Customer Support Centre

Advice and answers from the Metigy Team

Getting started with a new dashboard

In this document, we will cover how to add a widget to your newly created dashboard.

First, create a new dashboard from the dashboard list and give it a name.

Now, go into the dashboard and add a new widget. This will start the process of adding a new widget.

1 : Title and Type

The title will appear at top of the widget so make it meaningful, especially if you are going to have a few of the same module. We recommend using a structure like "Facebook Audience Growth".

Next choose the type of widget you want to create. The widgets are explained in the Widget Types manual.

Click CONTINUE to start setting up the data.

2 : Create a Dataset

To show any information in a widget, we need to setup a dataset. This is the information that will be fed into the widget. Click SETUP DATASET to continue.

2.1 : Data Source

The first step is to decide where the data is coming from. Is it Your Brand or a Competitor? This option isn't available for all widgets.

2.2 : Choose data source locations

Next we need to decide where the data is coming from. For this, the available locations are listed (1) and you can choose to add(2) or delete(2) from the selected(3) list.

2.3 : Name the Dataset

And finally give the dataset a name. This is a reference in case you want to re-use it later.

3 : Choose the time range

The time range is the period over which you wish to report. Some are rolling time frames and others are specific such as if you want to create a report about a specific campaign, for example.

4 : Choose the theme

And finally the colour scheme to use. These are good to help you group data visually by platform for example.

5 : Save

Once you've finished the setup, press the CREATE WIDGET button, and you will see your newly created widget on the dashboard, ready for Resizing and Repositioning.

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Posted by

Gregory Brine
CPO & Co-Founder

Greg has a passion for what AI and Deep Learning can bring to the MarTech stack and how small and medium businesses can benefit from these new technologies. He has over 20 years experience as an engineer and product developer, having worked for significant global marketing agencies, Razorfish and We Are Social.