The workflow
Dashboards
Keep recurring account reviews in one place.
Where Dashboards fit
Use a dashboard for a regular overview of the KPIs you follow. When a number needs a closer look, continue into the workflow to review its dates, campaigns, and account changes.
Access by plan
Dashboards are included on Pro and Team. Free and Starter include a 30-day dashboard trial. Check the trial dates and current access in your workspace; do not assume separate trials extend each other.
See Plans and usage for billing and allowances.
Keep the review consistent
Choose KPIs that match the account’s goal and keep the comparison basis clear. A dashboard is most useful when each number has a reason to be there.