# Custom Dashboards

Custom Dashboards let you bring together the metrics, charts, and filters that matter most to your team — all in one place. Whether you want to track campaign performance, or monitor message interaction behavior, dashboards make it easy to visualize data in real time and share insights across your organization.

### What You’ll Learn

* How to create a new dashboard
* How to add and configure widgets (charts, tables, KPIs, etc.)
* How to apply filters
* How to edit and save dashboards

## Create a New Dashboard

* Navigate to **Marketing > Analytics > Custom Dashboards** from the main navigation bar.
* Click **Create Dashboard** in the top right corner.

<figure><img src="https://3861485111-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FU9kiDiTGVD8kkbnKKyEn%2Fuploads%2F3YndZ0ZF3SwJqWF13QjS%2FScreenshot%202025-10-07%20at%204.19.43%E2%80%AFPM.png?alt=media&#x26;token=20b64b9a-0dff-4862-b52a-3722120badd4" alt=""><figcaption></figcaption></figure>

* Give your dashboard a **Name** and (optionally) a **Description** to help others understand its purpose.
* Click **Create** to start building.

<figure><img src="https://3861485111-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FU9kiDiTGVD8kkbnKKyEn%2Fuploads%2FnsUh9ZZESNMItf9nBuRL%2FScreenshot%202025-10-07%20at%204.20.01%E2%80%AFPM.png?alt=media&#x26;token=40759d73-9ccf-4cda-905b-a348ae2e3a36" alt="" width="375"><figcaption></figcaption></figure>

### Create a section

You can create different sections within a page as headers to organize your dashboard

* Click on the + icon
* Give name to the section

<figure><img src="https://3861485111-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FU9kiDiTGVD8kkbnKKyEn%2Fuploads%2FiOwWfiNPw4QwrcU6XuUb%2FScreenshot%202025-10-07%20at%204.20.43%E2%80%AFPM.png?alt=media&#x26;token=fbf8e4cc-3ffb-46ce-ac02-a0545a7bae27" alt="" width="254"><figcaption></figcaption></figure>

### Create a widget

Once you create a section you can add a widget to it

* Click on **Add widget**

<figure><img src="https://3861485111-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FU9kiDiTGVD8kkbnKKyEn%2Fuploads%2Fj4nfhE15qWwEsJLv91GV%2FScreenshot%202025-10-07%20at%204.21.50%E2%80%AFPM.png?alt=media&#x26;token=fd296cbb-4709-4258-8cf7-2c67e32ff950" alt="" width="375"><figcaption></figcaption></figure>

* Select a **data model**&#x20;
  * **Messaging Metrics:** Here you will find your message performance metrics such as delivery, opens, clicks etc.
  * **Web Metrics:** Here you will find website metrics like visits, form submits etc.

<figure><img src="https://3861485111-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FU9kiDiTGVD8kkbnKKyEn%2Fuploads%2F8wQRU3u18wgYn0KfqRqU%2FScreenshot%202025-10-07%20at%204.23.52%E2%80%AFPM.png?alt=media&#x26;token=6ac26689-9e7f-4d7e-a481-007defc7878d" alt=""><figcaption></figcaption></figure>

* Once you have selected a data model you can select one or more dimensions and metrics. You need to select at least one of each for most the charts.
  * **Dimensions:** These are properties you will be aggregating the metrics on
  * **Metrics:** These are your numerical metrics data

<div><figure><img src="https://3861485111-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FU9kiDiTGVD8kkbnKKyEn%2Fuploads%2F6Phmrr3sCbxPUuRnNBMq%2FScreenshot%202025-10-07%20at%204.24.11%E2%80%AFPM.png?alt=media&#x26;token=3ca39f92-8a8a-4b3e-8244-8ef023f4cd3b" alt="" width="280"><figcaption></figcaption></figure> <figure><img src="https://3861485111-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FU9kiDiTGVD8kkbnKKyEn%2Fuploads%2FLWfElXp2WFcwPYYrTyEA%2FScreenshot%202025-10-07%20at%204.24.24%E2%80%AFPM.png?alt=media&#x26;token=f3808b88-6948-4d18-a081-3d67d97d2304" alt="" width="278"><figcaption></figcaption></figure></div>

* Give your chart a name
* Select its width based on how much it should cover the page

<figure><img src="https://3861485111-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FU9kiDiTGVD8kkbnKKyEn%2Fuploads%2F9rTZYQEOxwmRprT2Lk0U%2FScreenshot%202025-10-07%20at%204.31.05%E2%80%AFPM.png?alt=media&#x26;token=bd925a34-d567-4492-837e-99a235789b75" alt=""><figcaption></figcaption></figure>

* Select a chart type. You can select multiple chart types in some cases where you can add a chart switcher on the chart
  * KPI
  * Table
  * Pie Chart
  * Bar Chart
  * Line Chart
  * Funnel

<figure><img src="https://3861485111-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FU9kiDiTGVD8kkbnKKyEn%2Fuploads%2FgFmAUIHo2bx4HQ63zfvl%2FScreenshot%202025-10-07%20at%204.24.39%E2%80%AFPM.png?alt=media&#x26;token=067433b0-4837-4f02-836e-74ab4d275b83" alt="" width="375"><figcaption></figcaption></figure>

* You can also select any filters to apply on your data.

<figure><img src="https://3861485111-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FU9kiDiTGVD8kkbnKKyEn%2Fuploads%2FNpEmayUWpSUpY5PjmLJg%2FScreenshot%202025-10-07%20at%204.24.56%E2%80%AFPM.png?alt=media&#x26;token=d7d5fd3c-c327-406d-9e1e-10e484fded89" alt=""><figcaption></figcaption></figure>

* Once you have selected all the options, you can click on Run to get a preview of your chart

<figure><img src="https://3861485111-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FU9kiDiTGVD8kkbnKKyEn%2Fuploads%2FbOXYXDGsI0507bL288Ht%2FScreenshot%202025-10-07%20at%204.40.43%E2%80%AFPM.png?alt=media&#x26;token=5a6f3416-fc92-4c9c-bd61-18d9b860e129" alt=""><figcaption></figcaption></figure>

* You can then click on **Save widget** to add the widget and click on **Save** to save your dashboard
* You can always click on Edit to make any updates to your widgets, sections or dashboard.
* You can also clone your widgets to create new ones.