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!

HOME

The moment you log in to Whatsdash, you'll be greeted with a friendly, holistic view of exactly how your business is performing!

The Home Page is designed as your central data hub, providing instant insights and quick access to the dashboards and features you use most.

The following sections will guide you through each feature, showcasing how to navigate and leverage WhatsDash to its fullest potential.

Integration Status & Connectivity :

See the health of your data connections at a glance.

Dashboards Available

Keep track of how many dashboards have been utilized versus the total provided.

Total Integrations Available

Find out the full range of platforms you can connect with Whatsdash to unify your data.

Currently Connected Integrations

Track how many of your available integrations are actively sending data, ensuring your insights are always fresh.

Key Integration Health Check

Instantly confirm if essential platforms, like Shopify, are connected and ready for analysis.

Your Dashboards: Insights at Your Fingertips

Jump straight into the data that matters most.

🧭 Build Your First Dashboard

New to Whatsdash? Get started immediately with an intuitive guide to building your initial performance dashboard.

📂 Quick Access to Existing Dashboards

See a curated list of all the dashboards you've already created, organized by their core integrations.

🎨 One-Click Action

With a single click, access and modify your dashboards, as well as explore the metrics library, custom templates, and connected integrations.

Explore Whatsdash Features

Unleash the full power of the platform.

Onboarding Tour

Click on the Onboarding Tour option right here on the Home page to explore every feature, learn pro tips, and discover how to maximize your data strategy with Whatsdash.

DASHBOARD

The Dashboard section is the central hub for all your data visualizations within Whatsdash.
It provides powerful tools to manage, organize, and create new dashboards tailored to your business needs, leveraging the different integrations you’ve connected.

Managing Your Dashboards

This section provides seamless control over all your created analytical views.

📂 Grouped Dashboards

Easily view and organize your existing dashboards.

Whatsdash gives you the facility to group your dashboards under a single unit. This powerful feature helps you quickly locate the exact performance view you need within a neatly organized collection.

⚡ One-Click Access

• Instant Launch - The dashboard opens immediately, loading the latest data and allowing you to start your analysis without delay.

• Immediate Usability - You can immediately use the dashboard to review metrics, apply filters, and interact with the visualizations.

• Seamless Modification - You are automatically placed into the editing environment, allowing you to modify charts, adjust layout, or change underlying data sources instantly, without any extra button clicks.

Creating New Dashboards

Speed up your analysis with pre-built or custom foundations.

• Preset Templates -"Simply select a template, connect your data, and your dashboard is ready!"

  

  Explore a library of ready-to-use dashboard templates provided by Whatsdash. These are pre-configured to track key metrics for common business use cases.

  → Explore more in Preset Templates documentation

• Custom Templates - "Design Once, Deploy Everywhere."

  

  Once you've perfected a dashboard layout, save it as a custom template. This allows you to rapidly create new, identical dashboards for future projects, campaigns, or different data sources, ensuring consistency and efficiency across your organization.

  → Explore more in Custom Templates documentation

INTEGRATIONS

Welcome to the Integrations Page! This is your central hub for connecting your data sources to WhatsDash, allowing you to centralize and visualize your marketing, sales, and business performance metrics in one unified dashboard.

WhatsDash supports a wide and ever-growing range of connectors to bring your data to life.

How Integrations Work

• Select Your Platform: Choose your integration that you want to connect in WhatsDash.

• Authenticate: Follow the on-screen steps to securely log in your credentials and grant WhatsDash access to your data.

• Create Dashboards: Once connected, you can start building custom dashboards using the data fields provided by the Integration.

Available Integrations

Below is the complete list of platforms you can integrate with WhatsDash. Click on any link for platform-specific setup guides, data sync details, and troubleshooting tips.

• Marketing & Advertising

• Analytics & SEO

• Social Media Insights

• E-commerce & Sales

• Email Marketing

• Finance & Accounting

• Databases & Data Sources

• Other Business Tools

PERIODIC DASHBOARD

What is a Periodic Dashboard?

A Periodic dashbboard is a type of dashboard that is explicitly designed to track metrics over fixed, regular time intervals, such as a day, week, month, quarter, or year.

Benefits of using Periodic Dashboards

• Reporting Flexibility: The dashboard empowers users with complete control over the reporting frequency for their analysis, explicitly selecting their required time period —such as Daily, Weekly, Monthly, Quarterly, or Annually—when generating reports.

• Real-Time Period Synchronization: Upon changing the time periods manually, the dashboard initiates a simultaneous, platform-wide refresh in every widgets , instantly updating to strictly reflect the data aggregated from that precise time frame.

• Seamless Navigation: Instead of relying solely on arrow keys to move sequentially, the Periodic Dashboard provides a convenient dropdown menu that grants you direct access to the desired time frame.

Steps: Creating and Using a Periodic Dashboard

Follow these steps to establish your first Periodic Dashboard and begin your time-based analysis.

Step 1: Create a New Periodic Dashboard

1.Click on the 'New Dashboard' button in the Dashboards Page.

2.On the Create New Dashboard screen,you get two categories of dashboards- 'Periodic Dashboard' and 'Campaign Dashboard'.

3.Choose 'Blank Periodic Dashboard' or any Preset Template for your dashboard .

4.Name Your Dashboard (e.g., "Monthly Sales Performance").

5.Set Initial Preferences: Define the default Time Period (e.g.- Monthly).

6.Secure your Dashboard with password. (Optional)

Step 2: Add Data Sources

1.On naming the Dashboard,choose the desired integrations and connect the data sources (e.g., Shopify).

2.Choose Multiple integrations at once in single dashboard.

Step 3: Add Widgets and Metrics

1.Once the blank dashboard loads, add the widgets from either Preset Widgets or Custom Widgets or Static Widgets in the dashboard. When configuring each widget, ensure you select metrics relevant to the periodic view (e.g., "Total Revenue," "New Customers," "Conversion Rate").

2.Arrange and Customize the widgets into a logical flow, using headers to define sections (e.g., "Revenue Snapshot," "Traffic Breakdown").

Step 4: Utilize Period Shifting for Analysis

1.Utilize Period Shifting for Analysis With your dashboard complete, locate the dropdown menu for time period at the top of the screen (e.g., showing 'October 01, 2025 - October 31, 2025').

2.With every change in the time period, the widgets in the dashboard undergoes a simultaneous updation of the data aggregated from the chosen time frame.

Step 5: Standardize Periodic Reporting:

1.Perfect your ideal analysis view once, then use the 'Save as Template' option to save the layout for future use. You can then instantly deploy this template for the next campaign, only needing to adjust the dates and potentially the data source filters.

CAMPAIGN DASHBOARD

What is a Campaign Dashboard?

The Campaign Dashboard is a specialized reporting dashboard designed for analyzing performance data that is not tied to fixed calendar intervals, but rather to a specific, singular initiative, project, or event that has its own unique start and end dates.

Benefits of Campaign Dashboard

• Custom Timeframes: Campaign Dashboard allows you to define a custom start date and end date that perfectly matches the duration of your campaign (e.g., a 45-day product launch, a weekend flash sale, or a specific quarter-long project).

• Scope Your Success: Campaign Dashboard focusses on the analysis of a single project or initiative with custom start and end dates.It lets you precisely track the specific KPIs and goals of that initiative, filtering out irrelevant data for clear performance measurement.

• Flexibility: It retains the same metrics and layout regardless of the specific dates chosen, allowing you to use the same template for multiple sequential or concurrent campaigns.

• Cross-Campaign Templates: You can create a perfect Campaign Dashboard layout for a specific type of initiative (e.g., "Standard Social Media Campaign") and then apply that layout as a Custom Template to every new, unique social media campaign you launch.

Steps: Creating and Using a Campaign Dashboard

Follow these steps to set up and analyze a specific initiative using the Campaign Dashboard.

Step 1: Create a New Campaign Dashboard

1.Click on the 'New Dashboard' button in the Dashboards Page.

2.On the Create New Dashboard screen,you get two categories of dashboards- 'Periodic Dashboard' and 'Campaign Dashboard'.

3.Choose 'Blank Campaign Dashboard' or any Preset Template for your campaign dashboard .

4.Name Your Dashboard .

5.Select your Campaign Start Date and Campaign End Date on clicking the calender icon.

6.Select your Comparison Start Date and Comparison End Date for Comparison Analysis (Optional)

7.Secure your Dashboard with password.(Optional)

Step 2: Add Data Sources

1.On naming the Dashboard,choose the desired integrations and connect the data sources (e.g., Shopify).

2.Choose Multiple integrations also at once in single dashboard.

Step 3: Add Widgets and Metrics

1.Once the blank campaign dashboard loads, add the widgets from either Preset Widgets or Custom Widgets or Static Widgets in the dashboard.

2.While configuring each widget, ensure you select metrics relate to the campaign's goals .

3.Create new widgets to add in the dashboard using the Custom Metrics Widgets.

4.Arrange and Customize the widgets into a logical flow, using headers to define sections.

Step 4: Standardize Campaign Reporting:

1.Perfect your ideal analysis view once, then use the 'Save as Template' option to save the layout for future use. You can then instantly deploy this template for the next campaign, only needing to adjust the dates and potentially the data source filters.

🚀 Dashboard Features

The Whatsdash Dashboard is a powerful, customizable reporting interface designed to give you a consolidated, real-time view of your business performance.
It is built with a modular approach, allowing you to select and configure different types of widgets to perfectly match your analysis and reporting needs.

📘 Table of Contents

• 2.3.1. Preset Widget
• 2.3.2. Custom Widget
• 2.3.3. Static Widget
• 2.3.4. Custom Metrics Widget
• 2.3.5. Themes

2.3.1. Preset Widget

The Preset Widget provides instant reporting by using pre-configured templates for common integrations and reporting needs.
They are the fastest way to get data visualized and are ready-to-use with minimal setup after integration.

👉 Click here to learn about Preset Widget

2.3.2. Custom Widget

The Custom Widget gives you full control over your data visualization.
You can select the exact metrics and dimensions you want to display, choose the visualization type (bar chart, line chart, table, etc.), and apply filters to build reports tailored to your specific needs.

👉 Click here for a detailed guide on creating a Custom Widget

2.3.3. Static Widget

The Static Widget is used for displaying non-data elements on your dashboard — such as text, images, or organizational notes.
This feature is crucial for adding context, providing instructions, or displaying branding elements alongside your performance data.

