Create a Brand Overview view
A view captures the current Brand Overview state — date range, comparison, channel chips, group-by — and saves it under a name. Anyone in the workspace can switch to it from the view selector.
Save a new view
Section titled “Save a new view”- Set Brand Overview to the state to save: date range, comparison, channel chips, group-by, and any active section toggles.
- Open the view selector in the control bar.
- Choose Save as new view.
- Enter a name. Short, behavior-describing names work best — Weekly Exec Read, Holiday War Room, DTC-only Yesterday.
- Confirm. The new view becomes the active view and is added to the selector for everyone in the workspace.
Update an existing view
Section titled “Update an existing view”- Switch to the view to update.
- Adjust the control bar to the new desired state.
- Open the view selector and choose Save changes to view (or the equivalent inline action — the exact label depends on the view selector menu).
- The view’s saved configuration is overwritten. Every workspace member who switches to it now sees the new state.
To save the changes without overwriting, use Save as new view instead.
Rename or delete a view
Section titled “Rename or delete a view”The view selector exposes rename and delete actions on each saved view. Deletion is immediate and affects all workspace members. The default view can be edited and renamed but not deleted — see The default Brand Overview view.
Naming conventions that work
Section titled “Naming conventions that work”Most workspaces converge on a small named set. Patterns that hold up:
- Reading pattern + period — Weekly Exec Read, Daily Ops Check.
- Channel scope + comparison — DTC YoY, Marketplaces WoW.
- Use case — Holiday War Room, Black Friday Recap.
Avoid configuration-detail names (Last 7 days, Previous Period, all chips) — those become stale when the team’s reading habits shift.
Sharing a view via URL
Section titled “Sharing a view via URL”Brand Overview URLs encode the active view. Copying the URL while a view is loaded gives a direct link that opens to that view — useful for pasting into Slack or a meeting agenda. The link respects workspace access: recipients without access to the workspace are routed through sign-in.
Common questions
Section titled “Common questions”Save as new view is disabled. The current Brand Overview state matches an existing view exactly. Adjust at least one control before saving.
I want a private view only I can see. Views are workspace-scoped — there are no private views. For a one-off configuration, change the controls without saving; the state is transient and won’t appear in the selector for anyone.
The default view’s settings get reset by another teammate every week. The default is shared. Move the team’s preferred reading pattern into a named view (e.g. Weekly Exec Read) and leave the default for ad-hoc use.