What is a dashboard in Agent Planners?

A self-contained HTML reporting page generated from a connected account — either from one of seven built-in templates or designed by the agent from your description. It lives at a permanent URL, and can refresh itself on a schedule.

Does refreshing a dashboard use AI credits?

No. A refresh replays the same platform reads and re-renders with no model involved, and reads are free. Only the initial build through a task costs credits, because a model plans that.

Can a scheduled refresh change what my dashboard shows?

Not structurally. A refresh re-runs the same queries through the same renderer, so it can change the numbers but not the layout or the meaning. No model reinterprets the page.

What happens if a refresh fails?

The previous snapshot keeps being served and the error is recorded on the dashboard so you can see it. A broken refresh never blanks a page someone might be looking at.

Can I share a dashboard with a client who doesn't have an account?

Yes — publish it and send the link. They don't need to sign in. Unpublish and the link stops working immediately, with no cached copy left serving.

Will a shared dashboard show up in Google?

No — shared dashboards are marked no-index deliberately. The link is a private share, not a public page.

Can I build a dashboard that isn't one of the templates?

Yes — turn on Dashboard mode in a task and describe what you want. The agent builds the page, you iterate in the chat, then save it to Reporting. If the agent declares a query plan alongside it, that custom dashboard can auto-refresh too.

Use it

Dashboards: live reporting pages that refresh themselves

TL;DR

A dashboard is a self-contained HTML page generated from your connected accounts. Seven templates cover the common platforms; anything else, you describe in a task and the agent builds it. Once saved, a dashboard can refresh on a schedule — and a refresh replays the same queries through the same renderer rather than asking a model to rebuild the page, so the numbers move while the structure stays fixed. Every dashboard lives at a permanent URL you can publish and revoke.

Two ways to make one

	Template dashboard	Agent-built (custom)
How you create it	Pick a template + an account on the Reporting page	Turn on Dashboard mode in a task and describe what you want, then Save to Reporting
What it looks like	A fixed layout we render — charts, KPI tiles, tables	Whatever the agent designed: tabs, filters, interactive charts
Refresh	Re-runs the template's queries every time	Only if the agent declared a query plan with the page — otherwise it stays a saved snapshot
Best for	The standard weekly/monthly view of one account	A question no template answers, or a client-specific layout

Saving from the same task again updates the same card rather than creating a second one — so you can keep iterating in the chat and re-save until the page is right.

The built-in templates

Template	What it shows
Google Ads Overview	30-day spend / clicks / conversions trend, CPA, top campaigns by cost
GA4 Traffic & Conversion	30-day sessions / users / key-events trend, channel mix, top pages
Meta Ads Overview	30-day spend / impressions / clicks trend, CTR & CPC, top campaigns by spend
AdSense Earnings	30-day earnings / page views / RPM trend, top sites, top ad units
AdMob App Monetization	30-day earnings / impressions trend, eCPM, per-app and per-format split
Ad Manager AdX Revenue	30-day Ad Exchange revenue / impressions trend and per-site split
Search Console Performance	30-day clicks / impressions trend, avg position, top queries and pages

All templates use a trailing 30-day window ending at the account's local yesterday, so a dashboard opened in any timezone shows a complete final day. The Ad Manager template covers Ad Exchange scope only and needs a read-write GAM connection.

Refresh schedules

Pick a cadence when you create the dashboard or any time after. Presets cover the common ones — daily at 09:00, twice daily, every 6 hours, hourly, weekdays only, weekly on Monday — and there's a raw cron field if you need something else. Times run in the dashboard's timezone.

A refresh runs no model. It replays the template's queries (or, for a custom dashboard, the query plan the agent declared) and re-renders. Nothing reinterprets the page, so a scheduled refresh can't quietly change what the dashboard means.
A failed refresh never blanks the page. The error is recorded on the dashboard where you can see it, and the previous snapshot keeps serving.
The last 10 snapshots are kept, so you can see what the page looked like before.
Template dashboards can email recipients after each successful refresh.

Sharing — and un-sharing

Every dashboard has a permanent URL under `/r/`. While it's a draft, only members of your organization can open it. Publish it and anyone with the link can — the slug isn't guessable, and publishing is what makes it readable, not the URL itself.

Unpublishing takes effect immediately: the page is served with no caching precisely so a revoked dashboard can't keep being served from a CDN after you've pulled it. Shared dashboards are also marked no-index, so they don't turn up in search results — a client link is a private share, not a public web page.

What a dashboard page actually is

Template dashboards are static HTML with the charts drawn as inline SVG — no scripts, no external requests, nothing loaded from anywhere else. That's enforced by the response headers, not just by convention.
Agent-built dashboards may include their own scripts for interactivity, so they're served inside a sandboxed frame that can run code but can't reach cookies, storage or any app API.
Either way the page is self-contained, which is why it stays readable when you send it to someone outside your organization.

Costs

Building a dashboard through a task costs credits like any other task, because a model plans it. Refreshes don't: the replay path runs platform reads with no model in the loop, and reads are free. A dashboard on an hourly schedule doesn't quietly accumulate model spend.

See credits & pricing for how metering works generally.

Related surfaces

For a one-off deck or written report rather than a standing page, see reports & decks. To run the task that builds a dashboard on a cron (as opposed to refreshing an existing one), see schedules. To kick a rebuild off from your inbox, see Agent Mail.

Frequently asked questions

What is a dashboard in Agent Planners?: A self-contained HTML reporting page generated from a connected account — either from one of seven built-in templates or designed by the agent from your description. It lives at a permanent URL, and can refresh itself on a schedule.
Does refreshing a dashboard use AI credits?: No. A refresh replays the same platform reads and re-renders with no model involved, and reads are free. Only the initial build through a task costs credits, because a model plans that.
Can a scheduled refresh change what my dashboard shows?: Not structurally. A refresh re-runs the same queries through the same renderer, so it can change the numbers but not the layout or the meaning. No model reinterprets the page.
What happens if a refresh fails?: The previous snapshot keeps being served and the error is recorded on the dashboard so you can see it. A broken refresh never blanks a page someone might be looking at.
Can I share a dashboard with a client who doesn't have an account?: Yes — publish it and send the link. They don't need to sign in. Unpublish and the link stops working immediately, with no cached copy left serving.
Will a shared dashboard show up in Google?: No — shared dashboards are marked no-index deliberately. The link is a private share, not a public page.
Can I build a dashboard that isn't one of the templates?: Yes — turn on Dashboard mode in a task and describe what you want. The agent builds the page, you iterate in the chat, then save it to Reporting. If the agent declares a query plan alongside it, that custom dashboard can auto-refresh too.