Title: Customize the Overview tab for your role
Author: staff
Published: July 21, 2022
Last modified: September 23, 2025

---

 1. [User handbook](https://docs.parse.ly/user-handbook/)
 2. [The Parse.ly Dashboard](https://docs.parse.ly/user-handbook/dashboard/)
 3. [Overview tab](https://docs.parse.ly/user-handbook/dashboard/overview-tab/)
 4. [Customize the Overview tab](https://docs.parse.ly/user-handbook/dashboard/overview-tab/customize/)
 5. Customize the Overview tab for your role

#  Customize the Overview tab for your role

The [Overview tab](https://docs.parse.ly/dashboard/overview-tab/) of the [Parse.ly Dashboard](https://docs.parse.ly/dashboard/)
can be [filtered](https://docs.parse.ly/dashboard/overview-tab/filter/) and [customized](https://docs.parse.ly/dashboard/overview-tab/customize/)
to show the data that matters most to those in certain roles. Here are some examples
of role-based Overview setups — further customization is also possible.

## Writer

See only the stories you wrote.

 1. **[Create a filter](https://docs.parse.ly/dashboard/overview-tab/filter/):** Author:“
    Your name.”

![Creating a filter set to "Author: Your name."](https://docs.parse.ly/wp-content/
uploads/sites/5/2025/05/Author-filter.png)

Creating a filter set to “Author: Your name.”

 2. **[Update listings](https://docs.parse.ly/dashboard/overview-tab/customize/)** 
    in the Customize Overview panel:

 * **Listing one: **How are your stories engaging audiences today?
    - Show Posts from Today. Customize this listing further to sort by Total [Engaged Minutes](https://docs.parse.ly/measuring-reporting-performance/calculations/engaged-minutes/).
    - Post display style: Detailed.
    - Showing: Posts.

![Customizing listing one for a writer.](https://docs.parse.ly/wp-content/uploads/
sites/5/2025/05/Overview-writer-listing-1.png)

Customizing listing one for a writer.

 * **Listing two:** What stories are your readers talking about and sharing this
   week?
    - Show Posts from This Week. Customize this listing further to sort by [Social Referrals](https://docs.parse.ly/measuring-reporting-performance/calculations/social-media-metrics/).
    - Post display style: Detailed.
    - Showing: Posts.

![Customizing listing two for a writer.](https://docs.parse.ly/wp-content/uploads/
sites/5/2025/05/Overview-writer-listing-2.png)

Customizing listing two for a writer.

## Section editor

See what posts, topics, and authors are performing well in your section.

 1. **[Create a filter](https://docs.parse.ly/dashboard/overview-tab/filter/):** Section:“
    Your section” (e.g., Fashion, Politics, Business).

![Creating a filter set to "Section: Your section."](https://docs.parse.ly/wp-content/
uploads/sites/5/2025/05/Section-filter.png)

Creating a filter set to “Section: Your section.”

 2. **[Update listings](https://docs.parse.ly/dashboard/overview-tab/customize/)** 
    in the Customize Overview panel:

 * **Listing one:** Which stories are engaging audiences the most today?
    - Show Posts from Today. Customize this listing further to sort by Total [Engaged Minutes](https://docs.parse.ly/measuring-reporting-performance/calculations/engaged-minutes/).
    - Post display style: Detailed.
    - Showing: Posts.

![Customizing listing one for a section editor.](https://docs.parse.ly/wp-content/
uploads/sites/5/2025/05/Overview-writer-listing-1-1.png)

Customizing listing one for a section editor.

 * **Listing two:** Which topics are getting traction this week?
    - Show Tags from This Week. Customize this listing further to sort by Total 
      Engaged Minutes.

![Customizing listing two for a section editor.](https://docs.parse.ly/wp-content/
uploads/sites/5/2025/05/Overview-section-editor-listing-2.png)

Customizing listing two for a section editor.

 * **Listing three:** How are your writers engaging audiences this month?
    - Show Authors from This Month. Customize this listing further to sort by Total
      Engaged Minutes.

![Customizing listing three for a section editor.](https://docs.parse.ly/wp-content/
uploads/sites/5/2025/05/Overview-section-editor-listing-3.png)

Customizing listing three for a section editor.

## Features editor

It’s valuable to know which feature-length pieces have performed well in the past
and identify older features that are still getting attention (and might benefit 
from a content refresh).

 1. **[Create a filter](https://docs.parse.ly/dashboard/overview-tab/filter/): ** Tag:“
    Feature tag” (e.g., “long-form,” “feature piece,” “type: feature”).

