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A dashboard is a page of KPI cards and charts that Concord builds from your campaign data. You describe what you want to follow in a conversation, and Concord assembles it. Use a dashboard when you check the same figures regularly. For a one-off question, ask in the conversation: the answer comes back as charts and KPI cards in the thread.

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Prerequisites

The platforms you want to follow are connected under Connectors, and within your scope.

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Creating a dashboard

1

Describe it in a conversation

Name the campaigns, the platforms, and what you want to see. For example: “Build a dashboard of our Q4 campaigns on Meta, TikTok and Google DV360.”
2

Concord builds it

The dashboard is created with the title and description it chose, from the data your Connectors return.
3

Open it from Dashboards

Your dashboards are listed on the Dashboards page. Each one opens on its own page.

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What a dashboard can show

A dashboard is made of blocks. Concord picks the ones that fit your request. The page header shows when the dashboard was Last updated. The figures come from the platforms, so the same freshness rules apply.

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Working with a dashboard

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Change one element with Ask

To change or question a single block without rewriting the whole dashboard, click it. A small Ask button appears at the pointer. Click Ask, describe what you want, and the conversation opens with the dashboard beside it, about that block. Ask is not available while Edit is on.

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Using a dashboard as your Home

Your Home is a dashboard of its own, one per person. Once it has at least one block, it appears on the Home page under the welcome message. Until then, Home looks as it did before. A dashboard created from the Dashboards page cannot be switched into your Home. To put figures there, ask Concord for them in a conversation.
1

Ask for it on your Home

For example: “Add a KPI card with this month’s spend on my Meta campaigns to my home dashboard.” Concord checks that the block draws correctly before it saves it.
2

Open Home

The block is under the welcome message. Repeat to add more.
3

Arrange it

Open the ⋮ menu above the dashboard and choose Edit dashboard to move, resize, rename, or remove blocks. Choose Stop editing when you are done.

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Make your Home the team’s Home

Home can also be set once for everyone. From your Home, open the ⋮ menu and choose Make it the team’s home…. In Apply to all, pick A new template and name it, or Update an existing one, then click Apply to all.
  • Every Home that has no blocks of its own now shows that template. When several exist, the one with the highest priority is shown, then the most recent.
  • Your Home shows the template too, and follows its later changes.
  • A Home showing a template displays the template’s name. Click Customize to get a copy of your own that you can change, or choose Show a template in the ⋮ menu to follow a different one.
  • Updating an existing template keeps its previous version, which can be restored.
Updating a template that someone else published is limited to its author and workspace admins. Anyone can create a new one.

Reporting overview

How Concord fetches and visualizes performance data.

Where the numbers come from

Sources, freshness, and why figures can differ from a platform’s UI.