Adding Widgets to Your Analytics Dashboard

1. Go to Analytics

• Navigate to the Analytics section of CoachWorks Marketing to start customizing your dashboard.

2. Look for the pencil icon and press it to modify your analytics tab.

• Look for the pencil icon and click on it. This action allows you to modify the current layout of your analytics tab.

3. Followed by, the Add Widget button to include a new widget on your dashboard.

• Click on the ‘Add Widget’ button to incorporate a new element into your dashboard.

4. Choose a widget from the presented dropdown list.

• A dropdown list will appear, showcasing available widget options. From here, select the type of widget you wish to add.

5. Click the Contacts option given.

• Click the ‘Contacts’ option from the provided choices to focus your widget on contact data.

6. Pick a widget from the set list.

• From the set list, select the widget that best suits the data representation you intend to analyze.

7. Customize the selected widget under the Show by chart type section.

• Under the ‘Show by chart type’ section, find customization options for the widget's appearance.

8. Select your preferred widget type, numeric, donut, line, bar, horizontal, or table chart.

• Choose your preferred widget type among numeric, donut, line, bar, horizontal, or table chart. For this guide, select the table chart option.

9. For this guide, we will be working with the table chart.

10. Proceed to modifying the chart's title.

• Enter a new title for your chart to describe the data it will display.

11. Click Select Columns to display additional options.

• Click ‘Select Columns’ to choose which data categories you want the widget to display.

12. Choose which columns the widget will display.

13. After selecting the categories, click Apply Columns.

• Once you’ve selected the desired categories, click ‘Apply Columns’ to update the widget.

14. If you desire more options, click on the advanced settings.

15. Select the order in which the widget will be displayed.

16. Decide whether the table will be displayed in ascending or descending order.

• Choose the order in which your data will be displayed within the widget, selecting either ascending or descending order.

17. Customize the number of contacts that will be shown in the widget.

• Set the number of contacts that will appear in the widget, customizing its density.

18. Personalize the Date Property of the widget.

• Adjust the Date Property to specify which date range the widget should consider for displaying data.

19. Modify the Dashboard date range according to your preferences.

• Tailor the dashboard Date Range according to your analysis needs.

20. To preserve your settings, press Save.

• Click ‘Save’ to preserve your custom widget settings.

21. The new widget will appear at the very end of the dashboard.

• Your newly created table chart widget will now appear at the end of your analytics dashboard.