[dynamic_help_sidebar root="leads"]

Universal Data Sync (UDS) – Dashboard

/0 Comments/in , , /by

1. Feature Overview

The UDS Dashboard provides a single, consolidated view of your Universal Data Sync (UDS) flows and applications. Instead of searching through countless individual logs, you can see all the important information in one centralized view.

This dashboard helps you:

  • Monitor performance across all apps and flows.
  • Detect and categorize errors quickly.
  • Analyze processing times and execution volumes.
  • Make data-driven decisions with trend analysis.

 

2. Prerequisites

  • You must be an Administrator user, or access must be shared to you by an admin user.
  • The Universal Data Sync Connector is a paid feature. To enable it on your account, contact your account manager, or write to support@leadsquared.com.

 

3. Access the UDS Dashboard

To access the UDS Dashboard, navigate to Apps>Universal Data Sync (UDS) and select the Dashboard tab.

Navigate to UDS Dashboard

 

4. UDS Dashboard Features

The UDS Dashboard gives you access to the following features:

1. Filters and Time Range

  • Date Range: By default, the dashboard shows data for today. You can customize the time range as needed.
  • App and Flow Filters: Select one or multiple UDS apps/flows to refine the metrics view. By default, all are selected.

uds dashboard date app flow filters

2. Summary Metrics & Request Summary

Summary Metrics:

  • Active Apps: Total number of apps with at least one request in the selected time period.
  • Active Flows: Total number of flows with at least one request in the selected time period.
  • Average Processing Time: Average request execution time.

Request Summary – Breakdown of requests by status:

  • Success: Includes successfully executed and skipped requests.
  • Error: Includes failed, partial error, invalid, and partially completed requests.
  • Queued: Requests in waiting or in-progress for execution.

uds summary metrics and request summary

3. Top 15 Apps Execution

  • Displays the 15 apps with the highest request volumes in the selected period.
  • Color-coded view for request statuses (success, error, queued, etc.).
  • Option to switch between graphical and tabular views.
  • Option to search for an app in the tabular view.

UDS Dashboard top 15 apps execution chart

4. Top 15 Flows Execution

  • Lists the 15 flows with the highest execution volume.
  • Hover on the flow name to view the associated app name.
  • Option to switch between graphical and tabular views.
  • Option to search for a flow in the tabular view.

uds dashboard top 15 flow execution chart

5. Request Trend

  • Displays request data based on the time range selected.
  • You can filter to view only specific error graphs.
  • For definitions of error types, visit the Logs page.

uds dashboard request trends

6. Error Details & Error Details per Flow

Error Details:

  • Categorization of errors by type: error, failed, and partial error.
  • Provides overall error counts for the selected time range.
  • Shows which types of errors happen most often that affect your account – like complete errors, partial errors, or failed requests.

Error Details per Flow:

  • Provides granular visibility of errors at the flow level.
  • For each flow, you can see:
    • App Name
    • Flow Name
    • Error Counts (error, failed, and partial error)
  • Enables you to identify exactly which flows contribute the most errors, making it easier to prioritize troubleshooting.
  • Includes search and filter options (e.g., filter by error type).

uds dashboard error details and error details per flow

7. Processing Duration Trend

  • Shows how long requests took to process on average within the selected time range.
  • Helps you spot time periods when processing duration increased.

Note: Processing duration depends on several factors, including:

  • Number of requests being processed
  • API response times from connected systems
  • Sequential execution conditions applied to flows

uds dashboard average processing duration trend

 

FAQs

1. Can I filter metrics by specific apps or flows?

Yes. Use the app/flow filters at the top of the dashboard to refine your view.

2. What does “Active Apps” mean?

An app is marked active if it had at least one request in the selected time period.

3. How often is data refreshed?

Data is updated in near real-time, based on flow execution logs.

4. How can I view logs of a flow?

Refer to the following article: Universal Data Sync (UDS) – Logs.

 

Any Questions?

Did you find this article helpful? Please let us know any feedback you may have in the comments section below. We’d love to hear from you and help you out!

Build Portals and Landing Pages Pro in Minutes

/0 Comments/in , , , , /by

1. Feature Overview

With the enhanced Portals and Landing Pages Pro (LPP) designer, you can now create professional, responsive pages much faster. The new designer includes ready-made and reusable sections and design elements, so you spend less time designing from scratch and more time focusing on content and conversions.

