How to edit and organize your dashboard

Add a widget

You can add a widget by clicking the “Add widget” button at the top right of the dashboard.

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You can also add a widget by hovering over the space between widgets and click on the [+] button.

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This will open a panel where you can choose which type of widget you want to display. You can choose between a single value, a line chart, data table, a preview image of the page group, or a funnel widget.

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Move and resize your widgets

You are able to customize the size and position of your widgets on your dashboards using a simple drag-and-drop feature.

Drag to move

Hover over the top central section of the widget to move. A tool tip will be displayed.

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Drag to re-size

Hover over the widget and a tooltip labeled “Resize widget” will appear in the bottom left and right corners.

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When dragging a widget, a grid will be partially displayed to indicate available resizing options.

Widgets will have a default, minimum and maximum size based on the widget type:

Type	Default size	Minimum	Maximum
Single value	2x2	2x2	8x2
Line chart	4x4	3x3	8x6
Data table	4x4	2x4	8x4
Funnel	4x4	4x4	8x4
Image	2x2	2x2	8x4

Edit your widget

Click on the more options menu in the widget to display more actions such as: See in Session Replay, See in Zoning, See in Heatmaps, Create an alert, Edit, Duplicate, Copy to, Move to and Delete.

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Clicking on the Edit option will open the context panel of the widget where you can rename your widget or change the analysis context by selecting a new mapping, page, segment or metric to analyze.

Each metric is organized into categories: Attractiveness, Performance, ROI, Interaction, and last used to save you time.

Single value widget

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After selecting the 'Single value widget' option:

Name your widget
Define the analysis scope. If you choose to measure the performance of your metric on a page group level, you'll have the option to select a Single page, Page group on the fly, or a Page group from a mapping.
Select a metric to measure and its trend (if more or less of the metric is better).
Select a device
Select or build a segment

Line chart widget

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After selecting the 'Line chart widget' option:

Name your widget
Define the analysis scope. If you choose to measure the performance of your metric on a page group level, you'll have the option to select a Single page, Page group on the fly, or a Page group from a mapping.
Select a metric to measure. You can add up to 8 different line charts and also customize the color(s) of your line chart(s).
Select a device
Select or build a segment

Table widget

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After selecting the 'Table widget' option:

Name your widget
Define the analysis scope. If you choose to measure the performance of your metric on a page group level, you'll have the option to select a Single page, Page group on the fly, or a Page group from a mapping.
Select a metric to measure and its trend (If more or less of the metric is better)
Choose how you want to group data to see the top values of your chosen metric for each group by selecting the grouping criteria. You can select to display the data by Device, OS, Language, Screen Resolution, Country, City, or Browser.
Select a device
Select or build a segment

Note: If you want to compare the chosen metric on a device or segment level, the comparison will be displayed as a percentage increase/decrease. To get the exact numbers, hover over the category you want to drill down into:

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Image widget

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When choosing your Image widget type, you have two options:

Select a page group generated from the most viewed pages of your website as a page group preview.
Manually upload an image (JPG or PNG, up to 5MB).

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If you prefer to create an image from a page group, select the 'Select a page group to get a preview' option and choose your desired page from the drop-down.

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Then, a window will open, displaying a live version of your website with the selected page group.

You can navigate through the new window, close any cookie pop-up, or intentionally focus on a particular pop-up.

Note: Capturing a snapshot from your site won't work if you have an add blocker on.

When you are ready, click the 'Capture a new snapshot' CTA, and the number one will appear right beside the "Save to Contentsquare" option.

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Click 'Save & Close', and you will be taken back to the widget creation panel.

Here, you will see a preview of the image.

Note: The image will only display the top part of your page.

If you are satisfied with the image creation, click 'Add widget', and the Image widget will be added to your dashboard.

Funnel widget

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After selecting the 'Funnel' widget:

Name your widget
Select the group to which you want to add your funnel widget
Choose if you want to build your funnel on a page group, or on a single page.
Add steps to your funnel
Select a device
Select or build a segment

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Once done, click 'Add widget' and the results will instantly appear in the widget diagram, under the widget group you chose.

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Groups of Widgets

Add a new group

To create a new group, Click on the more options menu next to “Add widget” to display more actions and select “Create new group”. The number of groups you can add is unlimited.
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To rename a group, you can click on the name and change it directly from there.
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You can re-order the groups by going to the more options menu next to “Add widget”, selecting the “Re-order group” option and clicking on the arrow displayed. This will change the position of the groups shown on your dashboard based on the order you select.
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Note: For this option to be displayed, you need to have 2 or more groups created.

You can move widgets between your existing groups by going to the more options menu in the widget.
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