Analytics Dashboards let you build custom data visualizations from every data source connected to MartechAI. Drag and drop widgets, choose from 14 chart types, combine data from CRM, email, SEO, ads, and social — all in one dashboard.
Dashboard Builder
Create dashboards by adding widgets — each widget pulls data from a specific source and displays it as a chart, table, metric, or list. Choose from 14 visualization types including line charts, bar charts, pie charts, area charts, funnel charts, gauges, heat maps, scatter plots, and tables. Drag widgets to rearrange your layout. Resize them to emphasize what matters most.
Data Sources
Connect data from every MartechAI module: CRM (contacts, companies, deals, pipeline), Email (sends, opens, clicks, conversions), SEO (rankings, traffic, audit scores), Social (followers, engagement, reach), Ads (impressions, clicks, spend, ROAS), and Integrations (Google Analytics, Search Console, Facebook Ads, LinkedIn Ads). Mix data from multiple sources on the same dashboard for cross-channel insights.
Filters & Date Ranges
Add global filters that apply to every widget on the dashboard — date range, campaign, channel, segment. Add widget-specific filters for granular control. Save filter presets to quickly switch between views — “Last 30 days,” “Q2 Campaigns,” “Enterprise Accounts.”
Sharing & Export
Share dashboards with team members via link or email. Set permissions — view-only or edit access. Export dashboards as PDF for reports and presentations. Schedule automated dashboard snapshots delivered to your inbox daily, weekly, or monthly.
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