> ## 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 overview

> How to build, customize, and share dashboards in Adriel — start here for the full Building dashboards section.

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.

## Where dashboards fit

| Level             | What it holds                                                                                                         |
| ----------------- | --------------------------------------------------------------------------------------------------------------------- |
| Workspace         | Billing, members, all connected data sources                                                                          |
| Teamspace         | A logical grouping for a team, client, brand, or region — controls which data sources are available to its dashboards |
| Folder (optional) | A group of related dashboards inside a teamspace                                                                      |
| Dashboard         | A saved layout of widgets                                                                                             |
| Widget            | A single chart, table, goal, single metric, or other visualization                                                    |
| Data source       | A connected ad account, file, database, or other source                                                               |

For a deeper walkthrough of teamspaces, workspaces, and roles, see [Workspaces, teams & roles](/workspace-and-access/workspace-concepts).

## Getting started

<Steps>
  <Step title="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.
  </Step>

  <Step title="(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.
  </Step>

  <Step title="Create a dashboard">
    Open the teamspace (and folder, if used), then either start from the **Template gallery** or create a blank dashboard. See [Templates](/dashboards/building/templates) for how to pick a template.
  </Step>

  <Step title="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](/dashboards/building/customizing-dashboards) for the full add and arrange flow, and the [Widget library](/widgets/widget-library/overview) for what each widget does.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## 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](/dashboards/building/templates).

## Save behavior at a glance

| Action                      | What it does                                                                                                                                           |
| --------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **Save dashboard**          | Commits current changes to the dashboard.                                                                                                              |
| **Save as a new dashboard** | Discards the current changes on the source dashboard and creates a new dashboard with those changes. Similar to "Save As" in word processors.          |
| **Duplicate**               | Clones the current dashboard, including widgets and settings, without altering the source. Available from the dashboard's context menu in the sidebar. |

For more on save behavior, see [Customizing dashboards](/dashboards/building/customizing-dashboards).

## Customize the layout

<CardGroup cols={2}>
  <Card title="Add, move, remove widgets">
    [Customizing dashboards](/dashboards/building/customizing-dashboards)
  </Card>

  <Card title="Reposition and resize widgets">
    [Widget layout](/dashboards/building/widget-layout)
  </Card>

  <Card title="Browse the widget catalog">
    [Widget library overview](/widgets/widget-library/overview)
  </Card>

  <Card title="Filter by date, campaign, or breakdown">
    [Filters, dates & metrics](/dashboards/filters-and-dates/filters)
  </Card>
</CardGroup>

## Track performance against targets

<CardGroup cols={2}>
  <Card title="Set KPI targets on table rows">
    [Setting marketing KPIs](/dashboards/building/setting-kpis)
  </Card>

  <Card title="Use the goal widget">
    [Goal widget](/widgets/widget-library/other-widgets/goal-widget)
  </Card>
</CardGroup>

## Share what's built

<CardGroup cols={2}>
  <Card title="Share via link (interactive or non-interactive)">
    [Share via link](/dashboards/sharing-dashboards/share-via-link)
  </Card>

  <Card title="PDF report mode + scheduled email">
    [Report creation](/dashboards/building/report-creation)
  </Card>

  <Card title="Export widget data">
    [Exporting widget data](/widgets/widget-actions/exporting-widget-data)
  </Card>

  <Card title="Freeze a moment in time">
    [Data snapshots](/dashboards/sharing-dashboards/dashboard-snapshots)
  </Card>
</CardGroup>

## 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](/data-sources/managing/permissions-and-access) for the role matrix and how to limit folder access.

## Related concepts

* [Time zones & data freshness](/data-sources/how-data-works/time-zones-and-data-freshness) — why "today" keeps changing
* [Refresh strategies](/data-sources/how-data-works/refresh-strategies) — what's behind each data source's update cadence
* [Multi-currency reporting](/dashboards/building/multi-currency-reporting) — workspace currency and exchange rates