Welcome to Whatsdash Documentation

Welcome to the official documentation for Whatsdash —your all-in-one platform for centralizing, visualizing, and automating reports on your business data.

This documentation serves as a complete guide for understanding, navigating, and leveraging Whatsdash, a comprehensive solution for streamlined reporting and operational efficiency.

Key Areas of Whatsdash

WhatsDash is structured around three core sections, each designed to make managing and analyzing your data seamless:

1. HOME PAGE

   The Home Page is your starting point after logging in and serves as your central command center.Click here to go to the WhatsDash Home Page.

   • Account Overview : A high-level summary of your workspace, displaying the total number of connected data sources and the number of active dashboards you manage.

   • Onboarding Tour : A guided, step-by-step walkthrough designed for new users. This tour highlights key application areas, such as the Dashboard creation flow and the Integrations setup process, ensuring you get started quickly and efficiently.

   • Quick Access Panel : This dynamic panel is designed for speed and includes:

     • Instant access to your most recently edited dashboards.

     • A "Create First Dashboard" shortcut for new users to start immediately.

     • Links to frequently used resources like the available Integrations list, the Metrics Library, and Custom Templates.

   • Book a Demo/Support Call : A dedicated, easily accessible link that allows you to quickly schedule a consultation with the WhatsDash support team for technical help, or with the sales team for a product demo or account inquiries.

   → Explore the HOME documentation

2. DASHBOARD PAGE

   The Dashboard Page is the core workspace where you transform raw data into insightful visual reports.

   

   Whatsdash offers powerful features for ultimate customization and automation.

   • Customization : Build dashboards from scratch using various tools and resources. You can begin by exploring our extensive library of Preset Templates or by leveraging your own saved Custom Templates.

     If you're a new user, you can Create your first Dashboard right here to start visualizing your data immediately.

   • Organized Management : Easily group dashboards under a single unit to keep your reporting views neatly organized and simple to find.

   • Instant Access & Editing : Enjoy one-click access that instantly loads the latest data, allowing you to immediately review metrics and seamlessly enter the editing environment for quick modifications to widgets.

   • Rapid Creation with Templates : Speed up report building using a library of Preset Templates, pre-configured for common business needs, or save your own layouts as Custom Templates to maintain consistency across all your projects.

   → Explore the Dashboard documentation

3. INTEGRATIONS

   The Integrations Page is where you securely link all your external data sources to the WhatsDash platform, creating a unified data source.

   

   • Multi-Source Connectors : Connect over 60+ popular Integrations, including Google Analytics 4, Facebook Ads, Shopify, Mailchimp, and custom sources like CSV Files.

   • Secure Authentication : Whatsdash uses secure, platform-specific OAuth flows (where applicable) to ensure you grant us read-only access to your data. This secure connection allows you to seamlessly visualize your metrics within your own dashboards.

   • Data Sync Management : Monitor the status and refresh frequency of each connector to ensure your dashboard data is always up-to-date.

   → View all available INTEGRATIONS and setup guides

💡Ready to Get Started?
If you're a new user, we recommend starting with the Integrations page to connect your data first.
Once connected, head over to the Dashboard section to begin visualizing your metrics!