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How to Create & Add Dashboard Widgets

Adding widgets to your dashboard allows you to easily access important data and metrics in one place. Whether you’re tracking leads, appointments, or…

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Adding widgets to your dashboard allows you to easily access important data and metrics in one place. Whether you’re tracking leads, appointments, or sales performance, customizing your dashboard ensures it reflects the unique needs of your business.

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Adding Widgets to Your Dashboard.

Figure 1 What this shows Adding Widgets to Your Dashboard. What this shows Illustrates "How to Create & Add Dashboard Widgets". This screenshot appears in "How to Create & Add Dashboard Widgets". The text alongside this image reads: Adding Widgets to Your Dashboard. For context, this section explains: Adding widgets to your dashboard allows you to easily access important data and metrics in one place. Whether you’re tracking leads, appointments, or sales performance, customizing your dashboard ensures it reflects the unique needs of your business. Immediately after, the guide continues: Step 1: Navigate to Your Dashboard. Image 1 of 16 What this coversAdding Widgets to Your Dashboard.
Buttons and menus referenced "Select a Blank Dashboard"
Next stepStep 1: Navigate to Your Dashboard

Step 1: Navigate to Your Dashboard

Start by logging into your account and selecting the Dashboard tab from the menu. This will bring you to the default dashboard for your sub-account.

Figure 2 What this shows Start by logging into your account and selecting the Dashboard tab from the menu. What this shows Illustrates "How to Create & Add Dashboard Widgets". This screenshot appears in "How to Create & Add Dashboard Widgets". The text alongside this image reads: Start by logging into your account and selecting the Dashboard tab from the menu. This will bring you to the default dashboard for your sub-account. Immediately after, the guide continues: Step 2: Add a New Dashboard (Optional). Image 2 of 16 Where to goStart by logging into your account and selecting the Dashboard tab from the menu. This will bring you to the default dashboard for your sub-account.
Buttons and menus referenced "Select a Blank Dashboard"
Next stepStep 2: Add a New Dashboard (Optional)

Step 2: Add a New Dashboard (Optional)

If you’d like to create a new dashboard rather than modify the default one, click the blue Add Dashboard button. 

Figure 3 What this shows If you’d like to create a new dashboard rather than modify the default one, click the blue Add Dashboard button. What this shows Illustrates "How to Create & Add Dashboard Widgets". This screenshot appears in "How to Create & Add Dashboard Widgets". The text alongside this image reads: If you’d like to create a new dashboard rather than modify the default one, click the blue Add Dashboard button. Immediately after, the guide continues: Select "Select a Blank Dashboard" option. Image 3 of 16 What to clickIf you’d like to create a new dashboard rather than modify the default one, click the blue Add Dashboard button.
Buttons and menus referenced "Select a Blank Dashboard"
Next stepSelect "Select a Blank Dashboard" option.
Select "Select a Blank Dashboard" option.
Figure 4 What this shows Select "Select a Blank Dashboard" option. What this shows Illustrates "How to Create & Add Dashboard Widgets". This screenshot appears in "How to Create & Add Dashboard Widgets". The text alongside this image reads: Select "Select a Blank Dashboard" option. Immediately after, the guide continues: Give your dashboard a name (e.g., “Sales Dashboard”). Image 4 of 16 What to chooseSelect "Select a Blank Dashboard" option.
Buttons and menus referenced "Select a Blank Dashboard"
Next stepGive your dashboard a name (e.g., “Sales Dashboard”).
Give your dashboard a name (e.g., “Sales Dashboard”). 
Figure 5 What this shows Give your dashboard a name (e.g., “Sales Dashboard”). What this shows Illustrates "How to Create & Add Dashboard Widgets". This screenshot appears in "How to Create & Add Dashboard Widgets". The text alongside this image reads: Give your dashboard a name (e.g., “Sales Dashboard”). Immediately after, the guide continues: Next, choose whether the dashboard is Private (visible only to you) or For Everyone (visible to all users in the sub-account). Image 5 of 16 What this coversGive your dashboard a name (e.g., “Sales Dashboard”).
Buttons and menus referenced "Select a Blank Dashboard"
Next stepNext, choose whether the dashboard is Private (visible only to you) or For Everyone (visible to all users in the sub-account).

Next, choose whether the dashboard is Private (visible only to you) or For Everyone (visible to all users in the sub-account). 

