Guide / Marketing Dashboard / Open & orient 開啟與導覽

Open & orient

4 min readDifficulty: EasyLesson 1 of 4
Why this matters: The Marketing Dashboard is the single place to see all five brands' sales, ad spend, traffic, and promotions in one view. Knowing how to open it and orient yourself — which brand tab, which month — is the foundation of every other task in this track.

Opening the dashboard

  1. From the intranet homepage at home.newnationhk.com, click the Marketing Dashboard card, or go directly to /marketing/.
  2. The dashboard loads the current month and the "All Brands" view by default.
  3. You will see a Brand tab bar across the top. The tabs are: All Brands · HT · KD · RAF · SO · OS. Click any tab to filter every number on the page to that brand only. "All Brands" shows the combined total.
  4. To the right of the brand tabs is the Month filter dropdown (monthFilter). Click it and pick the month you want to report on. The whole page refreshes to that month's data.
Marketing Dashboard: brand tab bar, Month filter, the 11-tab bar, and the Overview KPI cards
The Overview tab — brand tabs (top-left), Month filter (top-right), the 11-tab bar, then the headline KPI cards. Figures are live example data.

The 11-tab bar

Below the brand and month controls is the main content tab bar. It has 11 tabs — each one is a different view of the same period and brand you have selected:

  • Overview (總覽) — headline KPIs at a glance
  • Sales (銷售) — Shopify and HKTVmall revenue
  • Paid Media (廣告) — ad spend and ROAS by channel
  • Traffic (流量) — website sessions and source breakdown
  • Retail (門店) — physical store performance
  • Promotions (推廣) — active discount codes and campaign results
  • Spend (支出) — online, offline, and budget totals
  • Social (社交) — organic social media metrics
  • WhatsApp — WhatsApp channel metrics
  • Sources (數據來源) — where each number comes from
  • Team (團隊) — team task and activity view

What "read-only" means

Almost everything on this dashboard is read-only — the numbers are pulled automatically from overnight syncs and you cannot edit them. A small number of tabs (Promotions and Spend) have input controls for setting targets; those are the only places where you type anything. You will not accidentally break the data by clicking around.

▶ Try it live

開啟與導覽

4 分鐘難度:簡單第 1 課,共 4 課
為何重要: Marketing Dashboard 是唯一一個能同時查看五個品牌銷售、廣告支出、流量及推廣數字的地方。掌握開啟方法及基本導覽 —— 選擇品牌分頁、選擇月份 —— 是完成本課程所有其他任務的基礎。

開啟 Dashboard

  1. home.newnationhk.com 主頁點擊 Marketing Dashboard 卡片,或直接前往 /marketing/
  2. Dashboard 預設載入當月數據及「 All Brands 」總覽。
  3. 頁面頂部有一排品牌分頁,包括:All Brands · HT · KD · RAF · SO · OS。點擊任何分頁,頁面上所有數字即會篩選至該品牌。選「 All Brands 」則顯示合計。
  4. 品牌分頁右側是月份篩選下拉選單(monthFilter)。點擊後選擇所需月份,整個頁面會刷新為該月數據。
Marketing Dashboard:品牌分頁、月份篩選、11 個內容分頁及總覽 KPI 卡片
總覽分頁 —— 品牌分頁(左上)、月份篩選(右上)、 11 個內容分頁,下方為關鍵 KPI 卡片。圖中數字為即時示例數據。

11 個內容分頁

品牌與月份控制項下方是主要內容分頁列,共 11 個分頁 —— 每個分頁以不同角度呈現你所選期間及品牌的數據:

  • 總覽 (Overview) — 關鍵 KPI 一覽
  • 銷售 (Sales) — Shopify 及 HKTVmall 收入
  • 廣告 (Paid Media) — 各渠道廣告支出及 ROAS
  • 流量 (Traffic) — 網站訪問量及來源分析
  • 門店 (Retail) — 實體門店表現
  • 推廣 (Promotions) — 有效折扣碼及推廣活動結果
  • 支出 (Spend) — 線上、線下及預算總計
  • 社交 (Social) — 社交媒體自然流量數據
  • WhatsApp — WhatsApp 渠道數據
  • 數據來源 (Sources) — 各數字的數據來源
  • 團隊 (Team) — 團隊任務及活動檢視

「唯讀」代表甚麼

Dashboard 上絕大部分內容均為唯讀 —— 數字由隔夜同步自動拉取,你無法直接編輯。只有少數分頁(推廣及支出)設有輸入控制項供設定目標,那些是唯一需要輸入的地方。你可以放心點擊瀏覽,不會意外破壞任何數據。

▶ 即時試用