Documentation

Dashboard Management

1. Create a dashboard

1. Open the dashboard page. The welcome screen shows two options: Start with a blank grid or Use cross-channel template.
2. Click Start with a blank grid to begin from scratch, then select a data table from the dropdown in the banner.
3. Click Use cross-channel template to start with a pre-built layout: 4 KPI widgets, a line chart (Performance Trends), a pie chart (Spend Distribution by Platform), and a bar chart (Total Conversions).

2. Edit the dashboard title

1. Click the dashboard title heading to make it editable.
2. Type a new title and press Enter or click outside to confirm.

Note: Special characters like < > & / render correctly as text. Clearing the title shows a placeholder rather than breaking the layout.

3. Customize dashboard appearance

1. Click the ⋮ (three-dot) menu in the top-right header and select Appearance.
2. In Colors, switch between Light, Dark, and System themes, or enter a custom hex value for the page background.
3. In Layout, choose Compact (centered, max-width) or Full Width (edge-to-edge) for the page layout.
4. In Whitelabel, enter a Logo URL and choose a size to show custom branding in the header. Add a Watermark URL for a semi-transparent overlay.

4. Dashboard actions menu

1. Save the dashboard to switch to view mode.
2. Click the ⋮ menu in the top-right header to access: Appearance, Duplicate, Delete, and more.

5. Save your dashboard

1. In edit mode, click Save in the top-left banner.
2. The dashboard switches to view mode — Save and Cancel are replaced by Edit and Ask AI.

Result: All widgets, filters, and title changes persist across page reloads.

6. Cancel unsaved changes

1. In edit mode, click Cancel in the top-left banner.
2. The dashboard reverts to its last saved state — added widgets, metric changes, and title edits are all discarded.

Note: If a confirmation dialog appears, click Discard to proceed.

7. Delete a dashboard

1. Click the ⋮ menu in the top-right header and select Delete.
2. Confirm in the dialog. The welcome screen reappears, ready for a new dashboard.

Layout and Positioning

8. Add multiple widgets to the grid

1. Click any widget button in the bottom toolbar (KPI Scorecard, Table, Chart, Pie, Text) to add it.
2. Configure the widget in the Properties Panel, or close it to configure later.
3. Repeat as needed — the grid expands and scrolls vertically as widgets are added.

Note: Unconfigured widgets show a “Select Metric” prompt. Scroll down to see widgets below the fold.

9. Reorder widgets by dragging

1. In edit mode, click and hold the title or header area of a widget.
2. Drag it to a new position in the grid and release. The grid snaps to available positions.

10. Resize widgets

1. Select a widget to open the Properties Panel and expand the Layout section.
2. Column span — sets horizontal width from 1 to 12 columns on the 12-column grid.
3. Height — choose Small, Medium, or Large (or a custom value).

You can also drag the right edge of a widget directly to resize it horizontally.

11. Widget card appearance

1. Expand the Layout section in the Properties Panel.
2. Adjust visual options with the dropdowns: Card style (Default / Tinted), Border (Off / On / Thick), Background (Solid / Tinted / Off), and Shadow (Off / On / Large).

12. Enable a sidebar panel

1. Open Appearance from the ⋮ menu and expand the Layout section.
2. Change Filter Position to Sidebar. A sidebar panel appears on the left side.
3. Use the + button inside the sidebar to add widgets that stay visible while scrolling the main grid.

Widget Management

13. Add widget types from the toolbar

1. In edit mode the bottom toolbar shows: KPI Scorecard, Table, Chart, Pie, and Text.
2. Click More (⋯) to access additional types: Funnel, Heatmap, Creatives Gallery, and Custom Component.

14. Open and use the Properties Panel

1. Click any widget in edit mode to open its Properties Panel on the right.
2. Click a different widget to switch the panel to that widget — previous configurations are preserved.
3. Click section headers (Basics, Data, Layout, Filters, etc.) to expand or collapse each group of settings.
4. Click X in the panel header to close it.

15. Edit a widget title

1. Open the Basics section in the Properties Panel.
2. Clear the Widget Title field and type a new name. The widget heading updates immediately.

16. Duplicate a widget

1. Open the widget’s Properties Panel and click Duplicate at the bottom.

Result: A copy with the same configuration appears on the grid. The Properties Panel switches to the new copy.

17. Remove a widget

1. Open the widget’s Properties Panel and click Delete at the bottom.

18. Export widget data

1. Open the widget’s Properties Panel and scroll to the very bottom.
2. Click the ⋮ icon between Duplicate and Delete.
3. Choose Export as CSV to download the data, or Copy to Clipboard.

Note: The widget must have a metric and dimension configured before export is available.