> ## Documentation Index
> Fetch the complete documentation index at: https://docs.adriel.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Dashboard use cases

> Common dashboard patterns by audience — executive, performance, client report, creative, attribution — with the widget mix that fits each.

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](/dashboards/building/templates) — 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](/widgets/widget-library/overview).

## Common use cases

<CardGroup cols={2}>
  <Card title="Executive overview">
    A one-glance summary of spend, conversions, and CAC across all active channels.
  </Card>

  <Card title="Performance review">
    Per-platform trends, campaign-level breakdowns, week-over-week comparisons.
  </Card>

  <Card title="Client report">
    A polished, branded PDF (or shareable link) with the metrics agreed in the engagement.
  </Card>

  <Card title="Creative analysis">
    Ad-creative performance, copy and emoji testing, color-driven trends.
  </Card>

  <Card title="Attribution & funnel">
    Conversion paths, drop-off between funnel steps, source attribution.
  </Card>

  <Card title="Goal tracking">
    A goal widget set against monthly targets, with progress bars and threshold colors.
  </Card>
</CardGroup>

## Recommended widget mix

| Use case             | Core widgets                                                          | Common additions                      |
| -------------------- | --------------------------------------------------------------------- | ------------------------------------- |
| Executive overview   | Single-metric tiles, line chart (trend), pie or donut (channel share) | Goal widget for monthly KPI           |
| Performance review   | Ads table, line / combo chart, single-metric for spend                | Filter widget for campaign or channel |
| Client report        | Ads table, line chart per channel, single-metric tiles                | Notepad widget for commentary         |
| Creative analysis    | Creative gallery, word cloud, emoji analysis, color clustering        | Ads table sorted by clicks or CTR     |
| Attribution & funnel | Funnel chart, ads table by source                                     | Scatter plot for spend-vs-conversion  |
| Goal tracking        | Goal widget, single-metric tiles                                      | KPI targets set on an ads table       |

## Widget categories at a glance

* **Tables** — Ads table, custom tables, and small tables. The richest format for row-by-row breakdowns. See [Ads table](/widgets/widget-library/table-widgets/ads-table) and [Custom tables](/widgets/widget-library/table-widgets/generic-table).
* **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](/widgets/widget-library/other-widgets/goal-widget).
* **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](/widgets/widget-library/chart-widgets/scatter-plot).
* **Filter widget** — A control widget that scopes other widgets on the dashboard.
* **Notepad** — Free-text commentary, useful inside client reports.

## 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.

## Related

* [Templates](/dashboards/building/templates)
* [Widget library overview](/widgets/widget-library/overview)
* [Filters, dates & metrics](/dashboards/filters-and-dates/filters)
* [Setting marketing KPIs](/dashboards/building/setting-kpis)
* [Goal widget](/widgets/widget-library/other-widgets/goal-widget)
* [Report creation](/dashboards/building/report-creation)