In the fast-paced world of digital marketing, data-driven decisions define success. Every agency and marketing team needs a clear, unified view of campaign performance across multiple platforms. That’s where a Custom Dashboard Report becomes invaluable.

With Whatsdash, you can build interactive, automated, and fully customizable dashboards without writing a single line of code. Whether you’re tracking SEO performance, ad ROI, or client engagement metrics, Whatsdash gives you a unified, real-time window into your data.

What is a Custom Dashboard Report?

A Custom Dashboard Report is a tailored, visual summary of key performance metrics that matter most to your team or clients. Instead of manually pulling data from different platforms, Whatsdash automates the process — consolidating your analytics into one easy-to-read, real-time dashboard.

Think of it as your mission control center for marketing analytics — everything from traffic insights to campaign ROI, available in one view.

Why Choose Whatsdash for Custom Dashboard Reporting?

Whatsdash is more than just another reporting tool — it’s a complete data analytics platform built for agencies, marketers, and business professionals who need speed, accuracy, and clarity.

Key Features of Whatsdash

• Drag-and-Drop Dashboard Builder: Build a custom dashboard in minutes — no code, no complexity.
• Real-Time Reporting: Automatically updates performance metrics as new data comes in.
• Pre-Built Templates: Choose from ready-made marketing analytics templates for PPC, SEO, or SMM.
• Multi-Client Support: Manage unlimited client dashboards under one login.
• White-Label Option: Customize dashboards with your own branding, logo, and domain. Know how to create white label reports faster.
• Integration Power: Connect Google Ads, Facebook Ads, Google Analytics, LinkedIn, and 100+ other data sources.
• AI Insights: Get automated summaries and smart performance recommendations.

   

Best For

Whatsdash is ideal for:

• Marketing Agencies — managing multiple clients, campaigns, and KPIs.
• In-House Marketing Teams — tracking digital performance across departments.
• Freelance Marketers & Consultants — creating client-ready dashboards in minutes.
• Small & Medium Businesses — simplifying data analysis and visual reporting.

   

If your team juggles multiple tools and platforms daily, Whatsdash brings everything together in one centralized reporting solution.

Why Custom Dashboard Reports Are Useful for Companies & Agencies

1. Save Time & Reduce Manual Work
   No more downloading spreadsheets or screenshots. Whatsdash automates reporting so you can focus on insights, not data collection.
2. Boost Transparency with Clients
   Give clients access to live dashboards where they can track progress 24/7 — no email updates required.
3. Enable Data-Driven Decisions
   Use real-time performance metrics to optimize campaigns faster and increase ROI.
4. Brand Consistency
   With white-label features, your reports look fully branded — building professionalism and trust.
5. Comprehensive Data Integration
   Combine social, SEO, PPC, and email metrics into one unified report dashboard.

    

Step-by-Step Guide: How to Build a Custom Dashboard Report in Whatsdash

Building a custom report in Whatsdash is effortless. Let’s walk through it step by step.

Step 1: Log into Whatsdash

Head to Whatsdash and log into your account.
From your dashboard home, click on “Create New Report” or “Build Dashboard.”

Step 2: Choose a Report Type

Whatsdash offers two starting options:

• Blank Dashboard — for full customization
• Template Dashboard — pre-designed for specific use cases (SEO, PPC, Social Media, etc.)

   

Pro Tip: Start with a template if you’re new — it’s the fastest way to set up a professional custom dashboard report.

Step 3: Connect Your Data Sources

Choose from over 80+ integrations including:

• Google Analytics & GA4
• Facebook Ads & Instagram Insights
• Google Ads
• LinkedIn Ads
• YouTube Analytics
• Google Search Console

   

Whatsdash connects securely via OAuth, ensuring safe, real-time data access.

Step 4: Add Widgets Using Drag-and-Drop

Here’s where the fun begins — the drag-and-drop dashboard builder.

• Click on “Add Widget”
• Select a data type (Chart, Table, KPI Tile, Graph)
• Choose the data metric (e.g., Clicks, Impressions, CTR, Conversions)
• Drag it into your dashboard layout

   

Customize the widget with colors, chart types, and filters.

Each widget dynamically updates with real-time reporting data, so you never have to refresh manually.

Step 5: Customize Dashboard Layout

Tailor your report’s layout and style to match your client’s brand:

• Change color schemes
• Add your agency logo
• Include header text and description boxes
• Adjust widget sizes for visual balance

   

With custom dashboard features, you can even duplicate and rearrange widgets to compare performance metrics side by side — perfect for multi-channel analysis.

Step 6: Apply Filters and Segmentation

Enhance your analysis using filters:

• Date Range Filter (e.g., last 30 days, custom period)
• Channel Filter (Google, Meta, LinkedIn, etc.)
• Campaign or Client Filter

   

This step turns your report into a true data analytics platform, helping you track metrics more intelligently.

Step 7: Add Automated Scheduling & Alerts

Whatsdash allows you to automate your reporting:

• Set up weekly or monthly report delivery
• Schedule email reports directly to clients
• Enable performance alerts

   

This keeps your team and clients informed in real time — no manual sending required.

Step 8: Review and Share the Report

Once your dashboard looks perfect:

• Preview the live dashboard
• Use the Share Link or Client Portal Access option
• Export as PDF or interactive link

   

Whatsdash’s real-time sharing ensures clients always see up-to-date insights — an essential feature for agency transparency.

Step 9: Track, Analyze, and Improve

Now that your custom dashboard is live, monitor your performance metrics regularly:

• Identify top-performing campaigns
• Detect underperforming channels
• Measure ROI using cross-platform data

   

Use these insights to refine your strategy and demonstrate value to clients effortlessly.

Example Use Case

Imagine you’re managing campaigns for five clients across Google Ads, Meta, and LinkedIn.
Instead of sending five separate reports:

• Whatsdash lets you create one master dashboard with client-specific filters.
• Each client can log in to view their metrics only.
• You can track overall campaign health across all clients in real-time.

   

This approach saves time, eliminates redundancy, and enhances communication.

Benefits of Using Whatsdash for Custom Dashboard Reports

Conclusion

A Custom Dashboard Report is more than a visual tool — it’s the foundation of smarter marketing decisions.
With Whatsdash, you can build, automate, and share powerful dashboards that highlight real results in real time — without wasting hours on manual data work.