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DashboardMe product documentation

Learn how DashboardMe connects analytics, ads, ecommerce, payments, behavior data, offline sales, search visibility, alerts, reports, and AI workflows into one operating dashboard.

Fast setup path

  1. Join the DashboardMe waitlist from the public website.
  2. Create your workspace when early access is opened for your account.
  3. Add your first business or location from the dashboard.
  4. Connect analytics, ads, ecommerce, payment, and website platforms you already use.
  5. Review the health screen to confirm every connector is syncing.
  6. Open dashboards, alerts, reports, search intelligence, and behavior tools from the sidebar.

Features

What DashboardMe does

Read guides

Portfolio dashboard

A single view for multiple businesses, brands, branches, stores, or client accounts.

Best for

Agencies, multi-location businesses, founders with multiple brands

Business dashboard

A focused dashboard for one business with traffic, sales, search, ads, and behavior signals.

Best for

Daily checks, weekly reviews, single-brand teams

Comparison views

Compare businesses, regions, locations, channels, or time periods without building spreadsheets.

Best for

Regional reviews, agency reporting, branch comparisons

Attribution

Connect marketing activity to revenue signals so teams can see what is driving outcomes.

Best for

Campaign review, channel planning, budget decisions

Scorecards

Rank business performance with simple scores instead of long raw metric tables.

Best for

Leadership summaries, operator reviews, location ranking

Funnels

Track where people drop from journeys like visit to lead, cart, checkout, booking, or purchase.

Best for

Checkout analysis, lead flow review, conversion optimization

Feedback

Collect or review customer and visitor feedback beside performance data.

Best for

UX research, customer support signals, conversion blockers

Session replays

Watch how visitors move through pages so teams can understand behavior behind the metrics.

Best for

UX debugging, conversion research, bug discovery

Templates

Reusable dashboard and reporting layouts for common business workflows.

Best for

Fast onboarding, agency workflows, repeatable reporting

Connectors

Connect the tools that already hold analytics, ads, sales, payments, and hosting data.

Best for

Data sync, unified dashboards, automated reporting

Health checks

See whether data sources are connected, syncing, stale, or failing.

Best for

Connector monitoring, data trust, operations checks

Alerts

Get notified when important metrics move the wrong way or data stops syncing.

Best for

Traffic drops, sales drops, missed goals, sync issues

Goals

Set performance targets and track whether a business is on pace.

Best for

Monthly targets, campaign goals, store performance reviews

Saved views

Save the exact filters and segments that matter to a team.

Best for

Regional views, channel views, agency client views

Reports

Turn dashboard data into recurring updates for teams and clients.

Best for

Client reporting, founder updates, operator reviews

Heatmaps

Understand where users click, scroll, and focus on important pages.

Best for

Landing page review, checkout analysis, UX prioritization

Search intelligence

Plan, draft, approve, publish, and track content for SEO, AEO, and GEO workflows.

Best for

SEO operations, AI search visibility, content planning

Agent automation

Use AI-assisted workflows to research, summarize, report, and prepare next actions.

Best for

Research workflows, report creation, operator assistance

Connectors

How to connect data sources

Most connectors start from the dashboard, ask for provider approval or secure credentials, then sync into the selected business.

Analytics

Google Analytics 4

available

Bring website and app traffic into DashboardMe.

  1. 1.Open Connectors in DashboardMe.
  2. 2.Choose Google Analytics 4.
  3. 3.Sign in with the provider account.
  4. 4.Approve the requested access.
  5. 5.Select the right business and confirm sync.

Use a Google account with access to the GA4 property.

Search

Google Search Console

available

Track clicks, impressions, queries, pages, and search visibility.

  1. 1.Open Connectors in DashboardMe.
  2. 2.Choose Google Search Console.
  3. 3.Sign in with the provider account.
  4. 4.Approve the requested access.
  5. 5.Select the right business and confirm sync.

The site must already be verified in Google Search Console.

Ads

Google Ads

available

Review campaign spend beside traffic and sales.

