Client Marketing Dashboards

Craft visually engaging dashboards that will "wow" your clients

Matthew Davis avatar Francis Cloutier avatar Clarenz Miralles avatar +5
59 articles in this collection
Written by Matthew Davis, Francis Cloutier, Clarenz Miralles and 5 others
How To

Add custom tooltips to chart widgets

Edit the widget, enter your custom tooltip message under the General tab, and click Save.
Clarenz Miralles avatar
Written by Clarenz Miralles
Updated over a week ago

Access Metrics, Filters, and Settings

Activate metrics and filter data. You can do so via the settings button at the top right of dashboards, or when editing widgets
Clarenz Miralles avatar
Written by Clarenz Miralles
Updated over a week ago

Embed Instagram posts

Customize your IG share link to embed posts in your dashboard and reports
Clarenz Miralles avatar
Written by Clarenz Miralles
Updated over a week ago

Horizontal scrolling for table widgets

How to utilize the horizontal scrolling feature within table widgets in Reports and Dashboards
Eleanor McQueen avatar
Written by Eleanor McQueen
Updated over a week ago

Change the order of multiple custom dashboards

Go to Overview > Dashboard. Click (...) > Manage. Drag and drop the custom dashboards to your desired order and click Save Settings.
Clarenz Miralles avatar
Written by Clarenz Miralles
Updated over a week ago

Custom metric example formulas

Possible custom metrics formulas you can use for your client campaigns.
John Sexon avatar
Written by John Sexon
Updated over a week ago

Embed Tweets

Use a service like Twitframe to get an embeddable link and use the embed widget to showcase individual Tweets
Clarenz Miralles avatar
Written by Clarenz Miralles
Updated over a week ago

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
Matthew Davis avatar
Written by Matthew Davis
Updated over a week ago

Remove widgets on dashboards

Enter edit dashboard mode, click the ellipsis "...", then select "Delete"
Matthew Davis avatar
Written by Matthew Davis
Updated over a week ago

Adding a secondary dimension to your line chart

How to split your line chart data into multiple lines.
John Sexon avatar
Written by John Sexon
Updated over a week ago

Changing a widget chart type

How to change from one chart type to another on custom dashboards and in reports.
John Sexon avatar
Written by John Sexon
Updated over a week ago

Customize a widget on dashboards

Toggle "edit dashboard" mode, then click the ellipsis "..." for the widget that you wish to edit
Matthew Davis avatar
Written by Matthew Davis
Updated over a week ago

Rearrange widgets on dashboards

Drag and drop widgets to customize the look of your dashboard
Matthew Davis avatar
Written by Matthew Davis
Updated over a week ago

Resize widgets on dashboards

Easily resize widgets by dragging the corners to expand or collapse
Matthew Davis avatar
Written by Matthew Davis
Updated over a week ago

Add title headers on dashboards

Click "Edit Dashboard", the add widgets menu will automatically appear, select "Objects" > "Title"
Matthew Davis avatar
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.
Francis Cloutier avatar
Written by Francis Cloutier
Updated over a week ago

How to Filter data

An overview of Filters and how to utilize them in dashboards and reports.
John Sexon avatar
Written by John Sexon
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
Matthew Davis avatar
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
Matthew Davis avatar
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"
Matthew Davis avatar
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
Francis Cloutier avatar
Written by Francis Cloutier
Updated over a week ago

Embed content on dashboards and web reports via our embed widgets

Choose Object > Embed when adding a widget. This allows you to embed almost anything via an iframe
Mikel Remolacio avatar
Written by Mikel Remolacio
Updated over a week ago

Embed TikTok videos

Add an Embed widget, then add the video's ID number (found after /video/ in the URL) to https://www.tiktok.com/embed/
John Sexon avatar
Written by John Sexon
Updated over a week ago

Enable presentation mode for dashboards

To view your dashboards in full-screen mode, hit the share button at the top right, then select "Present" from the drop-down.
Mikel Remolacio avatar
Written by Mikel Remolacio
Updated over a week ago

Capture an image of a widget

Click "..." on any widget to capture it. You'll have the option to copy or download the image.
John Sexon avatar
Written by John Sexon
Updated over a week ago

Customize title headers on dashboards

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

Resize title headers on dashboards

Enable "Edit mode" and click/drag to resize.
Matthew Davis avatar
Written by Matthew Davis
Updated over a week ago

Create a dashboard template

Create and configure dashboard templates via the root "Template" section.
Matthew Davis avatar
Written by Matthew Davis
Updated over a week ago

Apply dashboard templates

Start with a blank dashboard, choose "Start from a template", select your template, and you're good to go.
Matthew Davis avatar
Written by Matthew Davis
Updated over a week ago

Edit dashboard templates

Use the "Templates" control panel to edit or delete your dashboard templates.
Matthew Davis avatar
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 "Templates" control panel.
Matthew Davis avatar
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.
Matthew Davis avatar
Written by Matthew Davis
Updated over a week ago

Add a custom textbox widget on dashboards

In the add widget menu, select "Object" then "Textbox"
Matthew Davis avatar
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
Matthew Davis avatar
Written by Matthew Davis
Updated over a week ago

Filter for individual or multiple ad campaigns

Open your widget or dashboard settings, and use the checkboxes to select the campaign(s), ad group(s), or ad set(s) you need
Matthew Davis avatar
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.
Matthew Davis avatar
Written by Matthew Davis
Updated over a week ago

Add a Google Sheets table widget on dashboards

In the add widgets menu, click Google Sheets, then select "Table"
Matthew Davis avatar
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.
Matthew Davis avatar
Written by Matthew Davis
Updated over a week ago

Add a Google Sheets stat widget on dashboards

In the add widget menu, select Google Sheets and click "Stat"
Matthew Davis avatar
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.
Matthew Davis avatar
Written by Matthew Davis
Updated over a week ago

Add a widget from anywhere to your custom dashboard

When browsing any of our dedicated integration dashboards, click "..." on a widget to add that widget to your custom dashboard.
Matthew Davis avatar
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.
Matthew Davis avatar
Written by Matthew Davis
Updated over a week ago

Clone a dashboard template

Start in your Templates control panel, click "Create Dashboard", then choose "Start from a template".
Matthew Davis avatar
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.
Matthew Davis avatar
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
Matthew Davis avatar
Written by Matthew Davis
Updated over a week ago

Create custom metrics

Build custom metrics in your campaign's settings area, then add them like you'd add any other widget to a report or dashboard.
Matthew Davis avatar
Written by Matthew Davis
Updated over a week ago

Edit a custom metric

Edit custom metrics in your campaign's settings area, or directly from your dashboards, or reports.
Tatum Savage avatar
Written by Tatum Savage
Updated over a week ago

Create custom goals

Create custom goals in your campaign's settings area, then add them like you'd add any other widget to a report or dashboard.
Matthew Davis avatar
Written by Matthew Davis
Updated over a week ago

Edit a custom goal

Edit custom goals in your campaign's settings area, or directly from the custom goal widget on your dashboard or report.
Tatum Savage avatar
Written by Tatum Savage
Updated over a week ago

Track Budget Pacing with Custom Goals

Use Custom Goals to set and track your monthly budget, then display it on dashboards or reports.
Tatum Savage avatar
Written by Tatum Savage
Updated over a week ago