Profiles dashboard

The Adobe Experience Platform user interface (UI) provides a dashboard through which you can view important information about your Real-time Customer Profile data, as captured during a daily snapshot. This guide outlines how to access and work with the Profiles dashboard in the UI and provides information regarding the metrics displayed in the dashboard.

For an overview of all of the Profile features within the Experience Platform user interface, please visit the Real-time Customer Profile UI guide.

Profile dashboard data

The Profiles dashboard displays a snapshot of the attribute (record) data that your organization has within the Profile store in Experience Platform. The snapshot does not include any event (time series) data.

The attribute data in the snapshot shows the data exactly as it appears at the specific point in time when the snapshot was taken. In other words, the snapshot is not an approximation or sample of the data, and the Profile dashboard is not updating in real time.

NOTE

Any changes or updates made to the data since the snapshot was taken will not be reflected in the dashboard until the next snapshot is taken.

Exploring the Profiles dashboard

To navigate to the Profiles dashboard within the Platform UI, select Profiles in the left rail, then select the Overview tab to display the dashboard.

NOTE

If your organization is new to Platform and does not yet have active Profile datasets or merge policies created, the Profiles dashboard is not visible. Instead, the Overview tab displays links and documentation to help you get started with Real-time Customer Profile.

Modifying the Profiles dashboard

You can modify the appearance of the Profiles dashboard by selecting Modify dashboard. This enables you to move, add, and remove widgets from the dashboard as well as to access the Widget library to explore available widgets and create custom widgets for your organization.

Please refer to the modifying dashboards and widget library overview documentation to learn more.

Merge policies

The metrics displayed in the Profiles dashboard are based on merge policies being applied to your Real-time Customer Profile data. When data is brought together from multiple sources to create the customer profile, it is possible for the data to contain conflicting values (for example, one dataset may list a customer as “single” while another dataset may list the customer as “married”). It is the job of the merge policy to determine which data to prioritize and display as part of the profile.

For more information on merge policies, including how to create, edit, and declare a default merge policy for your organization, please begin by reading the merge policies overview.

The dashboard will automatically select a merge policy to display, but you can change the merge policy that is selected using the drop down menu. To choose a different merge policy, select the drop down next to the merge policy name and then select the merge policy that you wish to view.

NOTE

The dropdown menu shows only merge policies related to the XDM Individual Profile Class, however if your organization has created multiple merge policies, it may mean that you will need to scroll in order to view the complete list of available merge policies.

Widgets and metrics

The dashboard is composed of widgets, which are read-only metrics providing important information regarding your Profile data.

The “last updated” date and time on a widget shows when the last snapshot of the data was taken. The date and time of the snapshot is provided in UTC; it is not in the timezone of the individual user or IMS Organization.

Standard widgets

Adobe provides multiple standard widgets that you can use to visualize different metrics related to your Profile data. You can also create custom widgets to be shared with your organization using the Widget library. To learn more about creating custom widgets, please begin by reading the widget library overview.

To learn more about each of the available standard widgets, select the name of a widget from the following list:

Profile count

The Profile count widget displays the total number of merged profiles within the Profile data store at the time the snapshot was taken. This number is the result of the selected merge policy being applied to your Profile data in order to merge profile fragments together to form a single profile for each individual.

See the section on merge policies earlier in this document to learn more.

NOTE

The Profile count widget may show a different number than the profile count shown on the Browse tab in the Profiles section of the UI for multiple reasons. The most common reason is because the Browse tab references the total number of merged profiles based on your organization’s default merge policy, while the Profile count widget references the total number of merged profiles based on the merge policy that you have selected to view in the dashboard.

Another common reason is due to the differences between the time when the dashboard snapshot is taken and the time when the sample job is run for the Browse tab. You can see when the Profile count widget was last updated by looking at the timestamp on the widget, and to learn more about how the sample job is triggered on the Browse tab, see the profile count section in the Real-time Customer Profile UI guide.

Profiles added

The Profiles added widget displays the total number of merged profiles that have been added to the Profile data store as of the last snapshot that was taken. This number is the result of the selected merge policy being applied to your Profile data in order to merge profile fragments together to form a single profile for each individual. You can use the dropdown selector to view the profiles added over the last 30 days, 90 days, or 12 months.

NOTE

The Profiles added widget reflects the number of profiles added to the system following your organization’s initial configuration. For example, if four million profiles were added during configuration and you added an additional one million profiles over the last 30 days, the Profiles added widget would display “1,000,000” while the Profile count widget would display “5,000,000”.

Profiles count trend

The Profiles count trend widget displays the total number of merged profiles that have been added to the Profile data store daily over the last 30 days, 90 days, or 12 months. This number is updated each day when the snapshot is taken, therefore if you were to ingest profiles into Platform, the number of profiles would not be reflected until the next snapshot is taken. The count of profiles added is the result of the selected merge policy being applied to your Profile data in order to merge profile fragments together to form a single profile for each individual.

See the section on merge policies earlier in this document to learn more.

Profiles by identity

The Profiles by identity widget displays the breakdown of identities across all of the merged profiles in your Profile store. The total number of profiles by identity (in other words, adding together the values shown for each namespace) may be higher than the total number of merged profiles because one profile could have multiple namespaces associated with it. For example, if a customer interacts with your brand on more than one channel, multiple namespaces will be associated with that individual customer.

See the section on merge policies earlier in this document to learn more.

To learn more about identities, please visit the Adobe Experience Platform Identity Service documentation.

Identity overlap

The Identity overlap widget displays a Venn diagram, or set diagram, showing the overlap of profiles in your Profile store containing multiple identities.

After using the dropdown menus on the widget to select the identities that you wish to compare, circles appear displaying the relative size of each identity, with the number of profiles containing both namespaces being represented by the size of the overlap between the circles. If a customer interacts with your brand on more than one channel, multiple identities will be associated with that individual customer, therefore it is likely that your organization will have multiple profiles containing fragments from more than one identity.

For more information on profile fragments, begin by reading the section on profile fragments vs merged profiles in the Real-time Customer Profile overview.

To learn more about identities, please visit the Adobe Experience Platform Identity Service documentation.

Next steps

By following this document you should now be able to locate the Profiles dashboard and understand the metrics displayed in the available widgets. To learn more about working with Profile data in the Experience Platform UI, please refer to the Real-time Customer Profile UI guide.

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