AgencyAnalytics

Tatum Savage

Matthew Davis

Tom Delbaere

Craft visually engaging dashboards that will "wow" your clients

Client Marketing Dashboards

Click Create Dashboard, then follow the dashboard creation wizard.

Create a dashboard

Choose from a variety of professionally designed, pre-configured templates when creating your dashboard sections.

Create a dashboard section using a pre-built template

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

Add widgets on dashboards

Edit the widget, enter your custom tooltip message under the General tab, and click Save.

Add custom tooltips to chart widgets

Edit the widget, then enable "Show Data Labels" within the "Display" tab.

Add values on bar chart or line chart widgets

Use dashboard permissions to create a Staff Only dashboard, perfect for tracking internal goals and KPIs for your team.

Create Staff only custom dashboards

Edit the table widget, then enable 'Exclude Empty Columns' within the 'Data' Tab.

Remove empty columns from a Google Sheets table widget

Click on the widget's ellipsis "...", then select "Full Screen."

View widgets in full screen

Activate metrics and filter data. You can do so via the settings button at the top right of dashboards, or when editing widgets

Access Metrics, Filters, and Settings

Customize your IG share link to embed posts in your dashboard and reports

Embed Instagram posts

How to utilize the horizontal scrolling feature within table widgets in Reports and Dashboards

Horizontal scrolling for table widgets

Everything you need to know about the map widget.

Map Widget Overview

Go to Overview > Dashboard. Click (...) > Manage. Drag and drop the custom dashboards to your desired order and click Save Settings.

Change the order of multiple custom dashboards

Possible custom metrics formulas you can use for your client campaigns.

Custom metric example formulas

Use a service like Twitframe to get an embeddable link and use the embed widget to showcase individual Tweets

Embed Tweets

Enter edit dashboard mode, click the ellipsis "...", then select "Delete"

Remove widgets on dashboards

How to split your line chart data into multiple lines.

Adding a secondary dimension to your line chart

How to change from one chart type to another on custom dashboards and in reports.

Changing a widget chart type

Toggle "edit dashboard" mode, then click the ellipsis "..." for the widget that you wish to edit

Customize a widget on dashboards

Drag and drop widgets to customize the look of your dashboard

Rearrange widgets on dashboards

Easily resize widgets by dragging the corners to expand or collapse

Resize widgets on dashboards

Click "Edit Dashboard", the add widgets menu will automatically appear, select "Objects" > "Title"

Add title headers on dashboards

Quickly email a report from any dashboard in our platform by selecting "Send via Email" from the export menu at the top right.

Email a report from any dashboard

An overview of Filters and how to utilize them in dashboards and reports.

How to Filter data

Toggle a comparison to the previous calendar period or calendar year using the time period selector

Compare to a previous period (Dashboards)

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

Add multiple custom dashboards

Click the "Export" button at the top right of any dashboard, then choose "Get Link"

Create a shareable link to a dashboard

Admins can connect their preferred client support messaging tool via the Settings > General area of their account

Connect a client messaging platform

Choose Object > Embed when adding a widget. This allows you to embed almost anything via an iframe

Embed content on dashboards and web reports via our embed widgets

Add an Embed widget, then add the video's ID number (found after /video/ in the URL) to https://www.tiktok.com/embed/

Embed TikTok videos

To view your dashboards in full-screen mode, hit the share button at the top right, then select "Present" from the drop-down.

Enable presentation mode for dashboards

Click "..." on any widget to capture it. You'll have the option to copy or download the image.

Capture an image of a widget

As with any widget, toggle into "Edit" mode, then click the ellipsis "..." icon.

Customize title headers on dashboards

Enable "Edit mode" and click/drag to resize.

Resize title headers on dashboards

Create and configure dashboard templates via the Template section.

Create a dashboard template

From a campaign, click Create Dashboard Section, then choose Start from a Template. Pick the template of your choice, name it, then save it!

Apply dashboard section templates

Use the "Templates" control panel to edit or delete your dashboard templates.

Edit dashboard templates

Click the "x" that appears when you hover over a dashboard template in the "Templates" control panel.

Delete dashboard templates

In the add widget menu, select "Object" then "Textbox"

Add a custom textbox widget on dashboards

Add a textbox widget, click the "add image" button, then paste the URL to your image into the popup

Add an image to a textbox

Add images to dashboards or reports using a URL created from a Google Drive share link with our textbox widget.

Add images from Google Drive

Use an image URL to add images to your media library, then insert these into image widgets on dashboards and reports.

Add images via image URL

When an image is no longer needed, simply delete it from the widget, or from the media library.

Delete images from an image widget or the media library

Open your widget or dashboard settings, and use the checkboxes to select the campaign(s), ad group(s), or ad set(s) you need

Filter for individual or multiple ad campaigns

Type or paste in text, format that text, add numbered/bulleted lists, images, hyperlinks, charts, and more.

Add content to a custom widget on dashboards

In the add widgets menu, click Google Sheets, then select "Table"

Add 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.

Configure a Google Sheets table widget on dashboards

In the add widget menu, select Google Sheets and click "Stat"

Add a Google Sheets stat widget on dashboards

Enter "Edit Dashboard" mode, click the gear icon for the widget, then select a sheet and cell from which to pull your data.

Configure a Google Sheets stat widget on dashboards

When browsing any of our dedicated integration dashboards, click "..." on a widget to add that widget to your custom dashboard.

Add a widget from anywhere to your custom dashboard

Roll out complex and sophisticated dashboard configurations at scale with just a couple of clicks.

Clone an existing dashboard

From the Templates page, click the Sections tab, then click Create Template in the upper right. Then, choose start from template.

Clone a dashboard template

Toggle to "Mobile" view to design a mobile-optimized version of each client dashboard.

Configure mobile dashboard designs

Toggle to "Edit Dashboard", click the "Delete" button, and then confirm your choice

Clear a dashboard

Build custom metrics in your campaign's settings area, then add them like you'd add any other widget to a report or dashboard.

Create custom metrics

Edit custom metrics in your campaign's settings area, or directly from your dashboards, or reports.

Edit a custom metric

Create custom goals in your campaign's settings area, then add them like you'd add any other widget to a report or dashboard.

Create custom goals

Edit custom goals in your campaign's settings area, or directly from the custom goal widget on your dashboard or report.

Edit a custom goal

Use Custom Goals to set and track your monthly budget, then display it on dashboards or reports.

Track Budget Pacing with Custom Goals

How To

Everything you need to know about the custom textbox widget.

Custom Textbox Overview

Everything you need to know about custom dashboards.

Custom Dashboard Overview

A catalog of the main widget types available in our dashboards and reporting

Widgets Catalog

John Sexon

Overviews

Some widgets have a "secondary dimension" option in the widget's settings. Use this to add extra details to the data shown in your charts.

Secondary dimensions in widgets

A list of chat and messaging tools you can add to your client-facing dashboards

Which client support messaging tools do you integrate with?

Get data into Google Sheets via tools like Zapier or ITTT. From there, our Google Sheets integration can pull that data in AgencyAnalytics.

Client Marketing Dashboards

How To

Overviews

FAQs