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Before you start · for owners and managers
Edit access to the dashboard
You need: Edit access to the dashboard
Steps
1
Open the dashboard and press Edit layout.
2
Press Add widget, choose a widget type and press Continue.
Only the types your workspace supports show.
3
Type the Title (up to 80 characters) and, if you want, the Description (up to 200 characters), then set up the settings.
A live preview with real numbers shows before you add it.
4
Press Continue to review it, then press Add widget.
It’s placed below the current widgets, or where you chose.
5
Drag the widgets and resize them, then press Done editing.
The grid and sizes
The grid has 12 columns on large screens, 10 on medium screens, 6 on small screens and 4 on phones. Each size keeps its own layout.
Widget
Smallest size (width × height)
KPI, Goal, Conversation, Ratio
2 × 2
Chart, Funnel, Leaderboard, Embed, Activity
3 × 3
Table, Campaign performance
4 × 3
Text
2 × 1
Widget actions
Action
What happens
Edit widget
Change all the settings, or even the type, while it keeps its place
Duplicate
An identical copy, placed below the original in every size
Remove from dashboard
The widget is deleted, and its place is removed from the grid. Undo brings it back right away
Live preview
The preview calculates the widget as if it were saved, with the current filters and your own permissions. It isn’t stored, and it counts toward your requests-per-minute limit, so don’t change the settings too quickly.
An old or invalid widget
Widgets from the previous version that are no longer supported (such as the old summary and workload widgets) show to editors only, as a card that offers a replacement. Edit it and choose a new type, and it keeps its place. A widget that was hidden in the previous version shows to editors with an option to show it.
Two people editing at the same time
If a teammate saved a change to the dashboard before you, your save is refused and nothing is written, and a message says someone else changed the dashboard. Reload the dashboard and apply your change again.
If something goes wrong
What you see
Why
What to do
“You’ve reached the maximum number of widgets”
The dashboard has reached its limit.
Delete a widget, or split the dashboard into two.
“Someone else changed this dashboard”
A teammate saved before you.
Reload and apply your change.
The layout was refused
A widget is smaller than its minimum size, or outside the grid.
Make the widget bigger and save again.
The type is refused when saving
An old type that’s no longer supported.
Choose a type from the current list.
A real example
Basma Clinics
The situation
The front-desk manager wants the most important numbers at the top of the screen.
What they did
She added 3 KPIs (today’s bookings, this week’s bookings, cancellations), each 4 columns wide.