Figure 6 What this shows Next, choose whether the dashboard is Private (visible only to you) or For Everyone (visible to all users in the sub-account). What this shows Illustrates "How to Create & Add Dashboard Widgets". This screenshot appears in "How to Create & Add Dashboard Widgets". The text alongside this image reads: Next, choose whether the dashboard is Private (visible only to you) or For Everyone (visible to all users in the sub-account). Immediately after, the guide continues: After selecting your preference, click Confirm. Now you’ll have a blank canvas ready for customization. Image 6 of 16 What to chooseNext, choose whether the dashboard is Private (visible only to you) or For Everyone (visible to all users in the sub-account).
Buttons and menus referenced "Select a Blank Dashboard"
Next stepAfter selecting your preference, click Confirm. Now you’ll have a blank canvas ready for customization.
If this is supposed to be a shared dashboard, you can control how you would like the team members to access the dashboard data. You can choose to grant Full access, Edit access, only View access or No access to your Agency users, Agency admins and for a Sub-account admin.
Figure 7 What this shows Next, choose whether the dashboard is Private (visible only to you) or For Everyone (visible to all users in the sub-account). What this shows Illustrates "How to Create & Add Dashboard Widgets". This screenshot appears in "How to Create & Add Dashboard Widgets". The text alongside this image reads: Next, choose whether the dashboard is Private (visible only to you) or For Everyone (visible to all users in the sub-account). Immediately after, the guide continues: After selecting your preference, click Confirm. Now you’ll have a blank canvas ready for customization. Image 7 of 16 What to chooseNext, choose whether the dashboard is Private (visible only to you) or For Everyone (visible to all users in the sub-account).
Buttons and menus referenced "Select a Blank Dashboard"
Next stepAfter selecting your preference, click Confirm. Now you’ll have a blank canvas ready for customization.

After selecting your preference, click Confirm. Now you’ll have a blank canvas ready for customization.

Figure 8 What this shows After selecting your preference, click Confirm. What this shows Illustrates "How to Create & Add Dashboard Widgets". This screenshot appears in "How to Create & Add Dashboard Widgets". The text alongside this image reads: After selecting your preference, click Confirm. Now you’ll have a blank canvas ready for customization. Immediately after, the guide continues: Choosing the right visualization makes trends easier to spot and speeds up analysis. Select your chart type directly in Configure without leaving the edit flow. Image 8 of 16 How to confirmAfter selecting your preference, click Confirm. Now you’ll have a blank canvas ready for customization.
Buttons and menus referenced "Select a Blank Dashboard"
Next stepChoosing the right visualization makes trends easier to spot and speeds up analysis. Select your chart type directly in Configure without leaving the edit flow.

Chart Type Picker in Widget Settings

Choosing the right visualization makes trends easier to spot and speeds up analysis. Select your chart type directly in Configure without leaving the edit flow.

Steps

  1. Open the widget editor and go to Configure.
  2. Use Chart Type to pick a visualization (bar, line, pie, etc.).
    Step 2 of 3: Use Chart Type to pick a visualization (bar, line, pie, etc.) What this shows Step 2 of 3: Use Chart Type to pick a visualization (bar, line, pie, etc.). What this shows Shows what to fill in for step 2 of 3 in the "Chart Type Picker in Widget Settings" section of "How to Create & Add Dashboard Widgets". This screenshot accompanies step 2 of 3 in the "Chart Type Picker in Widget Settings" section of "How to Create & Add Dashboard Widgets". At this point in the walkthrough you use Chart Type to pick a visualization (bar, line, pie, etc.). The next step is to review the live preview and adjust as needed, then continue to Conditions or Save. Step 2 of 3Image 9 of 16 What to fill inUse Chart Type to pick a visualization (bar, line, pie, etc.).
    Buttons and menus referenced Chart TypeConfigureStepslive previewImportant Note (Attribution Fields)attribution fieldsSession SourceSession MediumGroup ByView BymustAttribution Type
    Next stepReview the live preview and adjust as needed, then continue to Conditions or Save.
    All 3 steps in this procedure
    1. Open the widget editor and go to Configure.
    2. Use Chart Type to pick a visualization (bar, line, pie, etc.). this image
    3. Review the live preview and adjust as needed, then continue to Conditions or Save.
  3. Review the live preview and adjust as needed, then continue to Conditions or Save.

Step 3: Open the Widget Menu

To add a widget, click the Add Widget button. If you're here to create the widgets inside the existing Dashboard then you can click the pencil icon at the top right corner. This opens the widget menu on the right-hand side of the screen.

