How do I use the Marketing Platform dashboard?

You can make use of the platform dashboards by leveraging them as central hubs for global campaign management and brand-specific performance tracking. The platform provides two primary types of dashboards: the Advertiser Dashboard and the Brand Dashboard.

1. Utilizing the Advertiser Dashboard (Global View)

The Advertiser Dashboard is the first screen you see after logging in, offering a high-level overview of all your brands and aggregate advertising activity. The Advertiser Dashboard serves as the primary hub for global platform management, allowing you to monitor aggregate performance, personalize your view, and handle administrative tasks across all managed brands.

Advertiser Dashboard

Performance Monitoring and Customization

• Track Global Metrics: You can view high-level aggregate data across all brands, including Total Spend, Media Spend, HCP Reach, Accounts Reach, Impressions, Clicks, and Average CTR.

Key Metrics Cards

• Analyze Trends: Use the Performance Tracking Graph to visualize data like Impressions and Clicks over time, and the Pacing Gauge to monitor if sub-campaigns are on track, under, or over budget.

Performance Tracking Graph

• Customize Your View: You can personalize the dashboard by using the Customize Cards Control to select which specific metric cards are displayed.

Customize Cards Pop-up

• Adjust Data Formats: You can expand metrics cards into more detailed tabular or graphic formats to better suit your analysis needs.

Card Expanded as Table

Card Expanded as a Graph

• Filter by Date: You can specify a custom Start and End Date to view performance data for a specific period.

   

Learning and Feedback

• Explore the Democenter: You can access a repository of platform demos, including Video tutorials and Self-Demo style Walkthroughs within a sandbox environment to familiarize yourself with platform features.

Democenter

• Stay Updated: Use the Product Updates button to review new feature launches and enhancements via the What’s New tab.

Product Updates Pop-up

• Contribute Ideas: Through the Submit an Idea tab, you can share feedback or suggestions for new platform capabilities, including the ability to upload supporting files.

Submit an Idea Tab

Support and Assistance

• Create Support Tickets: If you encounter issues, you can submit a Support Ticket detailing the subject and description of the problem for resolution.

Support Tickets Pop-up

• Request Services: You can submit broader Service Requests using a dedicated form within the support interface.
• AI Search: Use the Ask Doceree Search Bar to instantly find specific features, data, or help articles using AI-driven search.

Ask Doceree Search Bar

Administrative and User Management

• Edit Your Profile: You can update your Basic Information (name, organization type, profile picture) and Business Address (address, currency, time zone, and organization logo).

Basic Information Tab

Business Address Tab

• Manage Accounts and Brands: You can add new client accounts or brands, search for existing ones, and view associated users and roles.

Accounts Tab

• Manage Users: You can add new users by email, assign them specific roles and brands, or search and delete existing user accounts.

Users Tab

• Configure Notifications: You can specify which types of alerts you receive (e.g., Campaign, User Access, or Billing) and choose their delivery method as Email, Platform, or both.

Notification Tab

Activity Tracking and Optimization

• Monitor Recent Activity: View a log of your latest actions on the platform, such as brand creations or sub-campaign launches.

Recent Activity Widget

• Review Notifications: Access the Notifications pop-up to see recent alerts, mark them as read, or dismiss them.

Notifications Pop-up

• Activity Logs and Undo: Use the Activity Logs tab to view brand-specific events. Crucially, you can use the Review/Undo link to reverse up to three recent campaign optimizations directly from this menu.

Activity Logs Tab

Security and Account Control

• Account Settings: You can change your password, set security questions for self-service password retrieval, and delete your account if necessary.

Account Settings Page

• Logout: Securely log out of the Doceree platform.
• Brand Switching: Use the User Profile Panel drop-down to switch from the global view to a specific Brand Dashboard.

Brand Dashboard

2. Utilizing the Brand Dashboard (Brand-Specific View)

Accessed via a drop-down in the User Profile panel, this dashboard filters all data to focus on a single selected brand. The Brand Dashboard is a specialized hub that provides a comprehensive overview of advertising activity and performance for a specific selected brand.

Brand Dashboard

You can perform the following tasks while using the Brand Dashboard:

Navigate and Access Modules

• Switch Brands: Use the Brand Selector Panel in the left sidebar to toggle between different brands to view filtered data.

Brand Selector Panel

• Access Core Modules: Navigate to the Marketing Platform, Market Access, and other specialized tools like Marketplace, DataIQ, and RepTwin using the navigation menu and quick access tiles.

Marketing Platform Quick Access Tiles

• Jump to Specific Actions: Use shortcut tiles to enter the Plan (campaign planning), Activate (campaign execution), or Measure (performance analysis) sections of the Marketing Platform.
• AI Search: Use the Ask Doceree Search Bar to instantly find specific features, data, or help articles within the platform.

Ask Doceree Search Bar

Monitor Performance and Clinical Metrics

• Track High-Level KPIs: View cards for Campaigns (total active), Sub campaigns, Total Spend, Media Spend, HCP Reach, Accounts Reach, Impressions, Clicks, and Avg CTR.

Key Metrics Cards

• Review Clinical Data: Monitor brand-specific rolling totals for the past year for NRx and TRx.
• Analyze Trends: Use the Performance Tracking Graph to visualize Impressions, Clicks, and CTR over time.

Performance Tracking Graph

• Filter by Timeframe: Specify a Start and End Date to view performance data for a particular period.

Customize and Personalize the View

• Select Displayed Cards: Use the Customize Cards Control to check or uncheck which metrics (such as Pacing, Recent Activity, or Brand Watch) appear on your dashboard.

Customize Cards Pop-up

• Change Data Formats: You can expand specific cards to change how information is presented.
  • Tabular Format: Expand cards like Campaigns or Sub campaigns to see data in a table.

Card Expanded as Table

• Graphic Format: Expand cards like Media Spend, HCP Reach, or Impressions to view them as graphs.

Card Expanded as a Graph

• Contract Cards: Use the expand icon again to return an expanded table or graph to its original card/tile format.

Utilize Specialized Widgets

• Monitor Pacing: Use the Pacing Gauge to see if sub-campaigns are on track, under, or over budget. You can filter these by status and download the pacing data as an Excel file.

Pacing Gauge Widget

• Brand Watch: Access the Brand Watch tab within the carousel to view brand-specific insights like Rx Count and Prescribers.

What’s New / Brand Watch Carousel Displaying Brand Watch Tab

• Track Local Activity: Review the Recent Activity widget to see a log of brand-specific actions, such as target list creations or sub-campaign launches, and see exactly when they occurred.

Recent Activity Widget

• Stay Informed: Use the What’s New tab in the carousel to read about individual product updates and enhancements.

What’s New / Brand Watch Carousel Displaying What’s New Tab

Support and Administrative Tasks

• Contextual Tasks: Use the Context Icons to access the Democenter for training, Manage Payment, submit Support Tickets, view Notifications, or edit your profile via the Initials Menu.

3. Common Features and Personalization

Both dashboards offer several tools to tailor the information to your needs:

• Customize Metrics: Use the Customize Cards Control to select which specific data points (like Clicks, Avg CTR, or Pacing) appear on your dashboard.
• Change Data Formats: You can expand metrics cards into tabular or graphic formats for more detailed analysis.
• Date Range Control: Specify a custom start and end date to filter the performance data displayed on the screen.
• Pacing and Notifications: Monitor the Pacing Gauge to see if sub-campaigns are on track with their budgets, and check the Notifications pop-up for alerts or activity logs.
• Ask Doceree: Use the AI-driven search bar at the top of either dashboard to find features or help articles instantly