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A dashboard is a saved arrangement of widgets that displays data from one or more connected sources. Every dashboard lives inside a teamspace; folders can be used to organize dashboards within a teamspace, but they’re optional.

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Where dashboards fit

For a deeper walkthrough of teamspaces, workspaces, and roles, see Workspaces, teams & roles.

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Getting started

1

Create a teamspace

Teamspaces are the top-level container for dashboards. Common patterns:
  • Agency client separation — one teamspace per client, so each client’s data sources, dashboards, and members stay isolated.
  • Regional teams — one teamspace per region (for example, North America, EMEA, APAC) so each team works only with the data sources they own.
  • Brand-level reporting — one teamspace per brand inside a multi-brand company.
Open the left sidebar, click the workspace name, and choose + Add teamspace. Assign which members and teams have access.
2

(Optional) Add folders to organize dashboards

Folders are helpful when a teamspace will hold many dashboards. For example:
  • Q1 Reports, Q2 Reports, Q3 Reports — by reporting period.
  • Client A, Client B, Client C — under an agency teamspace, one folder per client engagement.
  • Acquisition, Retention, Brand — by marketing function.
Skip this step for teamspaces with only a handful of dashboards.
3

Create a dashboard

Open the teamspace (and folder, if used), then either start from the Template gallery or create a blank dashboard. See Templates for how to pick a template.
4

Add widgets

Click + Add widget in the top-right of the dashboard. Pick the widget type from the panel and place it on the grid. See Customizing dashboards for the full add and arrange flow, and the Widget library for what each widget does.
5

Assign data sources to each widget

Open a widget’s settings and choose the data sources to read from. Only data sources available to the dashboard’s teamspace appear in the picker. A widget shows No data available until at least one data source is assigned and the metric and breakdown selections produce results.

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Start from a template, or start blank

The Template gallery ships with prebuilt dashboards covering common reporting needs. Templates are organized by role, by company type, by dashboard type, and by the data sources they use. Pick a template and the dashboard is created with widgets and KPIs already arranged — then customize the data sources and styling. To start fresh instead, create a blank dashboard and add widgets from the catalog. For the full template walkthrough, including custom templates, see Templates.

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Save behavior at a glance

For more on save behavior, see Customizing dashboards.

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Customize the layout

Add, move, remove widgets

Customizing dashboards

Reposition and resize widgets

Widget layout

Browse the widget catalog

Widget library overview

Filter by date, campaign, or breakdown

Filters, dates & metrics

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Track performance against targets

Set KPI targets on table rows

Setting marketing KPIs

Use the goal widget

Goal widget

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Share what’s built

Share via link (interactive or non-interactive)

Share via link

PDF report mode + scheduled email

Report creation

Export widget data

Exporting widget data

Freeze a moment in time

Data snapshots

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Permissions and access

Dashboard editing is gated by workspace role. Members with View only can read but not modify. Members with View and edit can change layout, settings, and add or remove widgets. Admin unlocks workspace-level settings and member management. See Permissions and access for the role matrix and how to limit folder access.