Chart Type Picker in Widget Settings (image 10 of 16) What this shows To add a widget, click the Add Widget button. What this shows Illustrates the "Chart Type Picker in Widget Settings" section of "How to Create & Add Dashboard Widgets". This screenshot appears in the "Chart Type Picker in Widget Settings" section of "How to Create & Add Dashboard Widgets". The text alongside this image reads: To add a widget, click the Add Widget button. If you're here to create the widgets inside the existing Dashboard then you can click the pencil icon at the top right corner. This opens the widget menu on the right-hand side of the screen. Immediately after, the guide continues: Step 4: Choose the Chart Type and Widget Category Select the type of widget you want to add by browsing the categories or using the search bar to find a specific widget. Image 10 of 16 What to clickTo add a widget, click the Add Widget button. If you're here to create the widgets inside the existing Dashboard then you can click the pencil icon at the top right corner. This opens the widget menu on the right-hand side of the screen.
Buttons and menus referenced ConfigureStepsChart Typelive previewImportant Note (Attribution Fields)attribution fieldsSession SourceSession MediumGroup ByView BymustAttribution Type
Next stepStep 4: Choose the Chart Type and Widget Category Select the type of widget you want to add by browsing the categories or using the search bar to find a specific widget.
All 3 steps in this procedure
  1. Open the widget editor and go to Configure.
  2. Use Chart Type to pick a visualization (bar, line, pie, etc.).
  3. Review the live preview and adjust as needed, then continue to Conditions or Save.

Step 4: Choose the Chart Type and Widget Category
Select the type of widget you want to add by browsing the categories or using the search bar to find a specific widget.

1. Select the chart type for the data to be displayed. You can choose from different chart types such as Numeric, Donut Chart, Line Chart, Bar Chart, Horizontal Bar Chart, and Table chart.

Chart Type Picker in Widget Settings (image 11 of 16) What this shows 1. What this shows Illustrates the "Chart Type Picker in Widget Settings" section of "How to Create & Add Dashboard Widgets". This screenshot appears in the "Chart Type Picker in Widget Settings" section of "How to Create & Add Dashboard Widgets". The text alongside this image reads: 1. Select the chart type for the data to be displayed. You can choose from different chart types such as Numeric, Donut Chart, Line Chart, Bar Chart, Horizontal Bar Chart, and Table chart. Immediately after, the guide continues: Chart Type Selection: Choose how you want your data to be visualized. The chart type selector is now built into the widget settings for quicker access. Title and Description: Optionally add a name and short description for the widget. Image 11 of 16 What to fill in1. Select the chart type for the data to be displayed. You can choose from different chart types such as Numeric, Donut Chart, Line Chart, Bar Chart, Horizontal Bar Chart, and Table chart.
Buttons and menus referenced ConfigureStepsChart Typelive previewImportant Note (Attribution Fields)attribution fieldsSession SourceSession MediumGroup ByView BymustAttribution Type
Next stepChart Type Selection: Choose how you want your data to be visualized. The chart type selector is now built into the widget settings for quicker access. Title and Description: Optionally add a name and short description for the widget.
All 3 steps in this procedure
  1. Open the widget editor and go to Configure.
  2. Use Chart Type to pick a visualization (bar, line, pie, etc.).
  3. Review the live preview and adjust as needed, then continue to Conditions or Save.

2. Select the widget category based on the data you wish to be displayed on the dashboard. Below are a different widget categories to choose from.
Chart Type Picker in Widget Settings (image 12 of 16) What this shows 1. What this shows Illustrates the "Chart Type Picker in Widget Settings" section of "How to Create & Add Dashboard Widgets". This animation appears in the "Chart Type Picker in Widget Settings" section of "How to Create & Add Dashboard Widgets". The text alongside this image reads: 1. Select the chart type for the data to be displayed. You can choose from different chart types such as Numeric, Donut Chart, Line Chart, Bar Chart, Horizontal Bar Chart, and Table chart. Immediately after, the guide continues: Chart Type Selection: Choose how you want your data to be visualized. The chart type selector is now built into the widget settings for quicker access. Title and Description: Optionally add a name and short description for the widget. Image 12 of 16 What to fill in1. Select the chart type for the data to be displayed. You can choose from different chart types such as Numeric, Donut Chart, Line Chart, Bar Chart, Horizontal Bar Chart, and Table chart.
Buttons and menus referenced ConfigureStepsChart Typelive previewImportant Note (Attribution Fields)attribution fieldsSession SourceSession MediumGroup ByView BymustAttribution Type
Next stepChart Type Selection: Choose how you want your data to be visualized. The chart type selector is now built into the widget settings for quicker access. Title and Description: Optionally add a name and short description for the widget.
All 3 steps in this procedure
  1. Open the widget editor and go to Configure.
  2. Use Chart Type to pick a visualization (bar, line, pie, etc.).
  3. Review the live preview and adjust as needed, then continue to Conditions or Save.

