Create Custom Dashboard
Overview
Custom Dashboards let you build a reporting view from scratch using metrics, reports, charts, and content blocks from
any connected data source. Use this when the prebuilt dashboards (Executive Summary, Meta Performance, Google
Performance, Shopify Order Analytics, Cohort Analysis) don't match how a specific client or team needs to see their
data.
https://youtu.be/sY-qeZUmPnA
Access
Go to Dashboards. Select Create Custom Dashboard.
Naming the dashboard
Set a Dashboard Name and Dashboard Description. The description should state the dashboard's purpose, not just describe
its contents. Example: "Tracks blended marketing performance across all advertising platforms," not "Shows ad metrics."
Date range
A global date range selector in the top-right corner controls reporting period across the whole dashboard.
Step-by-step: adding a metric widget
1. Click Add, then Add Widget.
2. Select the Metrics category.
3. Filter by data source (Shopify, Google Analytics, Google Ads, Facebook Ads, TikTok Ads, Bing Ads, Klaviyo) or search
by metric name.
4. Select one or more metrics. Multi-select is supported, so pull in a full set (example: Revenue, ROAS, CPA, AOV) in
one pass instead of repeating the flow four times.
5. Optionally group selected metrics into a labeled section before adding, so they land organized rather than as a
loose row of cards.
6. Click Add Selected. Widgets appear on the dashboard canvas immediately.
Step-by-step: adding a report widget
1. Click Add, then Add Widget.
2. Select the Reports category.
3. Choose a source: Facebook Ads, Google Ads, Shopify, LayerFive, or TikTok.
4. Select a prebuilt report block. Reports differ from Metrics: a metric is a single KPI card, a report is a
pre-assembled table or breakdown you'd otherwise have to build manually.
5. Click Add Selected.
Step-by-step: adding a chart
1. Click Add, then Create Chart.
2. Choose a chart type: line, trend, performance comparison, ROAS trend, or spend trend.
Flagging here: the button says "Create Chart" but the underlying feature list describes it as adding previously created
charts, not building new ones from raw metrics inline. Confirm in-product which behavior is real before this goes live.
If it's insert-only, step 2 should read "select an existing chart" instead of "choose a chart type," and that's a
one-line fix once confirmed.
1. Click Add. Chart appears on the canvas at full width by default.
Step-by-step: adding a content block
1. Click Add, then Create Content Block.
2. Choose block type: section intro, KPI explanation, note, or team instruction.
3. Enter your text.
4. Click Add.
Use content blocks to explain what a metric means or why a section exists, especially on dashboards a client will open
without you walking them through it live.
Step-by-step: adding creative reports
1. Click Add, then Add Widget.
2. Select the Creative Reports category.
3. Choose from Video Ad Performance, Creative Testing, or Creative Comparison.
4. Click Add Selected.
Organizing and formatting sections
Every section you create carries its own settings, accessed from the section's control menu.
| Setting | Options | Effect | | --------------- | -------------------------------------------- |
-------------------------------------------------------------------- | | Expand/Collapse | Enabled or disabled | Lets
viewers fold long sections out of view without deleting content | | Grid Width | Full Width, Half Width, Custom span |
Controls how many widgets sit side by side | | Alignment | Left, Center, Right | Positions section content within its
width | | Background | Header background, body background, gradient | Visually separates sections on longer dashboards |
| Text | Title color, subtitle color | Matches client branding if needed |
To reorder: drag any section or widget to a new position. Changes apply live on the canvas, not just on save.
Practical pattern: build top-down in priority order. Put the metric or chart the viewer needs first at the top in Full
Width, then use Half Width sections below for supporting detail. Don't build alphabetically or by data source, build by
what the viewer needs to see first.
Saving
Click Save. The dashboard appears in your dashboard list immediately.
What to check and when
| Situation | Do this | | ------------------------------------------- |
-------------------------------------------------------------------------------------------------------------- | |
Building a client-facing exec dashboard | Group Revenue, ROAS, and MER metrics into one Executive Summary-style section
| | Client only cares about one or two channels | Skip prebuilt dashboards, build a Custom Dashboard with only those
sources | | Team needs shared context, not just numbers | Add Content Blocks explaining what each KPI means and why it's
tracked | | Dashboard feels cluttered | Split into more sections with Grid Width set to Half Width, don't stack
everything into one full-width section |
Troubleshooting
| Issue | Check | | -------------------------- |
----------------------------------------------------------------------------------------------------------------- | |
Widgets not appearing | Data source connection is active. Widget was actually selected, not just previewed. User
permissions are enabled. | | Chart save button disabled | Chart name is entered. Required metrics are selected. | |
Dashboard not saving | All required fields are completed. Browser session is active. Network connection is stable. |
Related dashboards
- Executive Summary Dashboard
- Meta Performance Dashboard
- Google Performance Dashboard
- Shopify Order Analytics Dashboard
- Cohort Analysis Dashboard