Who can access the customizable dashboards?
If your account has beta access, you can start using this feature right away.
If not, just Slack us and we’ll enable it for your account.
What can I customize on the dashboard?
A lot! Here's what's currently customizable:
Time periods
Time series
Order filters (e.g. subscription vs. non-subscription, by locale)
Card contents (statistics, charts, tables)
Client branding (logo and colors)
What’s included by default in the dashboard layout?
The default layout includes:
Homepage performance summary
Campaign and flow performance (sorted by revenue)
List growth (email and SMS)
First-time vs. returning customers
Attributed revenue breakdown
Campaign and flow deliverability
Example card (for testing and customization)
How do I edit a dashboard card?
Each card is made up of three components:
Statistic
Chart
Table
To customize a card:
Click Edit
Choose which block type you’re editing (Statistic, Chart, or Table)
Add or remove metrics as needed
Save each block
Save the entire card
For example, if your client doesn’t use SMS, you can remove all SMS-related metrics from each block.
Can I add new metrics?
Yes! You can search and insert metrics like:
Revenue per recipient
% of total store revenue
% of attributed revenue
Just type keywords like revenue, percent, or recipient in the dropdown and select the appropriate metric.
Can I add or remove dashboard cards?
Yes. You can:
Delete cards you don’t need
Add new cards from scratch or duplicate and edit the example card
Rename cards, change the card type, and choose which metrics to display
Note: Card order is currently fixed, but drag-and-drop reordering is coming soon.
What components can be included in a card?
Cards can contain:
A statistic
A chart
A table
Some cards include all three, while others may only include one or two. You can always edit a card to add missing components.
Can I filter data by campaign, flows, or segments?
Yes. We support:
Email campaign tables
Flow performance summaries
Saved views
Form performance
Segment growth (if you're using Klaviyo)
Can I brand the dashboard for clients?
Absolutely. You can:
Upload your logo
Choose your brand color
Preview the dashboard exactly as it will appear to your client
Once you're ready to share, invite your client via the Users/Billing page. More on that here.
What if I have questions or want help customizing?
Feel free to ask questions in Slack, or reach out directly. We’re here to help you make the most of the client-facing dashboards.