Enhance Your Dashboard with Smart Widget Suggestions

Enhance Your Dashboard Building Experience with Widget Suggestions

Save Time with Smart Widget Suggestions

Introducing a streamlined way to create dashboards that cater to your specific tracking needs quickly and effectively. Our new widget suggestion flow provides goal-based options designed to save you time and enhance the accuracy of your dashboard setup.

What's New?

Our latest update brings you a host of features designed to simplify and enhance your dashboard creation:

  • Goal-Based Suggestions: Select predefined goals to automatically populate your dashboard with relevant widgets.
  • Top Used Widgets: Unsure of what to include? Use the most popular widgets chosen by other users as a guide.
  • Combine Options for Versatility: Mix and match widgets from various goals and suggestions to craft a comprehensive dashboard.
  • Manual Widget Addition: If you prefer a hands-on approach, add widgets manually to match your unique requirements.

How It Works

Setting up your personalized dashboard has never been easier. Follow these simple steps:

  1. Click the blue dashboard icon in your account interface.
  2. Select Add Dashboard and give it an appropriate name.
  3. Set any necessary permissions according to your needs.
  4. Choose a goal to auto-load relevant widgets that align with your objectives.
  5. Browse through the top-used widgets for additional inspiration.
  6. Mix and match widgets or add them manually for tailored flexibility.
  7. Preview your selected widgets to ensure they meet your expectations.
  8. Finalize your setup by clicking Confirm & Add.
  9. Don't forget to Save Your Changes to lock in your new dashboard.

Dashboard Setup
Widget Suggestions
Preview Dashboard

Why it Matters

This enhanced dashboard setup is crafted to:

  • Save You Time: Create complete dashboards within minutes, eliminating the need to start from scratch.
  • Offer Customizable Options: Utilize smart suggestions to tailor your dashboard to your specific goals.
  • Improve Onboarding Ease: Enable new users to jump in quickly with pre-set, user-friendly widgets.

Leveraging these features will empower you to elevate your dashboard experience, making it more intuitive and effective.

For additional resources and guidance, explore our Onboarding Services to get the most out of your new dashboard capabilities.


In Case You Missed It

Stay updated with our latest enhancements by checking out our recent announcement on Custom Value Support for Canonical Links in Blogs.

SMBcrm ©2024 | All Rights Reserved
A Leads 365 LLC Company