Coupler.io Native Dashboards

Native dashboards are Coupler.io's built-in reporting layer — interactive dashboards that live inside Coupler.io itself, with no third-party BI tool to set up, authorize, or pay for. You pick a ready-made dashboard template, connect your source accounts, and get a live report in minutes.

Because the dashboard and the data flow sit in the same place, there's no connector to authorise, no report URL to manage, and no refresh to coordinate between two tools.

Why use a native dashboard as a destination?

• Nothing else to set up — no BI tool account, no OAuth handshake, no community connector to install
• Live data on a schedule — the dashboard reflects your data flow, so scheduled runs keep the report current
• 30+ ready-made templates — pick a proven layout for PPC, sales, ecommerce, or multi-channel reporting instead of building charts one at a time
• AI Insights built in — generate a written summary of what the dashboard is showing, without leaving the page
• Available on every plan — dashboard templates are included on all plans, including Free

You will not find Coupler.io Dashboards in the destinations page since it's only available through templates.

Prerequisites

• A Coupler.io account on any plan
• Source accounts for the template you pick, within your plan's connected-accounts limit — a template requiring more connected accounts than your plan allows will not be fully usable until you upgrade
• AI Insights is not available on the Free plan

A native dashboard counts as a data destination, exactly like Google Sheets or BigQuery. On the Free and Starter plans, which include one destination, building a native dashboard uses that slot — and every other data flow in your account will have to use the same destination until you upgrade.

Quick Start

Filter the Templates page by your source app first. Every template lists the sources it expects, and starting from a source you already have connected is faster than starting from the layout you like.

1

Open the Templates page.

Go to the Templates page in Coupler.io.

2

Filter for the native dashboard.

Use the filters at the top to narrow the list by source app, destination, or category. Select the Coupler.io dashboard destination to see templates that build a native dashboard rather than a BI-tool report.

3

Choose a template and start setup.

Click Try report on the template you want. Every dashboard includes a Setup guide page with step-by-step instructions.

4

Connect your source accounts.

Authorise the accounts the template expects. If a template pulls from several sources, connect each one — the dashboard needs all of them to populate fully.

5

Run the data flow.

Select Create Dashboard and wait for the data will be pulled from your source(s).

6

(Optional) Set a refresh schedule.

Im My Dashboards open the settings, and open advanced settings, select the Flow settings tab and pick a refresh interval. The shortest available interval depends on your plan: monthly on Free, daily on Starter and Active, hourly on Pro, and every 15 minutes on Agency & Enterprise.

When to use a BI tool instead

Native dashboards are not customisable. The template's layout, charts, and metrics are fixed — you can connect your own data to it, but you can't add a chart, change a metric, restyle it, or apply your own branding.

If you need to edit the report itself, use a dashboard template built for a BI tool. Data Studio, Power BI and Google Sheets templates are all editable in their own tool once Coupler.io is feeding them data.

Rule of thumb: choose a native dashboard when you want to read the data, and a BI tool template when you want to change how it's presented.

AI Insights

Open a native dashboard and click AI Insights to have Coupler.io analyze the data on screen and write an organised summary of it — no prompt or configuration needed. Click Re-generate Insights for a fresh pass.

Each generation counts as one insight against your monthly allowance, which resets every billing cycle:

Free	Starter	Active	Pro	Agency & Enterprise
–	5	25	100	Custom

You can track usage on the AI Insights page. Additional insights can be purchased on the Active plan and above — contact [e-mail] to raise your limit.