MarinOne's Dashboards give you quick access to the data you use most frequently. Think of the Dashboard as your personal command center, with metrics, data, charts, and more, right at your fingertips, customized to meet your unique business needs.
For example, you may want to immediately see the keywords that have had a significant increase in clicks, you can add this data to your Dashboard so it's the first thing you see when you log into MarinOne. Or perhaps it's important to your business to see if impressions have dropped for key ads so you can maximize your coverage. No matter your need, you can create a flexible, actionable visualization of your data across campaigns and across channels.
Ready for a quick tour of our new Dashboard capabilities?
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MarinOne's Dashboards bring together views from different grids and channels from across Platform Data.
Unlike Saved Views, Dashboards are not tied to the tab where they were created, so Dashboards allow you to unite all of your data from across MarinOne so you can see all of your most relevant data from a single spot. If you use Marin Social, you can even pull cross-channel data into the same Dashboard.
Note: If you make edits to your Saved Views, these will also be rolled out to all Dashboards to which your Saved View has been added. Check out the Editing a Saved View section of our dedicated article to learn more.
Follow the instructions below to learn how to to create, edit, and delete Dashboards in MarinOne.
You can name your Dashboard simply by clicking into the default text, selecting it, and typing in your Dashboard's new title. Similarly, you can add an optional Description.
Next, click into your first component and select either Add Chart or Add Grid, depending upon what type of data you'd like to bring into your Dashboard. You'll have an opportunity to add additional Dashboard components later on, so if you need both chart and grid data, simply select either option to get started.
If the selected Saved View doesn't have any data, you will see the message "0 Results Found" in your Dashboard once you've loaded it. Consider revising your time period, filters, or the scope of your Saved View.
Each component within your Dashboard can be moved or resized according to your needs. Keep in mind that the component's contents (as well as other nearby components) will shift depending on the size selected.
You can use the gray rectangles as a guide for general sizing of each component. For example, you might find that one component looks best 3 widgets wide and 2 widgets high while another looks best 2 widgets wide and 2 widgets high. Test out different sizes to find the perfect size for your chart or grid.
You can make on-the-fly changes to each component's name, metrics, comparison metrics,
columns (for Dashboard girds), filters (for Dashboard grids), and date range. These updates will also edit the underlying Saved View.
The Compare toggle, when switched on, shows the comparison between two date ranges. For grid components, you can also sort columns in addition to applying filters.
Note: Currently, not all types of charts support on-the-fly edits. If you notice a chart that cannot be edited, you will need to apply edits to the Saved View that was used to create your chart, rather than applying your edit to the Dashboard chart directly.
Once you've imported your first Saved View into your Dashboard, you can additional Saved Views by selecting Add Chart or Add Grid again, as many times as you need in order to configure the Dashboard for your needs.
Once your Dashboard components have been configured to your liking, you can save your Dashboard to the User, Client, or Customer level. Use the matrix below to learn more about Dashboard Permissions.
| Dashboard Permission Level | Definition |
| User-Level Dashboards | Personal Dashboards for your own reference, only visible to yourself. |
| Client-Level Dashboards | Accessible to anyone who has access to your Marin Client Account |
| Customer-Level Dashboards | Accessible to anyone within your organization who has access to Marin, whether or not they have access to this specific Marin Client Account. |
Use the drop-down in the bottom right-hand corner to select the level at which your Dashboard will be saved. This button's name will change depending upon the level where your Dashboard has been set, so when you're ready to save, click the button that says either Save to User, Save to Client, or Save to Customer.
Note: Don't forget the permissions of your Saved Views as you set the permissions for your Dashboard. For example, you wouldn't want to use a Saved View that's visible only to yourself in a Dashboard that's accessible to everyone who can access your Marin Client Account, but it's fine to use personal Saved Views in personal Dashboards.
Next, click on the Dashboards sub-tab.
From this point on, you can configure changes to your Dashboard in the same way described in the Creating Dashboards section above. You can even make on-the-fly changes to your each component's name, metrics, comparison metrics, columns (for Dashboard girds), filters (for Dashboard grids), and date range. These updates will also edit the underlying Saved View.
The Compare toggle, when switched on, shows the comparison between two date ranges. For grid components, you can also sort columns in addition to applying filters.
Note: Currently, not all types of charts support on-the-fly edits. If you notice a chart that cannot be edited, you will need to apply edits to the Saved View that was used to create your chart, rather than applying your edit to the Dashboard chart directly.
You can edit all Dashboard components simultaneously, meaning you won't need to save each individual component separately. You can save all at once for the Dashboard as a whole.
Save your changes by selecting either Save to User, Save to Client, or Save to Customer, in the bottom-right, depending on your needs.
If your Saved Views are saved at the User level and added to a Dashboard, you won't have the option to save the Dashboard at the Customer level. If your Saved Views are saved at the Customer level, then added to a Dashboard saved at the User level, afterward, you won't be able to save that Dashboard at another level anymore. However, you can still duplicate the Dashboard and save the copy at the Customer level.
Next, click on the Dashboards sub-tab.
Select the check-box next to the Dashboard you'd like to delete and click the Delete button ('trash can' icon).
You will then be asked if you are certain you would like to delete. Click Yes to proceed.
If you have an existing Dashboard that you'd like to copy, you can do so by following the steps below.
When you log into MarinOne, you will see your default Dashboard from the Home tab ('M' icon). You should include all of your most relevant day-to-day data in your default Dashboard in order to leverage it to its fullest potential.
You will see a Dashboard in your account called Marin Software Default. This Dashboard will be your default until you choose to manually update your default Dashboard. This Dashboard is not editable, so you may find it beneficial to create your own Dashboard and save it as the default to allow for future edits. If, however, you'd like to use this Dashboard as a starting point for your own Dashboard, you can copy it using the Copying Dashboards instructions listed above.
You can set your default Dashboard by following the steps below.
You'll be able to view your Dashboard immediately when you log into Marin, but to navigate there directly, you can follow the steps below.
MarinOne's Dashboards can be shared with colleagues and clients, even those who may not have access to MarinOne or any of Marin's other platforms. To share your Dashboard, simply follow the steps below.
Client Dashboards allow you to leverage Dashboards across multiple MarinOne Client Accounts.
To access your Client Dashboards, simply navigate to the Client View by clicking on the Client Selector and selecting All Clients. From here, you can access your Dashboard like usual by clicking on the Home ('M' logo) tab.
A few notes about Client Dashboards:
