1 Use the functionality of Metric Highlight<\/strong><\/span><\/span><\/h2>\n<\/p>\nThe functionality of Metric Highlight<\/strong> allows you to highlight strategic numbers within reports and dashboards. You can use it to highlight essential KPIs such as<\/p>\n\n- Number of conversions<\/li>\n
- Amount invested<\/li>\n
- ROAS<\/li>\n<\/ul>\n
How to highlight a metric<\/span><\/span><\/h3>\n<\/p>\n\n- In your report or dashboard, locate the desired metric.<\/li>\n
- Hover over the metric.<\/li>\n
- Click on the star icon so it appears highlighted.<\/li>\n<\/ol>\n
![\"\"](\"https:\/\/reportei.com\/wp-content\/uploads\/2025\/02\/image.png\")
<\/figure>\n<\/p>\n2 Customize the theme of the Reports<\/span><\/span><\/h2>\n<\/p>\nGood visual organization makes all the difference. In Reportei, you can customize<\/p>\n
\n- Theme colors<\/a><\/strong> Use a palette that highlights the most relevant information.<\/li>\n
- Order of sections\/networks<\/a><\/strong> Organize the data in a logical sequence and prioritize the most important information at the top of the report<\/li>\n
- Images and links<\/a><\/strong> Use visual resources to facilitate data interpretation.<\/li>\n<\/ul>\n
3 Use the vertical funnel for better data comprehension.<\/span><\/span><\/h2>\n<\/p>\nIf you want to highlight the customer journey within the sales funnel, you can use the Vertical Funnel<\/strong> which is now available to be added in reports and dashboards. It helps to better visualize the flow of conversions and bottlenecks.<\/p>\nHow to add a Vertical Funnel<\/span><\/span><\/h3>\n<\/p>\n\n- Within your report or dashboard, click on Add metric<\/strong>;<\/li>\n
- In the sidebar, select the option of Customizable Metrics<\/strong> and drag the option of Funnel<\/strong> to the data block.<\/li>\n
- Choose between Horizontal Funnel<\/strong> or Vertical Funnel<\/strong>;<\/li>\n
- Add the steps as needed.<\/li>\n
- Customize the colors and finalize the configuration.<\/li>\n<\/ol>\n
![\"\"](\"https:\/\/reportei.com\/wp-content\/uploads\/2025\/02\/opc\u0327o\u0303es-de-funil.avif\")
<\/figure>\n![\"\"](\"https:\/\/reportei.com\/wp-content\/uploads\/2025\/02\/funil-adicionado-ao-relato\u0301rio.avif\")
<\/figure>\n<\/p>\n4 Use calculated metrics to create custom indicators.<\/span><\/span><\/h2>\n<\/p>\nNow it’s possible to add Calculated Metrics<\/strong> within the funnels. This allows you to create exclusive indicators by combining different metrics to obtain a more detailed view of campaign performance.<\/p>\nExample<\/span><\/span><\/h3>\n<\/p>\n\n- Conversion rate:<\/strong> (Number of conversions \/ Total clicks) \u00d7 100<\/li>\n
- Total Engagement<\/strong> Sum of likes, comments, and shares<\/li>\n<\/ul>\n
![\"\"](\"https:\/\/reportei.com\/wp-content\/uploads\/2025\/02\/67b39c611b54667b39c611b547.jpeg\")
<\/figure>\n![\"\"](\"https:\/\/reportei.com\/wp-content\/uploads\/2025\/02\/67b39c9b3494067b39c9b34941.jpeg\")
<\/figure>\n<\/p>\nWith these functionalities of Reportei, you can create more visual, organized, and strategic reports and dashboards. This makes data analysis more efficient and improves result communication with clients and teams.<\/p>\n
Try these tips right now and transform your reports into powerful insight tools.<\/p>\n