![Creating a filter set to "Tag: Feature tag."](https://docs.parse.ly/wp-content/
uploads/sites/5/2025/05/Tag-filter.png)

Creating a filter set to “Tag: Feature tag.”

 2. **[Update listings](https://docs.parse.ly/dashboard/overview-tab/customize/)** 
    in the Customize Overview panel:

 * **Listing one:** Which stories are doing well today? Which older stories could
   use an update or a follow-up?
    - Show Posts from Today. Customize this listing further to sort by Total [Engaged Minutes](https://docs.parse.ly/measuring-reporting-performance/calculations/engaged-minutes/).
    - Post display style: Detailed.
    - Showing: Posts.

![Customizing listing one for a features editor.](https://docs.parse.ly/wp-content/
uploads/sites/5/2025/05/Overview-writer-listing-1.png)

Customizing listing one for a features editor.

 * **Listing two:** What topics are audiences interested in this week? What needs
   follow-up coverage?
    - Show Tags from This Week. Customize this listing further to sort by Total 
      Engaged Minutes.

![Customizing listing two for a features editor.](https://docs.parse.ly/wp-content/
uploads/sites/5/2025/05/Overview-section-editor-listing-2.png)

Customizing listing two for a features editor.

## Social media manager

 1. Leave the [Overview filter](https://docs.parse.ly/dashboard/overview-tab/filter/)
    set to “All data.”
 2. **[Update listings](https://docs.parse.ly/dashboard/overview-tab/customize/)** 
    in the Customize Overview panel:

 * **Listing one:** What posts are getting traffic from social media?
    - Show Posts from This Week. Customize this listing further to sort by [Social Referrals](https://docs.parse.ly/measuring-reporting-performance/calculations/social-media-metrics/).
    - Post display style: Detailed.
    - Showing: Posts.

![Customizing listing one for a social media manager.](https://docs.parse.ly/wp-
content/uploads/sites/5/2025/05/Overview-social-media-manager-listing-one.png)

Customizing listing one for a social media manager.

 * **Listing two:** What posts are audiences talking about on Facebook?
    - Show Posts from the last 1 Hour. Customize this listing further to sort by
      Social Referrals, specifically Facebook.
    - Post display style: Detailed.
    - Showing: Posts.

![Customizing listing two for a social media manager.](https://docs.parse.ly/wp-
content/uploads/sites/5/2025/05/Overview-social-media-manager-listing-2.png)

Customizing listing two for a social media manager.

 * **Listing three:** What posts would be good candidates for social distribution?
    - Show Posts from the last 1 Hour. Customize this listing further to sort by
      Avg. [Engaged](https://docs.parse.ly/measuring-reporting-performance/calculations/engaged-minutes/).
    - Post display style: Detailed.
    - Showing: Posts.

![Customizing listing three for a social media manager.](https://docs.parse.ly/wp-
content/uploads/sites/5/2025/05/Overview-social-media-manager-listing-three.png)

Customizing listing three for a social media manager.

## Sponsored content editor

First, add a tag like “sponsored” to any branded content, native advertising, or
sponsored content. Then filter Overview by that tag to keep tabs on engagement with
sponsored content.

 1. **[Create a filter](https://docs.parse.ly/dashboard/overview-tab/filter/): ** Tag:
    Sponsored post tag (e.g., “sponsored,” “sponsored-post”).

![Creating a filter set to "Tag: Sponsored post tag."](https://docs.parse.ly/wp-
content/uploads/sites/5/2025/05/Sponsored-post-filter.png)

Creating a filter set to “Tag: Sponsored post tag.”

 2. **[Update listings](https://docs.parse.ly/dashboard/overview-tab/customize/)** 
    in the Customize Overview panel:

 * **Listing one:** Which sponsored posts are doing well today?
    - Show Posts from Today. Customize this listing further to sort by [Page Views](https://docs.parse.ly/measuring-reporting-performance/calculations/page-views/).
    - Post display style: Detailed.
    - Showing: Posts.

![Customizing listing one for a sponsored content editor.](https://docs.parse.ly/
wp-content/uploads/sites/5/2025/05/Overview-sponsored-content-editor-listing-1.png)

Customizing listing one for a sponsored content editor.

 * **Listing two:** What topics are people interested in today? What types of companies
   should be targeted when prospecting for native ad sales?
    - Show Tags from Today. Customize this listing further to sort by [Visitors](https://docs.parse.ly/measuring-reporting-performance/calculations/visitors/).

![Customizing listing two for a sponsored content editor.](https://docs.parse.ly/
wp-content/uploads/sites/5/2025/05/Overview-sponsored-content-editor-listing-2.png)

Customizing listing two for a sponsored content editor.

Last updated: September 23, 2025