Creating & Editing Dashboards

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Dashboards contain key metrics on tracking your marketing spend and are populated from the inputs completed on the Activities Tab (formerly Budget Tab). Dashboards are saved as part of the active project, and can be viewed, modified or new dashboards can be created. A project can contain multiple Dashboards that can be organized or otherwise grouped together according to your organization’s needs. 

Note: If you do not see an Edit, you may not have sufficient permissions to Edit. Please contact us if you would like to upgrade your access.

To Create a Dashboard:

  1. On the Insights Tab (formerly Analytics), click on the Edit button at the top right of the current Dashboard
  2. Click on the gear icon at the top right corner of the screen and select Add Dashboard 
  3. Customize your Dashboard as desired and click Save
Note: Your Admin capabilities are not associated with User Roles and permissions to the Insights Tab are dependent on your System Administrator.

To Edit a Dashboard:

  1. On the Insights Tab, click on the Edit button at the top right of the current Dashboard
  2. Click on the gear icon at the top right corner of the screen and select Edit
  3. Edit your Dashboard as desired and click Save
Note: For more options, click the Actions button and choose your desired selection from the drop-down sub-menu. Settings allows you to rename the Dashboard and enable Saved Views. Save As.. allows you to save a copy of the Dashboard and alter permissions of the copy. Delete will delete the current Dashboard.
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