> ## Documentation Index
> Fetch the complete documentation index at: https://docs.marcenta.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Dashboards: Build Custom Marketing Performance Views

> Create drag-and-drop dashboards to surface marketing KPIs, charts, and reports. Customize layouts, share with teammates, and get AI-generated summaries.

Dashboards give you a single, customizable canvas where you can arrange KPI tiles, charts, and saved reports to reflect how you actually think about your marketing performance. Every dashboard is unique to your organization and updates automatically as new data flows in from your connected sources.

## Create a dashboard

<Steps>
  <Step title="Open the Dashboards page">
    Navigate to **Dashboards** in the left sidebar. You'll see a list of all dashboards your organization has created, sorted by most recently updated.
  </Step>

  <Step title="Start a new dashboard">
    Select **New Dashboard**. Enter a title (required) and an optional description to help teammates understand what the dashboard tracks, then select **Save & Open**.
  </Step>

  <Step title="Add tiles">
    Your new dashboard opens with a default set of KPI tiles pre-populated for the metrics you've connected. Use the **tile sidebar** on the right to add more tiles, or use the **Add from Report** button to pin a saved report as a tile.
  </Step>

  <Step title="Arrange your layout">
    Drag any tile to reposition it and drag the corner to resize it. The layout saves automatically after each change.
  </Step>
</Steps>

## Tile types

Each dashboard is made up of tiles. You can mix and match these types on a single dashboard.

<CardGroup cols={3}>
  <Card title="KPI" icon="gauge">
    Displays a single metric value with a period-over-period change percentage, sparkline trend, and a health indicator based on your active marketing plan targets.
  </Card>

  <Card title="Chart" icon="chart-line">
    Renders data from a connected source as a line, bar, area, scatter, or pie chart. Configure the source system, metrics, dimensions, and date range per tile.
  </Card>

  <Card title="Report" icon="table">
    Embeds a saved report as a tile so you can see tabular data directly on the dashboard without leaving the page.
  </Card>
</CardGroup>

## Configure a chart tile

When you add or edit a chart tile, you can specify:

* **Source system** — Google Ads, GA4, Google Search Console, LinkedIn Ads, or HubSpot
* **Metrics** — one or more metrics to plot (e.g., `clicks`, `impressions`, `conversions`, `spend`)
* **Dimensions** — how to slice the data (e.g., by `date`, `campaign`, `channel_group`, `device`)
* **Date range** — a fixed range or the dashboard-level date range
* **Chart type** — line, bar, area, scatter, or pie
* **Filters** — narrow the data to specific campaigns, countries, or other dimension values

<Tip>
  You can set a date range at the dashboard level using the date picker in the top toolbar. Chart tiles without their own date range override inherit this setting automatically.
</Tip>

## KPI health and plan pacing

KPI tiles do more than display a number. If you have an active marketing plan with targets, each KPI tile shows:

* **Planned target** — the cumulative target for the selected period
* **Plan delta** — how far above or below target you currently are
* **Pacing indicator** — whether you're on track to hit the target by the end of the period, based on days elapsed
* **Health status** — good, neutral, warning, or critical, derived from plan delta and pacing variance

<Info>
  KPI health appears when target baselines are configured for that metric in your workspace.
</Info>

## Share and email a dashboard

Open any dashboard and select the **Email** action from the toolbar. Enter up to 10 recipient email addresses, customize the subject line, and send. The email includes an AI-generated summary of the dashboard and a data table of all tiles.

<Note>
  The email summary is generated from the tile data visible in the current date range. Tiles that are still loading when you send will show as loading in the email.
</Note>

## AI summary

Select **Get AI summary** on any dashboard to receive a plain-language analysis of your current tile data. The summary highlights trends, compares periods, and flags notable changes across your KPI and chart tiles. You can also open the **AI sidebar** to ask follow-up questions about your dashboard data.

## Tips for organizing dashboards

<AccordionGroup>
  <Accordion title="Name dashboards by audience or cadence">
    Names like "Executive Weekly" or "Paid Search — Q3" make it clear who the dashboard is for and how often it's reviewed. The optional description field is a good place to note what questions the dashboard is designed to answer.
  </Accordion>

  <Accordion title="Use the tile sidebar to browse available tiles">
    The tile sidebar lists tiles that are available for your connected sources. If a tile appears grayed out, the required source system is not yet connected. Tiles that need a disconnected source are marked as disabled to prevent empty charts.
  </Accordion>

  <Accordion title="Resize tiles to emphasize what matters">
    KPI tiles work well at a compact size (3 columns wide). Chart tiles showing trend data benefit from more horizontal space. Drag the bottom-right corner of any tile to resize it.
  </Accordion>

  <Accordion title="Pin reports you review regularly">
    If you already have a saved report that your team checks weekly, pin it to a dashboard using Add from Report. This keeps your most important views in one place without duplicating configuration.
  </Accordion>
</AccordionGroup>

## Page trust signals

* Last reviewed: May 20, 2026
* Maintainer: Marcenta Team