Dashboard Creation Workflow:
Enter the dashboard name
Select template
Configure the first widget:
Click on the widget
Follow the integration connection steps
Click on other widgets to set up additional integrations
Preview using the eye icon in the left navigation
Customizing the dashboard further:
Add custom widgets via the right navigation
Configure dimensions (month/day for marketing reports)
Select metrics (visits, revenue, etc.)
Play with various types of charts and graphs
Resize widgets in edit mode by clicking the square icon left of X
Branding Configuration:
Access general settings in the right navigation
Customize widget colors
Adjust header colors
Modify main chart colors
Add company name
Configure footer content
Upload background image (recommended dimensions: TBD)
Set password protection if needed
Time Frame Setup:
Configure the default time range in the general settings
Use the date selector for custom ranges
Select both start and end dates
Apply changes
Dashboard Cloning Process:
Select an existing template/dashboard
Click the clone button on the right side
Modify integrations in the right sidebar
Change accounts for the new client
Verify widget population with new data
Result: New client dashboard in ~3 minutes