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In today’s performance-driven world, data isn’t just valuable; it’s essential. ZMP transforms complex data streams into clear, actionable insights that help you make smarter decisions, faster. Designed as your single source of truth, ZMP brings together all your marketing performance metrics, audience insights, and business KPIs in one intuitive, real-time view.

Whether you’re optimizing campaigns, tracking engagement, or uncovering new opportunities, ZMP gives you a comprehensive snapshot of what’s working and where to focus next. With its dynamic visualization tools, customizable dashboards, and seamless access to relevant data, ZMP empowers every user across Customer and Prospect Marketing to measure success and take action with confidence.

ZMP Home is your starting point to explore, analyze, and act, turning data into impact.

Navigation

When you sign in to your ZMP account, Home will appear as the first screen you see. 

If you are in another area in ZMP, you can choose Home at the top of the left-hand nav, or the Zeta logo in the top-left corner of the screen, to navigate back to Home.

Date Selection Functionality

The ZMP Dashboard offers a date selection tool in the upper right-hand corner. The default date selection is always the dynamic date range: the last 30 days. Clicking on the last 30 days will allow you to see the other Dynamic and Fixed Date options that you can apply to your dashboard. 

The Dynamic Date ranges available are:  

• Last 7 Days 

• Last 30 Days 

• Last 60 Days  

• Last 90 Days 

Alternatively, if you click on Select Date Range, this will give you the option to choose a fixed start and end date.

Widgets

Depending on your Zeta Solution, by default, you may see both the Customer and Prospect widgets or just one or the other.  

To change the widgets that appear on the dashboard, click on the Edit Home button at the top right corner of the Dashboard.

On each widget, you will also see the action menu in the upper right-hand corner. Depending on the widget, selecting this menu will allow you to customize or remove the widget individually from your view. 

In order to surface the data that is most important to you and be able to make quick observations and informed optimizations, you can further rearrange and resize the widgets' placements and sizes across the dashboard by dragging them to the desired position and reforming them into your desired size.

Let’s quickly have a look at what else each of the widgets includes:

Title

The title of the widget tells you what type of email data you are reviewing, either Prospect or Customer, and the specific data the widget provides.

Widget Summaries

The widget summaries of the widgets dynamically highlight important and specific performance during the date range you have selected for your dashboard.   

Data States

Within the dashboard, each widget can be in one of three states: Empty, No Data, and Data, depending on the entity it is reporting on and the amount of data available.  

Let’s find out what each of these states means: 

Empty State

The Empty state will show no data in the Dashboard.

No Data State

The No Data State will appear when there is not enough performance data to populate the widget.

Data State

The Data State will show all available performance data within the selected widgets.

In this state, you will be able to see key performance indicators for prospect and customer email widgets. 

Call to Action

A call-to-action or CTA is an action that you can take to optimize or learn more about the performance being reported on in the widget. Depending on the data and data state of the widget, the CTAs will vary.

Pinned Dashboards on Home

You can pin Insights Studio dashboards to ZMP Home for quick access. Pinned dashboards appear as tabs alongside the Home tab, allowing you to switch between Home and your most-used dashboards easily.

How to Pin a Dashboard to Home

1. From the left-hand navigation menu, go to Analytics > Insights Studio.

2. Select Dashboards to view all available dashboards and reports.

3. Locate the dashboard you want to pin. Click the action menu (⋯) on the dashboard card.

4. Select Pin to Home.

5. Alternatively, you can open the dashboard you want to pin. In the top-right corner of the dashboard, click the pin icon.

6. Once pinned, the dashboard will be added as a tab on ZMP Home.

How Pinned Dashboards Work

• When you navigate to Home, the system displays the default ZMP Home tab and any pinned IS dashboards as tabs to the right of Home

• Pinned dashboards always appear after the Home tab and are right-aligned.

• A maximum of 10 dashboards can be pinned at one time.

Managing Pinned Dashboard Tabs

• Users with the appropriate permissions can reorder pinned dashboards by dragging tabs to their preferred position.

• If the number of pinned dashboards exceeds the available screen width:

  • Tabs may automatically reduce in width, or

  • Additional dashboards will be accessible via a dropdown overflow menu

Extensible Tab Support

ZMP Home is designed to support additional tabs introduced by other teams (for example, Performance Advisor), ensuring a consistent and scalable navigation experience across the platform.

Custom Widgets

The custom widget feature on the dashboard allows you to bring your most important reports to the forefront of your experience in the ZMP. You can create a custom widget by accessing the widget library:

1. From the dashboard’s action menu dropdown, select Edit Home.

• This will bring up a list of your existing dashboard widgets organized by our new intelligent categories.

2. Click on Create New Widget.

3. Within the screen that appears, give your widget a name and an optional description.

4. There are three different tools you can create a custom widget from:

• Insights Studio

  • Select the report. The list shows every chart and table on that report by name, including line and bar charts, tables, map widgets, and a Sankey chart when the report has one. When a report has more than one chart of the same type, each one is listed on its own, such as Line Chart Clicks (Line Chart) and Line Chart Opens (Line Chart).

  • Select the chart or table you want. While the preview appears on the right, click Save Widget.

  • Widgets already pinned as a line, bar, or pie chart keep showing that chart.

  • If the pinned chart is later removed from the report, open the widget and choose another chart or table. That choice stays saved. Cancel leaves the previously saved chart in place.

  • A report with no saved charts cannot be pinned. An older Home widget that can no longer find its chart shows an error until you choose a chart.

• Opportunity Explorer

  • Following the same steps as above, select Opportunity Explorer and select the name of your report.

• Embedded Reports

  • Following the same steps as above, select Embedded Reports to add a report that was created in the Embedded Reports tool in ZMP. Start by either searching for the desired report or uploading a new report. When uploading a new report, it will also be added to the Embedded Reports tool.

5. As the custom report(s) have been added to your dashboard, you can directly preview them by clicking on Open Report.

An alternate way to add custom widgets is to navigate to a report within the list from the report builder or business intelligence tools. From Insights Studio, open the report’s action menu (⋯) and select Pin to Home. Name the widget, select the chart or table, and click Save Widget. From a Business Intelligence report, the action menu offers Pin to Dashboard and opens the Create New Widget page.

Sharing Widgets

You can easily share your pre-configured widgets with other users or accounts.

1. Click on the action menu (…) next to the desired widget and select Share from the dropdown.

2. As the contacts window slides open from the right, select the user you want to share the widget with.

3. Click on Share, and a Share Successful message will pop up at the bottom-left.

4. On the other end, the user you shared the widget with will receive the following message:

5. Clicking on Accept widget will add the widget to the user’s dashboard with a Shared tag beside it.

Sharing Dashboard

You can easily share your pre-configured dashboard with other users or accounts.

1. Click on the Share button right above the dashboard.

2. As the contacts window slides open from the right, select the user you want to share your dashboard with.

3. Click on Share, and a Share Successful message will pop up at the bottom-left.

4. On the other end, the user you shared the dashboard with will receive the following message:

5. Clicking on Accept Dashboard will add the shared dashboard’s widgets to the user’s dashboard with a Shared tag beside all of them.

FAQs