Client Marketing Dashboards

Craft visually engaging dashboards that will "wow" your clients

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33 articles in this collection
Written by Matthew Davis and Francis Cloutier
How To

Add widgets on dashboards

Add a widget to your dashboards to provide access, at a glance, to the data and metrics that you and your customers care about most
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Written by Matthew Davis
Updated over a week ago

Remove widgets on dashboards

Enter edit dashboard mode, click the "gear" icon, then click "remove widget"
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Customize a widget on dashboards

Toggle "edit" mode, then click the "gear" icon for the widget that you wish to edit
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Written by Matthew Davis
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Rearrange widgets on dashboards

Drag and drop widgets to customize the look of your dashboard
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Resize widgets on dashboards

Easily resize widgets by dragging the corners to expand or collapse
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Add title headers on dashboards

Click "Add Widget", and drill down through Misc --> Title.
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Compare to a previous period (Dashboards)

Toggle a comparison to the previous calendar period or calendar year using the time period selector
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Add multiple custom dashboards

Click the dropdown button directly above the custom dashboard to create a new dashboard, or to switch between them
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Create a shareable link to a dashboard

Click the "Export" button at the top right of any dashboard, then choose "Get Link"
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Connect a client messaging platform

Admins can connect their preferred client support messaging tool via the Settings > General area of their account
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Written by Francis Cloutier
Updated over a week ago

Customize title headers on dashboards

As with any widget, toggle into "Edit" mode, then click the "gear" icon.
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Written by Matthew Davis
Updated over a week ago

Resize title headers on dashboards

Enable "Edit mode" and click/drag to resize.
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Written by Matthew Davis
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Create a dashboard template

Create and configure dashboard templates via the root "Dashboards" control panel
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Written by Matthew Davis
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Apply dashboard templates

Start with a blank dashboard, choose to setup "From Template", select your template, and you're good to go.
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Written by Matthew Davis
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Edit dashboard templates

Use the "Dashboards" control panel to edit or delete your dashboard templates.
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Written by Matthew Davis
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Delete dashboard templates

Click the "x" that appears when you hover over a dashboard template in the "Dashboards" control panel.
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Written by Matthew Davis
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Apply pre-configured dashboard templates

Choose from a variety of professionally designed, pre-configured marketing dashboard templates.
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Add a custom textbox widget on dashboards

Click "Add Widget", drill down through "Misc", then choose "Textbox".
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Written by Matthew Davis
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Add an image to a textbox

Add a textbox widget, click the "add image" button, then paste the URL to your image into the popup
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Written by Matthew Davis
Updated over a week ago

Add content to a custom widget on dashboards

Type or paste in text, format that text, add numbered/bulleted lists, images, hyperlinks, charts, and more.
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Written by Matthew Davis
Updated over a week ago

Add a Google Sheets table widget on dashboards

Click "Add Widget", drill down through Misc --> Google Sheets --> Table
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Written by Matthew Davis
Updated over a week ago

Configure a Google Sheets table widget on dashboards

Put your dashboard into "Edit" mode, then click the "gear" icon on the widget you'd like to edit. Finally, choose the sheet to connect.
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Written by Matthew Davis
Updated over a week ago

Add a Google Sheets stat widget on dashboards

Click "Add Widget", then drill down through Misc --> Google Sheets --> Stat.
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Written by Matthew Davis
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Configure a Google Sheets stat widget on dashboards

Enter "Edit mode", click the gear icon for the widget, then select a sheet and cell from which to pull your data.
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Written by Matthew Davis
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Clone an existing dashboard

Roll out complex and sophisticated dashboard configurations at scale with just a couple of clicks.
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Written by Matthew Davis
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Clone a dashboard template

Start in your dashboards control panel, click "Create Dashboard", then choose "Start from a template".
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Written by Matthew Davis
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Configure mobile dashboard designs

Toggle to "Mobile" view to design a mobile-optimized version of each client dashboard.
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Written by Matthew Davis
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Clear a dashboard

Toggle to "Edit Dashboard", click the "Delete" button, and then confirm your choice
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Written by Matthew Davis
Updated over a week ago