Axis - Dashboards

Help content for LayerFive Axis - Dashboards

By Sushil Goel

• 7 articles

Executive Summary Dashboard

Overview The Executive Summary dashboard provides a high-level overview of business and marketing performance across connected data sources. It is designed to help teams quickly monitor KPIs, analyze trends, and evaluate campaign performance from a single dashboard. Here's a snapshot of what the Executive Dashboard looks like: Accessing the Executive Summary Steps 1. Navigate to Dashboards 2. Select Executive Summary Date Range Selector The date range selector allows you to control the reporting period displayed across the dashboard. You can choose two ranges to compare performance overtime between one time period and another. KPI Summary Cards The KPI cards display core business and marketing metrics. Available Metrics Metrics include: - Gross Sales - Total Orders - AOV - MER - L5 ROAS - ROAS - L5 CPA - CPA - CAC - CLTV - Total Ad Spend - New Customers Acquired KPI Card Indicators Each KPI displays: - Current value - Percentage change - Comparison against previous period - Positive or negative trend indicators Positive Performance Indicators - Green values typically indicate improvement compared to the previous reporting period. Negative Performance Indicators - Red values typically indicate a decline compared to the previous reporting period. Revenue & Ad Spend Trend The Revenue & Ad Spend Trend chart visualizes revenue and advertising spend performance over time. Metrics Displayed The chart shows:: - Ad Spend - Gross Revenue - New Customer Revenue Chart Features - Multi-line trend comparison - Daily or period-based tracking - Revenue vs spend analysis - Hover interactions for detailed values Ads Performance Trend The Ads Performance Trend section helps analyze advertising performance trends across platforms. Source Selection Use the Source dropdown to select the advertising platform for analysis. Example Sources - Google Ads - Meta Ads - TikTok Ads - Bing Ads Key KPIs Use the KPI selector to switch between different performance metrics. Available KPIs - Ads Clicks - AOV - Conversion Value - Cost/Order - Impressions - ROAS - Conversions Trend Visualization The trend graph updates dynamically based on: - Selected source - Attribution metric - Date range This helps identify performance changes and advertising trends over time. Dashboard Insights The Executive Summary dashboard can help identify: - Revenue growth trends - Marketing efficiency - Customer acquisition performance - Advertising profitability - Changes in campaign effectiveness Common Use Cases Executive Reporting Use the dashboard to provide leadership teams with a quick business overview. Paid Media Monitoring Track advertising efficiency across platforms and campaigns. Revenue Analysis Monitor revenue changes alongside ad spend and customer acquisition. Marketing Performance Reviews Analyze performance trends during weekly or monthly reviews. Best Practices - Review KPIs regularly for trend changes - Compare performance across consistent date ranges - Monitor ROAS, CPA, and CAC together for better context - Use attribution filters to isolate performance drivers Troubleshooting Dashboard Not Updating Verify: - The selected date range is valid - Connected data sources are syncing correctly - Browser caching is not affecting updates Missing Metrics Ensure: - Required integrations are connected - Metrics are enabled within reports - Data sources contain active reporting data Incorrect Trend Data Check: - Attribution settings - Source selection - Comparison date ranges Recommended Metrics to Monitor Revenue Metrics - Gross Sales - AOV - CLTV Advertising Metrics - ROAS - CPA - CAC - Ad Spend Customer Metrics - Total Orders - New Customers Acquired - Conversion Value Additional Resources - Create Custom Metrics - Create Performance Reports - Axis Dashboards

