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Different teams build dashboards for different purposes. A weekly executive summary asks different questions than a creative team’s word-cloud breakdown, and the widget mix changes accordingly. Common patterns include the use cases below. Many of these use cases ship as starting points in the Template gallery — pick a matching template and customize the data sources to skip most of the setup work. For the catalog of individual widget types and how each one is set up, see the Widget library.

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Common use cases

Executive overview

A one-glance summary of spend, conversions, and CAC across all active channels.

Performance review

Per-platform trends, campaign-level breakdowns, week-over-week comparisons.

Client report

A polished, branded PDF (or shareable link) with the metrics agreed in the engagement.

Creative analysis

Ad-creative performance, copy and emoji testing, color-driven trends.

Attribution & funnel

Conversion paths, drop-off between funnel steps, source attribution.

Goal tracking

A goal widget set against monthly targets, with progress bars and threshold colors.

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Widget categories at a glance

  • Tables — Ads table, custom tables, and small tables. The richest format for row-by-row breakdowns. See Ads table and Custom tables.
  • Time-series charts — Line, column (vertical and horizontal), and combo charts compare trends over time or across segments.
  • Distribution charts — Pie and donut charts show relative share, for example spend split across channels.
  • Single-metric tiles — One aggregated number, ideal for top-line indicators in an executive overview.
  • Goal widget — Tracks one or more metrics against a target with a progress bar and optional performance ranges.
  • Creative widgets — Creative gallery, word cloud, color clustering, and emoji analysis surface patterns from ad copy and creative assets. Word cloud and emoji analysis require ad text to populate; pure-image creatives show No data available.
  • Funnel chart — Step-by-step conversion and exit rates for sequential events.
  • Scatter plot — Two metrics on X and Y to reveal correlations. See Scatter plot widget.
  • Filter widget — A control widget that scopes other widgets on the dashboard.
  • Notepad — Free-text commentary, useful inside client reports.

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Customizing widget appearance

Every widget has its own widget settings panel — open it from the gear icon in the widget header. The panel exposes inputs (metrics, breakdowns), axis controls, chart sub-type, and color scheme. Dashboard-wide styling (background, default widget colors, fonts, page-break behavior in report mode) is set from the dashboard’s style panel.