How to use Campaign Dashboards

Learn how to create, sync, and share Campaign Dashboards to track multi-channel marketing campaigns and report results to clients.

1. Creating a Campaign Dashboard

Go to Reporting > Campaigns Dashboards and click Create dashboard.

Fill in:

• Campaign name — required. Used to suggest relevant posts automatically, so make it descriptive and specific
• Description — required. Shown in the shared client view — write it as a brief context note for whoever receives the report
• Date range — defines which posts are eligible for inclusion. Maximum period: 90 days
• Social networks and ad platforms — select only the channels relevant to this campaign

Once saved, you move to content selection.

Reviewing the suggested content

Metricool automatically suggests relevant posts based on your campaign name and description. The editor shows two tabs: Included content and Excluded content.

By default, the Included content tab shows "No content added to this dashboard yet" — you decide what to include.

• Posts that match your campaign appear in Excluded content — check the ones you want to add and click Add selection
• To remove posts from the dashboard, select them from Included content and click Remove selection
• Use the search bar and filters to find specific posts quickly

2. The Campaign Dashboards list

Once you've created your first dashboard, the list under Reporting > Campaigns Dashboards shows all your dashboards at a glance:

Click on any dashboard name to open it. Use the ⋮ menu on the right for two actions:

• Edit content — add or remove posts from the dashboard
• Delete dashboard — permanently remove the dashboard

The dashboard configuration (name, description, date range, and networks) cannot be edited after creation. If you need to change any of those settings, create a new dashboard and delete the current one.

3. Adding posts from other areas of Metricool

You're not limited to adding content from the dashboard editor. There are two additional entry points.

From the Planner

When composing or scheduling a post, you'll see a Campaigns Dashboards field in the Global presets section. Select one or more dashboards you've already created — the post will be associated with those dashboards and appear with metrics after publication and sync.

You must create the dashboard before scheduling the post.

From Analytics

You can add published posts directly from the Analytics post list:

1. In Analytics, go to the post list
2. Click Add to dashboard
3. Select the posts you want to add
4. Click Add to dashboard to confirm
5. Choose which Campaign Dashboard(s) to add them to
6. Click Add

4. Syncing metrics

After your content is set, sync the dashboard to load the latest performance data. The status button shows one of three states:

• Synchronized (green) — data is up to date
• Desynchronized (orange) — needs syncing. Click to open the dashboard and trigger a new sync
• Synchronizing — sync in progress

The dashboard header shows a Last update indicator with the date and time of the last sync — hover the ? icon for a quick explanation.

When sync completes, the dashboard generates:

• A content summary with a chart
• The Top 5 best-performing posts by social metrics
• AI Insights (when the dashboard has at least 10 posts)

Data sync and AI Insights generation run as separate steps with separate progress indicators. If Insights generation encounters an error, a warning is shown and any previously generated insights remain visible.

Sync before any client presentation to make sure numbers and insights are current.

5. Understanding the dashboard

Content summary

An overview of all included content with a chart showing performance distribution across your campaign period and networks.

Top 5 best posts

The five highest-performing posts in the dashboard. You can switch the ranking metric between impressions and interactions depending on what matters most for the campaign.

AI Insights

Narrative insights generated automatically after each sync, covering:

Language: Determined from the campaign name and description. If those are inconclusive, Metricool uses the account owner's language.

Editing insights: Unlike other parts of the platform, AI Insights in Campaign Dashboards can be edited — adjust the text to fit your reporting voice before sharing with a client.

Insights are based solely on your campaign's data. No comparisons to other campaigns or industry benchmarks.

6. Sharing your dashboard (Coming soon)

The Share button is visible in the dashboard but not yet active. This feature is coming soon.

When available, you'll be able to generate a public share link giving clients a read-only view of the live dashboard — no Metricool account needed on their side.

• One link per dashboard
• Anyone with the link will be able to view it
• Copy or revoke the link at any time
• The public view will include the campaign name, description, metrics, insights, and Top 5 posts
• No edit controls or internal UI elements will be visible
• If you use white-label branding, shared links will reflect your branding and can include a custom logo

7. Permissions

Access to Campaign Dashboards depends on the role assigned to each user within the brand.

There are two permission levels specific to this feature:

These permissions are included in different combinations across Metricool's predefined roles (Manager, Editor, Content Creator, Analyst). You can also create custom roles with the exact combination your team needs.

To review or adjust roles, go to your brand settings.

Tips and best practices

• Write a specific campaign name and description — the more precise, the better the automatic post suggestion
• Keep the description client-facing — it shows up in the shared view, so write it as context for the report recipient
• Include at least 10 posts to unlock AI Insights and pattern detection
• Stay within the 90-day limit when setting your date range
• Sync before presenting to make sure numbers and insights are up to date
• Edit AI Insights when needed to align them with your reporting tone before sharing

Troubleshooting

• I don't see AI Insights

Check that the dashboard has at least 10 posts and run a new sync. Per-network insights also require a minimum number of posts for that specific network.

• The suggested posts don't match my campaign

You can edit the post selection from the dashboard editor, but you cannot change the campaign name or description after creation. If the automatic suggestions are too far off, create a new dashboard with a more specific name and description, then add posts manually or from Analytics/Planner, and delete the old dashboard.

• The public link shows an error

The link may have been revoked or the dashboard deleted. Ask the dashboard owner to generate a new link.

FAQ

Is Campaign Dashboards a tagging or filtering system?

No. It's not designed to label or categorize posts for filtering purposes. It's a way to assign specific content to a campaign, analyze how that content performed together, and share the results.

Can I include content from multiple brands in one dashboard?

No. Each dashboard belongs to a single brand and can only include content from that brand. If you manage several brands in Metricool, you'll need a separate dashboard for each one.

What's the maximum date range for a campaign?

90 days.

Can I edit the campaign name, description, or date range after creating a dashboard?

No. The dashboard configuration (name, description, date range, and networks) cannot be modified after creation. If you need to change any of these settings, create a new dashboard with the correct configuration and delete the old one.

Can I edit AI Insights?

Yes. You can edit the generated text directly in the dashboard to adjust the tone or add context before sharing with a client.

Will the public link reveal internal information?

No. The shared view is read-only and shows only the campaign name, description, metrics, insights, and Top 5 posts. Internal UI controls are not visible.

Can I use Campaign Dashboards from the mobile app?

No. Campaign Dashboards is a desktop-only feature. The mobile app only includes Reports.

Can I add a post to multiple dashboards?

Yes. When adding from Analytics or the Planner, you can select multiple Campaign Dashboards at once.

Updated on: 06/05/2026