👉 Click here to learn how to utilize Static Widgets for context and branding

2.3.4. Custom Metrics Widget

The Custom Metrics Widget allows you to create and visualize calculated metrics not natively available in the source platform's API.
For example, you can calculate Profit Margin by subtracting ad spend from total revenue.
This widget is essential for advanced business analysis and tracking bespoke KPIs.

👉 Click here to see how to define and use a Custom Metric

2.3.5. Themes

Themes let you customize the aesthetic appearance of your dashboard — including color schemes, layouts, and typography.
Applying a theme ensures brand consistency across reports and enhances visual readability.

👉 Click here for documentation on customizing Dashboard Themes

PRESET WIDGETS

The Preset Widgets feature is the quick-access library of the most popular and commonly used metrics for all your connected integrations. This feature speeds up the dashboard creation process by allowing you to add fully configured visualizations with a single click in the dashboard.

What are Preset Widgets?

Preset Widgets are pre-built, ready-to-use visualizations that are automatically generated by Whatsdash based on the integrations you have connected to your dashboard.

• Metric Automation: These widgets instantly pull the most valuable, high-level metrics directly from your selected data source.

• Default Visualization: Each preset widget is assigned an appropriate default visualization type (e.g.,Simple Number Widget; Historical Trend Chart).

• Zero Configuration: They require no manual selection of metrics, dimensions, or initial filters—they are ready to deploy immediately.

How Preset Widgets Work

Follow these steps to quickly add a pre-configured metric to your dashboard:

• Create Your Dashboard(Edit Mode):

  Once the dashboard is created from the Dashboard Page, you will automatically land in the blank dashboard in Edit Mode.

  For adding widgets, you can choose from Preset Widget, Custom Widget, Static Widget, and Custom Metrics Widgets from the right side of the screen.

• Access Preset Widgets:

  In Edit Mode,on clicking the 'Preset Widget' option , a list of Preset Widgets, specific to your connected data sources, will be provided instantly.

• Choose and Configure:

  Select any widget from the list. It will load with pre-defined metrics, but you retain the option to immediately configure and change the visualization type for those same metrics within the widget's settings.

CUSTOM WIDGETS

The Custom Widget feature provides complete control and maximum flexibility, allowing users to build precise data visualizations tailored exactly to their unique reporting requirements.

This feature is beneficial when the Preset Widgets do not offer the specific combination of metrics, dimensions, or visualization types needed for your analysis.

What are Custom Widgets?

Custom Widgets are blank canvases where the user manually defines every component of the visualization, ensuring the resulting chart or metric perfectly aligns with the analytical requirements.

• Total Accessibility: Users select the data source, visualization types, the specific metrics (what to measure), and the dimensions (how to group or slice the data).

• Deep Dive Analysis: Ideal for complex segmentation, cross-referencing multiple metrics, or applying custom calculations that go beyond standard reporting.

How Custom Widgets Work

The custom widget workflow guides the user through a selection process, starting with the visualization type and culminating in the data selection ,to ensure the widget is built correctly for the data it contains.

Here is the step-by-step process for creating a Custom Widget:

Start Building (Edit Mode Activation):

1.Once the dashboard is created from the Dashboard Page, you will automatically land in the blank dashboard in Edit Mode.

2.For adding widgets, you can choose from Preset Widget, Custom Widget, Static Widget, and Custom Metrics Widgets from the right side of the screen.

3.In Edit Mode, click the 'Custom Widget' option.

Choose Visualization Type:

1.A list of available visualization types is displayed, including:

• Gauge: For measuring progress against a goal.

• List/Table: For viewing raw, segmented data.

• Number: For displaying a single, high-impact KPI.

• Trend/History: For tracking performance changes over time.

• Pie: For viewing proportional segment data.

2.Select the type that is best applicable for the data representation.

Define Metrics and Dimensions:

1.Based on the selected visualization type and your connected data sources, you will then be prompted to:

• Select Metrics : Choose the specific numerical values you want to aggregate.
• Select Dimensions : Choose how you want to break down those metrics (if applicable).

2.On selecting the metrics and dimensions, the widget is immediately created with data based on your selection

Post-Creation Flexibility

1.After widget creation, you can explicitly and dynamically change the metrics, dimensions, and visualization type as often as required.

2.You can easily drag and drop the widget to reposition it within the dashboard layout to optimize viewing flow.

STATIC WIDGETS

The Static Widget feature allows you to embed non-data-driven content directly onto your dashboard canvas.
These widgets remain constant regardless of the time period or filters applied, making them essential for providing context, instructions, and visual clarity to your data reports.

What are Static Widgets?

Static Widgets are fixed elements used to convey information that does not change based on real-time data or reporting periods.
They transform a purely data-driven report into a comprehensive communication tool.

• Fixed Content: Their content remains static; they do not require a data source integration to function.
• Contextualization: They are used to add explanatory notes, disclaimers, definitions of metrics, or links to external resources.
• Visual Enhancement: They can contain images, logos, or separators to improve the aesthetic layout and readability of the dashboard.

Types of Static Content

WhatsDash Static Widgets support several types of fixed content:

How Static Widgets Work

Follow these simple steps to add fixed content and context to your dashboard:

• Start Building (Edit Mode):

  1.Once the dashboard is created from the Dashboard Page, you will automatically land in the blank dashboard in Edit Mode.

  2.For adding widgets, you can choose from Preset Widget, Custom Widget, Static Widget, and Custom Metrics Widgets from the right side of the screen.

  3.In Edit Mode, click the 'Static Widget' option.

• Select Static Widget Option:

  1.On clicking the 'Static Widget' option on the right side of the screen, a list of static content types are displayed.

  2.Select the type of content you wish to add.A 'Create New Widget' screen appears for you to enter the appropriate text for the static widget.

• Place on Canvas:

  1.Once configured, the static widget is placed on the canvas.

  2.You can resize and drag it to your desired position — just like any other widget.

CUSTOM METRICS WIDGETS

The Custom Metrics Widget is designed for advanced users who need to visualize metrics that have been explicitly defined and created within the Whatsdash platform.Unlike standard widgets that pull default metrics from integrations, this feature focuses purely on visualizing these pre-calculated values.

What are Custom Metrics Widgets?

Custom Metrics Widgets are specialized widgets in the dashboard which is dedicated in displaying the custom metrics you have engineered. They offer a simple, dedicated interface for selecting a visualization type and applying only the necessary custom metric data.

• Metric-Only Focus: This widget is specifically engineered to visualize your custom, user-defined metrics. It does not handle complex data dimensions or group-by operations; its purpose is to display a single, significant calculated value.

• Explicit Creation: The metrics used here must be pre-created in the Custom Metrics section of Whatsdash before they can be selected and visualized.

How Custom Metrics Widgets Work

Follow these steps to quickly visualize your pre-defined custom metrics on your dashboard:

• Start Building (Edit Mode)

  1.Once the dashboard is created from the Dashboard Page, you will automatically land in the blank dashboard in Edit Mode.

  2.For adding widgets, you can choose from Preset Widget, Custom Widget, Static Widget, and Custom Metrics Widgets from the right side of the screen.

  

  3.In Edit Mode, click the 'Custom Metrics Widget' option.

• Select Custom Metrics Widget

  1.On clicking the 'Custom Metrics Widget' option, a list of visualization types appears that are specific to metrics of the connected integration.

  2.Select the desired visualization format from the available list.The following visualization type are included:

  • Number Widget (Gauge, List, Number): Ideal for displaying the calculated value.

  • Trend Chart (Historic, Year Over Year Trend, Trend): Suitable for showing how the calculated value has changed over time.

    

  3.A list of all available, pre-defined custom metrics will be displayed. Choose the specific metric you wish to visualize.

• Place on Canvas:

  1.Once the visualization type and the custom metric are selected, the widget is automatically generated.

  2.You can then resize it and drag and drop it to the desired position.

THEMES

The Themes feature in Whatsdash allows you to instantly transform the aesthetic appearance and visual appearance of your dashboard. By applying a theme, you can ensure your reports are not only data-rich but also visually compelling and aligned with your branding or viewing preferences.

What Dashboard Themes Do?

A Dashboard Theme is a pre-configured set of designs that dictates the look and feel of your entire dashboard. This includes colors, fonts, backgrounds, and widget borders. Applying a theme is a single-click action that propagates styling changes across all elements on the canvas.

• Instant Aesthetics: Themes provide a quick way to achieve a professional or custom look without manually adjusting the color or font of every single widget.

• Branding Consistency: You can select themes that align with your company's branding guide .

• Viewing Comfort: Themes allow users to switch between visual modes, such as Light Mode (default) and Dark Mode, for optimal viewing comfort in different lighting conditions.

Types of Themes

Whatsdash typically offers the following types of themes:

How to Change Your Dashboard Theme

• Start Building (Edit Mode):

  1.Once the dashboard is created or open any existing dashboard from the Dashboard Page, the dashboard will be opened in the Edit Mode.

• Locate Themes Feature:
  1.In Edit Mode, click the Themes option under the Widgets on the right side of the screen.

  2.You will be given the option of four types of the themes.

• Instant Theme Change:

  1.Browse the available theme icons or thumbnails and click on the one that visually represents the appearance you want for your dashboard.

  2.The chosen theme gets applied instantly.The background, widget colors, and typography will immediately update, giving your dashboard a new appearance.

  3.The newly selected theme also gets saved automatically , ensuring the new theme is persistent from the next time ,the dashboard is opened.

📑 Templates

Templates in Whatsdash streamline dashboard creation by providing flexible starting points—whether you need an instant setup or a branded layout you can reuse.

They are divided into two main categories:

• Preset Templates – Ready-made dashboards for common use cases.

• Custom Templates – Personalized templates you design and reuse.

Table Of Contents

3.1 Preset Templates

The Preset Templates feature in Whatsdash offers pre-configured dashboard layouts designed to instantly visualize key metrics for common business scenarios.

👉 View Preset Templates →

3.2 Custom Templates

A Custom Template is a user-defined, customized blueprint of a Whatsdash Dashboard layout—a saved configuration of widgets, metrics, and branding.

👉 View Custom Templates →

PRESET TEMPLATES

The Preset Templates feature in Whatsdash provides a gallery of professionally designed, ready-to-use dashboards that allow you to instantly visualize key metrics for common business scenarios.

What are Preset Templates?

Preset Templates are pre-configured dashboard layouts to track specific performance areas. They eliminate the need to build a dashboard from scratch, significantly accelerating your time-to-insight. These templates include:

• Pre-selected Metrics and Dimensions: They automatically include the most critical Key Performance Indicators (KPIs) for the topic. The pre-defined widgets in the templates are made with popular and frequent-used metrics and dimensions of the integrations connected in the templates.

