Dashboard (Agency Accounts)

General

Flight Control's agency dashboards provide visibility into campaign delivery trends and compiled insights for your agency and its linked advertiser accounts. Here, you can create and customize dashboards to share data across multiple campaigns and channels with your agency colleagues.

Important: The Dashboard section only displays in the navigation panel if you've been granted access to one of the agency's linked advertiser accounts.

User Permissions 

• You need the Analytics user permission for your agency and at least one advertiser account to create or modify agency dashboards.

Information Security for Agency Dashboards

Flight Control's agency dashboards adhere to the principle of "least privilege." This means you can only see data in dashboards for linked advertiser accounts to which you have been granted access.

Example: If a colleague at your agency creates a dashboard that includes data for linked advertiser accounts to which you don't have access, then that specific data won't be visible to you, only data for the advertiser accounts to which you've been granted access.

Note: As an agency account administrator, we strongly recommend that you only give your colleagues advertiser account access and user permissions as needed to perform their job responsibilities in Flight Control.

Navigating Dashboards

The Dashboard page consists of the following:

• Filtering: This area allows you to filter dashboard data under the selected date range and other custom filters.
  • Note: By default, agency dashboards are filtered by the agency-linked advertiser accounts to which you have access.
• Dashboard Selector: This dropdown menu contains all dashboards for your agency account. Use the selector to switch between predefined and account user-created dashboards.
• (Dashboard) Widgets: These are infographics that display performance data. Widgets are also present in advertiser account dashboards. For information on creating dashboard widgets, see Dashboard Widgets.

Creating a New Dashboard

To create a new dashboard:

1. Click Actions > Create a New Dashboard.
   • The dashboard is automatically named "Dashboard [ID]". To change the dashboard name, click the dashboard's current name and enter your desired one.
2. Add the widget(s) you want to include in the dashboard.
   • For more information on adding widgets, see Dashboard Widgets.

Dashboard Actions

The following actions are available for dashboards:

Action	Description
Create Widget	Opens the Add Analytics Widget window, where you can create dashboard widgets.
Create a New Dashboard	Creates a blank dashboard that only includes the date range, time zone, and filters, and where you can add your desired analytic widgets.
Set as Main Dashboard	Sets the current dashboard as the main dashboard. (A main dashboard is the first dashboard displayed when opening the Dashboard page.)
Delete Dashboard	Deletes the current dashboard permanently. Note: The "Default" and "Clients Performance" dashboards can't be deleted.
Export to PDF	Downloads the current dashboard as a PDF.
Duplicate Dashboard	Creates a copy of the current dashboard, which you can then modify. Note: If you want to customize the "Default" and "Clients Performance" dashboards, you must duplicate them first.