DASH BUILDER HELP

Learn the dashboard.

Use this guide to get started, understand each page, and find answers about statements, filters, catalog cleanup, reports, exports, and local storage.

QUICK START

Get oriented in four steps.

There is no account or installation. Dash Builder runs in this browser and saves imported data on this device.

  1. 01

    Choose a view

    Select Single artist for a personal catalog or Team or label for a roster. You can change this later in Settings.

  2. 02

    Import statements

    Use Import to add one or more CSV or TSV files. Known formats are detected and normalized automatically.

  3. 03

    Set your filters

    Filter by source, platform, artist, territory, original currency, or reporting period. The same filters apply across every page.

  4. 04

    Review and share

    Explore the dashboard, repair safe metadata gaps in Sources, then export normalized CSV data or generate a PDF report.

PAGE-BY-PAGE GUIDE

What each dashboard page does.

Use the sidebar to move between these seven views. Clicking a song, artist, platform, or market opens a more detailed record where available.

PAGE 01

Overview

A summary of the current filtered result.

Use it to

  • Review gross royalties, activity, unique tracks, and revenue per unit
  • Follow the reporting-period trend
  • Find leading platforms, markets, and songs
Useful tipThe full-screen summary button presents the same filtered totals in a cleaner display.
PAGE 02

Career

Performance changes across your reporting history.

Use it to

  • Compare royalties and activity between reporting periods
  • Review release groups and growing or cooling tracks
  • Follow important points on the reporting timeline
Useful tipThe Report button appears here when data is available and can create a roster or artist PDF.
PAGE 03

Catalog

Searchable song and release records.

Use it to

  • Search by song, artist, ISRC, UPC, or catalog number
  • Sort by revenue, activity, first report, or title
  • Check identifiers, source coverage, and reporting dates
How songs are groupedDash Builder prefers recording identifiers, then normalized title and credit matches.
PAGE 04

Artists & collaborators

Normalized artist identities and credited activity.

Use it to

  • Find each artist’s songs, top track, platforms, and latest activity
  • Compare roster or collaborator performance
  • Open Manage artists to combine aliases and legal names
ImportantShared-track revenue appears for every credited artist and should not be added across the roster.
PAGE 05

Locations

Market activity and royalties by territory.

Use it to

  • Switch the world heatmap between activity and royalties
  • See active markets, the leading territory, and international share
  • Rank countries and inspect their leading platform
Useful tipUnknown and aggregate territory labels are excluded from the mapped country ranking.
PAGE 06

Platforms

Services grouped into consistent platform identities.

Use it to

  • Compare each platform’s revenue and activity share
  • Review top songs, markets, media types, and reporting sources
  • Understand which unclear service labels came from each vendor
How grouping worksRelated labels and service variants roll up to a recognizable parent platform when possible.
PAGE 07

Sources

Imported files, vendor coverage, data quality, cleanup, and exports.

Use it to

  • Audit imported files, reporting spans, rows, royalties, songs, and platforms
  • Review catalog field coverage and open Data Doctor
  • Add or remove files, clear local data, or export normalized CSV records
Data Doctor safetyAutomatic repairs fill blank or placeholder fields from unambiguous matches. Existing statement values are not overwritten.

TOOLS & DATA

Common tasks and how they work.

These tools affect the current view or locally stored records. They never modify your original statement files.

Importing statements

Dash Builder recognizes Ditto Music, Label Engine, Symphonic, ASCAP, BMI, The MLC, SoundCloud, Dash Builder exports, and flexible CSV layouts.

  • Exact duplicate data is blocked
  • Matching MLC summary and detail statements do not double-count
  • Unsupported rows stay out of totals and appear in the import result

Filters and totals

Source, platform, artist, territory, original currency, and date filters apply across the dashboard until cleared.

  • The filter badge shows how many filters are active
  • Search and sort controls affect only their current page
  • Clear filters before comparing a dashboard total with a whole statement

Currencies

Non-USD royalties are converted to USD using bundled historical ECB period-average rates. The original amount and currency remain attached to each row.

  • Dashboard revenue totals are displayed in USD
  • Filter by original currency when auditing a source statement
  • Exports retain both normalized and original currency context

Data Doctor

Data Doctor compares matching songs across sources to identify safe metadata repairs and likely artist aliases.

  • Fills missing identifiers, release details, credits, markets, and usage context
  • Uses only unambiguous matches
  • Saves accepted repairs locally and includes them in exports

Artist names and merges

Automatic normalization handles common punctuation, casing, and collaboration separators. Manual merges handle legal names or vendor aliases.

  • The original statement credit is preserved
  • Filters and artist pages use the merged identity
  • Saved merge instructions can travel with a Dash Builder export

Reports and exports

Career reports produce a one-page PDF. Sources exports produce portable normalized CSV records.

  • Reports can cover a roster or one artist and a selected time frame
  • Earnings are optional in PDF reports
  • CSV exports can include all data, one artist, or one vendor

Demo Mode and presentation

Demo Mode temporarily displays generated data without removing your real local records. Presentation view summarizes the current filtered result.

  • Enable Demo Mode in Settings
  • Choose revenue or performance as the primary focus
  • Use the full-screen button for a clean live summary

Preferences and workspace view

Settings control labels and presentation without altering imported records.

  • Switch between Single artist and Team or label
  • Choose Light, Classic, or Dark
  • Reduce chart, page, counting, and map animations

TROUBLESHOOTING

Answers to common questions.

Most mismatches come from active filters, reporting-period differences, duplicate identities, or a statement format that needs another mapping.

Why does a dashboard total differ from my statement?

Clear all filters, confirm the statement’s reporting period, and compare the original-currency filter with the source file. Dash Builder displays normalized revenue in USD and may exclude rows that do not contain enough period or amount information.

Why is a song or artist listed more than once?

Different identifiers, title versions, or artist spellings can create separate identities. Check the Catalog details, use Manage artists for aliases, and review Data Doctor for safe cross-source matches.

Why did a file import zero rows?

Confirm it is a CSV or TSV with headers and a usable reporting period. Open the import result for row-level warnings. If the vendor layout is new, send a sample with sensitive values removed so its columns can be mapped.

Where is my imported data stored?

In this browser’s local site storage on this device. It is not synced to another browser or computer. Clearing site data can permanently remove imports, preferences, repairs, and artist merges.

Can I restore data after browser storage is cleared?

Not automatically. Re-import your original statements or a previous Dash Builder CSV export. Keep source files and useful exports somewhere outside the browser.

How do I report a problem?

Include the page name, what you expected, what happened, and the statement vendor. Do not email unredacted royalty statements unless you intentionally want to share that data.