Account Dashboard and Reporting: Widget Suggestions

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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.

When creating a new dashboard, you can now:

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

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

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

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

  1. Click the blue dashboard icon.
  2. Select

    Add Dashboard

    and enter a name.

  3. Configure any required permissions.
  4. Select a

    goal

    to auto-populate relevant widgets.

  5. Pick from the

    top-used widgets

    for inspiration.

  6. Mix and match options or manually add widgets for ultimate flexibility.
  7. Preview the selected widgets.
  8. Click

    Confirm & Add

    to finalize your dashboard setup.

  9. Save Your Changes.

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