• Optimal Layouts: The widgets are arranged using industry best practices for data readability and comprehension.

• Integration Specificity: Templates are often optimized for specific integrations.

How to Use Preset Templates

Using a Preset Template is the fastest way to get your analysis running.Follow steps to deploy a preset template below:

Whatsdash offers two primary methods to access and deploy the preset templates for the dashboard:

• Method 1: Using the 'Create New Dashboard' Button

1.Navigate to the Dashboard Page and click the 'New Dashboard' button at the top right hand side of the screen.

2.The Create New Dashboard screen displays a list of pre-configured templates specific to your connected integrations, the Blank Periodic Dashboard or Blank Campaign Dashboard option for Periodic Dashboard or Campaign Dashboard respectively.

3.Choose the desired preset template from the list.

4.Name Your Dashboard.

5.Set Initial Preferences: Define the default Time Period (e.g.- Monthly). 6.Secure your Dashboard with password. (Optional) 7.Choose the desired data source from the specific integration.

The new Dashboard with the chosen template will be created.

• Method 2: Using the 'Preset Templates' Button

  1.Find the 'Preset Templates' button located at the top of the Dashboard Page.

  

  2.Clicking this button opens a dedicated template galere you can view detailed previews of each template individually.

  

  3.In each template you get two options:

  • View the template: Open the template as your new dashboard with a single click, instantly loading the structure.

  

  • Manual Configuration: Choose to manually configure the template first by providing a custom name and selecting the specific data source(s) required before deployment.

  

Once you select or quick-deploy a template,your dashboard is now ready for use, with all initial metrics and widgets configured!

CUSTOM TEMPLATES

What is a Custom Template?

A Custom Template is a user-defined, customized blueprint of a Whatsdash Dashboard layout. It is essentially a saved configuration that includes specific arrangements of widgets, chosen metrics (KPIs), and potentially custom branding. Unlike Preset Template,this allows for:

• Brand Consistency: Maintaining your agency's or client's visual identity across all reports.

• Efficiency: Reusing complex layouts without needing to rebuild them from scratch every time.

• Personalization: Designing a dashboard around a unique set of metrics not covered by standard templates.

How to Create a Custom Template

You can create a custom template in Whatsdash in two primary ways: from an existing dashboard or from the template creation menu.

1. Creating a Template from an Existing Dashboard

   Whatsdash offers a seamless way to turn any existing, fully configured dashboard into a reusable template directly from your dashboard library.

   

   • Go to the main Dashboard Page where thumbnails of all your created dashboards are displayed.

   • Find the dashboard you wish to use as a template.Click on the three-dot menu ( … ) on the dashboard's thumbnail. A list of options will appear.

   • Select the "Save As Template" option.The "Save As Template" dialog box will appear.

     Enter a Name for your new template.

     Add a Description for future reference.

   • Click on "SAVE" button and your custom template is now created and saved.

   Your new custom template is now ready to be viewed and reused whenever you create a new dashboard, and it will also be accessible in the main Custom Templates menu.

2. Creating a Template from the main Custom Templates Menu

   • Click the "Custom Templates" menu item in the navigation bar. A table listing all existing custom templates will be displayed.

   

   • To create a Custom Template ,click the "Create Template" button in the top-right position of the screen.

   

   • The list of your existing dashboards will appear. Select the dashboard whose structure you want to save as your new template and provide Template Name and Template Description

   

   • Click the "Save" button.The template will be created instantly and will appear in the main table on the Custom Templates page.

How to Use a Custom Template

Once saved, your custom template is immediately available for use when starting a new dashboard.

Whatsdash offers two primary methods to access and deploy the custom templates for the dashboard:

• Method 1: Using the 'Create New Dashboard' Button

  1.Navigate to the Dashboard Page and click the 'New Dashboard' button at the top right hand side of the screen.

  2.The Create New Dashboard screen displays a list of pre-configured templates and custom templates specific to your connected integrations, alongside the Blank Periodic Dashboard or Blank Campaign Dashboard option for Periodic Dashboard or Campaign Dashboard respectively.

  3.Choose the desired custom template from the list of your templates.

  4.Name Your Dashboard.

  5.Set Initial Preferences: Define the default Time Period (e.g.- Monthly).

  6.Secure your Dashboard with password. (Optional)

  

  7.Choose the desired data source from the specific integration.

  

The new Dashboard with the chosen template will be created.

• Method 2: Using the 'Custom Templates' Button

  1.Find the 'Custom Templates' button located at the top of the Dashboard Page.

  

  2.Clicking this button opens a dedicated template gallery where you can view detailed previews of each template individually.

  3.In each template you get two options:

  • View the template: Open the template as your new dashboard with a single click, instantly loading the structure.

  

  • Manual Configuration: Choose to manually configure the template first by providing a custom name and selecting the specific data source(s) required before deployment.

  

Once you select or quick-deploy a template,your dashboard is now ready for use, with all initial metrics and widgets configured!

CUSTOM METRICS

Custom Metrics are user-defined measures that allow you to track and analyze unique performance indicators that are not covered by the standard, pre-defined metrics provided by your integrated data sources.

What are Custom Metrics?

A Custom Metric is essentially a formula you define by combining multiple standard metrics (from one or more integrations) using mathematical operators and constants. They empower you to create tailored calculations directly relevant to your specific business goals, offering a granular level of insight for data-driven decisions.

• Tailored KPIs: Create metrics that perfectly align with your unique business model .

• Cross-Channel Aggregation: Combine metrics from different integrations (e.g., total ad spend by adding Facebook Ads and Google Ads spend) to generate a newer metric.

• Consistent Reporting: Apply a single, standardized definition for a critical KPI across all your client reports.

How to Create a Custom Metric

Custom Metrics are typically created and managed from a centralized area in the Whatsdash platform.

• Step 1: Navigate to Custom Metrics Menu

  1.Click the "Custom Templates" menu item in the navigation bar. A table listing all existing custom metrics will be displayed.The table consists of the integrations and the metrics that are used in the creation of custom metrics.

  

  2.Click the 'Create Custom Metrics' button.

  3.Define Metric Details:

• Name: Give your metric a clear, descriptive name (e.g., "Total Marketing Spend," "Lead to Purchase Rate"). This is the name that will appear in your widgets and reports.

• Data Type: Select the appropriate format for the final output:

  • Integer (Whole Number)

  • Float (Number with decimal places)

  • Currency (Requires selecting a currency)

  • Percent

  • Description (Optional): Add a brief explanation of the formula or its business use for internal reference.

  • Build the Formula:

    Use the Smart Formula Editor to construct your calculation.

    Insert Metrics: Begin typing or use the provided dropdown to select metrics from your connected data sources. For example, to calculate ROAS, you might select Sales (from Shopify) and Cost (from Google Ads).

  • Add Operators: Use mathematical operators (+, −, ×, ÷) and parentheses to define the order of operations.

  

  4.Click on the 'SAVE' button to finalize the custom metric. The new metric will now be available for use in all your dashboards and reports under Custom Metrics Widget.

How to Use a Custom Metric

Once created, Custom Metrics are available to a dashboard just like any standard metric.

• Open your Dashboard : Open the desired Periodic Dashboard or Campaign Dashboard from the Dashboard Page.

• Add a Widget : Click on Custom Metrics Widget option.Choose your named Custom Metrics and the widget will be added in the dashboard

• Display : The widget will load, with the data calculated using the formula of the custom metrics and display the result according to the Data Visualization Type you selected.

CSV FILES

The CSV Files feature in Whatsdash allows you to connect and visualize data from sources that are not covered by our standard integrations. This is crucial for incorporating proprietary metrics, sales data, historical spreadsheets, or any unique business information directly into your Whatsdash reports and dashboards.

By creating a CSV template, you define the structure of your custom data, making it a permanent and reusable source within the platform.

Overview

The CSV feature in Whatsdash allows you to:

• Import Custom Data: Integrate data from a standard Comma Separated Values (.csv) file format.

• Create Reusable Templates: Define a structure (columns, data types, formats) that can be reused for future data uploads.

• Generate Dashboard Widgets: Use your custom CSV columns (Metrics and Dimensions) to build charts, tables, and scorecards on any Whatsdash dashboard.

How to Add CSV Files

1. Navigate to the CSV Files in the Navigation Menu.

2. Click on any existing CSV Templates that has been created previously to edit them, or proceed to Step 3.

3. Click on the 'Create CSV Template' button to create a new CSV Template from an external CSV file.

4. A new 'Create CSV Template' screen appears. Here:

   

   • Browse and select CSV from your system. This file serves as the blueprint for the template structure.

   • Add a name for the template (e.g., "Monthly Sales Data"). This name will be used to identify the data source across the platform.

   • Map Data Fields: From the CSV headers or columns, specify the unique identifier, metrics (numerical values), dimensions (text/categorical values), and the date field.

The newly created CSV template appears in the list on the CSV Files screen and is now ready to be activated as an Integration.

How to Use CSV Files Templates

1. Once the template is created, you must connect it as a data source in Integrations to make the data available for all your dashboards.

2. Navigate to the Integrations in the Navigation bar.

3. From the list of the Integrations, choose the CSV Files connector.

4. Select the name of the template you just created . This action adds the CSV data source to your list of active integrations.

5. Once you connect the newly created data source in the Integrations, the data will be available to every dashboard, just like any other platform connector (e.g., Google Ads or Facebook). You can now select it when configuring widgets.

👉 For further details and advanced explanations on using CSV from integrations, refer to the CSV Integrations section.

LOGOS

The Logos feature is a core component of Whatsdash's White Label functionality, primarily used by agencies and businesses to replace the default Whatsdash branding with their own, or their client's, logo on dashboards and reports.

Overview

The Logo Manager is a centralized location in Whatsdash for uploading and managing all the image assets (logos) you intend to use across your dashboards and white-label reports. Once uploaded, a logo can be easily assigned to a user, client, or specific dashboard template.

Key Features of Logo Management

• White Labeling: Replace the Whatsdash logo with your agency's or client's logo on all shared reports and dashboards.

• Template Customization: Logos can be integrated into custom dashboard templates for brand-specific report designs.

• Client Specificity: Easily manage multiple logos for different clients or brands, ensuring each report is uniquely branded.

