# How to Create & Add Dashboard Widgets > Adding widgets to your dashboard allows you to easily access important data and metrics in one place. Whether you’re tracking leads, appointments, or… - Source: https://docs.ghlcustomercare.com/docs/dashboards/dashboard-widgets/how-to-create-add-dashboard-widgets - Section: Dashboards / Dashboard Widgets - Reading time: 4 min - Images: 16, each explained below - Modified on Thu, 5 Feb at 1:31 AM --- Adding widgets to your dashboard allows you to easily access important data and metrics in one place. Whether you’re tracking leads, appointments, or sales performance, customizing your dashboard ensures it reflects the unique needs of your business. More Tutorials from the Community [https://youtu.be/N1fb6vsJCQc](https://youtu.be/N1fb6vsJCQc) [https://youtu.be/4a54CmvXt8w%EF%BF%BCdotcomquest1@gmail.com](https://youtu.be/4a54CmvXt8w%EF%BF%BCdotcomquest1@gmail.com) [https://youtu.be/xz8fNKZ62MY](https://youtu.be/xz8fNKZ62MY) [https://youtu.be/vEa6FSnVDWQ](https://youtu.be/vEa6FSnVDWQ) [Adding Widgets to Your Dashboard](https://www.loom.com/share/7a82edfe80fc4e43961577bc77d0fc32). [](https://www.loom.com/share/7a82edfe80fc4e43961577bc77d0fc32) ![Figure 1](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155010321373/original/eJ2WfON1T6jvIxFgPZmsJ_jQNZrRvB9VNg.png) **Figure 1** This screenshot appears in "How to Create & Add Dashboard Widgets". The text alongside this image reads: Adding Widgets to Your Dashboard. For context, this section explains: Adding widgets to your dashboard allows you to easily access important data and metrics in one place. Whether you’re tracking leads, appointments, or sales performance, customizing your dashboard ensures it reflects the unique needs of your business. Immediately after, the guide continues: Step 1: Navigate to Your Dashboard. - What this covers: Adding Widgets to Your Dashboard. - Controls: "Select a Blank Dashboard" - Next: Step 1: Navigate to Your Dashboard --- Step 1: Navigate to Your Dashboard Start by logging into your account and selecting the Dashboard tab from the menu. This will bring you to the default dashboard for your sub-account. ![Figure 2](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155037156233/original/49H7Uo6ip-rGc9-v7X1-LZXwQrAjg_QwwQ.png) **Figure 2** This screenshot appears in "How to Create & Add Dashboard Widgets". The text alongside this image reads: Start by logging into your account and selecting the Dashboard tab from the menu. This will bring you to the default dashboard for your sub-account. Immediately after, the guide continues: Step 2: Add a New Dashboard (Optional). - Where to go: Start by logging into your account and selecting the Dashboard tab from the menu. This will bring you to the default dashboard for your sub-account. - Controls: "Select a Blank Dashboard" - Next: Step 2: Add a New Dashboard (Optional) Step 2: Add a New Dashboard (Optional) If you’d like to create a new dashboard rather than modify the default one, click the blue Add Dashboard button.  ![Figure 3](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155037156234/original/w0YQyyr9nRlALzr90fICnD4yRzwiMjUk4g.png) **Figure 3** This screenshot appears in "How to Create & Add Dashboard Widgets". The text alongside this image reads: If you’d like to create a new dashboard rather than modify the default one, click the blue Add Dashboard button. Immediately after, the guide continues: Select "Select a Blank Dashboard" option. - What to click: If you’d like to create a new dashboard rather than modify the default one, click the blue Add Dashboard button. - Controls: "Select a Blank Dashboard" - Next: Select "Select a Blank Dashboard" option. Select **"Select a Blank Dashboard"** option. ![Figure 4](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155037158083/original/u1YZCCrvvuERafdeUj2_K-m0G_xHwOTGaw.png) **Figure 4** This screenshot appears in "How to Create & Add Dashboard Widgets". The text alongside this image reads: Select "Select a Blank Dashboard" option. Immediately after, the guide continues: Give your dashboard a name (e.g., “Sales Dashboard”). - What to choose: Select "Select a Blank Dashboard" option. - Controls: "Select a Blank Dashboard" - Next: Give your dashboard a name (e.g., “Sales Dashboard”). Give your dashboard a name (e.g., “Sales Dashboard”).  ![Figure 5](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155037159247/original/KE13mXOL9cjwyFQDs2Tcf8vy6vpfQRS8Qw.png) **Figure 5** This screenshot appears in "How to Create & Add Dashboard Widgets". The text alongside this image reads: Give your dashboard a name (e.g., “Sales Dashboard”). Immediately after, the guide continues: Next, choose whether the dashboard is Private (visible only to you) or For Everyone (visible to all users in the sub-account). - What this covers: Give your dashboard a name (e.g., “Sales Dashboard”). - Controls: "Select a Blank Dashboard" - Next: Next, choose whether the dashboard is Private (visible only to you) or For Everyone (visible to all users in the sub-account). Next, choose whether the dashboard is Private (visible only to you) or For Everyone (visible to all users in the sub-account).  ![Figure 6](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155037156236/original/o4LANj3VsaQhYPM8gJ6QfRwWn1RT6TEpSQ.png) **Figure 6** This screenshot appears in "How to Create & Add Dashboard Widgets". The text alongside this image reads: Next, choose whether the dashboard is Private (visible only to you) or For Everyone (visible to all users in the sub-account). Immediately after, the guide continues: After selecting your preference, click Confirm. Now you’ll have a blank canvas ready for customization. - What to choose: Next, choose whether the dashboard is Private (visible only to you) or For Everyone (visible to all users in the sub-account). - Controls: "Select a Blank Dashboard" - Next: After selecting your preference, click Confirm. Now you’ll have a blank canvas ready for customization. If this is supposed to be a shared dashboard, you can control how you would like the team members to access the dashboard data. You can choose to grant Full access, Edit access, only View access or No access to your Agency users, Agency admins and for a Sub-account admin. ![Figure 7](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155037156237/original/A67IrfdPN8xYTiNB9CGPiL4BLWXzZLjlkA.png) **Figure 7** This screenshot appears in "How to Create & Add Dashboard Widgets". The text alongside this image reads: Next, choose whether the dashboard is Private (visible only to you) or For Everyone (visible to all users in the sub-account). Immediately after, the guide continues: After selecting your preference, click Confirm. Now you’ll have a blank canvas ready for customization. - What to choose: Next, choose whether the dashboard is Private (visible only to you) or For Everyone (visible to all users in the sub-account). - Controls: "Select a Blank Dashboard" - Next: After selecting your preference, click Confirm. Now you’ll have a blank canvas ready for customization. After selecting your preference, click Confirm. Now you’ll have a blank canvas ready for customization. ![Figure 8](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155037156238/original/TwYB_Np2JuodE_xjeDcUrdl3k-pLpzBxpw.png) **Figure 8** This screenshot appears in "How to Create & Add Dashboard Widgets". The text alongside this image reads: After selecting your preference, click Confirm. Now you’ll have a blank canvas ready for customization. Immediately after, the guide continues: Choosing the right visualization makes trends easier to spot and speeds up analysis. Select your chart type directly in Configure without leaving the edit flow. - How to confirm: After selecting your preference, click Confirm. Now you’ll have a blank canvas ready for customization. - Controls: "Select a Blank Dashboard" - Next: Choosing the right visualization makes trends easier to spot and speeds up analysis. Select your chart type directly in Configure without leaving the edit flow. ### **Chart Type Picker in Widget Settings** Choosing the right visualization makes trends easier to spot and speeds up analysis. Select your chart type directly in **Configure** without leaving the edit flow. **Steps** 1. Open the widget editor and go to Configure. 2. Use **Chart Type** to pick a visualization (bar, line, pie, etc.). ![Step 2 of 3: Use Chart Type to pick a visualization (bar, line, pie, etc.)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155064230676/original/gRwnqr0_ndcKaPpRTmyVj-exXVsnr91jyg.png) **Step 2 of 3: Use Chart Type to pick a visualization (bar, line, pie, etc.)