Last updated on Jun 03, 2026

Meta Performance Dashboard

Overview The Meta Performance dashboard provides detailed insights into Meta advertising performance, including spend, purchases, ROAS, engagement metrics, and campaign-level reporting. The dashboard is designed to help teams monitor campaign performance, analyze trends, and optimize advertising efficiency. Accessing the Meta Performance Dashboard Steps 1. Navigate to Dashboards 2. Select Meta Performance Date Range Selector The date range selector controls the reporting period displayed across the dashboard. Features - Select predefined date ranges - Compare against previous periods - Dynamically update dashboard data Filter by Campaign The Filter by Campaign dropdown allows you to isolate specific Meta campaigns for analysis. Features - Search campaigns - Select individual campaigns - Select all campaigns - Filter dashboard metrics and charts dynamically Steps 1. Open the Filter by Campaign dropdown 2. Search or select campaigns 3. Apply the required campaign filters KPI Summary Cards The KPI cards display high-level Meta advertising performance metrics. Available KPI Metrics Metrics may include: Spend, Purchases, Cost Per Purchase, ROAS, CPM, and Link Clicks KPI Trend Indicators Each KPI card may display: - Current value - Percentage increase or decrease - Comparison against previous periods Customize KPIs The Customize KPIs feature allows you to control which KPI cards appear on the dashboard. Features - Select up to 6 KPIs - Remove KPIs - Rearrange KPI order - Reset to default layout Available KPI Options Available KPIs may include: Spend, Purchases, Cost Per Purchase, ROAS, CPM, Link Clicks, Click-Through Rate, and Cost Per Link Click Applying KPI Changes Steps 1. Open Customize KPIs 2. Select or remove KPI cards 3. Rearrange KPI positions if required 4. Click Apply Changes Key KPIs Trend Chart The Key KPIs section visualizes selected KPI performance trends over time. Chart Features - Multi-metric trend visualization - Daily trend analysis - Comparison overlays - Dynamic KPI updates Show Comparison Enable Show Comparison to compare current performance against a previous reporting period. Comparison Features - Overlay previous period data - Identify trend changes - Compare performance fluctuations over time Performance By Time The Performance table provides daily campaign-level performance metrics. Time Granularity Options The dashboard allows you to switch reporting views between: Year, Month, Week, and Day Available Metrics The table may include: Spend, Reach, Impressions, CPM, Link Clicks, CTR, CPC, Purchases, CVR, CPA, Revenue, and ROAS Campaign Performance The Campaign Performance table provides detailed campaign-level analysis. Campaign Metrics The available metrics are: Cost, Impressions, CPM, Clicks, CTR, CPC, CPA, Purchases, Revenue, CVR, and ROAS Table Features - Campaign-level breakdowns - Sortable data columns - Pagination controls - Performance comparison across campaigns Dashboard Insights The Meta Performance dashboard helps identify: - High-performing campaigns - ROAS trends - Purchase efficiency - Cost fluctuations - Audience engagement patterns Common Use Cases Campaign Optimization Identify campaigns with strong ROAS or low CPA for budget scaling. Creative Performance Analysis Monitor CTR, CPC, and engagement trends to evaluate ad creative effectiveness. Spend Monitoring Track advertising spend and compare it against revenue generation. Weekly Performance Reviews Use daily and campaign-level reporting during optimization meetings. Best Practices - Review ROAS and CPA together for better context - Compare trends using consistent date ranges - Monitor CTR and CPC for creative fatigue - Use campaign filters to isolate performance drivers - Limit KPI cards to the most important metrics Troubleshooting Dashboard Not Updating Verify: - Data sources are syncing correctly - The selected date range is valid - Campaign filters are applied properly Missing Campaign Data Ensure: - Meta integration is connected - Campaigns are active within the selected date range - Required permissions are enabled KPI Cards Not Saving Check that: - No more than 6 KPIs are selected - Changes were applied successfully Incorrect Trend Data Verify: - Comparison mode settings - Campaign filters - Reporting date ranges Recommended Metrics to Monitor Efficiency Metrics - ROAS - CPA - Cost Per Purchase - CPC Engagement Metrics - CTR - Link Clicks - Impressions - Reach Revenue Metrics - Purchases - Revenue - Conversion Rate Additional Resources - Executive Summary - Create Custom Metrics - Create Performance Reports