How to Manage Logos and Access the Logo Manager:

Steps to Manage Logos

1.Navigate to 'Logos' in the Whatsdash navigation menu.

2.On opening the dashboard, click the 'Upload Logo' icon. A dialog box with Choose File option appears.

3.Browse and select the logo file from your computer.

4.File Requirements:

• Format: PNG (recommended for transparency), JPG, or SVG.

• Size: Optimal dimensions (e.g., 200px wide) and a transparent background are recommended for a seamless fit on dashboards.Logo should have the dimensions 16 : 9 to be displayed properly.

• Name: Give the logo a recognizable name.

• Save: Confirm the upload to save the logo to your asset library.

How To Apply Logo to a Dashboard

1.Open any of your existing dashboard from the Dashboard Page.For creating a new dashboard,click here.

2.Click on the 'Add Logo' icon on the top-left side of the dashboard.A 'Upload Logo' dialog box appears.

3.Select the added logos and Click 'Save' button.

4.The selected Logo will be appeared in the Dashboard.

Facebook Ads

Facebook Ads is Meta's powerful advertising platform, enabling businesses to create, target, and manage paid campaigns across Facebook, Instagram, Messenger, and Audience Network to reach specific audiences and drive measurable results.

Connecting Facebook Ads to Whatsdash lets you quickly and easily review your Ad Spend, Conversions, Return on Ad Spend (ROAS), and Cost per Result across all campaigns, ad sets, and ads, centralized alongside your website and sales data.

Why Connect Facebook Ads to Whatsdash?

Integrating your Facebook Ads data with Whatsdash transforms raw performance metrics from Ads Manager into clear, actionable business intelligence, essential for optimizing your budget and maximizing ROI.

• Campaign Performance Audit : Monitor granular metrics like CPC, CTR, Frequency, and CPA by Ad, Ad Set, or Campaign, allowing for fast, data-driven optimization decisions.

• Cross-Channel ROI Analysis : Blend Facebook Ads Amount Spent and Conversions with GA4 data to determine true Return on Ad Spend (ROAS) and budget allocation across platforms.

• Simplified Reporting & Collaboration : Automatically generate clean, visual reports for clients or stakeholders without having to manually export data from Meta Ads Manager.

📋 Steps to Integrate your Facebook Ads Account to Whatsdash

✔️ Navigate to the 'Integrations' page using the Navigation bar.

✔️ Select Facebook Ads from the Available Integrations.

✔️ Click the + button to open the Facebook authorization window.

✔️ You will be redirected to a Facebook login and authorization page. Select the Facebook account that is an administrator or editor of the Facebook Business Page you want to track.

✔️ Grant Whatsdash the necessary permissions to Read your Facebook Page Insights data.

✔️ Once authenticated, you will be directed back to Whatsdash. Your Facebook Insights Integration will appear in the Connected Integrations list.

✔️ You can now create or customize dashboards using your Facebook Ads Metrics and Dimensions.

👉 How to visualize this data in your dashboard, visit the Dashboard Documentation Guide

🔗 Facebook Ads Metrics

Below is a comprehensive list of Facebook Ads metrics, categorized by purpose.

🔗 Facebook Ads Dimensions

The table below lists the Facebook Ads Dimensions available through the Whatsdash Facebook Ads Integration.

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🔗 Explore More Integrations

Whatsdash supports a wide range of marketing, analytics, and eCommerce integrations to give you a holistic view of your business performance.

👉 Visit the Integrations Page to explore all available connections

Google Analytics 4

Google Analytics 4 allows you to integrate user and event data directly into Whatsdash for advanced reporting and analysis alongside other business metrics.

Why Connect GA4 to Whatsdash?

Integrate your GA4 data with Whatsdash to transforms raw website and app data into clear, actionable business insights for all users, regardless of their technical skill level.

-   Simplified Reporting & Dashboards :   Get instant, visual reports using pre-built templates without having to navigate GA4's complex exploration tools. 

-   Custom Metrics & Granular Control :   Go beyond the standard GA4 reports by creating Custom Metrics and visualizations based on the event-driven data model, giving you precise control over how complex user behavior is measured and presented.

-   Data Blending & Cross-Channel Analysis :  Blend granular GA4 event data with sales, CRM, and ad spend data from other sources.

📋 Steps to Integrate your Google Analytics 4 account to Whatsdash

✔️ Navigate to the 'Integrations' page using the navigation bar at the top.

✔️ Select Google Analytics 4 from the list of Available Integrations.

✔️ Click + button to open the Facebook authorization window.

✔️ You will be redirected to a Google sign-in page. Select the Google account that has access to your GA4 property.

✔️ Grant Whatsdash the necessary permissions to Read your Google Analytics data.

✔️ Once authenticated, you will be directed back to Whatsdash. Your Google Analytics  Integration will appear in the Connected Integrations list.

✔️ You can now create or customize dashboards using your Google Analytics (GA4) metrics and Dimensions.

👉 How to visualize this data in your dashboard, visit the Dashboard Documentation Guide

🔗 Google Analytics 4 Metrics

Below is a comprehensive list of GA4 metrics, categorized by purpose.

You can use this as a reference when building dashboards, mapping API fields, or explaining metric meanings.

🔗 Google Analytics 4 Dimensions

Below is a comprehensive list of GA4 dimensions used in reporting, along with their categories and why they are useful for analysis.

💡 Tip : Connecting your Google Analytics 4 (GA4) property allows you to track website and app performance in one centralized dashboard. You can monitor user behavior, conversions, and content engagement across multiple streams in Whatsdash.

🔗 Explore More Integrations

Whatsdash supports a wide range of marketing, analytics, and eCommerce integrations to give you a holistic view of your business performance.

👉 Visit the Integrations Page to explore all available connections

Youtube

YouTube is the world's largest video-sharing platform, essential for content creators, marketers, and businesses to build brand awareness, engage audiences, and drive traffic. It provides detailed analytics on viewer behavior and content performance.

Why Connect YouTube to Whatsdash?

Integrating your YouTube data with Whatsdash transforms video performance and audience metrics into clear, actionable content insights for all users, regardless of their technical skill level.

• Custom Video Performance Tracking : Go beyond the YouTube Studio dashboard by creating custom reports that analyze key metrics like Views, Watch Time, and Average View Duration by Video Title and Country, helping you refine your content strategy.

• Automated ROI & Conversion Tracking : Use Custom Metrics to blend YouTube Ad Revenue or Estimated Earnings with lead or sale data from your CRM/GA4 to calculate the true Return On Investment (ROI) of your video marketing efforts.

• Audience Engagement & Reach : Track Youtube Metrics like Comments, Likes, and Subscribers alongside Impressions and Click-Through-Rate (CTR) to measure the organic reach and community engagement effectiveness of your video content.

• Simplified Reporting & Dashboards : Get instant, visual reports on high-level KPIs like Total Views, Subscriber Growth, and Estimated Revenue, allowing for quick, data-driven decisions on video production budget and strategy.

📋 Steps to Integrate your YouTube account to Whatsdash

✔️ Navigate to the 'Integrations' page using the Navigation bar.

✔️ Select YouTube from the Available Integrations.

✔️ Click the + button to open the Google authorization window.

✔️ You will be redirected to a Google sign-in page. Select the Google account that has ownership or manager access to the YouTube Channel you wish to connect.

✔️ Grant Whatsdash the necessary permissions to Read your YouTube Analytics and Reporting data.

✔️ Once authenticated, you will be directed back to Whatsdash. Your YouTube Integration will appear in the Connected Integrations list.

✔️ You can now create or customize dashboards using your YouTube Metrics and Dimensions.

👉 How to visualize this data in your dashboard, visit the Dashboard Documentation

🔗 Youtube Metrics

The table below lists the Youtube Metrics available through the Whatsdash Youtube Integration.

🔗 Youtube Dimensions

The table below lists the Youtube Dimensions available through the Whatsdash Youtube Integration.

🔗 Explore More Integrations

Whatsdash supports a wide range of marketing, analytics, and eCommerce integrations to give you a holistic view of your business performance.

👉 Visit the Integrations Page to explore all available connections

HubSpot

HubSpot is a leading, AI-powered customer platform that brings together a full suite of software products designed to help businesses manage and grow their customer relationships.

It is an all-in-one solution for inbound marketing, sales, customer service, and operations, all centered around a free, flexible Customer Relationship Management (CRM) database.

Why Connect HubSpot to Whatsdash?

Integrate your HubSpot data with Whatsdash to transforms raw CRM and marketing automation data into clear, actionable business insights for all users, regardless of their technical skill level.

• Maintain Data Synchronization & Health : Automatically sync custom property data, lead scores, and list membership changes, ensuring your segmented lists and automation workflows run on clean, real-time data for peak efficiency.
• Enhance Sales Forecast Accuracy : Visualize pipeline velocity (how fast deals move) and compare historical sales cycle length against current performance to predict revenue more reliably.
• Achieve a 360-Degree Customer View : Report on the full customer lifecycle, linking service tickets, support interactions, and customer satisfaction (CSAT) scores directly to their initial marketing source for end-to-end attribution.

📋 Steps to Integrate your HubSpot account to Whatsdash

✔️ Navigate to the 'Integrations' page using the Navigation bar.

✔️ Select HubSpot from the Available Integrations.

✔️ Click the + button to open the HubSpot authorization window.

✔️ You will be redirected to the HubSpot login page. Enter your credentials and select the HubSpot account you wish to connect.

✔️ Review the requested permissions and click Connect App or Grant Access.

✔️ Once authenticated sucessfully, you will be directed back to Whatsdash. Your HubSpot Integration will appear in the Connected Integrations list.

✔️ You can now create or customize dashboards using your HubSpot Metrics and Dimensions.

👉 How to visualize this data in your dashboard, visit the Dashboard Documentation Guide

🔗 HubSpot Metrics

Below is a comprehensive list of HubSpot Metrics, categorized by purpose.

🔗 HubSpot Dimensions

Below is a comprehensive list of HubSpot Dimensions, categorized by purpose.

🔗 Explore More Integrations

Whatsdash supports a wide range of marketing, analytics, and eCommerce integrations to give you a holistic view of your business performance.

👉 Visit the Integrations Page to explore all available connections

Facebook Insights

Facebook Insights is the native analytics tool for Facebook Business Pages, providing page administrators with a wealth of data on page performance, audience demographics, and content engagement.

Connecting Facebook Insights to Whatsdash lets you quickly and easily review your content reach, audience engagement, and follower growth on your Facebook Business Pages,centralized alongside your website traffic and sales data.

