Your Home Dashboard is designed to be your personalised, at-a-glance hub for monitoring performance.
It brings together your essential KPIs, channel/market insights, and saved views, all in one flexible space tailored entirely to the way you work.
Whether you’re doing a quick morning check, preparing a weekly report, or starting deeper analysis, your homepage now adapts to your key metrics and workflows.
Feature | What It Does |
1. A Fully Customisable Homepage | You can now build your own dashboard using a library of performance cards and KPIs. Add, remove, and reorder cards to create a layout that fits your business’s reporting priorities. |
2. Channel and Market Performance Cards | The channel and market performance cards help you compare metrics side by side, such as ROAS vs Spend, Revenue vs Impressions, or any two metrics you want to monitor together. These cards give more context at a glance and help you interpret trends faster. |
3. Faster Navigation to Deeper Insights | Every card is a gateway into the detail: select a KPI tile to open the Reporting dashboard, or select a Channel Group or Source to jump into the Channel Health Check. One click takes you straight into deeper analysis. |
4. Source-Level Filtering | Apply filters directly on your cards, right from the homepage, to quickly drill down into source-level performance without switching dashboards. |
5. Saved Views | Save multiple custom dashboards like Daily Check-In, CMO Overview, or Channel Manager View. Set any saved view as your default so it loads automatically when you log in. |
6. Shareable Views | Share any saved view with individuals or teams, ensuring everyone works from consistent and aligned metrics. |
How to set up your 'Home' Dashboard
Follow this 4 step workflow to help you get set up
Step 1: Build Your Layout
Your home page comes with a pre-configured set of KPI cards and performance cards
Click Add a card to select additional KPIs
Use the controls on each card to remove it, or drag and drop cards to reorder your layout.
Step 2: Apply Filters
Adjust date ranges and source-level filters to tailor your home page view.
Each performance card can also be configured individually by clicking on Configure allowing you to compare up to two metrics side by side.
Step 3: Save Your Custom View
Click Save view
Give it a name (e.g., “Daily Check-In”)
All your saved views will appear in the Home page dropdown for easy access.
Step 4: Share With Your Team
Open your saved view
Click on the share icon at the top of the page or next to the saved view name in the saved views dropdown
Share the URL link to your team
Jobs to Be Done
1. Build a Daily ‘At-a-Glance’ Dashboard
Create a clean, focused view of the KPIs you check every day.
Add essential cards (e.g., Revenue, ROAS, Spend)
Apply channel or source filters for precision
Set it as your default homepage
So what: Your key performance signals surface instantly each time you log in.
2. Create Role-Specific Dashboards
Shape your homepage around how you work.
Channel Manager
A channel-only view using the performance card - filtered to Meta, TikTok, Snapchat, or any relevant platform.
CMO / Head of Growth
A high-level blended view with ROAS, Revenue, Spend, and market performance for fast weekly reporting.
Performance Marketing Manager
Cross-channel comparisons like Revenue vs Spend, ROAS vs Cost or Conversions vs CPA to support daily optimization
3. Investigate Performance Shifts Quickly
Go from noticing a change in performance to understanding the cause - fast
Click a KPI → jump straight to performance trends in Reporting
Click a channel → open the Channel Health Check for deeper context
Click a market → explore market-level trends instantly
You get meaningful investigation without recreating filters or losing your place.
4. Standardize Reporting Across Your Team
Create dashboards tailored to recurring workflows, such as:
Paid Performance Overview
Leadership Summary
Weekly Trading Snapshot
So what: Teams across Growth, Marketing, and Leadership can monitor performance using the same layout, filters, and KPIs, reducing back-and-forth and ensuring everyone is aligned on the story behind the numbers.