** This screenshot accompanies step 2 of 3 in the "Chart Type Picker in Widget Settings" section of "How to Create & Add Dashboard Widgets". At this point in the walkthrough you use Chart Type to pick a visualization (bar, line, pie, etc.). The next step is to review the live preview and adjust as needed, then continue to Conditions or Save. - What to fill in: Use Chart Type to pick a visualization (bar, line, pie, etc.). - Controls: Chart Type, Configure, Steps, live preview, Important Note (Attribution Fields), attribution fields, Session Source, Session Medium, Group By, View By, must, Attribution Type - Next: Review the live preview and adjust as needed, then continue to Conditions or Save. Full procedure: 1. Open the widget editor and go to Configure. 2. Use Chart Type to pick a visualization (bar, line, pie, etc.). <- this image 3. Review the live preview and adjust as needed, then continue to Conditions or Save. 3. Review the **live preview** and adjust as needed, then continue to Conditions or Save. --- Step 3: Open the Widget Menu To add a widget, click the Add Widget button. If you're here to create the widgets inside the existing Dashboard then you can click the pencil icon at the top right corner. This opens the widget menu on the right-hand side of the screen. ![Chart Type Picker in Widget Settings (image 10 of 16)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155037156239/original/tGk2ywMM1PlOZgekOcHW9JHIPnX9ZRNESQ.png) **Chart Type Picker in Widget Settings (image 10 of 16)** This screenshot appears in the "Chart Type Picker in Widget Settings" section of "How to Create & Add Dashboard Widgets". The text alongside this image reads: To add a widget, click the Add Widget button. If you're here to create the widgets inside the existing Dashboard then you can click the pencil icon at the top right corner. This opens the widget menu on the right-hand side of the screen. Immediately after, the guide continues: Step 4: Choose the Chart Type and Widget Category Select the type of widget you want to add by browsing the categories or using the search bar to find a specific widget. - What to click: To add a widget, click the Add Widget button. If you're here to create the widgets inside the existing Dashboard then you can click the pencil icon at the top right corner. This opens the widget menu on the right-hand side of the screen. - Controls: Configure, Steps, Chart Type, live preview, Important Note (Attribution Fields), attribution fields, Session Source, Session Medium, Group By, View By, must, Attribution Type - Next: Step 4: Choose the Chart Type and Widget Category Select the type of widget you want to add by browsing the categories or using the search bar to find a specific widget. Full procedure: 1. Open the widget editor and go to Configure. 2. Use Chart Type to pick a visualization (bar, line, pie, etc.). 3. Review the live preview and adjust as needed, then continue to Conditions or Save. Step 4: Choose the Chart Type and Widget Category Select the type of widget you want to add by browsing the categories or using the search bar to find a specific widget. 1\. Select the chart type for the data to be displayed. You can choose from different chart types such as Numeric, Donut Chart, Line Chart, Bar Chart, Horizontal Bar Chart, and Table chart. ![Chart Type Picker in Widget Settings (image 11 of 16)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155037166302/original/0YAutxpv80rqRGel7ORUlBkQsS_lapln_g.png) **Chart Type Picker in Widget Settings (image 11 of 16)** This screenshot appears in the "Chart Type Picker in Widget Settings" section of "How to Create & Add Dashboard Widgets". The text alongside this image reads: 1. Select the chart type for the data to be displayed. You can choose from different chart types such as Numeric, Donut Chart, Line Chart, Bar Chart, Horizontal Bar Chart, and Table chart. Immediately after, the guide continues: Chart Type Selection: Choose how you want your data to be visualized. The chart type selector is now built into the widget settings for quicker access. Title and Description: Optionally add a name and short description for the widget. - What to fill in: 1. Select the chart type for the data to be displayed. You can choose from different chart types such as Numeric, Donut Chart, Line Chart, Bar Chart, Horizontal Bar Chart, and Table chart. - Controls: Configure, Steps, Chart Type, live preview, Important Note (Attribution Fields), attribution fields, Session Source, Session Medium, Group By, View By, must, Attribution Type - Next: Chart Type Selection: Choose how you want your data to be visualized. The chart type selector is now built into the widget settings for quicker access. Title and Description: Optionally add a name and short description for the widget. Full procedure: 1. Open the widget editor and go to Configure. 