Configure and filter your general widgets in sub-account dashboards

Your dashboard, your data

— stop seeing everyone’s numbers every time you open the dashboard. Set Assigned user = Logged in user once, and every team member automatically sees only their own performance.

Trusted numbers

— the widget face now shows exactly which date property and date range it is calculating on, so two similar widgets showing different numbers no longer create confusion.

Client-ready dashboards

— rename widgets to client-friendly language, apply a matching theme, and duplicate widgets per segment. Turn a generic dashboard into one that feels built specifically for your client.

Permanent segmentation without rebuilding

— use custom fields, tags, or source conditions to permanently scope a widget to a specific segment. No more manual filtering every session.

Year-over-year visibility

— lock a widget to This Year with comparison vs Last Year. Every time your client opens the dashboard, they see their growth story at a glance.