How to customize your dashboard

A customized dashboard gives you a single view of what matters most.

You can remove charts you don't need, add new ones, rearrange them, resize them, and exclude specific data sources.

Step 1. Open the dashboard

• Go to Analytics > Dashboard.

Step 2. Remove charts you don't need

• Click the X button on the top-left corner of any chart to remove it.
• You can re-add any removed chart at any time.

Step 3. Add the reports you need

• Click + Add at the top-left of the screen.
• Select a chart category (e.g. Calls).
• Use the search bar to find a specific report by name, or browse the subcategories.

E.g. to add a bar chart of inbound calls by UTM Source/Medium:

• Select Calls.
• Then Inbound Calls.
• Then Bar Chart.
• Then by UTM Source/Medium.
• Click Add.
• Close the menu.

Step 4. Rearrange charts

• Click and drag any chart up or down to change the order.
• Place your most important reports at the top.

Step 5. Resize charts

• Drag the right edge of a chart to increase or decrease its width.

Step 6. Exclude specific data from a chart

• Click on any data source label inside a chart to exclude it.
• An excluded source is shown with a strike-through.
• Click the same label again to restore it.

🎉 Your dashboard is now configured to show exactly the data you need.

Detailed Guide: How to filter your reports, views, and dashboard

Detailed Guide: How to access reports by call tag

Detailed Guide: How to create reports by UTM source and medium

Updated on: 08/04/2026