2. Use Chart Type to pick a visualization (bar, line, pie, etc.). 3. Review the live preview and adjust as needed, then continue to Conditions or Save. 2\. Select the widget category based on the data you wish to be displayed on the dashboard. Below are a different widget categories to choose from. ![Chart Type Picker in Widget Settings (image 12 of 16)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155037208157/original/wUUh6_LJ-7ADuHwdNp9VuY_2Lntl_UrlLA.gif) **Chart Type Picker in Widget Settings (image 12 of 16)** This animation appears in the "Chart Type Picker in Widget Settings" section of "How to Create & Add Dashboard Widgets". The text alongside this image reads: 1. Select the chart type for the data to be displayed. You can choose from different chart types such as Numeric, Donut Chart, Line Chart, Bar Chart, Horizontal Bar Chart, and Table chart. Immediately after, the guide continues: Chart Type Selection: Choose how you want your data to be visualized. The chart type selector is now built into the widget settings for quicker access. Title and Description: Optionally add a name and short description for the widget. - What to fill in: 1. Select the chart type for the data to be displayed. You can choose from different chart types such as Numeric, Donut Chart, Line Chart, Bar Chart, Horizontal Bar Chart, and Table chart. - Controls: Configure, Steps, Chart Type, live preview, Important Note (Attribution Fields), attribution fields, Session Source, Session Medium, Group By, View By, must, Attribution Type - Next: Chart Type Selection: Choose how you want your data to be visualized. The chart type selector is now built into the widget settings for quicker access. Title and Description: Optionally add a name and short description for the widget. Full procedure: 1. Open the widget editor and go to Configure. 2. Use Chart Type to pick a visualization (bar, line, pie, etc.). 3. Review the live preview and adjust as needed, then continue to Conditions or Save. Step 5: Customize Your Widget In the Widget Settings panel: 1. Chart Type Selection: Choose how you want your data to be visualized. The chart type selector is now built into the widget settings for quicker access. 2. Title and Description: Optionally add a name and short description for the widget. ![Step 2 of 2: Title and Description: Optionally add a name and short description for…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155047729821/original/x5azwM8ezPpKcXcQD6pFebnDz0EusTzd_w.png) **Step 2 of 2: Title and Description: Optionally add a name and short description for…** This screenshot accompanies step 2 of 2 in the "Chart Type Picker in Widget Settings" section of "How to Create & Add Dashboard Widgets". At this point in the walkthrough you title and Description: Optionally add a name and short description for the widget. - What this covers: Title and Description: Optionally add a name and short description for the widget. - Controls: Configure, Steps, Chart Type, live preview, Important Note (Attribution Fields), attribution fields, Session Source, Session Medium, Group By, View By, must, Attribution Type Full procedure: 1. Chart Type Selection: Choose how you want your data to be visualized. The chart type selector is now built into the widget settings for quicker access. 2. Title and Description: Optionally add a name and short description for the widget. <- this image Step 6: Apply Filters Switch to the Conditions tab to apply filters to your widget data: 1. Click “Add Filter” to create your first group of filters. 2. Use “+AND” to keep adding more filters within the same group. 3. Click “+Add Filter” again to start a new group. This will create an OR condition between the groups. 