---
title: "How to create dashboards in Supermetrics Studio"
slug: "how-to-create-dashboards-in-supermetrics-studio"
description: "Build live, branded dashboards with Supermetrics Studio using AI and your data. Create, edit, and share dashboards effortlessly with your team."
updated: 2026-08-28T07:15:30Z
published: 2026-08-28T07:15:30Z
canonical: "docs.supermetrics.com/how-to-create-dashboards-in-supermetrics-studio"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.supermetrics.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to create dashboards in Supermetrics Studio

With Supermetrics Studio, you can easily build AI-powered dashboards about your data, using your existing Supermetrics data connections. To get started, just give the Supermetrics Studio a prompt that describes the kind of dashboard you’d like to make. You can also upload a screenshot of an existing dashboard, and Supermetrics Studio builds it for you.

## Before you begin

To edit dashboards directly in Supermetrics Studio, go to [studio.supermetrics.com](https://studio.supermetrics.com). You'll get a 14-day trial with 500 AI credits automatically. After the trial, editing requires an eligible Supermetrics subscription with the Supermetrics Studio destination.

If you have an AI chats subscription, you can already push dashboards to Supermetrics Studio to host and share them. Note that with just the AI chats subscription, you can't edit the dashboards in Supermetrics Studio. For editing, you need a subscription with the Supermetrics Studio destination.

## Instructions

### Create a dashboard in Supermetrics Studio

1. Go to [Supermetrics Studio](https://studio.supermetrics.com).
2. Click **+ New board** to create a new board.
3. Follow the instructions to create a dashboard you’d like to see. You can freely describe the dashboard contents, data, and style, or paste a file (image, PDF, HTML) of a dashboard you’d like to replicate.

See the [AI use case examples](/v1/docs/use-cases-for-supermetrics-ai-chats-and-mcp-server) for ideas.

### Push a dashboard from an AI tool to Supermetrics Studio

There's no special command to push a dashboard you've built in an AI tool, such as Claude, to Supermetrics Studio. Ask your AI tool to upload or share the dashboard to Supermetrics Studio, and it calls the tool for you.

The Supermetrics Studio hosts the dashboard and gives you a link to share, and lets you refresh the data with no extra token cost.

If the option to push the dashboard to the AI tool doesn't appear, refresh the Supermetrics connector's tools. The following instruction is for Claude:

1. Go to **Customize**.
2. Click **Connectors** → **Supermetrics**.
3. Click the 3-dot icon and select **Refresh tools list**.

### Manage campaigns in Supermetrics Studio

After you’ve built a dashboard for your campaign performance, you can also use the chat in Supermetrics Studio to manage the campaigns directly from your dashboard.

[Learn more about managing campaigns in AI tools](/v1/docs/how-to-manage-ad-campaigns-with-ai-tools), including the necessary permissions required for campaign management.

### Share a Supermetrics Studio dashboard

- Share dashboards with the Supermetrics team:
  1. At the top menu in Supermetrics Studio, click the share icon.
  2. In the **General access** settings, select the team to share the dashboard with. The team members’ access level depends on each team members’ role.
  3. Click **Copy link** to share the link with the team members.
- Share dashboards using email:
  1. At the top menu in Supermetrics Studio, click the share icon.
  2. Enter the email addresses to share the dashboard with, select the access level (**viewer** or **editor**), and click **Invite**. The person receiving the invite is prompted to log in to Supermetrics or create an account to view the dashboard.
- Share dashboard using a public link:
  1. At the top menu in Supermetrics Studio, click the share icon.
  2. In the **General access** settings, select **Anyone with the link can view**.
  3. Set a password to make link sharing more secure. We recommend protecting the link with a password.
  4. Click **Copy link**. Now the dashboard can be shared with anyone. Remember to share the password, too!

Note that the dashboard owners can change the settings to require each viewer's credentials to fetch data. If this is changed, viewing dashboards shared using public links will require a Supermetrics account.

### Embed a Supermetrics Studio dashboard

1. At the top menu in Supermetrics Studio, click the share icon.
2. Click **Embed**.
3. Copy the code, and click **Done**.

You can embed a dashboard on an HTTPS page. Embedding to an HTTP page instead of an HTTPS page will result in widget errors. Note that password-protected dashboards can’t be embedded.

### Download a Supermetrics Studio dashboard

Click **Export** at the top of the dashboard to download it as a PDF. Make sure that the options, such as date range, reflect the data you want to share.

### Manage dashboard settings and permissions

1. Click the cog icon at the top right to access the settings.
2. In the **Data access** section, select the data source credentials used when fetching data to the dashboard — either all viewers use the creator’s credentials or are required to use their own.
3. In the **Allowed tools** section, select the tools available to use in the dashboard. To populate the dashboard with data, the **Data query** tool is required.
4. Under **Sources & Accounts**, you can add data sources or accounts to use when populating the dashboard. Note that you can also chat with the AI to add elements and data sources to the dashboard.

## More resources

- [Use cases for Supermetrics AI chats and Supermetrics MCP server](/v1/docs/use-cases-for-supermetrics-ai-chats-and-mcp-server)