<h2 class="PlaygroundEditorTheme__h2" dir="ltr">📊 What is a Data Widget?</h2> A Data Widget pulls information from an external integration (e.g., GA4, Google Ads, Facebook Ads) and displays it inside the dashboard. It’s the primary way to visualize client data. <h2 class="PlaygroundEditorTheme__h2" dir="ltr">➕ Adding a Data Widget</h2> <ol class="PlaygroundEditorTheme__ol1"><li value="1" class="PlaygroundEditorTheme__listItem">Click Add Data Widget from the right‑side menu.</li><li value="2" class="PlaygroundEditorTheme__listItem">A setup window opens with two initial fields:</li><li value="3" class="PlaygroundEditorTheme__listItem PlaygroundEditorTheme__nestedListItem"><ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Integration — choose the data source (e.g., GA4, Google Search Console, Facebook Ads).</li><li value="2" class="PlaygroundEditorTheme__listItem">Account — select the connected account. If not yet connected, use the blue plus icon to add one.</li></ul></li></ol> <h2 class="PlaygroundEditorTheme__h2" dir="ltr">⚙️ Integration Details</h2> <ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">After selecting the integration and account, the next step depends on the chosen source.</li><li value="2" class="PlaygroundEditorTheme__listItem">All integrations include a Widget option:</li><li value="3" class="PlaygroundEditorTheme__listItem PlaygroundEditorTheme__nestedListItem"><ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Predefined widget — a ready‑made combination of dimensions and metrics tailored for common reporting needs.</li><li value="2" class="PlaygroundEditorTheme__listItem">Custom widget — configure all details manually.</li></ul></li></ul> <h3 class="PlaygroundEditorTheme__h3" dir="ltr">Custom Widget Setup</h3>When Custom is selected, you define the widget completely. Typical fields include:<ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Filter — apply conditions to narrow down data (e.g., specific campaigns, traffic sources).</li><li value="2" class="PlaygroundEditorTheme__listItem">Dimension — most integrations allow selecting a dimension (e.g., date, country, device type).</li><li value="3" class="PlaygroundEditorTheme__listItem">Metrics — select one or more metrics to display (e.g., sessions, conversions, impressions).</li><li value="4" class="PlaygroundEditorTheme__listItem">Calculated Metrics — optional; create custom formulas by combining existing metrics.</li></ul> <h2 class="PlaygroundEditorTheme__h2" dir="ltr">⚙️ Widget Customization Overview</h2> Once you’ve selected integration details (predefined or custom), the next step is to configure how the widget looks and behaves inside the dashboard.<h3 class="PlaygroundEditorTheme__h3" dir="ltr">Key Options</h3><ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Widget title &amp; description</li><li value="2" class="PlaygroundEditorTheme__listItem PlaygroundEditorTheme__nestedListItem"><ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Title: name the widget (e.g., Custom).</li><li value="2" class="PlaygroundEditorTheme__listItem">Description: optional field to explain what the widget shows.</li></ul></li><li value="2" class="PlaygroundEditorTheme__listItem">Widget size</li><li value="3" class="PlaygroundEditorTheme__listItem PlaygroundEditorTheme__nestedListItem"><ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Choose from multiple grid sizes (1x1, 2x1, 3x1, 4x1, 1x2, 2x2, etc.).</li><li value="2" class="PlaygroundEditorTheme__listItem">Determines how much space the widget occupies on the dashboard.</li></ul></li><li value="3" class="PlaygroundEditorTheme__listItem">Display options</li><li value="4" class="PlaygroundEditorTheme__listItem PlaygroundEditorTheme__nestedListItem"><ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Display change data as percentage — shows differences as percentages instead of raw numbers.</li><li value="2" class="PlaygroundEditorTheme__listItem">Hide widget front side changes — removes change indicators from the widget front.</li><li value="3" class="PlaygroundEditorTheme__listItem">Hide widget highlights and total row — simplifies the widget view by removing highlights.</li></ul></li><li value="4" class="PlaygroundEditorTheme__listItem">Order By</li><li value="5" class="PlaygroundEditorTheme__listItem PlaygroundEditorTheme__nestedListItem"><ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Select how data is ordered (e.g., by dimension or specific metric or it's diff).</li><li value="2" class="PlaygroundEditorTheme__listItem">Sorting icons allow ascending/descending order.</li></ul></li><li value="5" class="PlaygroundEditorTheme__listItem">Widget format</li><li value="6" class="PlaygroundEditorTheme__listItem PlaygroundEditorTheme__nestedListItem"><ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Choose visualization style (e.g., table/grid, chart, KPI box).</li><li value="2" class="PlaygroundEditorTheme__listItem">Format defines how the selected metrics/dimensions are displayed.</li></ul></li><li value="6" class="PlaygroundEditorTheme__listItem">Rows limit</li><li value="7" class="PlaygroundEditorTheme__listItem PlaygroundEditorTheme__nestedListItem"><ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Set a maximum number of rows (e.g., 15).</li><li value="2" class="PlaygroundEditorTheme__listItem">Enter “0” for no limit.</li></ul></li></ul> <h2 class="PlaygroundEditorTheme__h2" dir="ltr">✅ Metric Visibility Controls</h2> After customizing the widget’s size, format, and display, the last step lists all selected metrics. Here you can fine‑tune what is shown to clients.<h3 class="PlaygroundEditorTheme__h3" dir="ltr">Options per Metric</h3><ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Is metric hidden?</li><li value="2" class="PlaygroundEditorTheme__listItem PlaygroundEditorTheme__nestedListItem"><ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Completely hides the metric from the widget.</li><li value="2" class="PlaygroundEditorTheme__listItem">Useful if you want to collect the data but not display it in the client view or if you want to only display it's difference compared to previous period.</li></ul></li><li value="2" class="PlaygroundEditorTheme__listItem">Is metric’s change hidden?</li><li value="3" class="PlaygroundEditorTheme__listItem PlaygroundEditorTheme__nestedListItem"><ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Shows the metric value but hides its change compared to the previous period/year.</li><li value="2" class="PlaygroundEditorTheme__listItem">Useful when you want to avoid highlighting fluctuations.</li></ul></li></ul> <h2 class="PlaygroundEditorTheme__h2" dir="ltr">🔄 Workflow</h2> <ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Use Prev/Next buttons to navigate through setup steps.</li><li value="2" class="PlaygroundEditorTheme__listItem">Click Cancel anytime to discard changes.</li><li value="3" class="PlaygroundEditorTheme__listItem">Once configured, the widget appears in the dashboard and can be resized, moved, or edited later.</li></ul>

