Widget types
| Type | Use for |
|---|---|
| KPI tile | A single headline metric, optional period-over-period comparison. |
| Chart | Trends over time — line, bar, or area. |
| Table | Multiple metrics or dimensions side by side. |
| Pie / donut | Breakdown of a metric by dimension (e.g. revenue by team). |
| Text block | Freeform text — headings, commentary, summaries. |
| Image | Inline images from the Media library or a URL. |
| Embed | Embed any iframe-compatible source. |
| Goal | Progress bar toward a target value. |
| Button | A CTA link (e.g. to a sales page). |
Add a widget
Pick a data source
Choose an agency-level Data Source. Only sources connected at the account level are available — client-scoped integrations don’t appear.
Set the date range
Fixed or relative (e.g. Last 30 Days) — relative ranges auto-update whenever the report is viewed.
Configure a widget
Click any widget to open its settings panel on the right:- Data source / metric / dimension — swap what the widget displays.
- Date range — override the project-level default for this widget.
- Chart type — switch visualizations without losing your data config.
- Appearance — title, colors, per-type display options.
Rearrange and resize
Widgets use a drag-and-drop grid:- Move — drag the widget header to a new position.
- Resize — drag the corner handle. Widgets snap to the grid.