How To Create A Custom Dashboard

Effortlessly tailor your reporting experience by creating and managing multiple dashboards, ensuring they cater to your unique needs and insights. Streamline your data visualization by organizing related widgets into a unified view using our dashboard feature.

Custom widgets and reports are available for the $297 plan (One Custom Dashboard) and $497 plan (Unlimited Custom Dashboards).

TABLE OF CONTENTS

Step 1: Go to the Dashboard Area
Step 2: Add a New Dashboard
Step 3: Enter a Dashboard Name
Step 4: Set Dashboard Permissions
Step 5: Confirm and Create the Dashboard
Step 6: Choose How to Add Widgets
Option A: Use Suggested Widgets
Option B: Manually Add a Widget
Option C: Add a Widget in Edit Mode
Step 7: Configure a New Widget
Step 8: Save the Widget
Step 9 Save Dashboard Edits
What’s Next

Step 1: Go to the Dashboard Area

Navigate to the Dashboard section within your subaccount.

Step 2: Add a New Dashboard #

Click the Dashboard Selection Menu and in the dropdown click the “+ Add Dashboard” button.

Note: If you don’t see this button, make sure you’re in dashboard view mode.

Step 3: Enter a Dashboard Name #

Type a name into the Dashboard Name field.

Step 4: Set Dashboard Permissions #

Use the Private Dashboard toggle to control visibility. Turn it ON to make it private, or OFF to allow team access.

If Private Dashboard is turned OFF, set access levels for Agency User, Account Admin, and Account User.

Note: If this toggle is missing, ensure you’re still on the “New Dashboard” page.

Step 5: Confirm and Create the Dashboard #

Click the “Confirm” button to finalize creation. This will open your new blank dashboard.

Step 6: Choose How to Add Widgets #

After the dashboard is created, you’ll arrive at the Quick Start Widgets page. This is the default you always see when a dashboard is blank (no widgets). From here, choose one of the following options:

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Option A: Use Suggested Widgets #

Use the “What is your goal?” or “Top used widgets” quick start options to select one or more popular widgets. This is what you see whenever a dashboard is empty (no widgets).

Click “Confirm & Add” to quickly insert top-used widgets.

Continue to Step 9.