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Step 3. Attach Data to Tasks

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Track every task result. Attach graphs just as easy as a file by simply typing metric's keywords. All data will be up-to-date whenever you need it.

What metrics could you use?

  • Awareness: New Users by Medium, Channel, Campaign, Referrals…
  • Acquisition: New leads, Email Subscribers, Resource Downloads, Conversion Rate...
  • Activation: Onboarding Conversion Rate, 1 Day retention…
  • Retention: Emails Traffic, Retargeting, Retention…
  • Referral: Referrals, Social Traffic, Viral Loop…
  • Revenue: Customer Acquisition Cost, Transactions, Revenue, Ecommerce Conversion Rate…

You can attach all these metrics to your cards in a few clicks using GrowthBoard.

Connecting Your Web Analytics Tool

1. Click the GrowthBoard button in the upper right corner of your board.

2. Click on the web analytics tool you want to connect to.

3. And click Add Connection.

4. Allow access to the chosen tool.

5. Specify the View you want to use.

You’re all set! Let’s try connecting metrics to your cards now.

 

Attaching an Insight to a Card (and Insights Searching)

1. On any Trello card, click the GrowthBoard button on the right side.

2. From there, click Attach an Insight.

3. Pick-a-metric window will open up. Just naturally type what you want to track:

4. Scroll a down a bit and click Attach an Insight near the needed metric.

5. You’ll see the graph of the required metric on the card. You can add as many of them as you want:

Great!

Setting Goals

Using GrowthBoard, you can set numerical goals that will tell you if you have achieved your line in the sand or not.

1. Open any card with attached metric.

2. Click Edit Goal.

3. Specify the data collection period (you can leave it as This week).

4. Type in the numerical goal against which you’ll measure your success.

5. Click Save.

One more thing! Let’s try out Dashboard.

Using Dashboard (and Insights Searching)

Dashboard is a place where you can pin metrics from various web analytics systems, for example, those that define your business health.

1. Click the GrowthBoard button in the upper right corner of your board.

2. Click Add Insight and search for the metric you need.

3. Add as many of them as you want! And you can try playing with periods:

Thanks for your interest in GrowthBoard! We hope your workflow will become much more efficient now.

Insights Searching

You can reach this window from both - a card, or Dashboard.

Use the field 1 to naturally write what you need.

Or use the field 2 to look up various data sources, metrics, dimensions, segments, and goals (see Available parameters). It does the same thing as first but shows you what options you’ve got.

When using field 2, you can specify a dimension, and then specify its value (when searching for UTM parameters, for example).

When your keywords aren’t clear enough, you may see several metrics showing up. Just scroll down and choose the required one (Show - Attach an Insight/Add to dashboard).

You don’t have to select your data source if you’ve got only one connected. And you should erase default ‘Users’, if you aren’t looking for them.

Available parameters:

1. Data source. A data source is a view in the web analytics tool you’ve connected to earlier.

2. Metric. Metrics are quantitative measurements. The metric Sessions is the total number of sessions. The metric Pages/Session is the average number of pages viewed per session.

3. Dimension/Value. Dimensions are attributes of your data. For example, the dimension City indicates the city, for example, "Paris" or "New York", from which a session originates. The dimension Page indicates the URL of a page that is viewed.

4. Segment. A segment is a subset of your Analytics data. For example, of your entire set of users, one segment might be users from a particular country or city. Another segment might be users who purchase a particular line of products or who visit a specific part of your site.

5. Goal. Goals measure how well your site or app fulfills your target objectives. A goal represents a completed activity, called a conversion, that contributes to the success of your business. Examples of goals include making a purchase (for an ecommerce site), completing a game level (for a mobile gaming app), or submitting a contact information form (for a marketing or lead generation site).

Full list of available dimensions and metrics: https://developers.google.com/analytics/devguides/reporting/core/dimsmets