Creating a Dashboard
There are three ways to create a dashboard, depending on how much of a head start you want: build from a blank canvas, start from a template, or describe what you need and let AI build it for you. Every dashboard belongs to your team and can optionally be scoped to a specific client.
What You Can Do
- Create an empty dashboard and build it widget by widget
- Start from a pre-built template and map your own accounts into it
- Generate a complete dashboard from a natural-language prompt with AI
- Duplicate an existing dashboard and remap it to another client
- Scope a dashboard to a specific client, or keep it at the team level
Start from a Blank Canvas
Use this when you want full control or are building something that doesn't match an existing template.
Open Dashboards
From the top navigation, click Dashboards to open your dashboard list.
Create a New Dashboard
Click New Dashboard and give it a name. The dashboard opens on a blank first page in edit mode, ready for its first widget.
Add Your First Widget
Open the widget picker, choose a chart, table, scorecard, or other widget, and configure its data. See Widgets & Charts for the full catalog and configuration steps.
Start from a Template
Templates give you a complete, professionally laid-out dashboard in seconds. You only need to tell the template which of your accounts to use.
Browse the Template Gallery
Open the dashboard templates gallery and preview the available templates. Each template is built around a specific use case (for example a paid-media overview or an SEO report).
Map Your Accounts
When you choose a template, a short setup wizard asks you to map the template's placeholder data sources to your own connected accounts, for example pointing a "Google Ads" slot at your actual Google Ads account.
Review and Customize
The template is created as your own dashboard. From here you can rename it, add or remove widgets, change the theme, and adjust the date range, just like any dashboard you built yourself.
Create with AI
If you'd rather describe what you want than build it by hand, AI can generate a full dashboard for you in one step.
Describe Your Dashboard
From the dashboard list, choose Create with AI, then describe what you want in plain language, for example "A paid media overview for my Google and Facebook ads with spend, ROAS, and a daily trend."
Choose Your Accounts
Select the connected accounts the dashboard should pull from so the widgets are built against real data.
Review and Customize
AI assembles pages and widgets based on your prompt. Open the result and refine it like any other dashboard, add or remove widgets, change the theme, and adjust the date range.
Duplicate a Dashboard
Duplicating is the fastest way to reuse a layout you've already perfected, especially for agencies running the same report across many clients.
- Duplicate any dashboard to get an identical copy you can edit freely
- Remap the copy's accounts to a different client so the same layout shows that client's data
- Branding and client-specific details follow the destination client
Benefits
Faster setup: Templates and AI generation get you to a working dashboard in seconds instead of hours.
Consistency across clients: Duplicate-and-remap keeps every client's reporting on the same proven layout.
Full ownership: However you start, the dashboard is yours to edit, restyle, and share.
Next Steps
- Add widgets and charts - Fill your dashboard with data
- Layout & pages - Organize widgets across pages
- Data, dates & filters - Control the data behind every widget
Dashboards
Build live, always-current dashboards from your connected data sources, with drag-and-drop charts, multi-page layouts, custom themes, and shareable links.
Widgets & Charts
The full dashboard widget catalog, from scorecards and charts to tables, maps, and text, and how to configure a chart's data, filters, and display options.