Create a Dashboard from scratch

Learn how to create and customize dashboards from scratch or using presets

1. Creating a Dashboard
2. Adding and editing widgets
3. Dates and filters
4. Filter and group your charts by dimensions
5. Activate GA4 metrics

Default Dashboard

When you first use the new version of Dashboards, a Default Dashboard will load based on your organization's main objective in AMP: Full Funnel, Performance, Branding, or Lead Gen.

This default Dashboard is fully editable, but we recommend creating one from scratch to better suit your specific needs. Don’t forget to add your brand's logo by clicking on the image located at the top left of the Dashboard.

Creating a Dashboard

To create a new Dashboard, follow these steps:

1. Click on the last icon in the left sidebar.

2. Choose a template based on your business objective. These templates include the most popular metrics related to that objective. If you prefer, you can opt for a blank canvas to start from scratch.

Once you have selected the template:

1. Assign a name, a description, and choose the attribution window you want to configure (you can edit this later).

2. Click on the “Create” button located at the bottom right corner to generate the Dashboard.

It’s important to choose a title and description that will help you easily identify the Dashboard, as you can now have multiple Dashboards simultaneously. To select your default Dashboard:

1. Click on the second icon in the left sidebar.

2. In the list of created Dashboards, click on the three dots to the right of the desired Dashboard and select “Set as default” to load it automatically when you start the tool.

Adding and Editing Widgets

The new version of Dashboards features a revamped system for creating and editing Widgets. You can now choose from different types of visualizations and define the metrics you want to see in each widget.

For example, if you want to create a bar and line chart to observe the relationship between the number of purchases and ROAS:

1. Click the “New Widget” button located at the top right corner.

2. In the window that opens, assign a name to the widget and optionally, a legend.

3. Select the two metrics for the chart: in this case, "purchases" for the bars and "ROAS" for the lines.

You will see a preview of the widget in the section below to ensure it is configured correctly before adding it to the Dashboard:

When you are satisfied with the widget, click the “Create” button at the bottom right.

Widgets will be placed at the end of the page by default, but you can easily rearrange your Dashboard by dragging and dropping the widgets from the top section. This intuitive drag-and-drop system allows you to customize your Dashboard layout effortlessly.

To edit, duplicate, or delete a widget, click on the three dots located in the corner of each widget:

Filter and group your charts by dimensions

In addition to adding metrics to your widgets, you can filter and group your charts by different dimensions. This feature is useful for comparing performance across different segments, such as platforms, objectives, countries, campaign names, or time ranges.

When you select a widget filters and grouping functionalities will be available for you to use them.

For example, with the Bar Chart, the "Filter" and "Group By" options will appear in the interface. Here, you can choose from all the available dimensions. For example, you can create a Bar Chart with only Google's grouped by campaign's objective:

1. Select the Bar Chart widget.
2. Configure the metric as "Purchases"
3. In the "Filter" section, choose "Network" as the dimension and then select Google at the dropdown menu. 
4. In the "Group By" section, choose "Objective" as the dimension.

Dates and Filters

At the top of the Dashboard, you will find three filters available along with the date selector. You will also see the logos of the platforms where you have had ad spend during the selected date range.

In the date selector, you can choose from several presets by clicking on the dropdown. Note that the comparison date range is always the previous period to the selected one (e.g., vs previous week, vs previous month).

Additionally, you can filter the Dashboard data by your ad accounts, campaign names, or campaign objectives.

Activate GA4 metrics

Add GA4 metrics such as sessions, purchases, roas adn total users to your Dashbaords and compare the results attributed to each of the channels you use in your ad campaigns. 

To activate GA4 metrics in Dashboards v2, follow these steps:

1. Connect your Google Analytics Account to AMP
2. Add the dynamic campaign_id utm to your campaigns
3. Open a ticket with Customer Success