Step 5: Customize Your Widget

In the Widget Settings panel:

  1. Chart Type Selection: Choose how you want your data to be visualized. The chart type selector is now built into the widget settings for quicker access.
  2. Title and Description: Optionally add a name and short description for the widget.
    Step 2 of 2: Title and Description: Optionally add a name and short description for… What this shows Step 2 of 2: Title and Description: Optionally add a name and short description for the widget. What this shows Shows what this covers for step 2 of 2 in the "Chart Type Picker in Widget Settings" section of "How to Create & Add Dashboard Widgets". This screenshot accompanies step 2 of 2 in the "Chart Type Picker in Widget Settings" section of "How to Create & Add Dashboard Widgets". At this point in the walkthrough you title and Description: Optionally add a name and short description for the widget. Step 2 of 2Image 13 of 16 What this coversTitle and Description: Optionally add a name and short description for the widget.
    Buttons and menus referenced ConfigureStepsChart Typelive previewImportant Note (Attribution Fields)attribution fieldsSession SourceSession MediumGroup ByView BymustAttribution Type
    All 2 steps in this procedure
    1. Chart Type Selection: Choose how you want your data to be visualized. The chart type selector is now built into the widget settings for quicker access.
    2. Title and Description: Optionally add a name and short description for the widget. this image

Step 6: Apply Filters

Switch to the Conditions tab to apply filters to your widget data:

  1. Click “Add Filter” to create your first group of filters.
  2. Use “+AND” to keep adding more filters within the same group.
  3. Click “+Add Filter” again to start a new group. This will create an OR condition between the groups.
  4. You can now reuse the same filter (e.g., "Session Source") in different groups.
    Step 4 of 4: You can now reuse the same filter (e.g., "Session Source") in… What this shows Step 4 of 4: You can now reuse the same filter (e.g., "Session Source") in different groups. What this shows Shows what to fill in for step 4 of 4 in the "Chart Type Picker in Widget Settings" section of "How to Create & Add Dashboard Widgets". This screenshot accompanies step 4 of 4 in the "Chart Type Picker in Widget Settings" section of "How to Create & Add Dashboard Widgets". At this point in the walkthrough you you can now reuse the same filter (e.g., "Session Source") in different groups. Important Note (Attribution Fields) If you're using attribution fields like Session Source or Session Medium in the Group By or View By dropdown (e.g., for donut or line charts): * Only one compound filter group allowed * That single filter group must include the Attribution Type (either First Touch or Last Touch) as a filter. * If multiple filter groups are added, attribution-based fields (Session Source / Medium) will be disabled in the dropdown. This limitation ensures data consistency when working with attribution metrics. Step 4 of 4Image 14 of 16 What to fill inYou can now reuse the same filter (e.g., "Session Source") in different groups. Important Note (Attribution Fields) If you're using attribution fields like Session Source or Session Medium in the Group By or View By dropdown (e.g., for donut or line charts): * Only one compound filter group allowed * That single filter group must include the Attribution Type (either First Touch or Last Touch) as a filter. * If multiple filter groups are added, attribution-based fields (Session Source / Medium) will be disabled in the dropdown. This limitation ensures data consistency when working with attribution metrics.
    Buttons and menus referenced Important Note (Attribution Fields)attribution fieldsSession SourceSession MediumGroup ByView BymustAttribution TypedisabledConfigureStepsChart Type
    All 4 steps in this procedure
    1. Click “Add Filter” to create your first group of filters.
    2. Use “+AND” to keep adding more filters within the same group.
    3. Click “+Add Filter” again to start a new group. This will create an OR condition between the groups.
    4. You can now reuse the same filter (e.g., "Session Source") in different groups. Important Note (Attribution Fields) If you're using attribution fields like Session Source or Session Medium in the Group By or View By dropdown (e.g., for donut or line charts): * Only one compound filter group allowed * That single filter group must include the Attribution Type (either First Touch or Last Touch) as a filter. * If multiple filter groups are added, attribution-based fields (Session Source / Medium) will be disabled in the dropdown. This limitation ensures data consistency when working with attribution metrics. this image
     
    Important Note (Attribution Fields)

If you're using attribution fields like Session Source or Session Medium in the Group By or View By dropdown (e.g., for donut or line charts):

* Only one compound filter group allowed
* That single filter group must include the Attribution Type (either First Touch or Last Touch) as a filter.
* If multiple filter groups are added, attribution-based fields (Session Source / Medium) will be disabled in the dropdown.

This limitation ensures data consistency when working with attribution metrics.
    