Why Connect Facebook Insights to Whatsdash?

Integrating your Facebook Insights data with Whatsdash transforms raw social media metrics into clear, actionable business intelligence, making it accessible for everyone on your team.

• Content Performance Tracking : Monitor post-level Metrics like Post Engagement, Reach, and Video Views to quickly identify top-performing content and optimize posting schedules.

• Audience Demographics & Segmentation : Visualize audience data (Age, Gender, Location) and blend it with conversion metrics from GA4 to understand the profile of users driven by social media.

• Brand Awareness & Growth : Track high-level KPIs like Net Page Likes and Total Reach over time, providing a clear view of brand presence and growth across the platform.

• Simplified, Blended Reporting : Create instant, visual reports using Facebook data blended with other sources without having to manually navigate and export data from the native Facebook tool.

📋 Steps to Integrate your Facebook Insights Account to Whatsdash

✔️ Navigate to the 'Integrations' page using the Navigation bar.

✔️ Select Facebook Insights from the Available Integrations.

✔️ Click the + button to open the Facebook authorization window.

✔️ You will be redirected to a Facebook login and authorization page. Select the Facebook account that is an administrator or editor of the Facebook Business Page you want to track.

✔️ Grant Whatsdash the necessary permissions to Read your Facebook Page Insights data.

✔️ Once authenticated, you will be directed back to Whatsdash. Your Facebook Insights Integration will appear in the Connected Integrations list.

✔️ You can now create or customize dashboards using your Facebook Insights Metrics and Dimensions.

👉 How to visualize this data in your dashboard, visit the Dashboard Documentation Guide

🔗 Facebook Insights Metrics

This table lists all key Facebook Page, Post, and Video Analytics Metrics available through the Facebook Insights integration.

🔗Facebook Insights Dimensions

The table below lists the Facebook Insights Dimensions available through the Whatsdash Facebook Insights Integration.

🔗 Explore More Integrations

Whatsdash supports a wide range of marketing, analytics, and eCommerce integrations to give you a holistic view of your business performance.

👉 Visit the Integrations Page to explore all available connections

Google Ads

Google Ads is Google's online advertising platform that enables businesses to create and display targeted ads to potential customers through search results, websites, mobile apps, and video content. It is essential for driving targeted traffic, generating leads, and maximizing sales conversions.

Why Connect Google Ads to Whatsdash?

Integrating your Google Ads data with Whatsdash transforms campaign performance numbers into clear, actionable business insights for all users, regardless of their technical skill level.

• Custom Bidding & Keyword Reports : Go beyond the standard Google Ads interface by creating custom visualizations that isolate performance by Keyword, Ad Group, and Campaign ID, helping you optimize bid strategies and budget allocation.

• Automated ROAS & Cost Analysis : Use Custom Metrics to calculate True Profit Margin or Customer Lifetime Value (CLV) by blending Google Ads Cost data with sales and revenue data from platforms like GA4 or your CRM.

• Lead Quality & Conversion Path : Blend lead/conversion volume (from Google Ads) with CRM stage data (from your CRM integration) to evaluate the quality of traffic generated by specific campaigns.

• Simplified Reporting & Dashboards : Get instant, visual reports on high-level KPIs like Total Spend, Conversions, and Cost Per Acquisition (CPA) across all campaigns, enabling quick, strategic budget decisions.

📋 Steps to Integrate your Google Ads account to Whatsdash

✔️ Navigate to the 'Integrations' page using the Navigation bar.

✔️ Select Google Ads from Available Integrations.

✔️ Click the + button to open the Google authorization window.

✔️ You will be redirected to a Google sign-in page. Select the Google account that has administrative access to the Google Ads Account(s) you wish to connect.

✔️ Grant Whatsdash the necessary permissions to Read your Google Ads data.

✔️ Once authenticated, you will be directed back to Whatsdash. Your Google Ads Integration will appear in the Connected Integrations list.

✔️ You can now create or customize dashboards using your Google Ads Metrics and Dimensions.

👉 How to visualize this data in your dashboard, visit the Dashboard Documentation Guide

🔗 Google Ads Metrics

The table below lists the Google Ads Metrics available through the Whatsdash Google Ads Integration.

🔗 Google Ads Dimensions

The table below lists the Google Ads Dimensions available through the Whatsdash Google Ads Integration.

🔗 Explore More Integrations

Whatsdash supports a wide range of marketing, analytics, and eCommerce integrations to give you a holistic view of your business performance.

👉 Visit the Integrations Page to explore all available connections

Google Search Console

Google Search Console (GSC) is a free service from Google that helps you monitor, maintain, and troubleshoot your site's presence in Google Search results. It gives you direct access to information on how Google crawls, indexes, and ranks your website, making it an indispensable tool for Search Engine Optimization (SEO).

Connecting Google Search Console (GSC) to Whatsdash allows the admin to pull detailed organic search performance data—including clicks, impressions, and keyword rankings—directly into Whatsdash for advanced reporting and analysis alongside other business metrics.

Why Connect Google Search Console to Whatsdash?

Integrating your GSC data with Whatsdash transforms raw search performance and site health information into clear, actionable SEO insights for all users, regardless of their technical skill level.

• Custom Keyword Analysis & Segmentation : Go beyond the GSC interface by creating custom dashboards with engagement metrics (from GA4) to pinpoint high-potential keywords and optimize underperforming content.

• Proactive Site Health Monitoring : Use Custom Metrics to track and alert on critical issues , ensuring your site's technical foundation is always optimized for Google.

• Data Blending & Cross-Channel ROI : Blend organic search performance metrics (Clicks and Impressions) with paid media and conversion data to accurately measure the holistic effectiveness and true ROI of your SEO efforts.

• Simplified Reporting & Dashboards : Get instant, visual reports on Average Position and organic traffic trends, allowing for quick, data-driven decisions without navigating complex search tool menus.

📋 Steps to Integrate your Google Search Console account to Whatsdash

✔️ Navigate to the 'Integrations' page using the Navigation bar.

✔️ Select Google Search Console from the Available Integrations.

✔️ Click the + button to open the Google authorization window.

✔️ You will be redirected to a Google sign-in page. Select the Google account that has ownership access to your GSC property.

✔️ Grant Whatsdash the necessary permissions to Read your Google Search Console data.

✔️ Once authenticated, you will be directed back to Whatsdash. Your Google Search Console Integration will appear in the Connected Integrations list.

✔️ You can now create or customize dashboards using your Google Search Console Metrics and Dimensions.

👉 How to visualize this data in your dashboard, visit the Dashboard Documentation Guide

🔗 Google Search Console Metrics

The table below lists the Google Search Console Metrics available through the Whatsdash Google Search Console Integration.

🔗 Google Search Console Dimensions

The table below lists the Google Search Console Dimensions available through the Whatsdash Google Search Console Integration.

🔗 Explore More Integrations

Whatsdash supports a wide range of marketing, analytics, and eCommerce integrations to give you a holistic view of your business performance.

👉 Visit the Integrations Page to explore all available connections

CSV Files

The CSV Files integration allows you to securely upload and consolidate custom or external business data directly into Whatsdash for reporting and analysis alongside automated metrics.

Why Connect CSV Files to Whatsdash?

Integrating CSV data is crucial for filling data gaps, providing context to automated reports, and ensuring all relevant business metrics are centralized for decision-making.

• Offline Data Inclusion : Upload monthly budget allocations or cost data not tracked in an ad platform to calculate ROAS against actual spend.
• Manual Data Centralization : Import data from proprietary or legacy systems to gain a holistic view of operational performance.
• Cross-Platform Merging : Use a common Date or Customer ID column in the CSV to blend custom data (like lead scoring adjustments) with automated data from integrations like HubSpot or GA4.

📋 Steps to Integrate your CSV Files to Whatsdash

✔️ Navigate to the 'Integrations' page using the navigation bar at the top.

✔️ Select CSV Files from the list of Available Integrations.

✔️ Click the + button to initiate the upload process.

✔️ After clicking + icon, a list of all your explicitly created CSV Templates will appear. Select the template corresponding to the data you wish to upload and analyze in your dashboard. webp

💡 Need to create a new CSV template? For instructions on structuring and mapping a new template, please visit the CSV Template Creation Guide.

✔️ Once processed, your CSV data integration will appear in the Connected Integrations list.

✔️ You can now create or customize dashboards using your custom CSV Metrics and Dimensions.

👉 How to visualize this data in your dashboard, visit the Dashboard Documentation Guide

💡 Tip : For maximum analytical power, ensure your CSV includes a Date column and a common identifier (like Customer ID or Transaction ID). This allows you to blend your offline or budget data with highly granular metrics from your automated integrations (e.g., GA4 or HubSpot).

🔗 Explore More Integrations Whatsdash supports a wide range of marketing, analytics, and eCommerce integrations to give you a holistic view of your business performance.

👉 Visit the Integrations Page to explore all available connections

Instagram Insights

Instagram Insights allows you to integrate your detailed organic profile performance, post metrics, and audience data directly into Whatsdash for centralized social media reporting and analysis alongside other business metrics.

Why Connect Instagram Insights to Whatsdash?

Integrating your Instagram Insights data with Whatsdash transforms raw engagement and audience numbers into clear, actionable business insights, enabling a comprehensive view of your brand's visual content performance.

• Content Performance Tracking : Monitor the organic Reach, Impressions, and Engagement for all your Posts and Stories in one unified dashboard, quickly identifying high-performing content types and formats.

• Audience Demographics & Growth : Track key Metrics like Follower Engagement Rate and segment your audience by Age and Gender to ensure your content effectively reaches your target demographic.

• Create Custom Metrics & Views : Use the raw data pulled from Instagram to create specific metrics, ratios, and custom dashboards tailored exactly to your unique reporting requirements.

• Cross-Platform Social View : Compare Instagram's organic engagement rate directly against Facebook and other social channels to understand which platform is most effectively building community and driving interest.

📋 Steps to Integrate your Instagram Insights account to Whatsdash

✔️ Navigate to the 'Integrations' page using the Navigation bar.

✔️ Select Instagram Insights from the Available Integrations.

✔️ Click the + button to open the Meta authorization window.

✔️ You will be redirected to a Facebook login page. Select the account that has the necessary permissions to manage the Facebook Page linked to your desired Instagram Business or Creator Account.

✔️ Grant Whatsdash the necessary permissions to Read your Instagram Insights data. Ensure you select the correct Instagram Business Account(s) to track.

