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.
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.
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.
Select "Select a Blank Dashboard" option.
Give your dashboard a name (e.g., “Sales Dashboard”).
Next, choose whether the dashboard is Private (visible only to you) or For Everyone (visible to all users in the sub-account).
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.
After selecting your preference, click Confirm. Now you’ll have a blank canvas ready for customization.
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.
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.
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.
Step 5: Customize Your Widget
Once you’ve selected a widget category, you’ll need to customize it to reflect the data you want to display. For example, if you’re adding a Appointments widget:
1. Add a title (e.g., “No-Show Appointments Count").Choose a date range if applicable.
2. Apply any necessary filters or conditions (e.g., “User is John Smith or Calendar is Andrew's Calendar").
3. Click Save once you’ve made your selections. The widget will appear on your dashboard.
Step 6: Add More Widgets
To build a complete picture of your data, repeat the process to add more widgets. For example:
Step 7: 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.
Step 8: 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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