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Dashboards turn billing and attribution data into a page you can share with finance, engineering and leadership. Start from a prebuilt dashboard and clone it, or build your own from widgets.

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The Dashboards page

Under Explore, select Dashboards. Each dashboard shows its name, description, owner and when it was last modified. Search by name, filter to Favourites only, switch between grid and list views, and Export the list.
Dashboards page showing prebuilt dashboards owned by Optimaze and a custom dashboard

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Prebuilt dashboards

Dashboards owned by Optimaze are prebuilt and read-only. Open one to explore it, then clone it to get an editable copy of your own.
Finance Overview prebuilt dashboard with weekly, monthly and yearly spend and spend history charts

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Create a dashboard

  1. Select New dashboard. OPTIMAZE creates a blank dashboard and opens the editor.
  2. Add widgets, then drag to arrange and resize them on the grid.
  3. Changes save automatically as you work.

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Widget types

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Configure a widget

Open a widget’s configuration to choose its data and how it looks.
  • Data source: Spend for standard cost views, or Attribution for views scoped to an attribution model, its nodes or targets. Filters work the same way as in Analytics.
  • Date range: use the dashboard’s date range, or set one for the widget alone.
  • Display: chart style, legend, palette, number format and comparisons with a prior month or year.
A live preview updates as you change settings.

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Share a dashboard

Select Copy dashboard URL in the dashboard toolbar. Filters a viewer changes on a shared link apply only to them and are not saved to the dashboard.

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Manage a dashboard

Open Dashboard actions in the toolbar to clone, edit settings (name, description, owner, defaults and version history) or delete a dashboard. Version history lets you restore an earlier layout.