Last updated on Jun 03, 2026

Google Performance Dashboard

Overview The Google Performance dashboard provides detailed insights into Google Ads campaign performance, including spend, purchases, ROAS, clicks, revenue, and conversion metrics. The dashboard is designed to help teams monitor campaign efficiency, identify optimization opportunities, and analyze advertising trends across Google Ads campaigns. Accessing the Google Performance Dashboard Steps 1. Navigate to Dashboards 2. Select Google Performance Date Range Selector The date range selector controls the reporting period displayed across the dashboard. Features - Select predefined date ranges - Compare against previous periods - Dynamically update dashboard data Filter by Campaign The Filter by Campaign dropdown allows you to isolate specific Google Ads campaigns for analysis. Features - Search campaigns - Select individual campaigns - Select all campaigns - Dynamically filter dashboard data Steps 1. Open the Filter by Campaign dropdown 2. Search or select campaigns 3. Apply the required filters KPI Summary Cards The KPI cards display high-level Google Ads performance metrics. Metrics include: Spend, Purchases, Cost Per Purchase, ROAS, CPM, and Link Clicks KPI Trend Indicators Each KPI card displays: - Current value - Percentage increase or decrease - Comparison against previous periods Customize KPIs The Customize KPIs feature allows you to control which KPI cards appear on the dashboard. Features - Select up to 6 KPIs - Remove KPIs - Rearrange KPI order - Reset to default layout Available KPI Options Available KPIs include: Spend, Purchases, Cost Per Purchase, ROAS, CPM, Link Clicks, Click-Through Rate, and Cost Per Link Click Applying KPI Changes Steps 1. Open Customize KPIs 2. Select or remove KPI cards 3. Rearrange KPI order if required 4. Click Apply Changes Key KPIs Trend Chart The Key KPIs section visualizes selected KPI performance trends over time. Chart Features - Multi-metric trend visualization - Daily trend analysis - KPI comparison overlays - Dynamic updates based on filters Show Comparison Enable Show Comparison to compare current performance against a previous reporting period. Comparison Features - Overlay historical trend data - Compare KPI performance changes - Analyze fluctuations over time Performance By Time The Performance By Time table provides daily Google Ads performance metrics. Metrics include: Cost, Impressions, CPM, Clicks, CTR, CPC, CPA, Purchases, Revenue, CVR, and ROAS Time Granularity Options The dashboard allows you to switch reporting views between: Year, Month, Week, and Day Campaign Performance The Campaign Performance table provides campaign-level reporting and analysis. Metrics include: Cost, Impressions, CPM, Clicks, CTR, CPC, CPA, Purchases, Revenue, CVR, and ROAS Table Features - Campaign-level breakdowns - Sortable columns - Pagination controls - Detailed performance comparison Dashboard Insights The Google Performance dashboard helps identify: - High-performing campaigns - ROAS trends - Conversion efficiency - Cost fluctuations - Search campaign effectiveness Common Use Cases Search Campaign Optimization Analyze ROAS, CPC, and CPA to improve campaign efficiency. Revenue Monitoring Track revenue generated from Google Ads campaigns. Conversion Performance Analysis Monitor purchases, conversion rates, and acquisition costs. Weekly Reporting Review campaign performance trends during optimization meetings. Best Practices - Monitor ROAS alongside CPA for better context - Review CTR and CPC trends regularly - Compare campaign performance using consistent date ranges - Use campaign filters to isolate high-performing campaigns - Limit KPI cards to the most relevant business metrics Troubleshooting Dashboard Not Updating Verify: - Google Ads integration is connected - Selected date range is valid - Campaign filters are applied correctly Missing Campaign Data Ensure: - Campaigns are active within the selected date range - Google Ads sync is completed successfully - Required permissions are enabled KPI Cards Not Saving Check that: - No more than 6 KPIs are selected - Changes were applied successfully Incorrect Trend Data Verify: - Date range settings - Comparison mode - Campaign filters Recommended Metrics to Monitor Efficiency Metrics - ROAS - CPA - CPC - Cost Per Purchase Engagement Metrics - CTR - Clicks - Impressions - CPM Revenue Metrics - Purchases - Revenue - Conversion Rate Additional Resources - Executive Summary - Create Custom Metrics - Create Performance Report

