Add an image to a textbox

Add a textbox widget, click the "add image" button, then paste the URL to your image into the popup

Written by Matthew Davis
Updated over a week ago

Create a shareable link to a dashboard

Click the "Export" button at the top right of any dashboard, then choose "Get Link"

Written by Matthew Davis
Updated over a week ago

Add widgets

Add a widget to your dashboards to provide access, at a glance, to the data and metrics that you and your customers care about most

Written by Matthew Davis
Updated over a week ago

Remove widgets

Enter edit mode, click the "gear" icon, then click "remove widget"

Written by Matthew Davis
Updated over a week ago

Customize a widget

Toggle "edit" mode, then click the "gear" icon for the widget that you wish to edit

Written by Matthew Davis
Updated over a week ago

Rearrange widgets

Drag and drop widgets to customize the look of your dashboard

Written by Matthew Davis
Updated over a week ago

Resize widgets

Easily resize widgets by dragging the corners to expand or collapse

Written by Matthew Davis
Updated over a week ago

Compare to a previous period (Dashboards)

Toggle a comparison to the previous calendar period or calendar year using the time period selector

Written by Matthew Davis
Updated over a week ago

Add title headers

Click "Add Widget", and drill down through Misc --> Title.

Written by Matthew Davis
Updated over a week ago

Customize title headers

As with any widget, toggle into "Edit" mode, then click the "gear" icon.

Written by Matthew Davis
Updated over a week ago

Resize title headers

Enable "Edit mode" and click/drag to resize.

Written by Matthew Davis
Updated over a week ago

Create a dashboard template

Create and configure dashboard templates via the root "Dashboards" control panel

Written by Matthew Davis
Updated over a week ago

Apply dashboard templates

Start with a blank dashboard, choose to setup "From Template", select your template, and you're good to go.

Written by Matthew Davis
Updated over a week ago

Edit dashboard templates

Use the "Dashboards" control panel to edit or delete your dashboard templates.

Written by Matthew Davis
Updated over a week ago

Delete dashboard templates

Click the "x" that appears when you hover over a dashboard template in the "Dashboards" control panel.

Written by Matthew Davis
Updated over a week ago

Apply pre-configured dashboard templates

Choose from a variety of professionally designed, pre-configured marketing dashboard templates.

Written by Matthew Davis
Updated over a week ago

Add a custom textbox widget

Click "Add Widget", drill down through "Misc", then choose "Textbox".

Written by Matthew Davis
Updated over a week ago

Add content to a custom widget

Type or paste in text, format that text, add numbered/bulleted lists, images, hyperlinks, charts, and more.

Written by Matthew Davis
Updated over a week ago

Add a Google Sheets table widget

Click "Add Widget", drill down through Misc --> Google Sheets --> Table

Written by Matthew Davis
Updated over a week ago

Configure a Google Sheets table widget

Put your dashboard into "Edit" mode, then click the "gear" icon on the widget you'd like to edit. Finally, choose the sheet to connect.

Written by Matthew Davis
Updated over a week ago

Add a Google Sheets stat widget

Click "Add Widget", then drill down through Misc --> Google Sheets --> Stat.

Written by Matthew Davis
Updated over a week ago

Configure a Google Sheets stat widget

Enter "Edit mode", click the gear icon for the widget, then select a sheet and cell from which to pull your data.

Written by Matthew Davis
Updated over a week ago

Clone an existing dashboard

Roll out complex and sophisticated dashboard configurations at scale with just a couple of clicks.

Written by Matthew Davis
Updated over a week ago

Clone a dashboard template

Start in your dashboards control panel, click "Create Dashboard", then choose "Start from a template".

Written by Matthew Davis
Updated over a week ago

Configure mobile dashboard designs

Toggle to "Mobile" view to design a mobile-optimized version of each client dashboard.

Written by Matthew Davis
Updated over a week ago

Clear a dashboard

Toggle to "edit mode", click the red "X", and then confirm your choice

Written by Matthew Davis
Updated over a week ago

Widgets Catalog

A catalog of the main widget types available in our dashboards and reporting

Written by Matthew Davis
Updated over a week ago

Are widgets available for the root dashboard?

Not at this time

Written by Matthew Davis
Updated over a week ago

How do I setup widgets for clients/staff?

Widgets are shared between all accounts, and cannot be configured separately for clients or staff

Written by Matthew Davis
Updated over a week ago

Can I embed a widget into my own website?

Yes, as long as you have a plan that allows API access

Written by Matthew Davis
Updated over a week ago