If you have any questions, contact our Support team.<\/em>\u00a0=)<\/p>\n","protected":false},"excerpt":{"rendered":"Creating clear and objective reports and dashboards is essential to facilitate data analysis and optimize decision-making. In Reportei, you can highlight relevant information so that your clients or team can quickly understand the most important points. 1 Use the functionality of Metric Highlight The functionality of Metric Highlight allows you to highlight strategic numbers within […]<\/p>\n","protected":false},"author":9,"featured_media":0,"menu_order":0,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"inline_featured_image":false,"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"helpdesk_category":[1120],"helpie_tag":[],"helpie_add_tag":[],"helpie_up_tag":[],"class_list":["post-57971","pauple_helpie","type-pauple_helpie","status-publish","format-standard","hentry","helpdesk_category-getting-started"],"_links":{"self":[{"href":"https:\/\/reportei.com\/en\/wp-json\/wp\/v2\/pauple_helpie\/57971","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/reportei.com\/en\/wp-json\/wp\/v2\/pauple_helpie"}],"about":[{"href":"https:\/\/reportei.com\/en\/wp-json\/wp\/v2\/types\/pauple_helpie"}],"author":[{"embeddable":true,"href":"https:\/\/reportei.com\/en\/wp-json\/wp\/v2\/users\/9"}],"replies":[{"embeddable":true,"href":"https:\/\/reportei.com\/en\/wp-json\/wp\/v2\/comments?post=57971"}],"version-history":[{"count":3,"href":"https:\/\/reportei.com\/en\/wp-json\/wp\/v2\/pauple_helpie\/57971\/revisions"}],"predecessor-version":[{"id":84873,"href":"https:\/\/reportei.com\/en\/wp-json\/wp\/v2\/pauple_helpie\/57971\/revisions\/84873"}],"wp:attachment":[{"href":"https:\/\/reportei.com\/en\/wp-json\/wp\/v2\/media?parent=57971"}],"wp:term":[{"taxonomy":"helpdesk_category","embeddable":true,"href":"https:\/\/reportei.com\/en\/wp-json\/wp\/v2\/helpdesk_category?post=57971"},{"taxonomy":"helpie_tag","embeddable":true,"href":"https:\/\/reportei.com\/en\/wp-json\/wp\/v2\/helpie_tag?post=57971"},{"taxonomy":"helpie_add_tag","embeddable":true,"href":"https:\/\/reportei.com\/en\/wp-json\/wp\/v2\/helpie_add_tag?post=57971"},{"taxonomy":"helpie_up_tag","embeddable":true,"href":"https:\/\/reportei.com\/en\/wp-json\/wp\/v2\/helpie_up_tag?post=57971"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
- \n
- Number of conversions<\/li>\n
- Amount invested<\/li>\n
- ROAS<\/li>\n<\/ul>\n
How to highlight a metric<\/span><\/span><\/h3>\n<\/p>\n
- \n
- In your report or dashboard, locate the desired metric.<\/li>\n
- Hover over the metric.<\/li>\n
- Click on the star icon so it appears highlighted.<\/li>\n<\/ol>\n<\/figure>\n<\/p>\n
2 Customize the theme of the Reports<\/span><\/span><\/h2>\n<\/p>\n
Good visual organization makes all the difference. In Reportei, you can customize<\/p>\n
- \n
- Theme colors<\/a><\/strong> Use a palette that highlights the most relevant information.<\/li>\n
- Order of sections\/networks<\/a><\/strong> Organize the data in a logical sequence and prioritize the most important information at the top of the report<\/li>\n
- Images and links<\/a><\/strong> Use visual resources to facilitate data interpretation.<\/li>\n<\/ul>\n
3 Use the vertical funnel for better data comprehension.<\/span><\/span><\/h2>\n<\/p>\n
If you want to highlight the customer journey within the sales funnel, you can use the Vertical Funnel<\/strong> which is now available to be added in reports and dashboards. It helps to better visualize the flow of conversions and bottlenecks.<\/p>\n
How to add a Vertical Funnel<\/span><\/span><\/h3>\n<\/p>\n
- \n
- Within your report or dashboard, click on Add metric<\/strong>;<\/li>\n
- In the sidebar, select the option of Customizable Metrics<\/strong> and drag the option of Funnel<\/strong> to the data block.<\/li>\n
- Choose between Horizontal Funnel<\/strong> or Vertical Funnel<\/strong>;<\/li>\n
- Add the steps as needed.<\/li>\n
- Customize the colors and finalize the configuration.<\/li>\n<\/ol>\n