Last updated on Jun 03, 2026

Shopify Order Analytics Dashboard

Overview The Shopify Order Analytics dashboard provides detailed insights into Shopify order activity, customer behavior, revenue trends, and attribution performance. The dashboard helps teams analyze sales performance, track customer segments, monitor coupon usage, and understand customer purchase journeys across different marketing touchpoints. Accessing the Shopify Order Analytics Dashboard Steps 1. Navigate to Dashboards 2. Select Shopify Order Analytics Date Range Selector The date range selector controls the reporting period displayed across the dashboard. Features - Select predefined date ranges - Analyze order trends over time - Refresh dashboard data dynamically KPI Summary Cards The KPI cards provide a high-level overview of Shopify sales and customer performance. Available KPI Metrics The dashboard may display metrics such as: Gross Sales, New Customer Gross Sales, Returning Customer Gross Sales, Total Orders, New Customer Orders, Returning Customer Orders, Total Customers, New Customers Acquired, and Returning Customers Interactive KPI Drilldowns Several KPI cards support detailed drilldown analysis. To access a drilldown report, click directly on the KPI metric value displayed on the dashboard card. This opens a popup breakdown report with detailed insights related to the selected metric. Available KPI Drilldowns Drilldowns may include: Gross Sales Breakdown By Tags, New Customer Gross Sales Breakdown, Returning Customer Gross Sales Breakdown, Total Orders Breakdown, New Customer Orders Breakdown, and Returning Customer Orders Breakdown Gross Sales Breakdown By Tags The Gross Sales Breakdown popup displays revenue contribution grouped by Shopify order tags. Available Metrics The popup includes: Tag, Order Percentage, Orders, Revenue Percentage, and Revenue Features - Search functionality - Export data - Expand modal view New Customer Gross Sales Breakdown Review sales generated from newly acquired customers. Insights Provided - New customer order tags - Revenue distribution - Acquisition performance analysis Returning Customer Gross Sales Breakdown Analyze revenue generated specifically from returning customers. Insights Provided - Returning customer revenue contribution - Revenue percentage by tags - Order distribution analysis Total Orders Breakdown By Tags The Total Orders Breakdown popup displays order volume grouped by Shopify tags. Available Metrics The popup may display: Tag, Order Percentage, and Orders New Customer Orders Breakdown Analyze order distribution specifically for newly acquired customers. Available Metrics The popup displays: Tag, Order Percentage, and Orders Returning Customer Orders Breakdown Analyze order distribution specifically for returning customers. Available Metrics The popup displays: Tag, Order Percentage, and Orders Orders Analytics Table The Orders Analytics table provides detailed order-level reporting and attribution analysis. Available Columns The table may include: Order ID, LayerFive Person ID, Order Type, Coupon Code, Last Touchpoint, Number of Touchpoints, and Revenue Orders Analytics Filters The dashboard includes multiple filters to refine order analysis. Media Source Filter The Media Source filter allows users to analyze orders based on traffic or marketing source. Sources include: Facebook Ads, Google Ads, Email, Direct, TikTok, and Pinterest Coupon Code Filter The Coupon Code filter allows users to search and analyze orders associated with specific coupon codes. Customer Type Filter The Customer Type filter helps segment order data based on customer classification. Available Customer Types Customer Types filters, such as: All, New Customer, and Returning Customer Sort By Filter The Sort By filter controls which metric is used for sorting the Orders Analytics table. Available Sort Options include: Order ID, Revenue, and Number of Touchpoints Order By Filter The Order By filter controls the sorting direction. Such as: Low to High, and High to Low Export Functionality The Export button allows users to download Orders Analytics data for external reporting and analysis. Export Use Cases - Internal reporting - Marketing attribution analysis - Revenue auditing - Customer order investigation - Finance reconciliation Attribution Analysis The Shopify Order Analytics dashboard helps users understand how customers interact with marketing channels before completing purchases. Attribution Insights Users can analyze: - Last touchpoint attribution - Multi-touch customer journeys - Coupon-assisted conversions - Source-based revenue contribution - Touchpoint volume before conversion Common Use Cases Customer Segmentation Analysis Compare the behavior and revenue contribution of new and returning customers. Coupon Performance Monitoring Track the effectiveness of promotional campaigns and discount codes. Revenue Trend Analysis Monitor gross sales and order trends over selected reporting periods. Marketing Attribution Reporting Understand which channels contribute most to conversions and revenue. Customer Journey Investigation Analyze customer touchpoints before purchases occur. Best Practices - Regularly compare new vs returning customer performance - Review attribution trends across traffic sources - Monitor coupon-driven revenue carefully - Export data for deeper external analysis - Use filters to narrow down large order datasets Troubleshooting Missing Order Data Verify: - Shopify integration is connected - Data synchronization completed successfully - Selected date range contains available order data Incorrect Revenue Totals Ensure: - Filters are configured correctly - Customer type selection is accurate - Revenue sorting is properly applied Drilldown Popup Not Opening Check that: - The selected KPI supports drilldown reporting - Data exists for the selected period - Browser session is refreshed Export Not Working Verify: - Table contains available data - Browser downloads are enabled - User permissions allow exporting Recommended Metrics to Monitor Revenue Metrics - Gross Sales - New Customer Gross Sales - Returning Customer Gross Sales Order Metrics - Total Orders - New Customer Orders - Returning Customer Orders Customer Metrics - Total Customers - New Customers Acquired - Returning Customers Attribution Metrics - Last Touchpoint - Number of Touchpoints - Coupon Usage Additional Resources - Executive Summary Dashboard - Meta Performance Dashboard - Google Performance Dashboard - Create Custom Report

