Insights

Add a widget to a dashboard

Open the Dashboards page, select a dashboard you can edit, click Add Widget, and choose a widget from the selector to populate your dashboard with live data.

Before you start

You can only add widgets to dashboards that are editable. The Add Widget button appears only when the selected dashboard is one you own or can edit. Widgets are grouped by module, and the selector shows only widgets from modules you have access to.

Add a widget

  1. Go to the Dashboards page for your site.

  2. Select a dashboard from the dropdown. If the dashboard is empty, you will see No Widgets Yet with the prompt Choose from available insight widgets.

  3. Click Add Widget. The Add Widget dialog opens with the message Select a widget to add to your dashboard.

  4. Browse the grouped list or type in the Search widgets... field to find the widget you want.

  5. Click the widget name. The dialog closes and the widget appears on your dashboard immediately.

The page shows a Widget added successfully confirmation when the widget is added. If the widget is already on the dashboard, the selector prevents duplicates and shows Widget already exists in this dashboard.

Arrange and remove widgets

After adding widgets, you can organize the dashboard:

  • Drag and drop to reorder widgets.

  • Remove widgets you no longer need.

Whatโ€™s next

  • Subscribe to a widget to receive updates in your inbox when its data changes.

  • For an overview of how custom dashboards work, see Custom dashboards.

  • For details on Operations-specific widgets, see Operations Insights.

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