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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, the 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.

The standard timestamp for updating the Dashboard is usually set at 4 hours, although this timeframe may vary based on the upload process and could potentially extend beyond that.

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.

Check out the Widgets Dictionary to learn about the widget that the ZMP dashboard includes.

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 Layout.

• 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.

Note: Every individual's dashboard is customized to their personal account. However, reports are shared across all users of the account.

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

• Report Builder

  • Select the name of the report and whether you'd like to see the results in a line or bar chart format.

  • While the preview of your widget appears on the right, click on Save Widget to add the custom report directly to your dashboard.

• Opportunity Explorer

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

• Business Intelligence Tool

  • Following the same steps as above, select Business Intelligence and select a ZMP report, or enter an embed report link, or upload a report file.

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 within the action menu against a report, click on Pin to Dashboard. This will directly take you into the Create New Widget page where you can begin to customize your widget.

Sharing Widgets

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

1. Click on the action menu (…) against 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