  
  
    
    Step 4 of 4: You can now reuse the same filter (e.g., "Session Source") in…
    What this shows Step 4 of 4: You can now reuse the same filter (e.g., "Session Source") in different groups.

  What this shows
  Shows what to fill in for step 4 of 4 in the "Chart Type Picker in Widget Settings" section of "How to Create & Add Dashboard Widgets".
  This screenshot accompanies step 4 of 4 in the "Chart Type Picker in Widget Settings" section of "How to Create & Add Dashboard Widgets". At this point in the walkthrough you you can now reuse the same filter (e.g., "Session Source") in different groups. Important Note (Attribution Fields) If you're using attribution fields like Session Source or Session Medium in the Group By or View By dropdown (e.g., for donut or line charts): * Only one compound filter group allowed * That single filter group must include the Attribution Type (either First Touch or Last Touch) as a filter. * If multiple filter groups are added, attribution-based fields (Session Source / Medium) will be disabled in the dropdown. This limitation ensures data consistency when working with attribution metrics.
  Step 4 of 4Image 15 of 16
  What to fill inYou can now reuse the same filter (e.g., "Session Source") in different groups. Important Note (Attribution Fields) If you're using attribution fields like Session Source or Session Medium in the Group By or View By dropdown (e.g., for donut or line charts): * Only one compound filter group allowed * That single filter group must include the Attribution Type (either First Touch or Last Touch) as a filter. * If multiple filter groups are added, attribution-based fields (Session Source / Medium) will be disabled in the dropdown. This limitation ensures data consistency when working with attribution metrics.
  
  
    
        Buttons and menus referenced
        Important Note (Attribution Fields)attribution fieldsSession SourceSession MediumGroup ByView BymustAttribution TypedisabledConfigureStepsChart Type
      
    
  
  
  
    
        All 4 steps in this procedure
        
    1. Click “Add Filter” to create your first group of filters.
    2. Use “+AND” to keep adding more filters within the same group.
    3. Click “+Add Filter” again to start a new group. This will create an OR condition between the groups.
    4. You can now reuse the same filter (e.g., "Session Source") in different groups. Important Note (Attribution Fields) If you're using attribution fields like Session Source or Session Medium in the Group By or View By dropdown (e.g., for donut or line charts): * Only one compound filter group allowed * That single filter group must include the Attribution Type (either First Touch or Last Touch) as a filter. * If multiple filter groups are added, attribution-based fields (Session Source / Medium) will be disabled in the dropdown. This limitation ensures data consistency when working with attribution metrics. this image

Step 7: Save 

Once everything’s set up, click Save to add the widget to your dashboard.

Step 8: Add More Widgets

To build a complete picture of your data, repeat the process to add more widgets. For example:

Step 9: Organize Your Widgets

Once your widgets are added, you can resize and reposition them to suit your needs. Drag and drop widgets into place and adjust their size for better visibility.

Chart Type Picker in Widget Settings (image 16 of 16) What this shows Once your widgets are added, you can resize and reposition them to suit your needs. What this shows Illustrates the "Chart Type Picker in Widget Settings" section of "How to Create & Add Dashboard Widgets". This animation appears in the "Chart Type Picker in Widget Settings" section of "How to Create & Add Dashboard Widgets". The text alongside this image reads: Once your widgets are added, you can resize and reposition them to suit your needs. Drag and drop widgets into place and adjust their size for better visibility. Immediately after, the guide continues: After organizing your widgets, Click Save Changes at the top of the dashboard. This ensures your new setup is saved and ready for use. Image 16 of 16 What this coversOnce your widgets are added, you can resize and reposition them to suit your needs. Drag and drop widgets into place and adjust their size for better visibility.
Buttons and menus referenced ConfigureStepsChart Typelive previewImportant Note (Attribution Fields)attribution fieldsSession SourceSession MediumGroup ByView BymustAttribution Type
Next stepAfter organizing your widgets, Click Save Changes at the top of the dashboard. This ensures your new setup is saved and ready for use.
All 3 steps in this procedure
  1. Open the widget editor and go to Configure.
  2. Use Chart Type to pick a visualization (bar, line, pie, etc.).
  3. Review the live preview and adjust as needed, then continue to Conditions or Save.

Step 10: Save Changes

After organizing your widgets, Click Save Changes at the top of the dashboard. This ensures your new setup is saved and ready for use.

Additional Tips

•Experiment with different widget types to find the best way to visualize your data.

•Use filters and conditions to refine your widgets and make them more relevant.

•Revisit and update your dashboard as your business needs evolve.

By following these steps, you’ll have a fully customized dashboard that gives you quick access to the insights you need to run your business effectively.

What's Next:

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