> ## Documentation Index
> Fetch the complete documentation index at: https://docs.theoptimizer.io/llms.txt
> Use this file to discover all available pages before exploring further.
# Dashboard
> Build your own boards from drag-and-drop widgets — any metric from any connected ad network, compared against the previous period, exportable as a PDF.
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.
***
## 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](#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**.
A common setup is one detailed internal board plus a stripped-down duplicate per client, containing only the widgets that client should see. Duplicate the internal board, remove what's not relevant, rename it, and export that one as a PDF.
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## Starting from a template
Click **+ New dashboard** on the Boards page — or **+** next to the dashboard tabs — to create a board. You can start from a template or from an empty board.
| Template | Built for |
| --------------------- | ---------------------------------------------- |
| **Daily Check** | What yesterday looked like, in one pass |
| **Scale or Kill** | What to put more behind, and what to cut |
| **Creative & Funnel** | Which creatives earn, and where the rest leaks |
| **Empty board** | Build entirely from scratch |
Templates are a starting point, not a constraint — every widget on them can be edited, moved or removed.
***
## Building and editing a board
Click **Customize** on the dashboard you want to change. The header switches to *Customizing this board · Save to keep*.
Click **Add widget** to open the widget panel, then drag a widget onto the grid — or click one to place it and go straight into its options. See [Widget Types](/dashboard/widget-types) for what each one does.
Set the title, the ad network, the metric and any widget-specific options. Each widget is configured independently.
Drag widgets to reposition them and drag their edges to resize. Hovering a widget also gives you **Edit**, duplicate and remove.
**Save** commits the whole edit. **Cancel** discards every change you made in this session, not just the last one.
Editing is transactional — save and cancel apply to the entire edit session. If you want to keep some changes and discard others, save first, then make the changes you're unsure about as a second edit.
***
## 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](/campaign-manager/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](/campaign-manager/overview).
To move between levels — ad network into its campaigns, an account into its ads — use the [Double Breakdown](/dashboard/widget-types#double-breakdown) widget, which shows one dimension nested inside another side by side.
***
## 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
What each of the thirteen widget types shows and when to reach for it.
Define your own metric formulas and use them on any widget.