Easily track insights from multiple platforms in one place with Multi-Platform View, bringing all your key data into individual widgets for seamless analysis. With Custom Dashboards, you can build multiple tailored views to keep your team focused on what matters most
How to create a new dashboard
First, go to the Dashboard tab. Next, click the dropdown menu that displays the available dashboard titles. From the list, select "Create New Dashboard" to set up a new custom dashboard.
Enter a name for your dashboard, then click the "Create Dashboard" button to proceed.
Once you've named your dashboard, a blank dashboard will appear, ready for you to customize and add your first widget.
Here, you can choose the type of widget to add—either a chart or a data table. To set up data in graphs and charts, select the "Chart" option.
Next, select your desired platform, accounts, or account groups you'd like view on this widget, then click "Continue" to proceed.
Next, choose your metrics. You can search for specific metrics or filter them by All Metrics, Organic, Paid, or Total. Then, select whether you want to view the metric as a count or in graph form. Once done, click "Save" to apply your selections.
Now, your selected metrics will be displayed in this widget the dashboard. You can move elements around and resize within the widget itself.
To create a Data Table, simply select the "Data Table" option instead.
To create a Data Table, enter a name for it and click "Continue" to proceed.
Next, select the accounts or account groups you want to add to the table. You can choose multiple accounts or account groups as needed.
Next, choose your metrics. You can select various platform metrics as well as custom metrics for a cross-platform view. Once done, click "Save" to apply your selections.
Your selected metrics will now be displayed in the table widget, giving you a clearer view of all your metrics, including cross-platform insights. You can then change the order of columns, sort, etc.
To edit your dashboard widgets, click "Add Metric" to include new metrics or use the arrows to rearrange them as needed.
Filtering Options for Dashboards
You can refine your dashboard view using various filtering options:
Platforms: Filter by a specific platform to view its metrics or analyze cross-platform data.
Accounts: Select specific accounts to focus on their performance.
Account Groups: If you have account groups set up, you can filter to view their combined data.
Date Range: Customize your timeframe by filtering metrics monthly, quarterly, yearly, or for the entire account lifetime.
Note: When filtering by a platform, account, or account group - only the widgets that have that data currently will display. Any other widgets that do not have those selections will be filtered out.
