Dashboard: Data widget

📊 What is a Data Widget?

A Data Widget pulls information from an external integration (e.g., GA4, Google Ads, Facebook Ads) and displays it inside the dashboard. It’s the primary way to visualize client data.

➕ Adding a Data Widget

1. Click Add Data Widget from the right-side menu.
2. A setup window opens with two initial fields:
   • Integration — choose the data source (e.g., GA4, Google Search Console, Facebook Ads).
   • Account — select the connected account. If not yet connected, use the blue plus icon to add one.

⚙️ Integration Details

• After selecting the integration and account, the next step depends on the chosen source.
• All integrations include a Widget option:
  • Predefined widget — a ready-made combination of dimensions and metrics tailored for common reporting needs.
  • Custom widget — configure all details manually.

Custom Widget Setup

When Custom is selected, you define the widget completely. Typical fields include:

• Filter — apply conditions to narrow down data (e.g., specific campaigns, traffic sources).
• Dimension — most integrations allow selecting a dimension (e.g., date, country, device type).
• Metrics — select one or more metrics to display (e.g., sessions, conversions, impressions).
• Calculated Metrics — optional; create custom formulas by combining existing metrics.

⚙️ Widget Customization Overview

Once you’ve selected integration details (predefined or custom), the next step is to configure how the widget looks and behaves inside the dashboard.

Key Options

• Widget title & description

  • Title: name the widget (e.g., Custom).
  • Description: optional field to explain what the widget shows.

• Widget size

  • Choose from multiple grid sizes (1x1, 2x1, 3x1, 4x1, 1x2, 2x2, etc.).
  • Determines how much space the widget occupies on the dashboard.

• Display options

  • Display change data as percentage — shows differences as percentages instead of raw numbers.
  • Hide widget front side changes — removes change indicators from the widget front.
  • Hide widget highlights and total row — simplifies the widget view by removing highlights.

• Order By

  • Select how data is ordered (e.g., by dimension, specific metric, or its difference).
  • Sorting icons allow ascending/descending order.

• Widget format

  • Choose visualization style (e.g., table, chart, KPI box).
  • Format defines how the selected metrics/dimensions are displayed.

• Rows limit

  • Set a maximum number of rows (e.g., 15).
  • Enter “0” for no limit.

✅ Metric Visibility Controls

After customizing the widget’s size, format, and display, the last step lists all selected metrics. Here you can fine-tune what is shown to clients.

Options per Metric

• Is metric hidden?

  • Completely hides the metric from the widget.
  • Useful if you want to collect the data but not display it in the client view, or only display its difference compared to the previous period.

• Is metric’s change hidden?

  • Shows the metric value but hides its change compared to the previous period/year.
  • Useful when you want to avoid highlighting fluctuations.

🔄 Workflow

• Use Prev/Next buttons to navigate through setup steps.
• Click Cancel anytime to discard changes.
• Once configured, the widget appears in the dashboard and can be resized, moved, or edited later.