Admin and Staff users can create account-level and Staff-only dashboard sections to track internal KPI's and goals, without adding extra dashboards to your Client's view.

Add custom Goals for budget pacing, track PPC before and after markup, or simply add integration widgets for the metrics your team wants to track.

Account-level dashboards can be viewed, managed, and edited by the account Admin and Staff with unrestricted Client access. These dashboard sections can track data from multiple Clients, allowing you to showcase data from various websites or locations at once.

From the Home page, click Dashboard in the top navigation bar.

If you haven't previously created an account-level dashboard section, click Create Dashboard Section in the center of the page.

If an account-level section already exists, click Edit Dashboard in the upper right to open the editor, then click Add Section in the bottom left.

First, choose the source for your new account-level section. You can start with a blank section, a section template, or clone an existing section.

Next, name the dashboard section, then click continue in the lower left. The section will generate, and you'll be redirected to the dashboard editor.

With the account-level dashboard section created, you can add integration widgets, images, title bars, and more!

Once an integration widget is added, click it, and then, in the Edit Widget sidebar on the right, click Data.

Use the Client dropdown to select the Client from which you'd like to display data.

Each widget will display the name of the Client currently connected to this widget, below the metric or widget title.

If the selected Client doesn't have that integration connected, the widget will show a Connect button, and a message will display under the Data tab, encouraging you to connect the integration.

Any custom dashboard section can be set as staff-only by the account Admin or a Staff user with the required permissions.

From the Client Overview, click Edit Dashboard in the upper right to open the dashboard editor.

Hover over a dashboard section on the left, click the ellipsis to open a dropdown menu, then click Edit.

Click the Section Access dropdown, then select Staff Only. This will update the dashboard's visibility from Client and Staff to Staff Only.

The dashboard editor will autosave your changes, which you can confirm by viewing the indicator in the upper right of the editor.

If you have any questions, please contact our friendly support team by following these instructions! We're available 24/5 to help 😄