Sub Account Dashboard and Reporting: Widget Suggestions

Save Time and Build Dashboards Faster with Smart Suggestions! With our new widget suggestion flow, setting up a dashboard is now easier, faster, and more goal-oriented.

👀 What’s New?

When creating a new dashboard, you can now:

Goal-Based Suggestions:
Choose from a list of predefined goals to instantly add relevant widgets tailored to your tracking needs.
Top Used Widgets:
Unsure what to track? Quickly select from the most popular widgets used by other users.
Combine Options:
Select widgets from multiple goals or top-used suggestions to create a comprehensive dashboard in just a few clicks.
Manual Widget Addition:
Still want full control? You can manually add widgets if needed.

👷 How It Works:

Click the blue dashboard icon.
Select
Add Dashboard
and enter a name.
Configure any required permissions.
Select a
goal
to auto-populate relevant widgets.
Pick from the
top-used widgets
for inspiration.
Mix and match options or manually add widgets for ultimate flexibility.
Preview the selected widgets.
Click
Confirm & Add
to finalize your dashboard setup.
Save Your Changes
.

⭐ Why it Matters:

Saves Time:
Build dashboards in minutes without starting from scratch.
Customizable and Goal-Oriented:
Tailor your dashboard to your exact needs using smart suggestions.
Simplifies Onboarding:
New users can get started quickly with ready-to-use widgets.

Click here for the detailed help doc!