<\/figure>\n<\/figure>\n<\/p>\n4 Use calculated metrics to create custom indicators.<\/span><\/span><\/h2>\n<\/p>\n
Now it’s possible to add Calculated Metrics<\/strong> within the funnels. This allows you to create exclusive indicators by combining different metrics to obtain a more detailed view of campaign performance.<\/p>\n
Example<\/span><\/span><\/h3>\n<\/p>\n
- \n
- Conversion rate:<\/strong> (Number of conversions \/ Total clicks) \u00d7 100<\/li>\n
- Total Engagement<\/strong> Sum of likes, comments, and shares<\/li>\n<\/ul>\n
<\/figure>\n<\/figure>\n<\/p>\nWith these functionalities of Reportei, you can create more visual, organized, and strategic reports and dashboards. This makes data analysis more efficient and improves result communication with clients and teams.<\/p>\n
Try these tips right now and transform your reports into powerful insight tools.<\/p>\n
If you have any questions, contact our Support team.<\/em>\u00a0=)<\/p>\n","protected":false},"excerpt":{"rendered":"
Creating clear and objective reports and dashboards is essential to facilitate data analysis and optimize decision-making. In Reportei, you can highlight relevant information so that your clients or team can quickly understand the most important points. 1 Use the functionality of Metric Highlight The functionality of Metric Highlight allows you to highlight strategic numbers within […]<\/p>\n","protected":false},"author":9,"featured_media":0,"menu_order":0,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"inline_featured_image":false,"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"helpdesk_category":[1120],"helpie_tag":[],"helpie_add_tag":[],"helpie_up_tag":[],"class_list":["post-57971","pauple_helpie","type-pauple_helpie","status-publish","format-standard","hentry","helpdesk_category-getting-started"],"_links":{"self":[{"href":"https:\/\/reportei.com\/en\/wp-json\/wp\/v2\/pauple_helpie\/57971","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/reportei.com\/en\/wp-json\/wp\/v2\/pauple_helpie"}],"about":[{"href":"https:\/\/reportei.com\/en\/wp-json\/wp\/v2\/types\/pauple_helpie"}],"author":[{"embeddable":true,"href":"https:\/\/reportei.com\/en\/wp-json\/wp\/v2\/users\/9"}],"replies":[{"embeddable":true,"href":"https:\/\/reportei.com\/en\/wp-json\/wp\/v2\/comments?post=57971"}],"version-history":[{"count":3,"href":"https:\/\/reportei.com\/en\/wp-json\/wp\/v2\/pauple_helpie\/57971\/revisions"}],"predecessor-version":[{"id":84873,"href":"https:\/\/reportei.com\/en\/wp-json\/wp\/v2\/pauple_helpie\/57971\/revisions\/84873"}],"wp:attachment":[{"href":"https:\/\/reportei.com\/en\/wp-json\/wp\/v2\/media?parent=57971"}],"wp:term":[{"taxonomy":"helpdesk_category","embeddable":true,"href":"https:\/\/reportei.com\/en\/wp-json\/wp\/v2\/helpdesk_category?post=57971"},{"taxonomy":"helpie_tag","embeddable":true,"href":"https:\/\/reportei.com\/en\/wp-json\/wp\/v2\/helpie_tag?post=57971"},{"taxonomy":"helpie_add_tag","embeddable":true,"href":"https:\/\/reportei.com\/en\/wp-json\/wp\/v2\/helpie_add_tag?post=57971"},{"taxonomy":"helpie_up_tag","embeddable":true,"href":"https:\/\/reportei.com\/en\/wp-json\/wp\/v2\/helpie_up_tag?post=57971"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
- Total Engagement<\/strong> Sum of likes, comments, and shares<\/li>\n<\/ul>\n
- In the sidebar, select the option of Customizable Metrics<\/strong> and drag the option of Funnel<\/strong> to the data block.<\/li>\n
- Order of sections\/networks<\/a><\/strong> Organize the data in a logical sequence and prioritize the most important information at the top of the report<\/li>\n
- Theme colors<\/a><\/strong> Use a palette that highlights the most relevant information.<\/li>\n