This guide explains how to add and customize dashboard widgets in Scalendo.
Users begin by accessing the Dashboard tab after login, then optionally create a new dashboard by selecting "Select a Blank Dashboard" and naming it (e.g., "Sales Dashboard"). Privacy settings allow dashboards to be marked as Private or shared with all users.
The process involves clicking "Add Widget," selecting chart types (Numeric, Donut Chart, Line Chart, Bar Chart, Horizontal Bar Chart, or Table), and choosing widget categories based on desired data.
Users can add a name and short description for the widget and select visualization preferences. The chart type selector is now built into the widget settings for quicker access.
A Conditions tab allows applying filters through "Add Filter" to create groups, with "+AND" for additional filters within groups and "+Add Filter" for new OR conditions. Attribution fields have specific limitations requiring single filter groups with Attribution Type specifications.
After organizing widgets through drag-and-drop repositioning, users click "Save Changes at the top of the dashboard" to preserve configurations.
Tip: Experiment with widget types and revisit dashboards as business needs evolve.