Overview
The View Dashboards page provides centralized access to all saved dashboards within the platform.
Users can:
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View existing dashboards
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Open dashboards
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Edit dashboards
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Delete dashboards
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Create new dashboards
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Review dashboard widget summaries
This page acts as the primary dashboard management hub.
Accessing View Dashboards
Steps
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Navigate to Dashboards
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Select View Dashboards
Dashboard Listing Page
The View Dashboards page displays all available dashboards as individual dashboard cards.
Each card contains:
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Dashboard name
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Dashboard description
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Widget summary
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Edit option
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Delete option
Dashboard Cards
Each dashboard is displayed in a card layout for quick identification and management.
Dashboard Information
Each dashboard card displays the following information:
Dashboard Name
The dashboard title helps users quickly identify dashboard purpose.
Examples:
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Blended ROAS Dashboard
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Shopify Sales Summary
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Creative Reporting
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Business Performance
Dashboard Description
A short summary explains the dashboard contents and reporting purpose.
Widget Summary
Each dashboard card displays a quick widget count summary.
Metrics Count
Displays the number of metric widgets added to the dashboard.
Reports Count
Displays the number of reports included in the dashboard.
Charts Count
Displays the number of charts configured inside the dashboard.
Creating a New Dashboard
Users can create a new dashboard directly from the View Dashboards page.
Steps
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Click Create New Dashboard
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Configure dashboard layout
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Add widgets and sections
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Save the dashboard
Opening a Dashboard
To access a dashboard:
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Click on the dashboard card
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The selected dashboard opens in dashboard view mode
Editing Dashboards
Users can modify existing dashboards using the Edit option.
Steps
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Click the Edit icon on a dashboard card
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The dashboard opens in edit mode
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Make required changes
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Save the dashboard
Editable Dashboard Components
Users can edit:
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Dashboard name
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Dashboard description
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Sections
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Widgets
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Charts
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Content blocks
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Reports
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Layout settings
Deleting Dashboards
Users can permanently remove dashboards using the Delete option.
Steps
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Click the Delete icon on a dashboard card
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Confirm deletion
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The dashboard is removed from the dashboard list
Dashboard Organization
The View Dashboards page helps users organize dashboards based on reporting needs.
Example Dashboard Categories
Executive Dashboards
High-level KPI reporting dashboards for leadership teams.
Examples:
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Executive Summary
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Business Performance
Advertising Dashboards
Track paid media performance across advertising platforms.
Examples:
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Meta Ads Performance
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Google Ads vs Facebook
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Weekly Ad Performance
Ecommerce Dashboards
Monitor Shopify sales and order performance.
Examples:
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Shopify Sales Summary
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Shopify + Blended Performance
Creative Reporting Dashboard
Analyze creative asset performance and ad fatigue.
Examples:
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Creative Reporting
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Facebook Ads Fatigue Monitoring
Dashboard Navigation
Users can quickly navigate between dashboards from the View Dashboards page.
Dashboard Benefits
Using centralized dashboard management helps users:
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Maintain organized reporting structures
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Reduce duplicate reporting
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Improve reporting accessibility
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Simplify cross-team collaboration
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Monitor multiple business areas efficiently
Recommended Dashboard Structure
Executive Reporting
Use concise KPI-focused dashboards for leadership review.
Marketing Reporting
Group advertising metrics and trend charts together.
Ecommerce Reporting
Separate Shopify and customer analytics dashboards.
Creative Reporting
Maintain dedicated dashboards for ad creative analysis.
Best Practices
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Use clear dashboard names
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Add meaningful descriptions
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Avoid duplicate dashboards
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Organize dashboards by business function
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Regularly review outdated dashboards
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Use concise widget combinations
Common Use Cases
Daily Performance Monitoring
Quickly review advertising and sales KPIs.
Team Reporting
Create dashboards for specific teams or departments.
Cross-Platform Analysis
Compare multiple marketing platforms within one reporting workspace.
Leadership Reporting
Provide simplified executive-level business visibility.
Troubleshooting
Dashboard Not Opening
Verify:
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User permissions are enabled
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Dashboard still exists
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Browser session is active
Dashboard Missing
Check:
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Dashboard was not deleted
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Correct workspace is selected
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Filters are not hiding the dashboard
Unable to Edit Dashboard
Ensure:
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User has edit permissions
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Dashboard is not locked
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Session has not expired
Unable to Delete Dashboard
Verify:
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User has administrative permissions
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Dashboard is not protected by role restrictions