## 📊 What is a Data Widget?

A****Data Widget****pulls information from an external integration (e.g., GA4, Google Ads, Facebook Ads) and displays it inside the dashboard. It’s the primary way to visualize client data.

## ➕ Adding a Data Widget

1. Click****Add Data Widget****from the right‑side menu.
2. A setup window opens with two initial fields:
3. * ****Integration****— choose the data source (e.g., GA4, Google Search Console, Facebook Ads).
   * ****Account****— select the connected account. If not yet connected, use the blue plus icon to add one.

## ⚙️ Integration Details

* After selecting the integration and account, the next step depends on the chosen source.
* All integrations include a****Widget option****:
* * ****Predefined widget****— a ready‑made combination of dimensions and metrics tailored for common reporting needs.
  * ****Custom widget****— configure all details manually.

### Custom Widget Setup

When****Custom****is selected, you define the widget completely.  
Typical fields include:

* ****Filter****— apply conditions to narrow down data (e.g., specific campaigns, traffic sources).
* ****Dimension****— most integrations allow selecting a dimension (e.g., date, country, device type).
* ****Metrics****— select one or more metrics to display (e.g., sessions, conversions, impressions).
* ****Calculated Metrics****— optional; create custom formulas by combining existing metrics.

## ⚙️ Widget Customization Overview

Once you’ve selected integration details (predefined or custom), the next step is to configure how the widget looks and behaves inside the dashboard.

