Create a Custom Dashboard

Tailor your analytics experience by creating personalized views

Custom Dashboards allow you to tailor your analytics experience by creating personalized views based on the metrics and visualizations that matter most to your team. This feature is especially useful if you want to track specific KPIs, compare campaign performance, or build dedicated reporting spaces for different teams (e.g., Email, SMS, Marketing Ops).

How to Create a Custom Dashboard

1. Navigate to Dashboard Management

1. From the left sidebar, go to Marketing.

2. Click Dashboard.

3. In the top-right corner, click Manage Dashboards.

This opens the Dashboard Settings screen, where you can view your existing dashboards and create new ones.

2. Create a New Dashboard

1. Click Create Dashboard.

1. Enter the Title of your dashboard.

   • Choose something descriptive, e.g., “Email Performance Overview” or “SMS Conversion Tracker”.

   
2. (Optional) Add a Description to help teammates understand the purpose of the dashboard.

   • Example: “A consolidated view of email metrics for the last 90 days.”

3. Click Save.

Your dashboard is now created and ready for customization.

3. Add Widgets to Your Dashboard

Widgets are the building blocks of your dashboard. Each widget displays a specific chart, table, or metric based on the data you choose.

To add your first widget:

1. Open your newly created dashboard.

2. Click the + button in the top-right corner.

3. Name the widget that you want to create.

4. Click + Add widget

4. Select a Data Source

Inside the widget creator:

1. Select a Category, such as

• Marketing

• CRM

• Custom events

• Custom objects

1. The available Dimensions and Metrics will update based on the category you select.

What are Dimensions?

Dimensions are attributes used to group or filter your data. Examples:

• Campaign name

• Platform name

• Journey ID

• Created at

• Variation

• Direction (inbound/outbound)

What are Metrics?

Metrics are numerical values that you want to calculate or visualize. Examples:

• Delivered

• Opens

• Clicks

• Bounced

• Click rate

• Open rate

• Skipped by campaign hold-out

• Delivered rate

You must select at least one dimension or one metric before continuing.

5. Build the Widget

Once you’ve selected your dimensions and metrics, configure the widget settings on the right panel:

A. Title

Give your widget a clear and meaningful name. Examples:

• “Top Performing Campaigns”

• “Delivery Rate by Day”

• “Messaging Funnel Summary”

B. Width

Choose how wide the widget should appear on the dashboard.

• 100% (full width)

• 50% (half width, ideal for side-by-side charts)

C. Limit

Determine how many items appear in your chart or table.

• Example: Limit to top 20 campaigns.

D. Chart Type

Choose how your data should be visualized:

• Table

• Bar chart

• Line chart

• Funnel

• Pie chart (if applicable)

This depends on the data selected—some metrics are ideal for tables, others for charts.

E. Filters (Optional)

You can apply filters using any available attribute. Examples:

• Filter by platform → Email only

• Filter by tag → “Black Friday”

• Filter by date → last 30 days

• Filter by Journey ID

Filters help narrow the dataset to only what you want to display.

6. Finalize and Save the Widget

Once all configurations are set:

1. Click Run to preview the widget with real data.

2. If everything looks correct, click Save.

3. Your widget will now appear on your custom dashboard.

Repeat these steps to add as many widgets as needed.

7. View Your Custom Dashboard

Your custom dashboard will now:

• Display next to the default Overview dashboard

• Display all widgets you have created

• Automatically refresh with updated performance data

You can return anytime to:

• Add more widgets

• Edit existing widgets

• Remove outdated sections

This allows you to continuously refine your dashboard to match your reporting needs.