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Build your first multi-platform dashboard

Updated 2026-08-06

In two lines: in Analytics > Dashboards you build a visual report that brings together data from all your platforms in one place. You start from a template, adjust the widgets, set the date range and save it.

A dashboard is a living report: instead of exporting Google Ads, Meta and GA4 spreadsheets separately, you see everything together and always up to date. It's the foundation of what you later share with your client.

What do I need before starting?

A dashboard shows data from the platforms you have connected in that account. If you haven't connected any yet, the widgets will appear empty.

Before building your first one, check that the account has its integrations active. If you're unsure what you can connect, see the article Integrations: what you can connect and how they work. If you've already connected but don't see data, see I don't see data in my dashboard, monitor or report.

How do I create the dashboard?

  • Go into the account and head to Analytics > Dashboards.
  • Click Add Dashboard.
  • Choose a template from the gallery. Each one comes built for a platform or a type of report (for example, a Google Ads overview or a multi-platform summary).
  • Give it a name, choose the account and the data sources it will use, and confirm to generate it.

The dashboard is created with its widgets already configured. From there it's all yours: you can change, remove or add whatever you want.

Always start from a template, even if you later modify it completely. It's faster than starting from a blank canvas, and it shows you how each widget connects to its data source.

How do I adjust the widgets?

When you open the dashboard in edit mode you work on a visual canvas:

  • Click Add Widget to add a new block and choose its format in Widget Type (a key number, a chart, a table, etc.).
  • Click the widget to open its configuration panel. The header shows the platform icon and the widget type, so you always know what you're editing.
  • In General, set the title and the data source (the platform the widget reads from).
  • In the settings section for that format —KPI settings, Table settings or Chart settings— choose the metrics and dimensions you want to show. In the metric picker you'll also find the Custom group, where you can build your own metric with a formula: see Create your own metrics with formulas.
  • In Dates you can leave the widget following the dashboard's range or give it its own period, and in Filters you narrow the data of that widget alone.
  • The panel applies each change live on the canvas: there's no per-widget save button. Drag and resize the widgets to arrange them, and apply Save Changes when you're done so nothing is lost.

To choose the right format for what you want to communicate, see the article Which widgets to use in your dashboard and when.

How do I set the data period?

Each dashboard has a Date Range selector that controls the period of all its widgets at once. Turn on Compare with previous period to see, next to each number, how much it changed compared to the equivalent previous period. See the article Date ranges and period comparison.

How do I find a dashboard when there are many?

When the list of dashboards grows, the Filters panel in the toolbar narrows it down. In Quick filters you combine three controls that stack with each other:

  • Platform — pick one or more platforms and you're left with the dashboards that use any of them.
  • Creator — who built each dashboard; the fastest way to know who to ask about one, and how you leave only your own on screen by picking yourself.
  • Favorites — the Only favorites toggle leaves the ones you starred, to keep the reports you open every day within reach.

It's the same filter system as the Templates tab, so it works the same way: in the Custom section you build and save filters over fields like Name, Origin (Workspace, System or Inherited), Platforms, Creator, Labels, Favorite, Created date or Last updated, and you keep them as Private, Shared or Favorite. Clear brings the whole list back. The detail is in Manage your dashboard templates.

Origin tells you where each dashboard came from: Workspace (built here), System (from a model MB Suite ships) or Inherited (coming down from the parent workspace). It's the quickest way to see what your team actually built versus what arrived on its own.
Reordering dashboards by dragging only works with no filter active. With the search box, a label, a quick filter or a saved filter on, dragging is disabled: rearranging only the visible subset would rewrite the order of the whole list. Clear the filters and manual order comes back, exactly as you had left it.

How do I scale it?

When the report grows, two features keep it organized:

Still have questions?

Ask MIA, the MB Suite AI assistant: open it with the MB AI button (⌘J) in the top bar. MIA knows the section you're in, so you can ask it about what you see on screen — and it can also answer how-to questions about using MB Suite.