Summary
Set up and use your Summary page, including pinned KPIs, custom dashboards, filters, and performance comparisons.
By Nachum and 3 others4 authors11 articles
- Track KPIs with the Summary DashboardAn overview of your Summary dashboard and the power of pinning metrics
- Creating Custom MetricsHere's how to create custom metrics using our No-Code Metric Builder
- Create a Custom DashboardTailor Your Insights: How to Create a Custom Dashboard in Triple Whale
- Editing a Custom DashboardPersonalize your custom dashboards to better reflect your team's reporting needs
- Sharing a DashboardShare your custom dashboard with teammates to ensure everyone stays informed and aligned on key business metrics
- Filter Data on the Summary DashboardCreate data filters to segment your Shopify and Ad Integration data on your Summary Dashboard.
- Create Dashboard Widgets with MobyUse Moby to generate widgets from natural language right inside your dashboard - just describe, preview, and approve.
- Create a Gen UI Report from Your DashboardUse your dashboard’s built-in Moby agent to create a polished Gen-UI report and tailor both what it includes and how it looks.
- Portfolio Performance Dashboard GuideThe Portfolio Performance dashboard gives you a unified view of all your businesses in one place. This guide walks through each section and explains how to use the data to…
- Benchmarks DashboardA brand new way to see how your company’s metrics - like ROAS, CPA, and CPC - compare to those of your peers
- Tapcart × Triple Whale: Setup & Activation Guide