Help Center

What is the Subaccount Dashboard?

The Subaccount Dashboard is a customizable page that provides an up-to-date overview of your subaccount's activity and performance. It displays key information through various components called widgets.

Dashboard Modes and States

Your dashboard can be in one of two primary modes and two possible states.

Dashboard States

With Widgets: This is the standard state where your dashboard displays one or more widgets containing your data.
Without Widgets: If your dashboard is empty, it will display a set of quick start options to help you add your first widget.

Dashboard Modes

View Mode: This is the default mode for interacting with your dashboard. You can review the information presented by the widgets and use filters to adjust the data you see.
Edit Mode: This temporary mode allows you to customize the dashboard. You can rearrange widgets by dragging and dropping them, add new ones, remove existing ones, or change the dashboard's title and appearance.

Dashboard Components Overview

When viewing a dashboard, you will see several key elements:

Dashboard Selection Menu: A blue button with a panel icon and a downward arrow. Click it to see a list of all your available dashboards.
Date Picker: Allows you to select a date range for the data displayed on the dashboard. Your chosen range is saved and will be remembered for your next visit. You can also set a comparison date range for the entire dashboard.
Edit Button: A pencil icon. Click it to switch from View Mode to Edit Mode.
Action Menu: An icon with three vertical dots. Click it to access a menu with additional options for the dashboard.
Quick Filters Button: A blue button with a pencil icon labeled "Quick Filters". Click it to open a side panel for applying filters.
Filter Pills: White, pill-shaped buttons that show active filters. Clicking a pill lets you adjust its settings.
Widgets: The individual components that display your data, arranged in a list on the dashboard.

Creating a New Dashboard

You can create a new dashboard in several ways.

Starting the Creation Process

To begin, click the blue "+ Add Dashboard" button from the dashboard selection menu. You will be presented with three options:

Create a Blank Dashboard: Start with a completely empty dashboard to build from scratch.
From Template Library: Choose a pre-built template to use as a starting point.
Clone Existing Dashboard: Make a copy of one of your current dashboards.

Configuring a New Dashboard

If you choose to create a blank dashboard, you will need to configure it:

Enter a name for the dashboard in the provided text field.
Use the "Private Dashboard" toggle to control visibility. When toggled on (blue), the dashboard is only visible to you. When toggled off (gray), you can set access permissions for other user roles.
If the dashboard is not private, use the dropdown menus for Agency User, Account Admin, and Account User to set their access levels to either Full, Edit, View, or No Access.
Click the blue "Confirm" button to create the dashboard, or the white "Cancel" button to discard your changes.

Using the Template Library

If you choose to create a dashboard from the template library, you can browse available templates.

Use the "Search for a template" field to find templates by keyword.
Click "Filters =" to show or hide a sidebar with filtering options.
Use the "Clear Filters" button to reset any active filters.
Use the order dropdown to sort the templates by options like "Most Popular" or "Most Recent".

Using the Subaccount Dashboard