Dashboard

The Dashboard is where you answer the questions you ask every morning: did yesterday work, what should I scale, what should I kill, and what do I send the client. Instead of a fixed reporting screen, you build your own boards. A dashboard is a grid of widgets that you arrange yourself — drag them, drop them, resize them. Each widget carries its own metric and its own ad network, so one board can hold a Facebook top-5 next to a Taboola funnel next to a spend KPI covering everything. Dashboards are saved to your account, not to your browser, so they follow you to any machine you log in from.

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Working with multiple dashboards

Your dashboards appear as tabs along the top of the page. Explore all opens the Boards page, which lists every dashboard you have with its badges — Pinned, Default, Permanent. The ⋯ menu — on the board itself, or on any card in that list — holds the board-level actions:

• Set as default — the board that opens when you land on the page. On the board that already is, it reads Opens by default
• Duplicate dashboard — copy a board and adapt it, instead of rebuilding from scratch
• Export as PDF — see Exporting as PDF below
• Reset to default — return the board to the layout it started from
• Delete dashboard — remove a board you no longer use

To rename a board, click Customize and edit the title in place, then Save.

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Starting a new board

Click + New dashboard on the Boards page — or + next to the dashboard tabs — to create a board. The Build your dashboard screen gives you three ways to start: describe the board to Jade, pick a template, or start from an empty board. Templates are a starting point, not a constraint — every widget on them can be edited, moved or removed.

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Building a board with Jade

Instead of assembling widgets yourself, describe the board you want and Jade builds it. Jade picks the widgets that fit what you asked for — KPIs compared with the previous period, heatmaps, funnels, top ads side by side, breakdowns and more — and fills in their metrics, ad networks and date ranges. You can also ask for a board from any Jade chat, for example “Build me a dashboard for my Taboola campaigns”.

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Changing a board with Jade

While you’re customizing a board, a prompt bar sits at the bottom of the page. Type what you want changed — “add a funnel from clicks to conversions”, “swap the donut for spend by ad account”, “rebuild this for TikTok only” — and Jade adds, changes or rebuilds widgets for you. The + button next to it opens the widget panel if you’d rather add a widget yourself. Click Save to keep the changes, or Cancel to put the board back the way it was.

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Building and editing a board

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Choosing metrics

The metric picker only offers metrics your connected ad networks actually report. The left rail groups them by where they come from — Traffic Source for the numbers the networks report themselves, Tracker for your tracking platform, Custom for your own formulas, plus a group per connected network. This means the picker never shows you a metric that would render as empty — if it’s in the list, your account has data behind it. Custom metrics you have defined appear here too.

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Per-widget ad network

Each widget can be pinned to a single ad network — Facebook, TikTok, Taboola, Outbrain and so on — or left across all of them. In the widget’s options this is the Traffic source field; leave it on All traffic sources to report across everything. This matters more than it first appears. A Ranked List pinned to Facebook returns a genuine top 5 of Facebook. Without it you would get the global top 5, which may happen to contain some Facebook rows but is not the same question. Pin the widget when you want a per-network answer.

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Date range and comparison

The dashboard has one date range, set at board level and applied to every widget. Each widget then displays its own delta against the equivalent stretch of time immediately before it — labelled vs previous period — so you can see at a glance which numbers moved and in which direction.

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Drilling down

Click a row inside a widget and that campaign opens in place, with its details, linked rules, performance chart and recent events — plus Performance, Logs and Manage tabs. You never leave the dashboard to do it, which is what makes a scale-or-kill decision possible from the board itself rather than from the Campaign Manager. To move between levels — ad network into its campaigns, an account into its ads — use the Double Breakdown widget, which shows one dimension nested inside another side by side.

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Exporting as PDF

Export the entire board as a paginated PDF for clients and stakeholders from the ⋯ menu. The export reflects the board as configured — its widgets and its date range — so building a client board once replaces rebuilding the same report every month.

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Finding the right widget

The Add widget panel opens on Suggested, a shortlist of ready-made widgets for the questions most boards start with — total spend, net profit, ROI, top spenders, top converting campaigns. Switch to All Widgets for the full catalogue grouped by kind, or search by name.

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Next steps