Getting started

Setup steps

Step 1: Create a dashboard

In Profound, go to Dashboards in the left navigation bar under Analytics.

The quickest way to build a dashboard is via chat with AI Marketer. To skip the manual setup steps described below, select AI Marketer, describe what you want to visualize, and let AI Marketer build the dashboard for you.

To continue creating manually:

1. Select + Create new.

2. Give the dashboard a clear name so stakeholders know what it shows, and add an optional description.

Step 2: Add visualizations

1. Select + Add visualization and pick the metric, such as Visibility Score or Citation Share, from the Visualization dropdown.

2. Toggle between Chart and Table to choose how the visualization displays.

Step 3: Apply filters and save

Narrow the visualization with filters such as Topics, Regions, or Competitors, then select Save changes. Repeat for each visualization you want on your dashboard.

When you’re ready to save your dashboard, select Save view on the top right of the screen. Your dashboard will appear on the Dashboards page.

Step 4: Set the date range and arrange the layout

Open the dashboard and use the filters at the top of the screen to set the date range and the time period it compares against. Your selection saves automatically and becomes the default everyone sees. To rearrange the layout, select Edit view, drag and drop your charts, and select Save changes when done.

Step 5: Share or export

Select Share to invite specific people to view the dashboard, open access to your entire organization, or allow anyone with the link to view. Select Export as PDF when you need a document instead of a live view.

Tips and best practices

• Build one dashboard per audience. A regional lead, an executive, and a content team each read different metrics, and separate dashboards keep each view focused.

• Name dashboards by audience and purpose. A clear name like "Hotels: brand visibility" prevents confusion as your dashboard list grows, and the optional description can record who the dashboard is for.

• Use prompt tags to track a specific set of prompts. For example, tag the prompts your new content targets, then filter the dashboard by that tag to track visibility for just those prompts.

• Set the date range before sharing a link. Link viewers see the range you set, so pick the window your stakeholders should look at.

• Use AI Marketer to build faster. Describe the report you need in plain language, and AI Marketer creates the dashboard and adds the visualizations for you. Open an existing dashboard in an AI Marketer chat to ask questions about the data or add and rearrange charts.