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Create Custom Dashboard

Last updated on Jun 04, 2026

Overview

The Create Custom Dashboard feature allows users to build fully personalized dashboards using metrics, reports, charts, content blocks, and creative reports.

Users can organize data into sections, customize layouts, and configure dashboard widgets based on their reporting requirements.

Accessing the Dashboard Builder

Steps

  1. Navigate to Dashboards

  2. Select Create Custom Dashboard

Dashboard Builder Interface

The dashboard builder contains multiple components that help users create and organize dashboard layouts.

The builder includes:

  • Dashboard Name

  • Dashboard Description

  • Add Widgets Menu

  • Auto Arrange Blocks

  • Layout Selection

  • Add Section Headings

  • Add Widgets, Create Charts, and Create Content Blocks

  • Section Settings

Dashboard Header

The dashboard header allows users to define the dashboard identity and save configurations.

  • Dashboard Name - Users can enter a custom dashboard name. Example: Marketing Performance Dashboard

  • Dashboard Description - Users can add a short description explaining the dashboard purpose. Example: Tracks blended marketing performance across all advertising platforms.

Date Range Selector

The dashboard includes a global date range selector located in the top-right corner. Users can analyze dashboard data based on selected reporting periods.

Add Menu

The Add menu allows users to add new dashboard elements.

Available Add Options

  • Add Widget - Add existing metrics, reports, or visualizations.

  • Add Section Heading - Create a new dashboard section heading for organizing content.

  • Create Chart - Build custom charts using available metrics.

  • Create Content Block - Create custom notes, titles, or informational blocks.

Creating Dashboard Sections

Section headings help organize dashboard widgets into logical groups. Click on the Edit icon to update a heading.

Section Widget Area

Each section contains a widget area where users can add dashboard components.

Adding Widgets

Widgets allow users to display metrics, reports, charts, and custom content inside sections.

Steps to Add Widgets

  1. Click Add Widget

  2. Select the widget category

  3. Choose one or more widgets

  4. Click Add Selected

Widget Categories

The Add Widgets window supports multiple widget categories.

Metrics

The Metrics tab allows users to add KPI metrics from connected data sources.

Supported Metric Sources

Examples include:

  • Shopify

  • Google Analytics

  • Google Ads

  • Facebook Ads

  • TikTok Ads

  • Bing Ads

  • Klaviyo

Metric Features

Users can:

  • Search metrics

  • Filter by source

  • Select multiple metrics

  • Group metrics into sections

Reports

The Reports tab allows users to add prebuilt reports.

Example Report Sources

  • Facebook Ads Reports

  • Google Ads Reports

  • Shopify Reports

  • LayerFive Reports

  • TikTok Reports

Charts

The Charts tab allows users to add previously created charts.

Chart Features

Users can add:

  • Line charts

  • Trend charts

  • Performance comparison charts

  • ROAS trend charts

  • Spend trend charts

Content Blocks

The Content Blocks tab allows users to insert informational content blocks into dashboards.

Content Block Use Cases

  • Section introductions

  • KPI explanations

  • Notes and comments

  • Team instructions

  • Reporting summaries

Creative Reports

The Creative Reports tab allows users to add creative performance reporting widgets.

Creative Report Examples

  • Video Ad Performance

  • Creative Testing Reports

  • Creative Comparison Reports

Section Settings Features

Expand / Collapse

Users can enable or disable section collapse functionality.

Grid Width

Users can control section width layout.

Examples:

  • Full Width (100%)

  • Half Width

  • Custom layout spans

Alignment

Available alignment options:

  • Left

  • Center

  • Right

Background Customization

Users can customize:

  • Header background

  • Body background

  • Gradient colors

Text Customization

Users can customize:

  • Title color

  • Subtitle color

Dashboard Layout Management

The dashboard builder supports flexible layout organization.

Layout Features

Users can:

  • Reorder sections

  • Organize widgets

  • Create grouped reporting views

  • Customize visual hierarchy

Saving the Dashboard

After configuring the dashboard:

  1. Click Save

  2. The dashboard becomes available in the dashboard list

Best Practices

  • Group related metrics into sections

  • Use descriptive section headings

  • Add content blocks for context

  • Keep dashboard layouts clean and organized

  • Use charts for trend visualization

  • Avoid overcrowding sections

Example Dashboard Structure

Executive Summary Section

  • Revenue KPIs

  • ROAS metrics

  • MER metrics

Paid Ads Performance Section

  • Facebook Ads metrics

  • Google Ads metrics

  • TikTok Ads reports

Shopify Performance Section

  • Sales metrics

  • Conversion metrics

  • Customer metrics

Trend Analysis Section

  • Spend trends

  • ROAS trends

  • Conversion trends

Troubleshooting

Widgets Not Appearing

Verify:

  • Data source connections are active

  • Widgets are selected correctly

  • User permissions are enabled

Chart Save Button Disabled

Ensure:

  • Chart name is entered

  • Required metrics are selected

Dashboard Not Saving

Check:

  • Required fields are completed

  • Browser session is active

  • Network connection is stable

Common Use Cases

Executive Reporting

Build high-level KPI dashboards for leadership teams.

Marketing Performance Tracking

Monitor advertising performance across multiple platforms.

Ecommerce Reporting

Track Shopify sales, orders, and customer metrics.

Team Collaboration

Create shared dashboards with notes and reporting explanations.

Cross-Channel Analysis

Combine data from multiple platforms into one unified dashboard.

Additional Resources