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Dashboards

Build live, always-current dashboards from your connected data sources, with drag-and-drop charts, multi-page layouts, custom themes, and shareable links.

Dashboards turn your connected data sources into a live, visual workspace. Instead of static exports, a dashboard is an always-current canvas of charts, tables, and scorecards that refresh automatically from the same data that powers your reports.

Where a report tells the story of a specific period, a dashboard is the live evidence behind it: open it any time and the numbers are up to date. Build one from scratch, start from a template, or describe what you want and let AI build it for you.

What You Can Do

  • Build dashboards from a blank canvas, a ready-made template, or an AI prompt
  • Add charts, tables, scorecards, maps, and text to a responsive drag-and-drop grid
  • Organize content across multiple pages (tabs) in a single dashboard
  • Connect any of your data source accounts and blend them in one view
  • Control date ranges and filters for the whole dashboard or per page
  • Compare any period against the previous period or the same period last year
  • Style everything with custom themes, colors, fonts, and per-widget overrides
  • Share a public link with granular viewer permissions and your own branding
  • Export any dashboard to PDF or PNG
A dashboard is the live, interactive counterpart to a report. Use it for ongoing monitoring and client-facing views that should always show the latest numbers.

Key Concepts

Dashboards

A dashboard is the top-level container. It belongs to your team and can optionally be scoped to a specific client. Each dashboard has its own default date range, accounts, filters, and theme.

Pages

Every dashboard has one or more pages, shown as tabs. Pages let you group related widgets, for example an "Overview" page, a "Paid Media" page, and a "Web Analytics" page in the same dashboard. Each page can optionally override the dashboard's date range and filters.

Widgets

A widget is a single block on the grid: a chart, a table, a scorecard, a map, or a piece of text or imagery. Each widget pulls its own metrics and dimensions from one or more accounts, and can be styled independently.

The Grid

Widgets sit on a responsive grid. In edit mode you drag widgets to move them, drag the corners to resize, and the layout automatically reflows to fit. The grid adapts across large, medium, and small screens so dashboards stay readable on any device.

View and Edit Modes

A dashboard opens in view mode, a clean read-only experience. Switch to edit mode to add, move, resize, configure, and style widgets. Every change is auto-saved, and you can undo or redo recent edits.

Explore Dashboards

Create a Dashboard
Start blank, from a template, or with AI.
Widgets & Charts
The full widget catalog and how to configure a chart.
Layout & Pages
Multi-page tabs, the grid, resizing, and undo.
Data, Dates & Filters
Accounts, date ranges, compare periods, and filters.
Theming
Themes, colors, fonts, and per-widget styling.
Sharing & Exporting
Public links, permissions, branding, and exports.

Next Steps

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