Dashboards Components

The components available in a Dashboard are as follows:

To add a component to the dashboard, click on the “+ Add Widget” button in the upper right corner.

You must choose whether you want a pre-built widget or to create one from scratch:

Pre-built widget:

You can select any type of widget that has already been created. This way, you only need to select the source with its respective account and the target metric to be analyzed:

If you do not want to select a pre-built widget, you can choose to create one from scratch:

Next, I will explain each component and its different variants.

Metric

A Metric is a numerical value that comes from a single data source and represents a single metric. To configure it, you must select the data source, the corresponding account within that source, the metric you want to display, and the associated date range. For example, we could measure the CPC of Facebook ads for “this month.”

In addition, you can use the “Compare to previous period” option if you want to see how the metric compares to the previous period.

This allows you to quickly and visually identify increases or decreases in performance.

Example of how it would look:

You can also apply a filter to the selected metric:

Where you can filter by Breakdowns such as Campaigns, Ad Accounts, Country, Device, etc., or you can filter by additional campaign metrics, such as impressions > 100.

Finally, you can move the cards around or resize them by clicking “Edit Section” and then using the bottom right corner:

Metric - Custom metrics

Allows you to select, from a list, all the custom metrics you have created, along with their respective date range.

Tables

These are tables that allow you to select and view multiple metrics from different data sources.

The tables are organized into columns according to the time period you choose: day, week, month, quarter, or year. This option is configured in the “Group by” field.

On the other hand, the rows are structured according to the metrics you select.

You can include all the metrics you need by first choosing the data source, then the corresponding account, and finally the specific metric. In addition, you can apply an individual filter to each metric to further segment the information.

Tables - Custom

The tables are grouped into columns according to the time period you select: day, week, month, quarter, or year. This option is configured in the “Group by” field.

The rows are organized according to the custom metrics you choose, allowing you to build a detailed view tailored to your needs.

PowerTables

These are tables that allow you to group rows and columns using different variants for a single data source.

First, you have to choose the data source and account. Then you can choose all the metrics you want from that data source and the date you want to filter them by.

Example: for Facebook Ads, we chose Clicks, Impressions, and CTR:

Once you have chosen the metrics, you can choose how you want to break them down into rows and columns:

Example:

You can also enable the option to ignore the date on the general dashboard, which means that this widget will not be affected by the date filter applied to the rest of the dashboard.

In addition, you have the option to add a description generated by artificial intelligence, although it is recommended to verify the information if it is important or sensitive data.

Totals can be included.

Another example could be having the ads in the rows and the metrics organized by day in the columns. Each selected Metric can have a Display Name, which is optional. You can also create Custom Metrics with data from a single data source within the same Powertable:

Another example could be to have the Print Device in the rows and the weeks in the columns.

You can also apply filters in the Powertables:

You could create tables like the ones in the previous examples, but with conditions.

For example, the metrics “clicks” and “impressions,” grouped in rows by ‘campaigns’ and in columns by “weeks,” and in turn, only for specific campaigns that you select in the filter:

Or it could be for everyone who has invested more than $100:

Finally, Advanced Tables can be exported to Google Sheets automatically. For example, every day at 7 AM, the Advanced Table is updated in the Sheet you define. To see how the Google Sheets extension works, I invite you to read Export to Sheets

Chart - Standard

Pie Chart:

In the pie chart, once you have chosen the data source and advertising account, you can choose a single metric and its breakdown (Divide by), which can be campaign, region, ad, country, etc.

Example: Spent $ on Facebook Ads broken down by campaign for “this month”:

In turn, you could apply a filter to the previously chosen metric:

Custom Pie Chart: in this case, for the pie chart, you must select all the metrics you want to break down in it with their respective dates.

Column, Line, and Bar Charts:

In Column, Line, and Bar charts, you can also choose a single metric and a single breakdown, but in this case, the columns are grouped by day, week, month, quarter, or year.

Example: Spent $ on Facebook Ads broken down by “campaign” for “this month” and opened by week:

Custom Line, Bar, and Column Chart: in this case, you can choose all the metrics you want, but you don't have the automatic breakdown that you have in the “Standard” type. That is, you can choose X metrics from different data sources (previously created in Custom metrics) and then choose how to group them in the columns: day, week, quarter, or year.

Multiple Axis Chart:

The Multiple Axis chart allows you to choose up to 4 metrics, each of which can be from a different data source. You can also choose whether you want to view them in column or line format:

You can enable or disable the display of data directly on charts, such as Lines, Bars, Pie, and Multiple Axes.

This allows you to display the numerical values above each point on the graph,

making it easier to read quickly without having to hover the cursor or check another table.

Title:

Allows you to add a text separator between Dashboard widgets, such as the “Goal” separator in the following example:

Text:

You can add text boxes with comments within the Dashboard.

Overview:

You can add the Summary (by client and by campaign) that you have previously created from the corresponding module within the Dashboards section.

Filter

The Filter widget within a dashboard allows users to interact with data. Its main purpose is to filter, segment, or modify the display of information shown in charts or tables, without having to manually edit the panel. The filter can be applied to Cards, Tables, Advanced Tables, and Charts.

Once you have selected the property, you will be able to apply the filter:

Image

The Image widget within a dashboard allows you to select your logo or an image to display in the report.

You can also add the image URL and optionally add a comment that will be displayed above the selected image.

You can also transform your image into a button by incorporating an external link (URL).

Here you can see the most frequently asked questions about the Dashboard module:

FAQs Dashboards

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