Title: Common Parse.ly Dashboard workflows
Author: joshua
Published: November 3, 2023
Last modified: September 25, 2025

---

 1. [User handbook](https://docs.parse.ly/user-handbook/)
 2. [The Parse.ly Dashboard](https://docs.parse.ly/user-handbook/dashboard/)
 3. [Navigating the Parse.ly Dashboard](https://docs.parse.ly/user-handbook/dashboard/navigating/)
 4. Common Parse.ly Dashboard workflows

#  Common Parse.ly Dashboard workflows

After [integrating Parse.ly](https://docs.parse.ly/parsely-integration/) with your
site, adjusting [Parse.ly Dashboard](https://docs.parse.ly/dashboard/) [preferences](https://docs.parse.ly/account-management/preferences/)
as needed, and granting [user access](https://docs.parse.ly/account-management/users/)
to team members, several common workflows can help put Parse.ly’s data to work.

## Track this week’s publications

The Dashboard’s default view of the [Overview tab](https://docs.parse.ly/dashboard/overview-tab/)
displays the performance of all content across your site. By following these steps,
focus on how the content published this week is performing.

![](https://docs.parse.ly/wp-content/uploads/sites/5/2025/09/image-152-scaled.png)

Filter the Dashboard to focus on recently published content.

 1. Open a listings page, e.g., Posts/Pages, Authors, Sections, etc..
 2. Select the [Historical view](https://docs.parse.ly/dashboard/navigating/pulse-vs-historical/)
    beneath the [navigation bar](https://docs.parse.ly/dashboard/navigating/navigation-bar/).
 3. Select the “Weekly” time range preset.
 4. Below the bar graph, select the Publish Date filter.
 5. Choose the “Match Selected” option to set the Publish Date filter to the current
    week.

![Choose the Match Selected option of the Publish Date filter.](https://docs.parse.
ly/wp-content/uploads/sites/5/2025/08/Match-selected-filter.png)

Choose the Match Selected option of the Publish Date filter.

## Bring data to team meetings

Enrich discussions in meetings with team members with Parse.ly data. Create reports,
such as the [Top Performers](https://docs.parse.ly/measuring-reporting-performance/reports-guide/top-performers/)
or [Bottom Performers](https://docs.parse.ly/measuring-reporting-performance/reports-guide/bottom-performers/)
reports, and review them with authors, content promoters, and others. Consider various
[metrics](https://docs.parse.ly/measuring-reporting-performance/) — low [page views](https://docs.parse.ly/measuring-reporting-performance/calculations/page-views/)
can be bolstered by other measurements of success, such as [visitors](https://docs.parse.ly/measuring-reporting-performance/calculations/visitors/),
[engaged minutes](https://docs.parse.ly/measuring-reporting-performance/calculations/engaged-minutes/),
[recirculation rate](https://docs.parse.ly/measuring-reporting-performance/calculations/recirculation-rate/),
or [conversion rate](https://docs.parse.ly/measuring-reporting-performance/calculations/conversions/).
There are various methods to [share Parse.ly data](https://docs.parse.ly/tools-features/data-outside-parsely/),
even with team members, freelancers, consultants, and others without Dashboard user
access.

## Set visible goals for the team

Account [admins](https://docs.parse.ly/account-management/users/roles-permissions/)
can create [goals](https://docs.parse.ly/tools-features/goals/) to get teams on 
the same page about desired results. From there, users can see details on active
goals on the Goals page of the [optimization menu](https://docs.parse.ly/dashboard/navigating/navigation-bar/#3-optimization-menu),
and each user can [customize Overview](https://docs.parse.ly/dashboard/overview-tab/customize/)
to include up to 3 active goals.

## View trends across the whole network

Use the [Network Rollup](https://docs.parse.ly/tools-features/network-rollup/) view
or [site groups](https://docs.parse.ly/dashboard/navigating/groups/) to analyze 
performance across multiple sites at once.

## Identify content for syndication

Use Parse.ly’s [alerts](https://docs.parse.ly/tools-features/alerts/) and [benchmarks](https://docs.parse.ly/tools-features/benchmarks/)
to identify top performing and trending content that would be an excellent fit for
wider syndication.

## Use Overview to quickly see high performers

![Analyze conversion or recirculation rates using Overview listings.](https://docs.
parse.ly/wp-content/uploads/sites/5/2025/08/Overview-conversion-rate-listing.png)

Analyze conversion or recirculation rates using Overview listings.

Adjust the setup of [Overview](https://docs.parse.ly/dashboard/overview-tab/) to
quickly see which posts are converting at the highest rate — or which posts keep
visitors on your site — during a selected time period. To start on Overview, click
the gear icon next to one of the listing columns to adjust its settings.

![Adjust listing settings on Overview.](https://docs.parse.ly/wp-content/uploads/
sites/5/2025/08/Overview-conversions-listing.png)

Adjust listing settings on Overview.

 1. In the pop-up window that opens, show Posts.
 2. Choose a desired time interval.
 3. Sort by [Conversions](https://docs.parse.ly/measuring-reporting-performance/calculations/conversions/)
    or [Recirculation Rate](https://docs.parse.ly/measuring-reporting-performance/calculations/recirculation-rate/).

![Use the "Rate" option with Conversions.](https://docs.parse.ly/wp-content/uploads/
sites/5/2025/08/Conversions-rate-option.png)

Use the “Rate” option with Conversions.

 4. Choose the [“Rate” option](https://docs.parse.ly/dashboard/conversions-tab/filtering/conversion-rate/)
    if sorting by Conversions.
 5. Click “Apply.”

Overview can be further [customized](https://docs.parse.ly/dashboard/overview-tab/customize/)
and [filtered](https://docs.parse.ly/dashboard/overview-tab/filter/) to focus on
whatever aspects (posts, authors, tags, etc.) and metrics best fit your data needs.

Last updated: September 25, 2025