✔️ Once authenticated, you will be directed back to Whatsdash. Your Instagram Insights Integration will appear in the Connected Integrations .

✔️ You can now create or customize dashboards using your Instagram Insights Metrics and Dimensions.

👉 How to visualize this data in your dashboard, visit the Dashboard Documentation Guide.

🔗 Instagram Insights Metrics

Below is a comprehensive list of Instagram Insights metrics, categorized by purpose.

🔗 Instagram Insights Dimensions

Below is a comprehensive list of Instagram Insights metrics, categorized by purpose.

💡 Tip : To measure the true loyalty and virality of your content, analyze Total Engagements segmented by the Follower Status dimension. High engagement from Non-Followers suggests your content is highly shareable and effective at generating organic discovery.

🔗 Explore More Integrations Whatsdash supports a wide range of marketing, analytics, and eCommerce integrations to give you a holistic view of your business performance.

👉 Visit the Integrations Page to explore all available connections

WooCommerce

WooCommerce is a leading open-source e-commerce platform built on WordPress, enabling businesses to set up and run online stores with ease.

🚀 Why Connect WooCommerce to Whatsdash?

Integrating your WooCommerce store with Whatsdash allows you to centralize key e-commerce performance indicators with your marketing and advertising data for holistic business analysis.

• 🧾 Unified Sales Reporting : Monitor vital e-commerce metrics like revenue, orders, and customer data alongside your marketing campaign performance — all in a single dashboard.

• ⏱️ Real-time Performance Tracking : Get up-to-date information on your product sales and inventory status without needing to log into your WordPress admin panel.

• 📊 Contextual Business Intelligence : Correlate ad spend from platforms like Google Ads and Snapchat with your actual sales and product data from WooCommerce to calculate true Return on Ad Spend (ROAS).

📋 Steps to Integrate Your WooCommerce Store with Whatsdash

Follow these simple steps to connect your WooCommerce store:

1. Navigate to Integrations Page
   Go to the 'Integrations' page using the Navigation bar.

2. Select WooCommerce
   From the list of available integrations, select WooCommerce.

   

3. Initiate Connection
   Click the ➕ button to start the connection process.

   

   A pop-up window titled "Please enter following params" will appear.

   

4. Enter Required Field

   • Store URL: Enter the full URL of your WordPress website where your WooCommerce store is hosted.
     Example: https://www.yourstore.com

5. Authenticate the Connection
   Click Next to proceed. You’ll be prompted to log in to your WooCommerce account and approve Whatsdash to securely access your data (Orders, Products, Customers, etc.).

6. Complete Integration
   Once authenticated, you’ll be redirected back to Whatsdash.

   

   Your WooCommerce Integration will now appear in the Connected Integrations list.

7. Start Building Dashboards
   You can now create or customize dashboards using your WooCommerce metrics and Dimensions.

🔗 WooCommerce Metrics

The table below lists the WooCommerce Metrics available through the Whatsdash WooCommerce Integration.

🔗 WooCommerce Dimensions

The table below lists the WooCommerce Dimensions available through the Whatsdash WooCommerce Integration.

🔗 Explore More Integrations

Whatsdash supports a wide range of marketing, analytics, and eCommerce integrations to give you a holistic view of your business performance.

👉 Visit the Integrations Page to explore all available connections

Pinterest Insights

Pinterest Insights is the official reporting and analytics suite for Pinterest Business Accounts. It provides detailed metrics and dimensions about the performance of your organic content (Pins and Boards) and paid campaigns (Promoted Pins), as well as a deep understanding of your audience.

Why Connect Pinterest Insights to Whatsdash?

Integrating your Pinterest data with Whatsdash transforms raw performance and audience data into clear, actionable business intelligence alongside your other marketing and sales channels.

• Conversion & Traffic Attribution : Track Outbound Clicks and Conversions from specific Pins, allowing you to attribute sales and traffic directly back to your Pinterest content and campaigns.

• Content Performance & Engagement : Monitor Impressions, Saves, and Pin Clicks to quickly identify high-performing content types and topics that are inspiring your audience and driving viral reach.

• Audience Insights & Optimization : Segment performance by Age, Gender, and Interest to refine your targeting and ensure your content effectively reaches your target demographic.

• Cross-Platform Social View : Compare Pinterest's unique engagement metrics (like Saves) against other social channels to understand which platform is most effectively building product interest and purchase intent.

📋 Steps to Integrate your Pinterest Insights account to Whatsdash

✔️ Navigate to the 'Integrations' page using the navigation bar at the top.

✔️ Select Pinterest Insights from the list of Available Integrations.

✔️ Click the + button to open the Pinterest authorization window.

✔️ You will be redirected to the Pinterest sign-in page. Log in with the account that has access to your Pinterest Business Profile.

✔️ Grant Whatsdash the necessary permissions to Read your Pinterest Analytics and Ads data.

✔️ Once authenticated, you will be directed back to Whatsdash. Your Pinterest Insights Integration will appear in the Connected Integrations list.

✔️ You can now create or customize dashboards using your Pinterest Insights Metrics and Dimensions.

👉 How to visualize this data in your dashboard, visit the Dashboard Documentation Guide.

🔗 Pinterest Insights Metrics

The table below lists the Pinterest Insights Metrics available through the Whatsdash Pinterest Insights Integration.

🔗 Pinterest Insights Dimensions

The table below lists the Pinterest Insights Metrics available through the Whatsdash Pinterest Insights Integration.

🔗 Explore More Integrations

Whatsdash supports a wide range of marketing, analytics, and eCommerce integrations to give you a holistic view of your business performance.

👉 Visit the Integrations Page to explore all available connections

Pinterest Ads

Pinterest Ads is the platform's advertising solution for promoting Pins (content) to reach a wider, highly-engaged audience with commercial intent.

Connecting Pinterest Ads to Whatsdash lets you quickly and easily review your campaign spend, performance metrics, and return on ad spend (ROAS) for all your paid Pinterest initiatives alongside your organic and other paid marketing data.

Why Connect Pinterest Ads to Whatsdash?

Integrating your Pinterest Ads data with Whatsdash gives you the dedicated financial and performance reporting which is needed to optimize your paid spend and measure its overall impact on your business.

• Budget Monitoring & ROI : Consolidate Spend, CPA, and ROAS across all Pinterest campaigns and compare them with other ad platforms in a single financial dashboard to manage budgets efficiently.

• Granular Ad Performance : Break down etrics like CTR and Conversions by Campaign, Ad Group, and Pin to quickly identify which creative ad targets is driving the best results.

• Conversion Path Visibility : Track both Click-through and Engagement Conversions to understand the full user journey from initial Pin interaction to final purchase.

• Automated Reporting : Move beyond manual reporting by accessing instant, visual dashboards that turn raw ad data into clear performance trends for all stakeholders.

📋 Steps to Integrate your Pinterest Ads account to Whatsdash

✔️ Navigate to the 'Integrations' page using the Navigation bar .

✔️ Select Pinterest Ads from the Available Integrations.

✔️ Click the + button to open the Pinterest authorization window.

✔️ You will be redirected to the Pinterest sign-in page. Log in with the account that has administrative access to your Pinterest Ad Accounts.

✔️ Once authenticated, you will be directed back to Whatsdash. Your Pinterest Ads Integration will appear in the Connected Integrations ,witht the connected Pinterest accounts.

✔️ You can now create or customize dashboards using your Pinterest Ads Metrics and Dimensions.

👉 How to visualize this data in your dashboard, visit the Dashboard Documentation Guide

🔗 Pinterest Ads Metrics

The table below lists Pinterest Ads Metrics available in Whatsdash.

🔗 Pinterest Ads Dimensions

The table below lists the Pinterest Ads Dimensions available through the Whatsdash Pinterest Ads Integration.

🔗 Explore More Integrations

Whatsdash supports a wide range of marketing, analytics, and eCommerce integrations to give you a holistic view of your business performance.

👉 Visit the Integrations Page to explore all available connections

SalesForce

Salesforce is the world's leading Customer Relationship Management (CRM) platform, helping companies manage and track all customer interactions, sales pipelines, and service activities. It provides a central hub for sales, service, marketing, and commerce data.

Connecting Salesforce to Whatsdash lets you quickly and easily review your sales pipeline health, service ticket status, and marketing-qualified lead (MQL) conversion rates as they move from initial contact to closed-won opportunities.

Why Connect Salesforce to Whatsdash?

Integrating your Salesforce data with Whatsdash transforms complex CRM information into clear, executive-ready reports, making critical sales and service metrics accessible to everyone.

• Pipeline & Forecasting : Visualize the Sales Pipeline by Stage, monitor Weighted Pipeline Value, and track Time to Close to accurately forecast revenue and identify bottlenecks.

• High-Level Performance : Consolidate top-line Metrics like Converted Revenue, Number of New Leads, and Customer Conversion Rate alongside financial and marketing data.

• Lead-to-Opportunity Analysis : Blend Salesforce Lead and Opportunity data with GA4 or ad platform metrics to calculate the true Cost Per Acquisition (CPA) and measure the ROI of marketing campaigns.

• Service Metrics : Monitor key service data like Average Case Resolution Time and Case Volume by Status/Priority to optimize service team efficiency and customer satisfaction.

📋 Steps to Integrate your Salesforce account to Whatsdash

✔️ Navigate to the 'Integrations' page using the Navigation bar.

✔️ Select Salesforce from the Available Integrations.

✔️ Click the + button to open the Salesforce authorization window.

✔️ You will be redirected to the Salesforce Instance URL screen .Provide your SalesForce Instance URL to connect your SalesForce Account with Whatsdash.

✔️ Once authenticated successfully, you will be directed back to Whatsdash. Your Salesforce Integration will appear in the Connected Integrations list with connected accounts.

✔️ You can now create or customize dashboards using your Salesforce Metrics and Dimensions.

👉 How to visualize this data in your dashboard, visit the Dashboard Documentation Guide

🔗 SalesForce Metrics

The table below lists key Salesforce Metrics integrated into Whatsdash.

🔗 SalesForce Dimensions

The table below lists key Salesforce Dimensions integrated into Whatsdash.

🔗 Explore More Integrations

Whatsdash supports a wide range of marketing, analytics, and eCommerce integrations to give you a holistic view of your business performance.

👉 Visit the Integrations Page to explore all available connections

Constant Contact

Constant Contact is a widely used email marketing and marketing automation platform that helps businesses create, send, and track professional email campaigns, manage contact lists, and drive audience engagement.

