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Building custom dashboards

Build your own custom dashboards by mixing charts, KPI tiles, and tables across multiple ad accounts and time ranges.

Written by Ron Dahan

Build your own custom dashboards by mixing charts, KPI tiles, and tables across multiple ad accounts and time ranges.

Dashboards live alongside your standard creative reports but give you full control over the layout. Drop in the widgets you care about, set the date range and filters once, and the whole board updates together. Every change auto-saves.

Creating your first dashboard

  1. Open the sidebar and click Dashboards under Creative

  2. On the Dashboards page, click New dashboard (or Create your first dashboard if it's your first one)

  3. You'll land in the editor with an empty board, ready to add widgets

Each dashboard you create shows up as a card on the Dashboards page with its title, description, widget count, and last-updated time.

The editor

The dashboard editor has three parts stacked top-to-bottom.

Top bar

  • Title — Click to rename. Defaults to "Dashboard #N" so you can start adding widgets right away and rename later.

  • Description — Optional one-liner to remind your team what this board is for.

  • Saving indicator — Shows "Saving…" while a change is being written, then "Saved Xs ago" once it's persisted. You never need to hit save.

  • Back arrow — Returns to the Dashboards list.

Scope bar

The scope bar sets the default date range, comparison, and filters for every widget on the board.

  • Date range — Pick any range with the date picker. All widgets use this range unless you override them individually.

  • Compare — Click Compare to enable period-over-period comparison. Choose a preset (previous period, same period last month) or pick custom compare dates. Toggle it off with the close button.

  • Filters — Click Add filter to scope every widget to a creative property, naming-convention value, campaign, or ad set. Filters stack — add as many groups as you need.

Anything you change here re-runs the data for every widget on the board.

Adding widgets

Click the Add widget drop zone at the bottom of the board to open the widget picker. Widgets are grouped into four categories:

Charts

  • Compare — Side-by-side groups for direct comparison

  • Scatter — Two metrics plotted across every group

  • Bar — Values across groups, ranked

  • Line — Trends over time

  • Pie — Share of total

  • Filmstrip — Strip of top creatives with their key numbers

Metrics data

  • Metric table — Sortable rows of metrics grouped by ad, creative, campaign, or any other dimension

  • KPI tile — A single key number with an optional sparkline and compare delta

Layout

  • Heading — Section title to organize your board

  • Text — Markdown notes for context or commentary

Click any widget tile to drop it onto the board. You can add as many widgets as you like.

Configuring a widget

Click any widget on the board to open the Widget Settings drawer on the right.

Depending on the widget type, you can configure:

  • Title — How the widget is labeled on the board

  • Metric(s) — Which numbers to show (spend, ROAS, CTR, impressions, etc.)

  • Group by — How to break the data down (by ad, creative, campaign, ad set, country, etc.)

  • Custom groups — Combine multiple groups into one bucket

  • Filters — Widget-level filters, applied on top of the board's filters

  • Scope override — Pin the widget to a different ad account or a different date range than the rest of the board. This is what lets a single dashboard mix accounts and time windows.

Close the drawer when you're done — changes apply immediately and auto-save.

Arranging the board

  • Drag any widget by its handle to move it

  • Resize by dragging the bottom-right corner

  • The grid auto-compacts vertically — widgets above slide up to fill space

  • Widgets snap to a 12-column grid, so layouts stay clean across screen sizes

From a widget's menu (the button) you can also:

  • Duplicate — Copies the widget right next to the original (or to the next row if there's no room)

  • Delete — Removes the widget from the board

Managing dashboards

The Dashboards page lists every dashboard in your current space. Hover over a card to reveal its action menu ():

  • Open & edit — Jumps into the editor

  • Duplicate — Creates a full copy, including all widgets and scope

  • Delete — Permanently removes the dashboard after confirmation

The card itself shows the dashboard's icon, title, description, widget count, and how long ago it was last updated.

Tips

  • Mix accounts in one board — Use per-widget scope overrides to put KPIs from different ad accounts side-by-side on the same dashboard.

  • Use headings to organize — Drop Heading widgets between sections (e.g., "Top of Funnel", "Retargeting") so a long board stays scannable.

  • Compare at the board level — Turning on Compare in the scope bar applies the delta to every KPI tile and chart that supports it, so you get a board-wide period-over-period view in one click.

  • Duplicate as a starting point — If you've built a board you like, duplicate it before experimenting with a new layout.

FAQ

How is a Dashboard different from a Creative Report?
Creative Reports are scoped to a fixed structure. Dashboards are free-form: you choose the widgets, the layout, and (per widget) the ad account and date range.

Do I need to save my changes?
No. Every change auto-saves within about a second. The top bar shows the current save state.

Why does a widget show "No ad account selected"?
Data widgets need an ad account. The board falls back to your space's first ad account by default; if you've cleared the per-widget override and the board has no default account, set one via the widget's Scope override in its settings drawer.

Where is my data coming from?
The same place as the rest of your Creative Analytics — your connected ad platform integrations (Meta, Google, TikTok). Dashboards don't store any data of their own; every widget pulls live.

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