Build your first dashboard

Create a multi-page dashboard with charts, a data table, and dashboard-level filters in about 10 minutes.

What you'll end up with

A dashboard with two pages:

• Page 1: Overview — a metric strip, two charts, and a campaigns table.

• Page 2: Channels — a pivot table comparing channels week-over-week.

A dashboard-level date range filter applied to both pages.

Prerequisites

• A project with at least one connection (we'll assume Google Ads in this tutorial, but the steps are identical for any platform).

• Editor or Owner role on the project.

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Step 1 — Create a new dashboard

1. Open your project and click Dashboards in the side menu.

2. Click Create new dashboard in the top-right.

3. Name it (e.g. "Q2 Performance") and click Create.

You'll land in the empty dashboard. Click "Edit" to enter Edit mode.

Step 2 — Add a metric card

1. Click Add → Prebuilt Datablocks.

2. In the right-side settings panel, click the Data tab.

3. Pick Google Ads as the connection, then pick Clicks as the metric.

4. Repeat for Avg. CPC.

[Screen video needed] Adding the first metric card from click-Add through Fetch data and dragging into place. ~45 seconds.

Step 3 — Add a line chart

1. Click Add → Custom Datablock.

2. Select the suitable connection and drag the block to the dashboard to add an empty Custom Block.

3. In the Data tab, select the date range or use the default, select the metrics / dimensions / frequency that you need.

4. Scroll down to the bottom and Click Fetch data. You will see a table populated with data

5. Switch to the Chart tab and pick Line as the chart type.

6. Configure the chart title in the General tab

Step 4 — Add a second page

1. Click the + next to the page tabs at the top.

2. Name the new page "Channels."

Step 6 — Add a dashboard-level date filter

1. Click the funnel icon in the top-right of the dashboard.

2. Pick Dashboard level → Add filter.

3. Configure and Click Apply.

The filter cascades down through both pages and every chart. See Mastering dashboard filters for the full waterfall logic.

Step 7 — Switch off Edit mode and share

1. Click the Edit mode toggle to flip into View mode.

2. Click Share to get a public link, or Snapshot to save a read-only archive.

See Public dashboards & sharing and Snapshots & version history.

What's next

• Add AI insights — get AI-generated commentary alongside your charts.

• Generate a report — turn this dashboard into a polished .pptx.

• Chat with SMAQ AI — ask questions about the data and add results back to this dashboard.