# Edit Your Dashboard: Customize Layout & Cards

Customize your Email Audit Engine dashboard by adding, resizing, and rearranging metric cards.

**July 10, 2025**

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

**Goal**
- Compare trends over time
- Summarize KPIs
- Focus on one area
- Build mobile-first views
- Name dashboards

**Try This**
- Use Timeline cards (Large or Medium) side by side
- Use Overview cards in Medium size across the top
- Create dashboards for Deliverability, Ecommerce, or Automations
- Use descriptive names like “Weekly Campaign Review” or “Automation ROI”

## 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

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