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Grouping Donut Charts by Session Source or Medium in Aesthetix CRM

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Carlos Salazar

Updated: Jul 02, 2024

Description

Enhance your data visualization in Aesthetix CRM by learning how to group donut charts by session source or medium. This guide provides step-by-step instructions to help you create insightful and visually appealing charts that categorize traffic sources and mediums, offering a clearer understanding of your audience and campaign effectiveness. Ideal for users focused on refining their marketing analytics and improving data interpretation.

Steps

1
To get started, click on the dashboard.
2
Next, click on "Edit Dashboard".
3
Following that, click on "Add Widget".
4
Choose any widget under the Contact category.
5
Select the donut or Line graph on chart selector bar.
6
After that, click on "Conditions".
7
Click on "Add condition".
8
From the dropdown choose Attribution.
9
Choose if you want to filter based on First or Latest Attribution.
10
Following that, click on "Configure".
11
Then, click on the element.
12
You choose from the following properties in Group/Viewby Dropdown.
13
Click on "Save".
14
To finish, Click on "Save Changes".
Grouping Donut Charts by Session Source or Medium in Aesthetix CRM