In this example, we will create a dashboard that displays metrics for multiple clients simultaneously.
Create a Workflow
- Begin by creating a new Workflow.
- Add a "Pull Data" building block.
- Specify the data source as Facebook and select data from all connected accounts.
- Add a "Create Report" building block
- Configure it to use the previously set up "Pull Data" block.
- Specify that the information should be grouped by account.
- Indicate the required metrics for your report.
- Ensure the resulting dataset meets your needs.
Create a Dashboard
- Navigate to the dashboards screen and create a new dashboard.
- Click the "Add Widgets" button and choose to create a table.
- Select the previously created workflow as the data source.
- Choose the aggregated report from the workflow’s datasets.
- Add the table widget to the dashboard.
Your dashboard is now ready.