Assign an Account.

Click on ‘+ New’ Select New Dashboard.

Select either a Dashboard Template or Blank Dashboard. If you choose a blank Dashboard, you need to give a name to your dashboard else template name will be taken by default.

Choose a Client. If the selected client doesn't have the chosen template data source (ex: Bing Ads Template) then you'll see a button to manage data sources of that client. You can either link a new data source or assign an existing data source to the client. 

Create Dashboard.

Now, customize the default dashboard by adding the Data/Media Widgets onto the Dashboard.

You can also download and send this Dashboard in PPT, PDF or Excel formats.

You can also publish to library for future use.