Dashboard and Reporting: Widget Suggestions

Save Time and Build Dashboards Faster with Smart Suggestions! With our new widget suggestion flow, setting up a dashboard is now easier, faster, and more goal-oriented.

What’s New

  1. When creating a new dashboard, you can now:

  2. Goal-Based Suggestions: Choose from a list of predefined goals to instantly add relevant widgets tailored to your tracking needs.

  3. Top Used Widgets: Unsure what to track? Quickly select from the most popular widgets used by other users.

  4. Combine Options: Select widgets from multiple goals or top-used suggestions to create a comprehensive dashboard in just a few clicks.

  5. Manual Widget Addition: Still want full control? You can manually add widgets if needed.

How It Works:

Step 1: Click the orange dashboard icon. Select Add Dashboard and enter a name.

Step 2: Select a Dashboard Source

Step 3: Add Dashboard Name.

Step 4: Select a goal to auto-populate relevant widgets. Pick from the top-used widgets for inspiration. Mix and match options or manually add widgets for ultimate flexibility.

Step 5: Click Confirm & Add to finalize your dashboard setup.

Step 6: Preview the selected widgets. Save Your Changes.

Why it Matters:

  1. Saves Time: Build dashboards in minutes without starting from scratch.

  2. Customizable and Goal-Oriented: Tailor your dashboard to your exact needs using smart suggestions.

  3. Simplifies Onboarding: New users can get started quickly with ready-to-use widgets.

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