The Dashboard Controls in the Portfolio Long-Term Model allow users to customise the view across Media Insights and Business Insights by selecting product lines, effect types, time periods, and how media impact is attributed. New toggles are available to support long-term modelling, such as effect groupings, data groupings and long-term period presets.


TABLE OF CONTENTS


1. Global Filters

The top header allows users to refine the scope of the dashboard. Changes apply across graphs, summary cards, and tables.


1.1 Effect Attribution (Observed / Consolidated)

• Observed: Shows the effect of media as it occurs over time, including carryover.
• Consolidated: Rolls all future impact back to the original date of investment for clean ROI attribution.

• Toggle Location: Top-left of the dashboard under ‘Effect’ dropdown.



1.2 Period

  • Custom date selector by day/week/month.
  • Includes preset: Long-Term Effect Period.
  • Highlights the recommended window where 90% of long-term effect is visible (e.g., Q1 2025–Q3 2028).
  • Selected period updates all graph and summary views in the module viewed.



1.3 Media Groupings

  • Allows selection of:
    • Specific Investment Products (e.g., Cards, Loans).
    • Media Dimensions: Filter media by grouping (e.g., Paid Social, Paid Search, TV).
  • In the Business Insights module, this filter includes additional filters such as:
    • Business Grouping
    • Competitor
    • Type, Tone, Objective, etc.

Dropdown label: Showing

1.4 Impact Grouping Toggle

Choose between:
 • Investment – View media from product that invested
 • Impact – View results for product that received the effectDropdown label: Impact (e.g. Combined, Short-Term Direct, Long-Term Indirect)





2. Interactive Widgets

These are located across graphs and tables, offering customisation and deeper insight views.


2.1 Data Presentation

  • Toggle between Split and Combined views:
    • Split: Shows “via” effects (e.g., Cards via Loans).
    • Combined: Aggregates data for a product without attribution separation.


2.2 Time Granularity

  • Applies to graphs and tables.
  • Lets you adjust the analysis period (e.g., switch from Weekly to Monthly).
  • Helps in identifying short-term spikes or long-term trends.


2.3 Hierarchy

  • Defines how data is structured in tables.
  • Allows reordering dimensions such as: Media Grouping → Channel → Publisher
  • You can deselect or reorder levels to control the table depth.




3. Table Tools

Customise and extract value from tabular data using the following tools:


3.1 Download/Export Options

  • Export current table view or full dataset as Excel (.xlsx).
  • Options typically include:
    • Displayed Values Only
    • Full Dataset Grouped
    • Full Dataset Granular


3.2 Show/Hide or Reorder Columns

  • Add/remove columns as needed.
  • Drag-and-drop to change column sequence.
  • Useful for comparing specific KPIs side-by-side (e.g., ROI vs CPA).


3.3 Table Filter Option

  • Hide rows with zero values.
  • Filter out irrelevant or low-impact rows for cleaner views.


3.4 Sort

  • Sort rows by any column in ascending or descending order.
  • Helps identify top/bottom-performing media drivers or product segments.


3.5 Show Context

  • Activate this mode to scale graph bars based on maximum value in each column or across the whole table.
  • Useful in the graphical table view for interpreting relative contributions.



4. Navigation Tools

Enhance your movement and focus within the dashboard using built-in navigation aids:


4.1 Zoom In/Out

  • Zoom controls allow you to expand or compress the view for more detailed or aggregated analysis.


4.2 Scroll Bars

  • Horizontal and vertical scroll bars allow for full access to large datasets and extended tables.


4.3 Expand/Collapse Buttons

  • Located beside hierarchical rows.
  • Expand to reveal sub-levels (e.g., Publisher within Channel). 
  • Collapse to simplify the view.