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Get started with Dashboards

Updated over a month ago

Dashboards let you explore multiple charts at once, giving you a custom view of different topics all in one place. You can build one from scratch or use a ready-made template to get started quickly.

Only users on a Pro plan have full access to the Dashboards feature.

If you're on the Teams plan, you'll have limited access — you can view and export dashboards shared within your organization only.

To learn what dashboard features are available in each subscription, see the Functionality by plan section.

Check out our Plans article for more details on what each plan includes and how to check your current plan.


Create a Dashboard

  1. Select Dashboards from the sidebar.

  2. Choose from the five tabs:

    • All – combination of GWI, saved, and shared dashboards

    • GWI – templates created by us

    • My dashboards - created by you

    • Shared – shared by your team

    • Favourited - starred by you

  3. Click ‘Create a dashboard’ to build your own from scratch.
    Need help getting started? Choose a template by searching a keyword like "Social Media”, click the three dots found on the right-hand side of your chosen dashboard to expose the option menu and select Duplicate.


How to choose your filters

Datasets:
Start by selecting your data set. This determines which charts you can explore. By default, GWI Core is selected. To update this: Click Data sets > Clear all > choose your data set > Apply.

Waves:

A wave is the quarter we collect our data in. By default, the last 4 waves are selected. To update this: Click Waves > use the year checkboxes or dropdowns > Apply

Location:

You can select global regions or specific markets. By default, all applicable locations are selected. To update this: Click Locations > Deselect all > pick regions or countries > Apply


How to add an audience

Your default audience is set as all internet users 16-64 (16+ in some markets). You can specify your audience by applying:

  • Your saved audiences

  • Shared audiences

  • GWI Audiences

Click Apply an audience > find your audience > Apply. You can add up to 4 audiences per dashboard.


How to add charts to your dashboard

Dashboards are a collection of charts.
To add a new chart to your dashboard, you first need to be in ‘edit mode’. Next, click ‘Chart’ from either a blank tab in your dashboard or from the floating bar.

In the chart browser, you can choose from:

  • My Charts (saved charts)

  • Question charts

  • Shared Charts

Once added to your dashboard, you can customize each chart by selecting a default for:

  • Metric

  • Chart type

  • Sorting order

Click on each to reveal a drop-down menu with available options.


How to add text to your dashboard

Adding text to your dashboard helps you organize sections, highlight key insights, or include useful context and descriptions.

To add text to your dashboard, similar to adding a chart, first ensure you’re in ‘edit mode’. Next, click ‘Text’ from either a blank tab in your dashboard or from the floating bar.

This will create a new Text tab where you can type and format your content as needed.


How to adjust Text or Chart tabs in your dashboard

As with any changes in Dashboards, make sure you're in ‘Edit mode’ first.

From there, you can adjust your dashboard tabs in a few ways:

  • Rearrange tabs using the drag-and-drop functionality. Just hover over the grey line found at the top of a chart, then click and drag to move them.

  • Resize individual tabs with the ‘+’ and ‘–’ icons, which appear when you hover over a chart.

  • Click the three dots on any chart tab to open a menu with options to duplicate, remove, or view the base for that specific chart.


How to set your base audience

The base audience represents the total universe covered by the dataset you’re using. For example, in GWI Core, the default base is "All Internet Users aged 16–64" (or 16+ in some markets).

You can update the base by clicking the three dots next to it > Replace > pick your new audience > Apply

You can learn more about when and why to rebase by visiting this article.


How to save, share and favorite your dashboard

After creating or editing your dashboard, click ‘Save’ or ‘Finish editing’ to keep your changes. A ‘Saved’ icon will appear next to your dashboard name to confirm everything's up to date.

Once saved, you can share your dashboard by clicking ‘Share’ in the top-right corner. A pop-up will appear — enter the email of another Pro user, or choose ‘Entire organization’ to share it with anyone in your subscribed org who has a Pro or Teams plan.

Click the star icon next to your dashboard title in the builder, or on the right-hand side of the Dashboard in the Management page, to add it to your favorites.


How to export your dashboard

To download your dashboard:

  1. Click the Export icon at the top right.

  2. Choose either:

    • PNG (image)

    • XLSX (raw data)

The download will start automatically and appear in your device's downloads folder.


Functionality by plan

Capability

Free

Plus

Teams

Pro

Create dashboards

❌ No access

❌ No access

❌ No access

✅ Full access

View dashboards

❌ No access

❌ No access

🔒 Shared only

✅ Full access

Customize dashboards

❌ No access

❌ No access

❌ No access

✅ Full access

Apply audiences

❌ No access

❌ No access

❌ No access

✅ Up to 4 audiences

Save, share, export and favorite

❌ No access

❌ No access

❌ No access

✅ All formats

Filter by data set, wave and location

❌ No access

❌ No access

❌ No access

✅ Full access

Copy and share a dashboard link

❌ No access

❌ No access

✅ Full access

✅ Full access

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