How to Create a Use Case Dashboard

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A use case dashboard starts you off with pre-built widgets and layouts designed for a specific workflow. Instead of building from scratch, you select a use case that matches your goals, and the dashboard is created with recommended widgets already in place. You can then customize it further or add more widgets as needed.

What You Can Do

Choose from six pre-built use cases designed for different business workflows. Start with widgets pre-populated based on your selected use case. Select from Social Listening or Managed Channels product categories. Pick specific monitors or channels to power your dashboard. Customize the pre-built layout after creation. Add additional widgets beyond what the use case provides.

Before You Start

You need proper access to create dashboards in your workspace. At least one monitor or channel must be available in your workspace. You must have access to either Social Listening or Managed Channels product (depending on which use case you choose).

Step by Step

Step 1 - Navigate to Dashboards

Go to Home → Dashboards.

Step 2 - Click Create Dashboard

Click the blue "+ Create Dashboard" button in the top right corner.

Step 3 - Enter Dashboard Name

Type a unique name for your dashboard in the "Dashboard Name" field. The name must be different from all other dashboards in your workspace. If the name already exists, this error appears: "A dashboard with this name already exists. Please choose a different name."

Step 4 - Select Use Case Dashboard Type

Under "Dashboard Type," click on the "Use Case Dashboard" card. The description reads: "Start with widgets pre-built for a specific workflow." This option creates a dashboard with recommended widgets based on your use case selection.

Step 5 - Select Your Product

The next screen shows "Choose where your widget comes from." Select either Social Listening or Managed Channels. Social Listening use cases focus on social media monitoring and brand analysis. Managed Channels use cases focus on customer support and engagement across direct channels.

Step 6 - Select a Use Case

The use case selection screen displays all available use cases as visual cards. Each card shows a representative image, the use case name, and a description of what it covers. Review the available use cases described in the section "Available Use Cases" below. Click the one that matches your business needs. The selected card highlights in blue. Only one use case can be selected at a time.

Step 7 - Select Monitors or Channels

The final screen displays "Select Monitors" (for Social Listening) or "Select Channels" (for Managed Channels). 

You can select up to 8 monitors or channels maximum for your dashboard. Available sources are organized by platform (Facebook, Instagram, X Platform, etc.). Each platform shows the total number of available monitors or channels.

Step 8 - Choose Your Data Sources

Click the checkbox next to each monitor or channel you want to include. A counter shows how many you have selected out of the maximum allowed. For example, "2/6 Selected" means you have chosen 2 out of 6 available Facebook monitors. Use the search bar at the top to find monitors or channels by name if you have many to browse.

Step 9 - Verify Selection Requirements

For certain use cases (such as Benchmark), a minimum of 2 data sources is required. If you select fewer than required, an error message appears: "Benchmark use case requires at least two monitors or channels to proceed." Adjust your selections to meet the minimum requirement.

Step 10 - Create Your Dashboard

Once you have selected between 1 and 8 data sources and met any use case requirements, click the "Create Dashboard" button. The system creates your dashboard with pre-populated widgets from your selected use case. This process happens in the background.

Step 11 - View Your New Dashboard

Your dashboard opens on the canvas with all pre-built widgets already added. Widgets are configured to display data from the monitors or channels you selected. Your dashboard name appears at the top of the page.

Step 12 - Customize Your Dashboard (Optional)

After creation, you can add more widgets, edit existing widgets, or change the layout. 

If you want to add additional widgets beyond what the use case provided, click "+ Add Widgets." 

To edit existing widgets, click the three-dot menu on any widget and select "Manage Widget."

 Detailed instructions for adding and editing widgets appear in separate guides.

Available Use Cases

Available use cases are grouped by product category: Social Listening and Managed Channels, each designed to support specific workflows.

Social Listening use cases:

• Benchmark

Compare performance metrics across your own accounts, competitors, and industry standards. Track how your brand performs relative to others in your space. Useful for competitive analysis and performance tracking. Requires a minimum of 2 monitors or channels to use this use case.

• Brand Analysis

Monitor brand health, sentiment, and overall performance across your social presence. Track brand mentions, audience perception, and brand-related conversations. Useful for understanding how your brand is perceived and performing in the market.

• Campaign Management

Track campaign performance, reach, mentions, and overall effectiveness of your marketing initiatives. Monitor content engagement, campaign reach, and marketing effectiveness across channels. Useful for measuring the impact of your marketing campaigns.

• Crisis Management

Monitor negative sentiment, emerging issues, and potential reputation risks in real time. Quickly identify conversations about crises or reputation threats across your channels. Useful for rapid response to brand reputation challenges.

• Trend Discovery

Understand audience demographics, behavior patterns, engagement trends, and characteristics. Analyze audience insights and identify trending topics and patterns in audience behavior. Useful for discovering what resonates with your audience and market trends.

Managed Channels use cases:

• Customer Support

Track customer interactions, service quality, and support response performance. Monitor customer satisfaction, support ticket status, and response times. Uses OmniServe data to track support metrics. Useful for optimizing your customer support operations.

• Engagement Analysis

Track post performance and audience engagement across your managed pages. Monitor content performance, audience interactions, and engagement metrics. Useful for understanding which content performs best with your audience.

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For further assistance contact Lucidya Support.

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