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Add Looker Studio or Tableau dashboards to a client
Paste the dashboard links on the client’s Reporting tab. They appear on the client’s Performance report in Reports, under BI dashboards.
Before you start
- Who can do this
- Agency Owner or Admin
- You need
- For Looker Studio, the embed link from File → Embed report, which starts with https://lookerstudio.google.com/embed/.
- For Tableau, the share or embed link. For Tableau Public, the link from the Share button on your viz.
- Where in Orbit
- Sidebar › Workspace › Clients
Steps
Tick a step’s number when it’s done. We’ll remember where you were.
Open Clients, choose the client, then open the Reporting tab.
Under Dashboard URLs, paste a Looker Studio URL, a Tableau URL, or both.
Press Save Dashboards.
To see them, press View performance at the top of the client’s page and open the BI dashboards tab.
When it worked
Orbit confirms “Dashboards updated”, and the client’s Performance report gains a [[BI dashboards]] tab.
If something goes wrong
There’s no [[BI dashboards]] tab on the client’s Performance report.
It appears only once at least one URL is saved. Check Dashboard URLs on the client’s Reporting tab.
Orbit showsForbidden: missing permission 'client:write'
Only an Agency Owner or Admin can change dashboard URLs. Ask one of them.
How it works
Explainer: Setup progress and Needs Attention
Orbit tracks whether each client has contacts, ad accounts, documents and dashboards. The client list, the Clients Overview and the client’s own page each show what’s missing.
| Where | What it counts |
|---|---|
| A client’s Grid card | Four steps: a contact, an ad account, a document and a dashboard URL. “Fully configured” at 4/4, otherwise “Setup in progress”. |
| Needs Attention on the Clients Overview | Active clients missing one of those four, tagged No contacts, No ad accounts, No dashboards or No documents. |
| Client Setup on the client’s Overview tab | Five steps: Add contacts, Link ad accounts, Configure dashboards, Upload documents and Complete profile. |
- The Grid card’s bar is green when complete, amber at half or more, and red below half.
- A dashboard counts once a Looker Studio URL or Tableau URL is saved, so a card’s Dashboards count is 0, 1 or 2.
- Complete profile is done once any part of the address is filled in.
- Select a step in Client Setup to jump to its tab. The banner disappears once every step is done.
- The Clients Overview tiles, Total Clients, Active Clients, Contacts and Ad Accounts, count only the clients you can see.