Mission Control: Building a Dashboard

Overview

Mission Control allows for you and your team to build custom dashboards directly on Wingmate from combining Visuals. In this guide you will learn how to build customized Dashboards, from new or existing Visuals.

Don't know how to make a Visual? Follow this guide here.

With Mission Control, you can create your own Visuals and combine them into meaningful and thorough Dashboards.

What is Mission Control?

Mission Control is Wingmate's advanced analytics add-on that allows companies to build their own Visuals using company-level Data Sources.

With Mission Control, you can:

• Define your own KPIs directly from any information source on your pipeline

• Connect your Visuals together into an Analytics Dashboard

• Share those analytics with other users to track what matters most to your business directly within Wingmate.

Important Note: Only companies with the Mission Control add-on will see analytics tools such as Data Sources and Visuals under the Analytics tab.  To gain access to Mission Control, contact your Account Manager or fill out this form here.

What is a Dashboard?

A Dashboard is a customizable combination of Visuals that helps you understand patterns or performance across your campaigns.  It allows you to add already created Visuals, and create new Visuals specific to each Dashboard.

How to Build a Dashboard in Mission Control

Before you begin, while you can create visuals at the time while creating a Dashboard, this guide will only cover creating a Dashboard with existing Visuals. If you have not created a Visual yet, please refer to the guide below before processing.

➡️ Building a Visual

Once you have multiple Visuals ready, you can begin building your Dashboard using the steps outlined in the next section

Step 1: Open Dashboards

1. Navigate to Analytics → Dashboards.

2. The Visuals list loads and the Create Dashboard button appears at the top right.

Step 2: Start Creating a Dashboard

1. Click Create Dashboard.
2. You will be brought to the Dashboard page, and prompted in the top right to:
   • Add New Visual
   • Add Existing Visual
3. For this guide, we will select "Add Existing Visual"

Step 3: Select Your First Visual

1. Use the search bar or scroll to choose a Visual

Step 4: Click the Plus Icon and Select "Add Existing Visual"

1. Click on the Plus Icon in the top right
2. Click on "Add Existing Visual" to be brought back to the "Select a Visual" pop-up

Step 5: (Optional) Re-Visualize Your Visuals

1. Once you have your selected Visuals in place, you can click on them to "Re-Visualize" them as different kind of charts
2. This allows for you to further customize your Dashboard before saving

Step 6: Save the Dashboard

1. Click the Save icon in the top right
2. The Dashboard will be added to the Dashboard library after saving
3. A success notification will appear once the Dashboard is successfully saved

Tips & Best Practices

• You can press "Add New Visual" to create a new visual from a Data Source

• Dashboards can be exported as 

  • PNGs

  • PDFs

  • JSON

  • XLSX