Connecting Constant Contact to Whatsdash lets you quickly and easily review your email campaign performance, audience growth, and crucial engagement rates as they contribute to your overall marketing goals.

Why Connect Constant Contact to Whatsdash?

Integrating your Constant Contact data with Whatsdash centralizes your email marketing reporting, allowing you to measure the effectiveness of your communications and see how email contributes to conversions alongside other channels.

• Campaign Effectiveness : Track essential Metrics like Open Rate, Click Rate , and Bounce Rate for every campaign to quickly optimize subject lines and content.

• Audience Health & Growth : Monitor List Growth, Subscribes, and Unsubscribes over time to ensure the health of your email list and measure audience acquisition success.

• Channel Comparison : See email revenue and engagement metrics alongside social media, paid ads, and website analytics (like GA4) to assess the true ROI of your email channel.

• Automated Reporting : Get instant, visual reports on email performance without logging into the Constant Contact platform, saving time on manual data compilation.

📋 Steps to Integrate your Constant Contact account to Whatsdash

✔️ Navigate to the 'Integrations' page using the Navigation bar.

✔️ Select Constant Contact from the list of Available Integrations.

✔️ Click the + button to open the Constant Contact authorization window.

✔️ You will be redirected to the Constant Contact Sign-in page. Log in with the account credentials for your Constant Contact profile.

✔️ Once authenticated successfully, you will be directed back to Whatsdash. Your Constant Contact Integration will appear in the Connected Integrations list.

✔️ You can now create or customize dashboards using your Constant Contact Metrics and Dimensions.

👉 How to visualize this data in your dashboard, visit the Dashboard Documentation Guide

🔗 Constant Contact Metrics

The table below lists key Constant Contact Metrics integrated into Whatsdash.

🔗 Constant Contact Dimensions

This table lists the key Constant Contact Dimensions for analyzing your email campaigns in Whatsdash.

🔗 Explore More Integrations

Whatsdash supports a wide range of marketing, analytics, and eCommerce integrations to give you a holistic view of your business performance.

👉 Visit the Integrations Page to explore all available connections

Mailchimp

Mailchimp is a popular email marketing and automation platform that provides tools for creating, sending, and analyzing email campaigns, managing contact lists, and building landing pages.

Connecting Mailchimp to Whatsdash lets you quickly and easily review your email campaign performance, audience growth, and crucial email engagement metrics as they drive traffic and sales for your business.

Why Connect Mailchimp to Whatsdash?

Integrating your Mailchimp data with Whatsdash consolidates your email marketing efforts into a unified reporting dashboard, allowing you to effectively measure campaign success and list health alongside other key business metrics.

• Campaign Performance Analysis : Instantly compare the Open Rate, Click-Through Rate (CTR), and Unsubscribe Rate across different campaigns to determine successful content and targeting strategies.

• Audience Acquisition & Retention : Monitor List Growth and segmentation performance to track audience acquisition success and identify which lists are the most engaged.

• Holistic Marketing ROI : Visualize email performance and revenue metrics next to data from platforms like GA4 and ad campaigns to understand the overall effectiveness of your marketing mix.

• Simplified Reporting : Access critical email stats via customizable widgets, eliminating the need to log into multiple platforms for performance reviews.

📋 Steps to Integrate your Mailchimp account to Whatsdash

✔️ Navigate to the 'Integrations' page using the Navigation bar.

✔️ Select Mailchimp from the Available Integrations.

✔️ Click the + button to open the Mailchimp authorization window.

✔️ Once authenticated successfully, you will be directed back to Whatsdash. Your Mailchimp Integration will appear in the Connected Integrations list.

✔️ You can now create or customize dashboards using your Mailchimp Metrics and Dimensions.

👉 How to visualize this data in your dashboard, visit the Dashboard Documentation Guide

🔗 Mailchimp Metrics

The table below lists the Mailchimp Metrics available through the Whatsdash Mailchimp Integration.

🔗 Mailchimp Dimensions

The table below lists the Mailchimp Dimensions available through the Whatsdash Mailchimp Integration.

🔗 Explore More Integrations

Whatsdash supports a wide range of marketing, analytics, and eCommerce integrations to give you a holistic view of your business performance.

👉 Visit the Integrations Page to explore all available connections

LinkedIn Pages

LinkedIn Pages are the official presence for businesses, organizations, and educational institutions on LinkedIn. They are used to build brand awareness, share company news, attract talent, and engage with followers in a professional context.

Connecting LinkedIn Pages to Whatsdash lets you quickly and easily review your content performance, audience demographics, and organic engagement metrics to measure your professional social presence and reach.

Why Connect LinkedIn Pages to Whatsdash?

Integrating your LinkedIn Pages data with Whatsdash provides essential insights into your professional social marketing, allowing you to track the effectiveness of your organic content and audience growth efforts.

• Content Performance : Monitor post-level Metrics like Impressions, Reactions, and Comments to identify which content formats resonate most with your professional audience.

• Audience Growth & Reach : Track Follower Growth Rate and Total Followers alongside demographics like Seniority and Industry to ensure your organic content is reaching the right professional target.

• Cross-Channel Social: View Compare LinkedIn's professional engagement rates against other social channels to understand where your B2B audience is most active.

📋 Steps to Integrate your LinkedIn Pages account to Whatsdash

✔️ Navigate to the 'Integrations' page using the Navigation bar.

✔️ Select LinkedIn Pages from the Available Integrations.

✔️ Click the + button to open the LinkedIn authorization window.

✔️ You will be redirected to the LinkedIn sign-in page. Log in with a personal LinkedIn account that has Admin Access to the Company Page(s) you wish to report on.

✔️ Once authenticated successfully, you will be directed back to Whatsdash. Your LinkedIn Pages Integration will appear in the Connected Integrations list.

✔️ You can now create or customize dashboards using your LinkedIn Pages Metrics and Dimensions.

👉 How to visualize this data in your dashboard, visit the Dashboard Documentation Guide.

🔗 Linkedin Pages Metrics

Below is a comprehensive list of Metrics covering your organic presence, audience, and post performance on LinkedIn Pages.

🔗 Linkedin Pages Dimensions

The table below lists the Linkedin Pages Dimensions available through the Whatsdash Linkedin Pages Integration.

🔗 Explore More Integrations

Whatsdash supports a wide range of marketing, analytics, and eCommerce integrations to give you a holistic view of your business performance.

👉 Visit the Integrations Page to explore all available connections

Zoho Campaigns

Zoho Campaigns is an email marketing automation software that helps businesses create, send, and track email campaigns, manage subscribers, and automate workflows.

Connecting Zoho Campaigns to Whatsdash lets you quickly and easily review your email campaign success, list growth, and crucial engagement rates such as opens, clicks, and bounces, centralized alongside other business data.

Why Connect Zoho Campaigns to Whatsdash?

Integrating your Zoho Campaigns data with Whatsdash gives you clear, visual access to your email marketing performance, enabling you to measure audience health and campaign effectiveness without needing to manually extract reports.

• Campaign ROI & Engagement : Quickly analyze Open Rate and Click Rate by individual campaign to fine-tune content, subject lines, and timing for future sends.

• Audience Health Monitoring : Track the health of your email lists by monitoring Subscribers, Unsubscribes, and Bounce Rate over time to maintain data quality and compliance.

• Cross-Channel Performance : Combine Zoho Campaigns metrics with data from Zoho CRM or other marketing platforms to understand the full customer journey and attribute sales to email efforts.

• Automated Insights : Get instant, visual updates on email performance via dashboards, eliminating the need for manual report generation and sharing.

📋 Steps to Integrate your Zoho Campaigns account to Whatsdash

✔️ Navigate to the 'Integrations' page using the Navigation bar.

✔️ Select Zoho Campaigns from the Available Integrations.

✔️ Click the + button to open the "Zoho" authorization window.

✔️ Select your Zoho Data Center : You will first be directed to a screen to choose your regional data center . This ensures Whatsdash connects to the correct Zoho server.

✔️ You will then be redirected to the Zoho Sign-in page. Log in with the Zoho account that has administrative access to your Zoho Campaigns data.

✔️ Grant Whatsdash the necessary permissions to Read your Campaign and List data.

✔️ Once authenticated, you will be directed back to Whatsdash. Your Zoho Campaigns Integration will appear in the Connected Integrations list.

✔️ You can now create or customize dashboards using your Zoho Campaigns Metrics and Dimensions.

👉 How to visualize this data in your dashboard, visit the Dashboard Documentation Guide

🔗 Zoho Campaigns Metrics

The table below lists the Zoho Campaigns Metrics available through the Whatsdash Zoho Campaigns Integration.

🔗 Zoho Campaigns Dimensions

The table below lists the Zoho Campaigns Dimensions available through the Whatsdash Zoho Campaigns Integration.

🔗 Explore More Integrations

Whatsdash supports a wide range of marketing, analytics, and eCommerce integrations to give you a holistic view of your business performance.

👉 Visit the Integrations Page to explore all available connections

Zoho CRM

Zoho CRM is a comprehensive Customer Relationship Management platform that helps businesses manage sales, marketing, and customer support across all channels. It provides a central system to organize, automate, and analyze customer data.

Connecting Zoho CRM to Whatsdash lets you quickly and easily review your sales pipeline health, lead generation efficiency, and overall revenue performance by tracking leads, contacts, accounts, and opportunities in a unified dashboard.

Why Connect Zoho CRM to Whatsdash?

Integrating your Zoho CRM data with Whatsdash transforms raw customer and sales data into focused, actionable reports, making it easier for sales managers and executives to track goals and forecast revenue.

• Pipeline Visibility : Visualize the Sales Pipeline by Stage, monitor the Revenue, and track Time to Close to accurately forecast revenue and pinpoint bottlenecks.

• Lead-to-Opportunity Metrics : Blend CRM Lead Source data with marketing campaign Metrics to measure the conversion rate from initial lead to qualified opportunity.

• Revenue & Retention : Consolidate top-line metrics like Total Converted Revenue, Number of New Accounts, and Customer Retention alongside financial and marketing data.

• Simplified, Blended Reporting : Create instant, visual reports using Zoho CRM data blended with other sources without having to navigate complex CRM reporting tools.

📋 Steps to Integrate your Zoho CRM account to Whatsdash

✔️ Navigate to the 'Integrations' page using the Navigation bar.

✔️ Select Zoho CRM from the Available Integrations.

✔️ Click the + button to open the "Zoho" authorization window.