4. You can now reuse the same filter (e.g., "Session Source") in different groups. ![Step 4 of 4: You can now reuse the same filter (e.g., "Session Source") in…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155047729973/original/V-CDHtwTPsHW63h56qEhlcqdxxeykW2Dxw.png) **Step 4 of 4: You can now reuse the same filter (e.g., "Session Source") in…** This screenshot accompanies step 4 of 4 in the "Chart Type Picker in Widget Settings" section of "How to Create & Add Dashboard Widgets". At this point in the walkthrough you you can now reuse the same filter (e.g., "Session Source") in different groups. Important Note (Attribution Fields) If you're using attribution fields like Session Source or Session Medium in the Group By or View By dropdown (e.g., for donut or line charts): * Only one compound filter group allowed * That single filter group must include the Attribution Type (either First Touch or Last Touch) as a filter. * If multiple filter groups are added, attribution-based fields (Session Source / Medium) will be disabled in the dropdown. This limitation ensures data consistency when working with attribution metrics. - What to fill in: You can now reuse the same filter (e.g., "Session Source") in different groups. Important Note (Attribution Fields) If you're using attribution fields like Session Source or Session Medium in the Group By or View By dropdown (e.g., for donut or line charts): * Only one compound filter group allowed * That single filter group must include the Attribution Type (either First Touch or Last Touch) as a filter. * If multiple filter groups are added, attribution-based fields (Session Source / Medium) will be disabled in the dropdown. This limitation ensures data consistency when working with attribution metrics. - Controls: Important Note (Attribution Fields), attribution fields, Session Source, Session Medium, Group By, View By, must, Attribution Type, disabled, Configure, Steps, Chart Type Full procedure: 1. Click “Add Filter” to create your first group of filters. 2. Use “+AND” to keep adding more filters within the same group. 3. Click “+Add Filter” again to start a new group. This will create an OR condition between the groups. 4. You can now reuse the same filter (e.g., "Session Source") in different groups. Important Note (Attribution Fields) If you're using attribution fields like Session Source or Session Medium in the Group By or View By dropdown (e.g., for donut or line charts): * Only one compound filter group allowed * That single filter group must include the Attribution Type (either First Touch or Last Touch) as a filter. * If multiple filter groups are added, attribution-based fields (Session Source / Medium) will be disabled in the dropdown. This limitation ensures data consistency when working with attribution metrics. <- this image **Important Note (Attribution Fields)** If you're using **attribution fields** like **Session Source** or **Session Medium** in the **Group By** or **View By** dropdown (e.g., for donut or line charts): \* Only one compound filter group allowed \* That single filter group **must** include the **Attribution Type** (either _First Touch_ or _Last Touch_) as a filter. \* If multiple filter groups are added, attribution-based fields (Session Source / Medium) will be **disabled** in the dropdown. This limitation ensures data consistency when working with attribution metrics. ![Step 4 of 4: You can now reuse the same filter (e.g., "Session Source") in…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155048128120/original/mWxpKprItbrJ9rVD3KRH2VMQv9aRh-N0xg.png) **Step 4 of 4: You can now reuse the same filter (e.g., "Session Source") in…** This screenshot accompanies step 4 of 4 in the "Chart Type Picker in Widget Settings" section of "How to Create & Add Dashboard Widgets". At this point in the walkthrough you you can now reuse the same filter (e.g., "Session Source") in different groups. Important Note (Attribution Fields) If you're using attribution fields like Session Source or Session Medium in the Group By or View By dropdown (e.g., for donut or line charts): * Only one compound filter group allowed * That single filter group must include the Attribution Type (either First Touch or Last Touch) as a filter. * If multiple filter groups are added, attribution-based fields (Session Source / Medium) will be disabled in the dropdown. This limitation ensures data consistency when working with attribution metrics. - What to fill in: You can now reuse the same filter (e.g., "Session Source") in different groups. Important Note (Attribution Fields) If you're using attribution fields like