select Dashboards.
- Click the Create button to create a new dashboard.
- Click on Blank Canvas for a clean view of your Reveal data.
- Name your dashboard.
- Press the Create Dashboard button.
How To 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.
- Name your Widget title.
- Select Table as the Standard.
- Under Display, the following columns set the dimension you want to track and add Users as the metric.
- Press the Save button.
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.
How To Build Using Filters
Within each dimension, you can set filters to only show the audience you want to track.
- Click on Filter to add a filter.
- Choose between Don't show or Only show.
- 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.
How To Use Segments
For deeper analysis, we highly recommend adding Segments to use with your new Clearbit custom dimensions (think of Segments like a global filter)
- Click the +Add Segment button.
- Press the +New Segment button.
- Add a name to your Segment (we'll use Target Tech here).
- Under the Advanced section in the navigation bar, click on Conditions.
- Click the Add Content button and select Company Tech.
- 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
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.