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AI Dashboard

AI Dashboard helps you collect, organize, and monitor the reports you need in one place. You can use AI Dashboard to visualize your data with charts, diagrams, metric cards, and tables, so you can track performance without rebuilding reports every time.

AI Dashboard can be used to:

  • monitor key performance metrics,
  • compare results across periods,
  • save reports generated by RedTrack AI Copilot,
  • organize reports by campaign, offer, traffic source, or business goal,
  • take actions directly from AI-generated widgets,
  • share dashboards with clients, partners, or managers who don’t have a RedTrack account.

Each account receives a Default AI Dashboard based on the account type. It is preconfigured with the most relevant metrics for that business model:

For e-commerce accounts, financial metrics depend on correctly configured roles. If roles are not configured, financial metrics will be inaccurate and users will see a banner in the AI Dashboard:

To learn more about the conversion tracking roles, follow this guide.
AI Dashboard is available depending on your subscription. If this feature is greyed out in your account, you may need to upgrade your plan to unlock access. For more information, don’t hesitate to get in touch with your sales representative or support@redtrack.io.

Working with AI Dashboard

Go to AI Dashboard → New Dashboard → enter a dashboard name → Create Dashboard:

Hover over the New Dashboard button to see a tooltip with how many dashboards you have left. If you have no dashboards available, a Get Extra Dashboard button appears. Click Get Extra Dashboard to open the subscription page and purchase an additional dashboard:

Open the dashboard you want to rename → click the settings icon next to the dashboard name → edit the name → Save Changes:

You can share an AI dashboard with people who don’t have a RedTrack account via a password-protected link. Viewers have read-only access to the dashboard.

Only the RedTrack account owner can enable dashboard sharing. This option is not available to multi-users.

Open the dashboard → click the settings icon next to the dashboard name → turn on the Share by link toggle → copy the link → create a password (at least 8 characters) → click Set password → send the link and password to the viewer:

The password isn’t shown again after it’s saved. If it’s lost, set a new password and send it to your viewers again.

The viewer opens the link and enters the password to see the widgets with live data. Widgets that change campaign status or budgets are hidden, and data can be up to ~15 minutes behind RedTrack.

Shared dashboards show the owner’s full data, without multi-user permission restrictions. Share the link only with people allowed to see these numbers.

To remove access, change the password or turn sharing off in the dashboard settings. All viewers lose access immediately.
To remove only one viewer, change the password and send the new one to everyone who should keep access.

You can save reports generated by RedTrack AI Copilot and add them to your dashboards for further analysis.

1. Go to RedTrack AI Copilot → enter a question about your stats → click the bookmark icon in the top-right corner of the report:

2. Select a dashboard → enter the report name (auto-filled, you can change it)→ choose the refresh interval → Save Report:

You can change the report name, the refresh interval, or remove the report from the report menu.

To edit report settings, choose the report → click the settings icon → change the name or auto-refresh interval → click Save:

To delete the report, choose the report → click the settings icon → Remove Report:

Use the report widget controls to refresh, move, or resize a report on the dashboard.

RedTrack Pulse

RedTrack Pulse is a built-in tracking health monitor available inside AI Dashboard. It helps you quickly understand whether your tracking data looks healthy or if something may require attention.

Pulse compares the current 7 days with the previous 7 days and checks key tracking signals, such as conversions, attribution, revenue, and CAPI / Pixel health.

To open it, go to AI Dashboard → click RedTrack Pulse:

Status levels

Tracking signals

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