Last updated on Jun 03, 2026

Cohort Analysis Dashboard

Overview The Cohort Analysis dashboard helps users analyze customer revenue performance over time by grouping customers into cohorts based on acquisition periods. The dashboard provides visibility into long-term revenue trends, advertising efficiency, MER performance, and ROAS performance across monthly cohorts. Accessing the Cohort Analysis Dashboard Steps 1. Navigate to Dashboards 2. Select Cohort Analysis What is Cohort Analysis? Cohort Analysis groups customers based on a shared time period, such as the month they were acquired, and tracks their performance over time. This helps teams understand: - Customer lifetime value trends - Revenue retention patterns - Advertising efficiency - Long-term campaign profitability Cohort Analysis Types The dashboard supports two analysis modes: - MER Analysis - ROAS Analysis Users can switch between these views using the Cohort Analysis Type selector. MER Cohort Analysis MER Cohort Analysis focuses on evaluating overall marketing efficiency across customer cohorts. What is MER? MER (Marketing Efficiency Ratio) measures how efficiently advertising spend generates revenue. The formula is: MER = Total Revenue ÷ Ad Spend. Higher MER values generally indicate stronger marketing efficiency. MER Metrics The MER view includes: Total Revenue, Ad Spend, Effective MER, and Monthly cohort revenue values ROAS Cohort Analysis ROAS Cohort Analysis focuses on measuring advertising return generated from customer cohorts over time. What is ROAS? ROAS (Return on Ad Spend) measures the revenue generated for every dollar spent on advertising. The formula is: ROAS = Revenue ÷ Ad Spend Higher ROAS values generally indicate better advertising profitability. ROAS Metrics The ROAS view may include: Total Revenue, Ad Spend, Effective YTD ROAS, and Monthly cohort revenue values Month Selection Users can choose how many months of cohort data should be displayed. Available Options - 12 Months - 18 Months 12-Month Cohort View The 12-Month option displays cohort performance for the most recent 12-month period. Benefits - Faster trend analysis - Cleaner reporting view - Focus on recent customer performance 18-Month Cohort View The 18-Month option expands the cohort analysis to include a longer historical period. Benefits - Long-term customer analysis - Extended retention visibility - Historical revenue trend comparison Understanding the Cohort Table The cohort table displays customer cohort performance month by month. Table Structure Rows Each row represents a customer acquisition cohort based on a specific month. Example: - May 2026 Cohort - Apr 2026 Cohort - Mar 2026 Cohort Core Metrics Total Revenue Displays the total revenue generated by the cohort. Ad Spend Displays the advertising spend associated with the cohort. Effective MER / Effective YTD ROAS Displays the calculated efficiency metric for the cohort based on selected analysis type. Cohort Revenue Heatmap The cohort matrix uses visual highlighting to help users quickly identify high-performing cohorts. Heatmap Behavior - Darker cells indicate higher revenue contribution - Lighter cells indicate lower revenue contribution - Visual intensity helps identify strong and weak retention trends Revenue Progression Analysis The cohort table helps users understand how customer revenue evolves over time after acquisition. Example Insights Users can identify: - Strong acquisition months - High-value cohorts - Long-term revenue retention - Declining customer value trends - Seasonal purchasing behavior Common Use Cases Customer Retention Analysis Understand how well customers continue generating revenue after acquisition. Marketing Efficiency Tracking Measure advertising profitability across customer cohorts. Long-Term Revenue Forecasting Analyze how revenue accumulates over time from specific customer groups. Seasonal Trend Analysis Identify periods with stronger customer retention or purchasing activity. Campaign Performance Evaluation Compare cohort profitability across acquisition periods. Best Practices - Compare MER and ROAS views regularly - Monitor long-term cohort performance trends - Analyze changes in retention patterns - Use the 18-month view for historical comparisons - Focus on high-performing acquisition periods Troubleshooting Missing Cohort Data Verify: - Data integrations are connected - Reporting period contains available cohort data - Customer acquisition tracking is enabled Inconsistent Revenue Values Ensure: - Correct analysis type is selected - Date range configuration is accurate - Data synchronization completed successfully Cohort Table Not Loading Check that: - Dashboard permissions are enabled - Browser session is refreshed - Reporting data is available Understanding Cohort Performance Strong Cohorts Strong cohorts typically show: - Higher retained revenue - Stronger MER or ROAS values - Consistent revenue growth over time Weak Cohorts Weak cohorts may indicate: - Poor retention - Lower advertising efficiency - Reduced long-term customer value Recommended Metrics to Monitor Revenue Metrics - Total Revenue - Monthly Cohort Revenue Advertising Metrics - Ad Spend - Effective MER - Effective YTD ROAS Retention Metrics - Revenue progression by month - Long-term cohort performance - Retention consistency Additional Resources - Executive Summary Dashboard - Meta Performance Dashboard - Google Performance Dashboard - Shopify Analytics Dashboard

