Dashboards are used to centrally display key social media performance data, helping operators quickly complete data monitoring, analysis, and reporting. Through the Dashboard, you can create and manage different types of dashboards based on your specific needs.
Access: Select Dashboard from the left-side navigation menu.
1. Creating a Dashboard
You can create dashboards based on your actual requirements to centrally display key data for selected platforms, accounts, and time ranges.
During the creation process, you can quickly generate commonly used dashboards using templates, or build a custom dashboard from a blank canvas to design your own chart layout, meeting different operational and analytical needs.
1.1 Create a Dashboard Using Templates
The system provides a variety of built-in dashboard templates suitable for cross-platform or single-platform data display and analysis scenarios. These templates help you quickly generate standardized dashboards.
Available template types include:
Cross-Platform Performance
Facebook Performance
X Performance
Instagram Performance
LinkedIn Performance
YouTube Performance
VKontakte Performance
TikTok Performance
Threads Performance
Team Performance
Social Media Operations Report
Steps:
Go to the Dashboard module and click + Create
In the template library, select a template and a template format (Web or PPTX).
You can filter templates by format.
You can also search for templates using keywords.
Hover over the target template, select the desired format, and enter the dashboard creation page.
Configure the dashboard settings and click Create to complete the creation.
Dashboard Settings Include：
Edit the dashboard name
Set visibility scope (Visible to myself only / Visible to group members)
Select data sources (supports filtering by platform, social account, and social account tags)
Set the time range
After creation, all charts within the dashboard support Edit, Copy, Download, and Delete actions. You can also add or remove charts as needed.
Format Description
Web canvast Dashboard:
Displays data in chart-based visualizations, suitable for daily monitoring and analysis.PPT canvas Dashboard:
Supports adding both charts and text content, designed for presentation and reporting scenarios.
The differences in display and layout between Web and PPT dashboards are explained in the Dashboard Display and Layout documentation.
1.2 Create a Custom Dashboard Using a Blank Canvas
You can also choose a blank canvas to freely combine the required charts and customize the data display structure, meeting personalized analysis needs.
Steps:
Go to the Dashboard module and click + Create
In the template library, hover over Blank Canvas, then select Web Canvas or PPTX Canvas to enter the dashboard creation page
After entering the dashboard page, add and configure chart components as needed
🔔 Note:
After creating a blank dashboard, the default dashboard name is “Untitled”, and the visibility is set to “Only visible to me.” You can modify the dashboard name and visibility by clicking the “…” button in the upper-right corner of the dashboard details page.
To learn how to add charts to a blank canvas, please refer to the Chart Creation and Management documentation.
2. Managing Dashboards
2.1 Dashboard Page Management
In the Dashboard module, you can view and manage all dashboards that have been created.
2.1.1 Viewing and Filtering Dashboards
The system supports filtering dashboards by the following criteria:
Creator
Visibility type (Private / Group-visible / Shared)
Dashboard format (Web / PPTX)
Dashboard name (keyword search)
2.1.2 Operation Management
On the Dashboard page, you can perform the following actions:
Rename: Modify the dashboard name
Edit Permissions: Change the dashboard’s visibility scope
Duplicate: Create a copy of an existing dashboard for further editing
Share: Share the dashboard across groups or via a link
Delete: Remove dashboards that are no longer needed
Details: Click to enter the dashboard detail page for viewing, management, and editing
2.2 Dashboard Detail Page Management
After entering a dashboard’s detail page, you can view and manage the current dashboard to support editing, sharing, and maintenance needs.
Supported actions include:
Edit: Modify the dashboard name and visibility settings
Export: Export the dashboard for reporting, sharing, or archiving purposes
PPTX dashboards: Can be exported as a .PPT file or .PNG image
Web dashboards: Can only be exported as a .PNG image
Duplicate Dashboard: Copy an existing dashboard for secondary editing or quick creation of similar dashboards
Share:
Share to group: Share the dashboard with other group members
Share link: Share the dashboard via a direct link
View Activity Log: View the history of dashboard creation, edits, and sharing actions
Delete: Delete dashboards that are no longer in use
Through these operations, you can manage dashboards flexibly and ensure efficient and well-organized data presentation and collaboration.
Notes
To learn how to add and configure charts within a dashboard, please refer to Chart Creation and Management.
To understand the differences between Web dashboards and PPTX dashboards, please refer to Dashboard Display and Layout.
To learn about supported chart types and metrics, please refer to Which Metrics Are Supported on the Dashboard and Which Chart Widgets Are Available on the Dashboard.