### Key Options

* ****Widget title & description****
* * Title: name the widget (e.g.,**Custom**).
  * Description: optional field to explain what the widget shows.
* ****Widget size****
* * Choose from multiple grid sizes (1x1, 2x1, 3x1, 4x1, 1x2, 2x2, etc.).
  * Determines how much space the widget occupies on the dashboard.
* ****Display options****
* * **Display change data as percentage**— shows differences as percentages instead of raw numbers.
  * **Hide widget front side changes**— removes change indicators from the widget front.
  * **Hide widget highlights and total row**— simplifies the widget view by removing highlights.
* ****Order By****
* * Select how data is ordered (e.g., by dimension or specific metric or it's diff).
  * Sorting icons allow ascending/descending order.
* ****Widget format****
* * Choose visualization style (e.g., table/grid, chart, KPI box).
  * Format defines how the selected metrics/dimensions are displayed.
* ****Rows limit****
* * Set a maximum number of rows (e.g., 15).
  * Enter “0” for no limit.

## ✅ Metric Visibility Controls

After customizing the widget’s size, format, and display, the last step lists all selected metrics. Here you can fine‑tune what is shown to clients.

### Options per Metric

* ****Is metric hidden?****
* * Completely hides the metric from the widget.
  * Useful if you want to collect the data but not display it in the client view or if you want to only display it's difference compared to previous period.
* ****Is metric’s change hidden?****
* * Shows the metric value but hides its change compared to the previous period/year.
  * Useful when you want to avoid highlighting fluctuations.

## 🔄 Workflow

* Use****Prev/Next****buttons to navigate through setup steps.
* Click****Cancel****anytime to discard changes.
* Once configured, the widget appears in the dashboard and can be resized, moved, or edited later.

