Dashboards

A report answers one question in one table. A dashboard puts the numbers a team checks every week on one screen: the headline KPIs, how they moved day by day, where the money went, the campaigns that earned it and how the month is tracking against its targets.

Every widget on a dashboard reads your ad accounts directly — there is no report to build first. One period picker and one ad-account picker at the top drive all of them at once.

What you need

• The Pro plan or above. On Free the Dashboards page shows what the feature does and a button to redeem an access code.
• At least one connected ad account — a dashboard always covers one or more of them.
• The Create Dashboards permission to make new ones. Opening a dashboard only needs access to it — see Sharing and access.
• The Business plan for scheduled reports. Exporting a PDF by hand works on Pro.

The Dashboards page

Dashboards in the sidebar, right under Reports, lists every dashboard of the organization you can open.

Each row shows the dashboard's name, how many ad accounts and widgets it has and when it was last changed. A dashboard someone shared with you read-only carries a View only badge, one you can change but not delete carries Can edit — the column appears only when at least one row has a badge. The ⋯ menu holds Delete, available to whoever has full access to that dashboard.

New dashboard in the top right opens the create drawer — see Creating a dashboard.

Reading a dashboard

Click a name to open the board. The header carries the name (the pencil next to it renames the dashboard and changes its ad accounts), then Schedule, Export and Edit on the right.

• The period picker works like the one in reports — presets such as This month or Last 30 days, or any custom range. See Date ranges. Level remembers the period you picked for each dashboard in this browser.
• The ad-account picker narrows the board to some of the dashboard's ad accounts. It starts with all of them selected.

Both pickers sit on the grid like widgets: they can be moved and resized, but every dashboard keeps exactly one of each. They are left out of a PDF — the period and accounts are printed in the page header instead.

Every widget loads on its own, so one slow or broken widget never holds up the rest. A widget that failed says Couldn't load this widget with a Retry button; one with nothing in the period says No data for this period; one that needs a higher plan than the organization has — a table of creatives, for example — says so and links to the upgrade.

A widget can also be pinned to specific ad accounts. It then ignores the ad-account picker and always reads those accounts — see Widgets.

On a phone the widgets stack into one column in reading order. Arranging and resizing widgets needs a screen at least 1 024 px wide.

Limits

The two pickers don't count as widgets. When the organization reaches its limit, New dashboard and Add widget stay clickable and explain the limit instead of creating anything.

After a downgrade nothing is lost: existing dashboards stay readable, and a dashboard with more widgets than the new plan allows can still be rearranged, edited and saved — it just can't grow. Deleting a dashboard is always possible, whatever the plan.

In this section

• Creating a dashboard — the create drawer and the eight templates.
• Widgets and layout — edit mode, the seven widget kinds, the widget editor, colors.
• Sharing and access — who can view, edit and delete a dashboard.
• Export to PDF — branding, cover page, download or print.
• Scheduled reports — the dashboard as a PDF by email and Telegram, every day, week or month.