Build Dashboards That Work for You

Build Dashboards That Work for You

October 14, 20251 min read

We’ve made it easier than ever to visualize your data, track performance, and share insights — all inside your account.

With this update, you can now create your own custom dashboards and reports tailored to your goals, your team, and your business.


What’s New

1. Multiple Dashboards
Create as many dashboards as you need — for sales, marketing, finance, or client performance.
You can even set one as your default dashboard for quick access.

2. Custom Widgets & Metrics
Add, edit, or remove widgets in seconds. Use flexible configurations to track the numbers that truly matter to your business.

3. Scheduled Reports
Set reports to send automatically — daily, weekly, or monthly. Keep your team in the loop with zero manual effort.

4. Full Customization
Adjust colors, layouts, and background themes to match your brand.
Create dashboards that look as good as they perform.

5. Deeper Insights
Switch between data views, add universal widgets, and analyze results in multiple formats — all from one place.


Why This Matters

Clarity at a glance: Get the data you need without the clutter.
Smarter decision-making: Focus on the metrics that drive results.
Automation built in: Schedule reports, track trends, and share insights — hands-free.
One dashboard, endless possibilities: Every team, every client, every goal — your data, your way.


Use Cases

  • Marketing teams tracking ad spend, leads, and conversions.

  • Coaches and consultants monitoring client performance.

  • Agency owners reviewing revenue trends across accounts.

  • Internal teams analyzing pipeline, project timelines, and KPIs.

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