  1. 1.Open Connectors in DashboardMe.
  2. 2.Choose Google Ads.
  3. 3.Sign in with the provider account.
  4. 4.Approve the requested access.
  5. 5.Select the right business and confirm sync.

Use a Google user with access to the ad account.

Ads

Meta Ads

available

Review Facebook and Instagram campaign performance.

  1. 1.Open Connectors in DashboardMe.
  2. 2.Choose Meta Ads.
  3. 3.Sign in with the provider account.
  4. 4.Approve the requested access.
  5. 5.Select the right business and confirm sync.

Use a Meta user with business or ad account access.

Ecommerce

Shopify

available

Bring ecommerce orders and store revenue into DashboardMe.

  1. 1.Open Connectors in DashboardMe.
  2. 2.Choose Shopify.
  3. 3.Sign in with the provider account.
  4. 4.Approve the requested access.
  5. 5.Select the right business and confirm sync.

Use the store owner or an account with app permissions.

Ecommerce

WooCommerce

available

Sync ecommerce order and revenue data from WordPress stores.

  1. 1.Open Connectors in DashboardMe.
  2. 2.Choose WooCommerce.
  3. 3.Enter the required account or API details.
  4. 4.Test the connection.
  5. 5.Save it to the right business.

The store should have REST API access enabled.

Payments

Stripe

available

Track payments, revenue, and billing signals.

  1. 1.Open Connectors in DashboardMe.
  2. 2.Choose Stripe.
  3. 3.Sign in with the provider account.
  4. 4.Approve the requested access.
  5. 5.Select the right business and confirm sync.

Use the Stripe account for the correct business.

Payments

Razorpay

available

Track India-focused payment and revenue data.

  1. 1.Open Connectors in DashboardMe.
  2. 2.Choose Razorpay.
  3. 3.Enter the required account or API details.
  4. 4.Test the connection.
  5. 5.Save it to the right business.

Keep API keys private and rotate them when needed.

Payments

Cashfree

available

Bring Cashfree payment data into reporting.

  1. 1.Open Connectors in DashboardMe.
  2. 2.Choose Cashfree.
  3. 3.Enter the required account or API details.
  4. 4.Test the connection.
  5. 5.Save it to the right business.

Use the right live or test environment.

Payments

PayU

available

Track PayU payment activity for supported businesses.

  1. 1.Open Connectors in DashboardMe.
  2. 2.Choose PayU.
  3. 3.Enter the required account or API details.
  4. 4.Test the connection.
  5. 5.Save it to the right business.

Use credentials for the correct merchant account.

Website platform

Vercel

available

Add hosting and deployment context for web apps and sites.

  1. 1.Open Connectors in DashboardMe.
  2. 2.Choose Vercel.
  3. 3.Sign in with the provider account.
  4. 4.Approve the requested access.
  5. 5.Select the right business and confirm sync.

Useful when debugging tracking or deployment changes.

Website platform

Netlify

available

Add website project and deployment context.

  1. 1.Open Connectors in DashboardMe.
  2. 2.Choose Netlify.
  3. 3.Enter the required account or API details.
  4. 4.Test the connection.
  5. 5.Save it to the right business.

Use this when the business website is hosted on Netlify.

Offline data

CSV footfall import

manual

Import store visits or footfall when no direct integration exists.

  1. 1.Prepare a CSV with clean date and location columns.
  2. 2.Open the footfall import flow.
  3. 3.Map the columns.
  4. 4.Review the preview.
  5. 5.Import the file.

Use one row per date and location where possible.

Offline data

Offline sales import

manual

Import physical store revenue beside online performance.

  1. 1.Prepare a CSV with clean date and location columns.
  2. 2.Open the offline sales import flow.
  3. 3.Map the columns.
  4. 4.Review the preview.
  5. 5.Import the file.

Avoid private customer data unless the system explicitly asks for it.

Firebase and Supabase

If product data lives in Firebase or Supabase, DashboardMe can guide the reporting path. A direct connector may need custom setup depending on schema and privacy rules.

I am not sure what to connect

Start with Google Analytics 4, Google Search Console, one revenue source, and one website platform. That gives enough context for useful dashboards and reports.