Session Source or Session Medium in the Group By or View By dropdown (e.g., for donut or line charts): * Only one compound filter group allowed * That single filter group must include the Attribution Type (either First Touch or Last Touch) as a filter. * If multiple filter groups are added, attribution-based fields (Session Source / Medium) will be disabled in the dropdown. This limitation ensures data consistency when working with attribution metrics. - Controls: Important Note (Attribution Fields), attribution fields, Session Source, Session Medium, Group By, View By, must, Attribution Type, disabled, Configure, Steps, Chart Type Full procedure: 1. Click “Add Filter” to create your first group of filters. 2. Use “+AND” to keep adding more filters within the same group. 3. Click “+Add Filter” again to start a new group. This will create an OR condition between the groups. 4. You can now reuse the same filter (e.g., "Session Source") in different groups. Important Note (Attribution Fields) If you're using attribution fields like Session Source or Session Medium in the Group By or View By dropdown (e.g., for donut or line charts): * Only one compound filter group allowed * That single filter group must include the Attribution Type (either First Touch or Last Touch) as a filter. * If multiple filter groups are added, attribution-based fields (Session Source / Medium) will be disabled in the dropdown. This limitation ensures data consistency when working with attribution metrics. <- this image Step 7: Save  Once everything’s set up, click Save to add the widget to your dashboard. Step 8: Add More Widgets To build a complete picture of your data, repeat the process to add more widgets. For example: Step 9: Organize Your Widgets Once your widgets are added, you can resize and reposition them to suit your needs. Drag and drop widgets into place and adjust their size for better visibility. ![Chart Type Picker in Widget Settings (image 16 of 16)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155037158878/original/dUXE-zHF914t7C1bpLKazHtOOwmwSZIiYA.gif) **Chart Type Picker in Widget Settings (image 16 of 16)** This animation appears in the "Chart Type Picker in Widget Settings" section of "How to Create & Add Dashboard Widgets". The text alongside this image reads: Once your widgets are added, you can resize and reposition them to suit your needs. Drag and drop widgets into place and adjust their size for better visibility. Immediately after, the guide continues: After organizing your widgets, Click Save Changes at the top of the dashboard. This ensures your new setup is saved and ready for use. - What this covers: Once your widgets are added, you can resize and reposition them to suit your needs. Drag and drop widgets into place and adjust their size for better visibility. - Controls: Configure, Steps, Chart Type, live preview, Important Note (Attribution Fields), attribution fields, Session Source, Session Medium, Group By, View By, must, Attribution Type - Next: After organizing your widgets, Click Save Changes at the top of the dashboard. This ensures your new setup is saved and ready for use. Full procedure: 1. Open the widget editor and go to Configure. 2. Use Chart Type to pick a visualization (bar, line, pie, etc.). 3. Review the live preview and adjust as needed, then continue to Conditions or Save. Step 10: Save Changes After organizing your widgets, Click Save Changes at the top of the dashboard. This ensures your new setup is saved and ready for use. Additional Tips •Experiment with different widget types to find the best way to visualize your data. •Use filters and conditions to refine your widgets and make them more relevant. •Revisit and update your dashboard as your business needs evolve. By following these steps, you’ll have a fully customized dashboard that gives you quick access to the insights you need to run your business effectively. --- ## **What's Next:** - [Customizing a widget](https://docs.ghlcustomercare.com/docs/dashboards/dashboard-widgets/customizing-dashboard-widgets) - [Edit widgets on the dashboard](https://docs.ghlcustomercare.com/docs/dashboards/dashboard-widgets/edit-widgets-on-the-dashboard) - [Removing a widget](https://docs.ghlcustomercare.com/docs/dashboards/dashboard-widgets/removing-a-widget) --- Documentation for GHL Customer Care. Support: support@ghlcustomercare.com