Create/Edit/Delete Dashboards

Customize your dashboards and widgets for the best account overview.

Create Dashboards

To create a dashboard:

  1. Click the Home tab.

  2. In the left-hand pane, expand Dashboards, then click + New Dashboard in the left-hand pane.

  3. Select either Blank Canvas (no widgets) or Starter Dashboard (default set of widgets).

  4. Enter a title, then click Create Dashboard.

  5. If you are adding widgets to a new Blank Canvas, or if you click + Add Widget to add a new widget to an existing dashboard, the widget editor opens.

  6. Select the display format for your widget: Metric, Pie chart, Timeline, Table.

  7. Select the data for the format you chose:
    • Metric: Select the individual metric.
    • Pie chart: Select the metric and dimension, and the number of slices.
    • Timeline: Select the primary metric, and optionally a comparative metric.
    • Table: Select the dimensions, up to two metrics, and the number of rows.

    Lean more about dimensions and metrics.

  8. Click Add a filter to filter the data in the widget.
    • Select Only show to include specific data.
    • Select Don't show to exclude specific data.
    • Select a dimension.
    • Select a method to evaluate your entry in the last field.
    • Enter a value in the last field.

    Learn more about filters.

  9. Enter a title for the widget.

  10. Optionally, enter the URL to a report.

  11. Click Save.

  12. Set the time frame for the dashboard with the control at the top right:
    • Click the arrow to open the control.
    • For a custom range, select or enter beginning and end dates. For a relative range (e.g., last week), select that range from the menu.
    • Select the check box for Compare to past if you want to compare data for a similar previous time range.
    • Click Apply.

Edit/Delete Dashboards and Widgets

You can edit/delete the dashboard as whole, or you can edit/delete individual widgets within the dashboard.

To edit the dashboard as a whole:

  1. Click + Add Widget to add a new widget to the dashboard.

  2. Drag existing widgets to new positions within the dashboard.

  3. To delete the entire dashboard, click Delete Dashboard in the upper-right corner.

To edit/delete an individual widget:

  1. Click the gear icon in the top-right corner of the widget.

  2. Change the display format, dimension, metrics, or title.

  3. Click Save.

  4. To delete the widget, click the gear icon, then click delete widget at the bottom of the screen.