<h2 class="PlaygroundEditorTheme__h2" dir="ltr">📊 What is a Data Widget?</h2>A Data Widget pulls information from an external integration (e.g., GA4, Google Ads, Facebook Ads) and displays it inside the dashboard. It’s the primary way to visualize client data. <h2 class="PlaygroundEditorTheme__h2" dir="ltr">➕ Adding a Data Widget</h2><ol class="PlaygroundEditorTheme__ol1"><li value="1" class="PlaygroundEditorTheme__listItem">Click Add Data Widget from the right‑side menu.</li><li value="2" class="PlaygroundEditorTheme__listItem">A setup window opens with two initial fields:</li><li value="3" class="PlaygroundEditorTheme__listItem PlaygroundEditorTheme__nestedListItem"><ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Integration — choose the data source (e.g., GA4, Google Search Console, Facebook Ads).</li><li value="2" class="PlaygroundEditorTheme__listItem">Account — select the connected account. If not yet connected, use the blue plus icon to add one.</li></ul></li></ol> <h2 class="PlaygroundEditorTheme__h2" dir="ltr">⚙️ Integration Details</h2><ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">After selecting the integration and account, the next step depends on the chosen source.</li><li value="2" class="PlaygroundEditorTheme__listItem">All integrations include a Widget option:</li><li value="3" class="PlaygroundEditorTheme__listItem PlaygroundEditorTheme__nestedListItem"><ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Predefined widget — a ready‑made combination of dimensions and metrics tailored for common reporting needs.</li><li value="2" class="PlaygroundEditorTheme__listItem">Custom widget — configure all details manually.</li></ul></li></ul> <h3 class="PlaygroundEditorTheme__h3" dir="ltr">Custom Widget Setup</h3>When Custom is selected, you define the widget completely. Typical fields include:<ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Filter — apply conditions to narrow down data (e.g., specific campaigns, traffic sources).</li><li value="2" class="PlaygroundEditorTheme__listItem">Dimension — most integrations allow selecting a dimension (e.g., date, country, device type).</li><li value="3" class="PlaygroundEditorTheme__listItem">Metrics — select one or more metrics to display (e.g., sessions, conversions, impressions).</li><li value="4" class="PlaygroundEditorTheme__listItem">Calculated Metrics — optional; create custom formulas by combining existing metrics.</li></ul> <h2 class="PlaygroundEditorTheme__h2" dir="ltr">⚙️ Widget Customization Overview</h2>Once you’ve selected integration details (predefined or custom), the next step is to configure how the widget looks and behaves inside the dashboard.<h3 class="PlaygroundEditorTheme__h3" dir="ltr">Key Options</h3><ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Widget title &amp; description</li><li value="2" class="PlaygroundEditorTheme__listItem PlaygroundEditorTheme__nestedListItem"><ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Title: name the widget (e.g., Custom).</li><li value="2" class="PlaygroundEditorTheme__listItem">Description: optional field to explain what the widget shows.</li></ul></li><li value="2" class="PlaygroundEditorTheme__listItem">Widget size</li><li value="3" class="PlaygroundEditorTheme__listItem PlaygroundEditorTheme__nestedListItem"><ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Choose from multiple grid sizes (1x1, 2x1, 3x1, 4x1, 1x2, 2x2, etc.).</li><li value="2" class="PlaygroundEditorTheme__listItem">Determines how much space the widget occupies on the dashboard.</li></ul></li><li value="3" class="PlaygroundEditorTheme__listItem">Display options</li><li value="4" class="PlaygroundEditorTheme__listItem PlaygroundEditorTheme__nestedListItem"><ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Display change data as percentage — shows differences as percentages instead of raw numbers.</li><li value="2" class="PlaygroundEditorTheme__listItem">Hide widget front side changes — removes change indicators from the widget front.</li><li value="3" class="PlaygroundEditorTheme__listItem">Hide widget highlights and total row — simplifies the widget view by removing highlights.</li></ul></li><li value="4" class="PlaygroundEditorTheme__listItem">Order By</li><li value="5" class="PlaygroundEditorTheme__listItem PlaygroundEditorTheme__nestedListItem"><ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Select how data is ordered (e.g., by dimension or specific metric or it's diff).</li><li value="2" class="PlaygroundEditorTheme__listItem">Sorting icons allow ascending/descending order.</li></ul></li><li value="5" class="PlaygroundEditorTheme__listItem">Widget format</li><li value="6" class="PlaygroundEditorTheme__listItem PlaygroundEditorTheme__nestedListItem"><ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Choose visualization style (e.g., table/grid, chart, KPI box).</li><li value="2" class="PlaygroundEditorTheme__listItem">Format defines how the selected metrics/dimensions are displayed.</li></ul></li><li value="6" class="PlaygroundEditorTheme__listItem">Rows limit</li><li value="7" class="PlaygroundEditorTheme__listItem PlaygroundEditorTheme__nestedListItem"><ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Set a maximum number of rows (e.g., 15).</li><li value="2" class="PlaygroundEditorTheme__listItem">Enter “0” for no limit.</li></ul></li></ul> <h2 class="PlaygroundEditorTheme__h2" dir="ltr">✅ Metric Visibility Controls</h2>After customizing the widget’s size, format, and display, the last step lists all selected metrics. Here you can fine‑tune what is shown to clients.<h3 class="PlaygroundEditorTheme__h3" dir="ltr">Options per Metric</h3><ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Is metric hidden?</li><li value="2" class="PlaygroundEditorTheme__listItem PlaygroundEditorTheme__nestedListItem"><ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Completely hides the metric from the widget.</li><li value="2" class="PlaygroundEditorTheme__listItem">Useful if you want to collect the data but not display it in the client view or if you want to only display it's difference compared to previous period.</li></ul></li><li value="2" class="PlaygroundEditorTheme__listItem">Is metric’s change hidden?</li><li value="3" class="PlaygroundEditorTheme__listItem PlaygroundEditorTheme__nestedListItem"><ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Shows the metric value but hides its change compared to the previous period/year.</li><li value="2" class="PlaygroundEditorTheme__listItem">Useful when you want to avoid highlighting fluctuations.</li></ul></li></ul> <h2 class="PlaygroundEditorTheme__h2" dir="ltr">🔄 Workflow</h2><ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Use Prev/Next buttons to navigate through setup steps.</li><li value="2" class="PlaygroundEditorTheme__listItem">Click Cancel anytime to discard changes.</li><li value="3" class="PlaygroundEditorTheme__listItem">Once configured, the widget appears in the dashboard and can be resized, moved, or edited later.</li></ul>