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Analyze: Creating a Custom Unified Dashboard

  • October 1, 2025
  • 12 Replies
  • 148 views
Analyze: Creating a Custom Unified Dashboard
Cheyenne
mEmployee
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To create a custom dashboard, follow these steps:

 

  1. Click Analyze in the left-hand navigation bar
  2. Select Create Unified Dashboard

 

  1. Click Custom template

 

 

  1. Select Next
  2. Name your dashboard 
  3. Select a folder. Learn more about Creating and Managing Folders. 
  4. Click Create
  5. A blank dashboard will open, and you will automatically be in Edit mode
  6. To add insights to your dashboard:
    • Click +Add new widget

       

    • Select a widget you want to add. Learn more about the Insights Widgets Catalog. A preview pop-up will appear
    • In the top left-hand corner, click Select Searches (You will need to select the saved Explore Search(es) that the dashboard will be based on.) 

       

    • Add any filters if necessary. Learn more about Filters. 

       

    • In the right-hand slide-out, make any necessary adjustments to details like date range, card title, chart metrics, etc.

       

    • Click OK

Note: You can add up to 45 widgets per tab (up to 15 rows per tab and up to 3 widgets per row). 

 

Learn more about the Insights Widgets Catalog.

    12 replies

    Maria Dehne
    mChampion Level 3
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    • Maria DehnemChampion Level 3
    • mChampion Level 3
    • 2003 Posts
    • October 1, 2025

    Thanks for this resource 

    A
    Influencer
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    • Anna CInfluencer
    • Influencer
    • 10 Posts
    • October 6, 2025

    Can I choose slide layout in Unified Dashboards?

    gregbarta
    Influencer
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    • gregbartaInfluencer
    • Influencer
    • 136 Posts
    • October 6, 2025

    Thanks for sharing!

    Laura Stewart
    mEmployee
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    • Laura StewartmEmployee
    • mEmployee
    • 16 Posts
    • October 7, 2025

    Hi ​@Anna C the best way to create a slide layout would be using the share button in the top right hand corner of the dashboard. Here you will have the option to pull the dashboard out as a Power Point or as Google Slides:

     

     

    A
    Influencer
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    • Anna CInfluencer
    • Influencer
    • 10 Posts
    • October 7, 2025

    Why is the insight “Highest Syndication” not available in the Unified Dashboard? Is there an equivalent to it?

     

    A
    Influencer
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    • Anna CInfluencer
    • Influencer
    • 10 Posts
    • October 7, 2025

    In Unified Dashboards, will it be possible to have cross-channel widgets for owned social media accounts to reproduce the Measure cross-channel overview dashboard?

    Cris Rice
    mEmployee
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    • Cris RicemEmployee
    • mEmployee
    • 44 Posts
    • October 8, 2025

    ​@Anna C the Product took feedback from customers to expand and modify the widget options.  The closest widget at this time would be Top Mentions but we will continue to add more 😊

     

    Cross-Channel Templates & Paid, Earned and Owned Widgets are on our roadmap. Right now, we have widgets for your Owned social media accounts widgets you can use. Tagging our PM ​@Per Risberg for visibility.

     

    A
    Influencer
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    • Anna CInfluencer
    • Influencer
    • 10 Posts
    • October 9, 2025

    Hi again! Is there a way to remove absolute values from the pie chart widget and only keep the percentage values? 

     

    A
    Influencer
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    • Anna CInfluencer
    • Influencer
    • 10 Posts
    • October 9, 2025

    Also, is it possible to show the current period, and not the previous period on the x-axis in this widget? It’s confusing… 

     

    Laura Stewart
    mEmployee
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    • Laura StewartmEmployee
    • mEmployee
    • 16 Posts
    • October 9, 2025

    Hi ​@Anna C - these are great functionality questions, keep them coming!  

     

    Removing Absolute Values 


    That’s a great idea, its not currently an option in the edit widget function. Our PM is on this thread as Cris added him so this is great for Per to see. Similarly - great ideas can be submitted at Product Ideas. If there are functionalities important to your workflow, you can submit the idea here, this is checked daily by our product team and they will let you know if this can be incorporated.  

     

     

    Showing the Current Period 

    1. If  a widget is showing a previous and current period view you can select  the cog: 

       
    1.  Then select edit widget

       
    1. This will bring you to an editing window.  To remove the previous period you can update the ‘show evolution’ to ‘NO’. Please see screenshot below. Note there are other elements in the edit window that can be changed in this editing window. 

       


     

    A
    Influencer
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    • Anna CInfluencer
    • Influencer
    • 10 Posts
    • October 9, 2025

    Dear ​@Laura Stewart thank you for your answers!

    Re:2 What I meant to say is that I would like to keep the comparison to the previous period, but I would like to see the dates of the current period on the x-axis. Otherwise, it looks like we’re looking at last week’s data. 

     

    Cheyenne
    mEmployee
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    • CheyennemEmployee
    • Author
    • mEmployee
    • 294 Posts
    • October 9, 2025

    Hi ​@Anna C - I am going to move your last message to an idea and loop in our Product team to process it. 

     

    The idea can be found here and I have cc’d you as well:

     

     


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