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Client Marketing Dashboards
Client Marketing Dashboards
Craft visually engaging dashboards that will "wow" your clients
+2
43 articles in this collection
Written by
Matthew Davis,
Ashleigh Almeida,
Francis Cloutier
and 2 others
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
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
Adding a secondary dimension to your line chart
How to split your line chart data into multiple lines.
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.
Written by
John Sexon
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
Embed content on dashboards and web reports
Choose Misc > Embed when adding a widget. This allows you to embed almost anything via an iframe.
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/
Written by
John Sexon
Updated over a week ago
Enable presentation mode for dashboards
To view your dashboards in full-screen mode, hit the download button at the top right, then select "Present" from the drop-down.
Written by
Ashleigh Almeida
Updated over a week ago
Capture an image of a widget
Click "..." on any widget to take a snapshot of it. You'll have the option to copy, view, or download the image.
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.
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 "Template" section.
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 "Templates" 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 "Templates" 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
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
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
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.
Written by
Matthew Davis
Updated this week
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 Templates 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
Overviews
Custom Dashboard Overview
Everything you need to know about custom dashboards.
Written by
John Sexon
Updated this week
Widgets Catalog
A catalog of the main widget types available in our dashboards and reporting
Written by
Matthew Davis
Updated over a week ago
FAQs
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