Dashboards Overview
AutoROICalc dashboards combine saved reports into one reusable business view. They are useful for monitoring ROI, marketing performance, ecommerce activity, client results, or operational KPIs without opening each report separately.
A dashboard does not replace reports. Instead, it organizes the reports you already created and displays them together in a single dashboard page.
Build reports first
Create and test the reports you want to monitor before adding them to a dashboard. A dashboard works best when each report already answers one clear business question.
What a Dashboard Contains
A dashboard configuration usually includes:
| Area | Purpose |
|---|---|
| Dashboard name | Identifies the dashboard in the dashboard list |
| Description | Explains what the dashboard is used for |
| Tags | Helps filter and organize dashboards |
| Reports | Defines which saved reports are displayed on the dashboard |
| Report order | Controls the order in which reports appear |
| Email reporting | Optionally sends the dashboard by email on a schedule |
Dashboard Workflow
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Create a Dashboard
Select saved reports, add a clear name, organize the report order, and save the dashboard for later use.
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Manage Dashboards
Search dashboards by name, filter by tags, open dashboards, edit existing dashboards, clone useful setups, or delete old views.
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Dashboard Reports
Understand how reports behave inside dashboards and how report settings affect the dashboard view.
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Email Reporting
Configure scheduled dashboard emails for recurring reporting, stakeholder updates, or client delivery.
Common Dashboard Use Cases
- Marketing ROI overview
- Weekly client reporting
- Ecommerce sales and cost monitoring
- Paid ads performance dashboard
- Lead generation and conversion tracking
- Internal management reporting