Customising your dashboard with widgets is a handy way to keep the data that matters most front and centre. Follow these steps to add and configure widgets so your dashboard reflects the metrics most relevant to how you work.
Access the Add Widget Option
Navigate to the Dashboard section and select the pencil icon to enter edit mode. Locate the Pencil button in the top-right corner of your screen. Clicking this button will open the "Add Widgets" section on the right, where you can start choosing the widgets you need.
Select Your Widget
Browse through the available widget options. You can search, explore categories, or filter by chart types to find what works best. Each widget comes with a default chart type, but you can adjust it to suit your preferences.
Customise Your Widget
Once you've found the widget you need, you can customise its title and refine your preferences within the "Configure", "Conditions" and "Themes" modals. After making any changes, click the "Save" button to add the widget to your dashboard.
Finalise and Save Changes
Your new widget will now appear on your dashboard. You can resize or reposition it to match your layout preferences. When you're happy with the placement, click "Save Changes" to confirm the new setup.
Follow these steps and you'll have a dashboard tailored to your workflow, making it straightforward to track the metrics that matter most to you.