Dashboard Designer — Settings & Info
The Dashboard Designer is where you build, configure, and arrange the widgets that make up your dashboards and wallboards. This article covers the page controls, filter options, and how to add and manage widgets.
Page settings
| Control | Description |
|---|---|
| Open filter options | Opens the filter options dialog box. |
| Close filter options | Closes the filter options dialog box. |
| Clear filters | Clears all filters currently applied to the dashboard. |
| New dashboard | Creates a new dashboard. |
| Fake stats | Populates the dashboard with example stats, helping you see what each widget will display before live data is in place. |
| Dashboard list | A dropdown listing all dashboards that have already been created and saved. |
| Name | The name of the current dashboard. Can be edited directly from here. |
| Preview screen size | Lets you preview how the dashboard will look across different screen resolutions, so you can tailor the layout to suit different screen sizes. |
| Save | Saves the current dashboard. |
| Widget toolbox | Opens the widget toolbox, from which you can drag and drop widgets onto your dashboard. |
Filter options
The filter box displays four dropdown menus, letting you filter by Campaigns, Lists, Teams, Users, and Queues. Selections made here are reflected across the widgets on your dashboard, making it easy to build dashboards tailored to specific campaigns, lists, teams, or individual user performance.
Groups
The filter selection also includes the option to create groups, which can then be applied to individual widgets. Select the + button to open the Groups area.
Two groups are displayed by default at the bottom of the filters. Select Create to add a new group to the list — each is assigned a unique colour that can be customised. You can add up to 10 groups in total.
To edit a group, select the edit icon next to the group name. From here you can rename the group, change its colour, or delete it. Once you have set a name and colour, select the green tick to confirm.
To delete a group, select the red X next to the group you want to remove.
Once your groups are set up, assign filters to each by selecting the group and adjusting the dropdown options to your desired combination. For example, a group could be configured to show stats from all Campaigns, all Lists, and all Users, but scoped to a specific Team only — showing data from across the system but limited to the Sales team.
Groups can be configured using any combination of the available filter dropdowns.
Once you close the Filter Options box, any widgets on the dashboard display a coloured tab in the bottom-left corner, corresponding to the first group in your list. Selecting this tab reveals the tabs for your other groups. Selecting any of these tabs updates the widget to display data based on the filter selection for that group.
Adding and managing widgets
Select the widget toolbox icon to open the toolbox. Selecting a toolbox category expands it to show the widgets available within it.
To add a widget, select and drag its name onto the dashboard area. The widget follows your cursor and can be positioned as required. Releasing the mouse button places it, snapping into position to make the most of the available space.
Widgets can be placed in any order and position on the dashboard, and resized using the handle in the bottom-right corner.
Widget options
Most widgets display the following options in the top-right corner. The colour of these icons varies depending on the widget.
| Option | Description |
|---|---|
| Settings | Opens a configuration panel with options specific to that widget type. |
| Clone | Creates a copy of the widget in its current state. Useful for quickly building out dashboards with similar widgets. |
| Delete | Removes the widget from the dashboard. |
Most widgets also feature a purple quick-action tab on the left-hand side. Selecting this lets you quickly adjust the font size of the widget without opening the full settings panel. Some widgets also display a spanner icon here, which lets you quickly update the contextual information shown in the widget without going into settings.