✔️ Select your Zoho Data Center : You will first be directed to a screen to choose your regional data center . This ensures Whatsdash connects to the correct Zoho server.

✔️ You will then be redirected to the Zoho Sign-in page. Log in with the Zoho account that has administrative access to your Zoho Campaigns data.

✔️ Grant Whatsdash the necessary permissions to Read your Campaign and List data.

✔️ Once authenticated, you will be directed back to Whatsdash. Your Zoho Campaigns Integration will appear in the Connected Integrations list.

✔️ You can now create or customize dashboards using your Zoho Campaigns Metrics and Dimensions.

👉 How to visualize this data in your dashboard, visit the Dashboard Documentation Guide

🔗 Zoho CRM Metrics

The table below lists the Zoho CRM Metrics available through the Whatsdash Zoho CRM Integration.

🔗 Zoho CRM Dimensions

The table below lists the Zoho CRM Dimensions available through the Whatsdash Zoho CRM Integration.

🔗 Explore More Integrations

Whatsdash supports a wide range of marketing, analytics, and eCommerce integrations to give you a holistic view of your business performance.

👉 Visit the Integrations Page to explore all available connections

Keyword.com

Keyword.com is a powerful SEO rank tracking and monitoring software that provides accurate, real-time data on your keyword positions, search trends, and competitor analysis. It is designed to help SEO professionals, agencies, and in-house marketing teams optimize their content and drive organic growth.

Why Connect Keyword.com to Whatsdash?

Integrating your Keyword.com data with Whatsdash transforms raw rank tracking data into clear, understandable SEO performance reports for clients and stakeholders, empowering you to optimize your SEO and content strategies.

• Real-Time Performance Tracking: Get up-to-the-minute updates on keyword rankings, SERP features, and overall search visibility.

• Simplified Reporting & Dashboards: Consolidate your Keyword.com statistics into a single, understandable dashboard using pre-built templates, eliminating the need to manually navigate and export data.

• Marketing Strategy Optimization: Blending keyword rank data with analytics (like GA4) and sales data provides a holistic view, helping you refine your SEO strategy to drive targeted traffic and improve conversions.

• Customizable Insights: Leverage a wide range of available Metrics and dimensions to create custom widgets, and reports focused on the KPIs that matter most to your business.

📋 Steps to Integrate your Keyword.com account to Whatsdash

• Obtain Your API Token from Keyword.com:

1. Log into your Keyword.com account.

2. Navigate to your account settings or API key page.

3. Copy your unique API Token.

• Connect in Whatsdash:

Navigate to the 'Integrations' page using the Navigation bar .

Select Keyword.com from the Available Integrations.

Click the + button to open the connection window.

In the pop-up window:

Paste the API Token you copied from Keyword.com.

Click Next.

• Completion:

Once authenticated, your Keyword.com Integration will appear in the Connected Integrations list.

You can now create or customize dashboards using your Keyword.com Metrics and Dimensions.

👉 How to visualize this data in your dashboard, visit the Dashboard Documentation Guide

🔗 Keyword.com Metrics

The table below lists the Keyword.com Metrics available through the Whatsdash Keyword.com Integration.

🔗 Keyword.com Dimensions

The table below lists the Keyword.com Dimensions available through the Whatsdash Keyword.com Integration.

🔗 Explore More Integrations

Whatsdash supports a wide range of marketing, analytics, and eCommerce integrations to give you a holistic view of your business performance.

👉 Visit the Integrations Page to explore all available connections

Google Sheets

Google Sheets is a versatile, cloud-based spreadsheet application that allows users to create, edit, organize, and analyze data online for data management, calculation, analysis, and real-time collaboration.

Why Connect Google Sheets to Whatsdash?

Integrating your Google Sheets data with Whatsdash transforms raw spreadsheet data into clear, actionable business insights for all users.This is essential for centralizing data that might live outside of dedicated marketing or sales platforms, such as manual sales logs, custom budget trackers, or compiled data sets.

• Centralize your Custom Data: Easily bring in essential business data that isn't captured by automated connectors.

• Dynamic Reporting & Dashboards: Automatically update your dashboards with the latest figures from your sheets, ensuring your reports are always current without manual copy-pasting.

• Data Blending & Custom Metrics: Blend your spreadsheet data with data from your other connected sources to create comprehensive, cross-channel reports and unique custom metrics.

📋 Steps to Integrate your Google Sheets account to Whatsdash

✔️ Navigate to the 'Integrations' page using the Navigation bar .

✔️ Select Google Sheets from the Available Integrations.

✔️ Click the + button to open the Google authorization window.

✔️ You will be redirected to a Google sign-in page. Select the Google account that has access to the spreadsheets you wish to use.

✔️ Grant Whatsdash the necessary permissions to Read your Google Drive spreadsheets.

✔️ Once authenticated, you will be directed back to Whatsdash. Your Google Sheets Integration will appear in the Connected Integrations list.

✔️ You can now select specific spreadsheets and sheets within them to use as data sources for creating or customizing your dashboards.

🔗 Explore More Integrations

Whatsdash supports a wide range of marketing, analytics, and eCommerce integrations to give you a holistic view of your business performance.

👉 Visit the Integrations Page to explore all available connections.

Klaviyo

Klaviyo is a powerful marketing automation and email platform focused on driving revenue through personalized customer experiences via email and SMS.

Why Connect Klaviyo to Whatsdash?

Connecting Klaviyo to Whatsdash allows you to pull detailed campaign, flow, and subscriber data directly into your central dashboard for advanced reporting and analysis alongside your e-commerce and ad spend metrics.

• Unified E-commerce View: See how your Klaviyo flows and campaigns are directly driving sales, blending this data with your platform (like Shopify or WooCommerce) and ad spend data for a true view of marketing profitability.

• Engagement & Health Monitoring: Instantly track the health of your subscriber lists, monitor key Metrics like Open Rate and Click-Through Rate, and evaluate the performance of your automated flows .

• Custom Segmentation Reports: Create custom dashboards that visualize Klaviyo performance segmented by region, product category, or campaign type, offering granular insights not easily available within the Klaviyo interface alone.

📋 Steps to Integrate your Klaviyo account to Whatsdash

✔️ Navigate to the 'Integrations' page using the Navigation bar.

✔️ Select Klaviyo from the Available Integrations.

✔️ Click the + button to open the Klaviyo sign-in Page window.

✔️ You will be prompted to Klaviyo Sign-in Page.

⚠️ Note: Your Private API Key should be a full-access or designated "Read-Only" key to ensure Whatsdash can pull all necessary data. You can generate these keys in your Klaviyo account settings under API Keys.

✔️ Once authenticated, you will be directed back to Whatsdash. Your Klaviyo Integration will appear in the Connected Integrations list.

✔️ You can now create or customize dashboards using your Klaviyo marketing Metrics and Dimensions.

👉 How to visualize this data in your dashboard, visit the Dashboard Documentation Guide

🔗 Klaviyo Metrics

The table below lists the Klaviyo Metrics available through the Whatsdash Klaviyo Integration.

🔗 Klaviyo Dimensions

The table below lists the Klaviyo Dimensions available through the Whatsdash Klaviyo Integration.

🔗 Explore More Integrations

Whatsdash supports a wide range of marketing, analytics, and eCommerce integrations to give you a holistic view of your business performance.

👉 Visit the Integrations Page to explore all available connections

ActiveCampaign

ActiveCampaign is a customer experience automation platform that provides email marketing, marketing automation, and CRM tools to help businesses connect and engage with their customers.

Why Connect ActiveCampaign to Whatsdash?

Connecting ActiveCampaign to Whatsdash allows you to pull detailed campaign performance, automation flow results, and lead data directly into your central dashboard for holistic reporting and analysis alongside your website analytics and sales metrics.

• Marketing ROI at a Glance: Centralize your email/automation Metrics with your ad spend and revenue data to accurately measure the return on investment of your email marketing efforts.

• Monitor Automation Health: Track the success of your most critical automations using visual dashboards, ensuring your customer journeys are converting efficiently.

• Lead Funnel Visualization: Combine ActiveCampaign's lead status and scoring data with other sources to visualize the entire lead-to-customer journey in one place.

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📋 Steps to Integrate your ActiveCampaign account to Whatsdash

✔️ Navigate to the 'Integrations' page using the Navigation bar.

✔️ Select ActiveCampaign from Available Integrations.

✔️ Click the + button to open the ActiveCampaign connection setup window.

✔️ You will be prompted to enter your API URL and API Key from your ActiveCampaign account.

✔️ Enter the required API URL and API Key and click Next button.

⚠️ Note: You can find both your API URL and API Key in your ActiveCampaign account under Settings → Developer. Ensure the key is accurate to grant Whatsdash the necessary read-access.

✔️ Once authenticated, you will be directed back to Whatsdash. Your ActiveCampaign Integration will appear in the Connected Integrations list.

👉 How to visualize this data in your dashboard, visit the Dashboard Documentation Guide

🔗 ActiveCampaign Metrics

The table below lists the ActiveCampaign Metrics available through the Whatsdash ActiveCampaign Integration.

🔗 ActiveCampaign Dimensions

The table below lists the ActiveCampaign Dimensions available through the Whatsdash ActiveCampaign Integration.

🔗 Explore More Integrations

Whatsdash supports a wide range of marketing, analytics, and eCommerce integrations to give you a holistic view of your business performance.

👉 Visit the Integrations Page to explore all available connections

Brevo

Brevo is a comprehensive digital marketing platform that offers marketing automation, email campaigns, transactional email, SMS, and chat services to manage customer relationships and drive sales.

Why Connect Brevo to Whatsdash?

Integrate your Brevo data with Whatsdash to centralize your email campaign performance, automation statistics, and subscriber data directly into your dashboard, giving you a clear view of how your email and SMS efforts impact your overall business goals.

• Cross-Channel Performance Review: Combine Brevo metrics with GA4 user behavior and sales data to understand the true effectiveness and ROI of your marketing messages.

• Automation & Transactional Health: Monitor the deliverability and engagement of both your scheduled marketing campaigns and your critical transactional emails in a single dashboard view.

• Subscriber Growth & List Health: Easily track changes in your contact list size, segmentation performance, and engagement over time to maintain list hygiene and measure audience growth.

📋 Steps to Integrate your Brevo account to Whatsdash

✔️ Navigate to the 'Integrations' page using the navigation bar .

✔️ Select Brevo from Available Integrations.

✔️ You will be prompted to enter your Brevo API Key.

✔️ Enter the required API Key and click Next button.