 

2. Prerequisite

 

3. Ready-Made Templates

Reduce turnaround time by starting with a pre-built design instead of building from scratch. Choose from a wide range of industry-specific templates and pre-designed sections (hero banners, testimonials, forms, sliders, etc.).

On the designer, you can –

  1. Click the add section icon icon to add a section.
  2. Select a pre-built template.
  3. Customize if required.

And, the Mobile editor lets you design for desktop and mobile independently, ensuring an optimized experience across devices.

creating portals in minutes

 

4. Save and Reuse Sections

You can now save any section or element you create (e.g., a testimonial block, a call-to-action banner, or a lead capture form) and reuse it across any Portals and Landing Pages Pro.

  • Build once and reuse across projects.
  • Access saved sections from the “Saved Sections” panel in the designer.
  • Maintain brand consistency while saving effort on repetitive design work.

Example

If you’ve created a custom header with your brand’s logo and navigation, select that element and click on the save section icon icon to Save Section. Now, you can apply it to all future pages from the Saved Sections panel in the designer.

portals save sections

 

Any Questions?

Did you find this article helpful? Please let us know any feedback you may have in the comments section below. We’d love to hear from you and help you out!

Import External Data from Mavis into SIERA

/0 Comments/in , /by

1. Feature Overview

You can now import external data stored in Mavis into SIERA and use it in your SIERA reports and dashboards. This enhancement allows you to combine third-party campaign data (e.g., from Facebook Ads, Google Ads) with your LeadSquared data for deeper performance insights.

 

2. Prerequisites

 

3. Use Case

Suppose you run marketing campaigns on platforms like Facebook or Google Ads and want to analyze them in SIERA alongside your lead and opportunity data.

With this feature, you can:

  • Import campaign performance data into Mavis.
  • Select the required fields to sync into SIERA.
  • Build reports or dashboards in SIERA that merge Mavis data (impressions, clicks, spend, etc.) with your CRM data (leads, opportunities, stages, etc.).

 

4. Prepare Data in Mavis

Note: Syncing data on Mavis with SIERA is not enabled by default. To enable it, contact support@leadsquared.com.
  1. In Mavis, navigate to the database and select a table.
  2. Go to the Reports section.
  3. Choose the columns you want to sync with SIERA (e.g., Campaign Name, Start Date, End Date, Impressions, Clicks, Spend). Synced column data will be accessible for report creation.
  4. Save your selection.

configure Mavis table for SIERA

 

5. Import Mavis Data into SIERA

1. Navigate to SIERA.
2. Create a new Report (or edit an existing one).
3. In the Data Source selector, locate the Mavis section.
4. Select the relevant dataset (e.g., Ad Performance Data).
5. The chosen fields from Mavis will appear as available columns for your report.

import mavis data into SIERA

 

6. Build the Report

Example Scenario 

You’ve imported Facebook Ads campaign data into Mavis with fields for Campaign Name, Impressions, Clicks, and Spend. Now, you want to build a summary report to calculate CTR (click-through rate) and CPC (cost per click).

Follow these steps –

  1. Add the required rows (e.g., Campaign Name, Impressions, Clicks, Spend).
  2. Create calculated fields for KPIs, such as:
    • Click-Through Rate (CTR) = Sum of Clicks / Sum of Impressions
    • Cost Per Click (CPC) = Sum of Spend / Sum of Clicks
  3. Format numeric fields (e.g., set decimal places as needed).
  4. Preview the report.
Note: You can further enhance this report to calculate KPIs such as spend per lead, or campaign performance by lead stage or opportunity status. Use SIERA’s Join feature to combine Mavis data with other internal data sources.

build report with mavis data

 

7. Create Dashboards

Once the report is ready and saved, you can add it to your SIERA dashboard.

add mavis data report to siera dashboard

 

FAQs

1. What types of external data can I bring into SIERA through Mavis?
Any data you can store in Mavis (For example, ad performance metrics from platforms like Facebook Ads, Google Ads, or other marketing tools).

2. Can I use this with both Summary and List reports?
Yes. However, KPI calculations and aggregations are available only in Summary reports.

3. How often is the data refreshed?
Data availability depends on the Mavis sync schedule for your connected sources.

 

Any Questions?

Did you find this article helpful? Please let us know any feedback you may have in the comments section below. We’d love to hear from you and help you out!