Edit Your Dashboard: Customize Layout & Cards

Once you’re familiar with how dashboards work in Email Audit Engine, it’s time to make them your own. Whether you’re optimizing for weekly team check-ins or client-specific views, the Edit Dashboard mode lets you tailor everything to your unique workflow.

Why Customize?

Not all marketers track the same metrics. Custom dashboards let you:

• Focus on what matters most to you or your clients
• Compare different campaign types or performance windows
• Build reusable layouts for different business goals
• Save time by seeing everything in one clean view

Entering Edit Mode

Click the Edit button in the top right of your dashboard to enter customization mode. You’ll notice the top bar turns blue—this means you’re in edit mode.

⚠️ Note: Custom dashboard editing is available to Standard and Premium users only.

Understanding the Grid

Each dashboard is structured using a responsive grid layout made up of square blocks:

• Desktop: 4×3 grid (12 blocks total)
• Laptop: 3×4 grid
• Tablet: 2×6 grid (Large cards convert to Medium)
• Mobile: 1×12 stack (Only Small cards display)

You can’t exceed the grid limit—but you can always create a new dashboard for more layouts.

Adding & Arranging Cards

Here’s how to build your perfect dashboard:

1. Choose a Category from the left side menu (e.g., Performance, Revenue, Subscribers)
2. Select a View: Choose between Overview, Timeline, Bar, List, or Map (if available)
3. Drag and Drop cards onto the grid
4. Resize cards using the Small (1 block), Medium (2 blocks), or Large (3 blocks) options
5. Rearrange cards freely on the grid—cards will snap into open spaces
6. Remove a card by hovering and clicking the “x” icon

💡 Tip: Cards show a red highlight if there isn’t enough space—just move or delete others to make room.

Save, Rename, or Duplicate Dashboards

Once your layout looks right:

• Save your dashboard (and name it if it’s new)
• Switch between templates using the top dropdown
• Duplicate a layout to create variations (e.g., per region, per client)
• Delete unused dashboards from the dropdown menu

Best Practices for Layouts

What’s Next?

Once your dashboard is saved, you can use it to:

• Monitor live data during campaigns
• Export it into reports (see next article)
• Share your layout by inviting users or exporting a PDF report

Your dashboard is your data hub—make it work for your team, your clients, and your workflow.

➡️ All dashboard features are covered in another article — Dashboard Overview