Client Marketing Dashboards

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

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"

Written by Matthew Davis
Updated over a week ago

Customize a widget on dashboards

Toggle "edit dashboard" mode, then click the "gear" icon for the widget that you wish to edit

Written by Matthew Davis
Updated over a week ago

Rearrange widgets on dashboards

Drag and drop widgets to customize the look of your dashboard

Written by Matthew Davis
Updated over a week ago

Resize widgets on dashboards

Easily resize widgets by dragging the corners to expand or collapse

Written by Matthew Davis
Updated over a week ago

Add title headers on dashboards

Click "Add Widget", and drill down through Misc --> Title.

Written by Matthew Davis
Updated over a week ago

Email a report from any dashboard

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

Written by Francis Cloutier
Updated over a week ago

Compare to a previous period (Dashboards)

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

Written by Matthew Davis
Updated over a week ago

Add multiple custom dashboards

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

Written by Matthew Davis
Updated over a week ago

Create a shareable link to a dashboard

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

Written by Matthew Davis
Updated over a week ago

Connect a client messaging platform

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

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.

Written by Matthew Davis
Updated over a week ago

Resize title headers on dashboards

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

Written by Matthew Davis
Updated over a week ago

Create a dashboard template

Create and configure dashboard templates via the root "Dashboards" control panel

Written by Matthew Davis
Updated over a week ago

Apply dashboard templates

Start with a blank dashboard, choose to setup "From Template", select your template, and you're good to go.

Written by Matthew Davis
Updated over a week ago

Edit dashboard templates

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

Written by Matthew Davis
Updated over a week ago

Delete dashboard templates

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

Written by Matthew Davis
Updated over a week ago

Apply pre-configured dashboard templates

Choose from a variety of professionally designed, pre-configured marketing dashboard templates.

Written by Matthew Davis
Updated over a week ago

Add a custom textbox widget on dashboards

Click "Add Widget", drill down through "Misc", then choose "Textbox".

Written by Matthew Davis
Updated over a week ago

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

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.

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

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.

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.

Written by Matthew Davis
Updated over a week ago

Configure 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.

Written by Matthew Davis
Updated over a week ago

Clone an existing dashboard

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

Written by Matthew Davis
Updated over a week ago

Clone a dashboard template

Start in your dashboards control panel, click "Create Dashboard", then choose "Start from a template".

Written by Matthew Davis
Updated over a week ago

Configure mobile dashboard designs

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

Written by Matthew Davis
Updated over a week ago

Clear a dashboard

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

Written by Matthew Davis
Updated over a week ago

Widgets Catalog

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

Written by Matthew Davis
Updated over a week ago

Which client support messaging tools do you integrate with?

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

Written by Matthew Davis
Updated over a week ago

Are widgets available for the root dashboard?

Not at this time

Written by Matthew Davis
Updated over a week ago

How do I set up widgets for clients/staff?

Custom dashboard widgets are shared between all accounts, and cannot be configured separately for clients or staff

Written by Matthew Davis
Updated over a week ago

Can I embed a widget into my own website?

Yes, as long as you have a plan that allows API access

Written by Matthew Davis
Updated over a week ago