Last updated on Jun 04, 2026

Create Custom Dashboard

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 - Executive Summary Dashboard - Meta Performance Dashboard - Google Performance Dashboard - Shopify Analytics Dashboard - Cohort Analysis Dashboard

Last updated on Jun 04, 2026

View Dashboards

Overview The View Dashboards page provides centralized access to all saved dashboards within the platform. Users can: - View existing dashboards - Open dashboards - Edit dashboards - Delete dashboards - Create new dashboards - Review dashboard widget summaries This page acts as the primary dashboard management hub. Accessing View Dashboards Steps 1. Navigate to Dashboards 2. Select View Dashboards Dashboard Listing Page The View Dashboards page displays all available dashboards as individual dashboard cards. Each card contains: - Dashboard name - Dashboard description - Widget summary - Edit option - 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: - Blended ROAS Dashboard - Shopify Sales Summary - Creative Reporting - 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 1. Click Create New Dashboard 2. Configure dashboard layout 3. Add widgets and sections 4. Save the dashboard Opening a Dashboard To access a dashboard: 1. Click on the dashboard card 2. The selected dashboard opens in dashboard view mode Editing Dashboards Users can modify existing dashboards using the Edit option. Steps 1. Click the Edit icon on a dashboard card 2. The dashboard opens in edit mode 3. Make required changes 4. Save the dashboard Editable Dashboard Components Users can edit: - Dashboard name - Dashboard description - Sections - Widgets - Charts - Content blocks - Reports - Layout settings Deleting Dashboards Users can permanently remove dashboards using the Delete option. Steps 1. Click the Delete icon on a dashboard card 2. Confirm deletion 3. 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: - Executive Summary - Business Performance Advertising Dashboards Track paid media performance across advertising platforms. Examples: - Meta Ads Performance - Google Ads vs Facebook - Weekly Ad Performance Ecommerce Dashboards Monitor Shopify sales and order performance. Examples: - Shopify Sales Summary - Shopify + Blended Performance Creative Reporting Dashboard Analyze creative asset performance and ad fatigue. Examples: - Creative Reporting - 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: - Maintain organized reporting structures - Reduce duplicate reporting - Improve reporting accessibility - Simplify cross-team collaboration - 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 - Use clear dashboard names - Add meaningful descriptions - Avoid duplicate dashboards - Organize dashboards by business function - Regularly review outdated dashboards - 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: - User permissions are enabled - Dashboard still exists - Browser session is active Dashboard Missing Check: - Dashboard was not deleted - Correct workspace is selected - Filters are not hiding the dashboard Unable to Edit Dashboard Ensure: - User has edit permissions - Dashboard is not locked - Session has not expired Unable to Delete Dashboard Verify: - User has administrative permissions - Dashboard is not protected by role restrictions Related Articles - Create Custom Dashboard - Executive Summary Dashboard - Meta Performance Dashboard - Google Performance Dashboard - Shopify Analytics Dashboard - Cohort Analysis Dashboard

Last updated on Jun 05, 2026