Widgets in dashboards

Widgets help you to track important insights, personalize your view, and present a clear data story instantly. This guide will help you understand how to create, configure, and manage widgets to tailor your dashboards to your specific needs.

• Create your own widgets
• Create widgets from a template
• How to edit and organize widgets in your dashboard

Create your own widgets

You can create custom widgets to build a customized view of your data.

1. In your dashboard, click '+ Add widget.'
    
2. Follow the on screen 'Add a widget' steps to complete the set up:

• 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 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) (applies to single value, line chart and data table widgets).
   
• Select a device (applies to all custom widgets, except the image, and text widgets).
   
• Select or build a segment
  
   

Single value widget

The single value widget displays a single metric with trend indicators.

Recommended for:

• Key performance indicators (KPIs) like conversion rate, revenue, or sessions
• At-a-glance monitoring of critical metrics
• Executive dashboards requiring high-level overview
  
   

Line chart widget

See the evolution of your metrics over time (you can display up to 8 metrics).

Recommended for:

• Tracking trends and patterns over time
• Comparing multiple metrics simultaneously
• Identifying seasonal variations or anomalies

Data Table widget

Display the top values of a metric grouped by categories. When creating the widget you can choose to group the data by Device, OS, Language, Screen Resolution, Country, City, or Browser.

Recommended for:

• Identifying top performers or problem areas
• Comparing metrics across dimensions (devices, countries, browsers)
• Drilling down into specific segments

Image widget

Show a preview image of your page group or site (JPG, PNG up to 5MB supported).

You can manually upload an image or create an image from a page group (The preview will be based on the most viewed page).

1. Click 'Select a page group to get a preview' and select your page from the drop-down. 
2. Click 'Capture' and then 'Save to Contentsquare'.

Recommended for:

• Providing visual context to metrics
• Creating branded dashboard headers
• Highlighting specific pages or sections of your app/site

Funnel widget

Visualize the flow of user journeys with completion rates and drop-offs

Recommended for:

• Analyzing critical user flows (sign-up, checkout, onboarding)
• Identifying bottlenecks and friction points
• Prioritizing optimization efforts

Text widget

Add text to explain data, provide context or highlight key insights.

Recommended for:

• Adding written explanation or contextual notes directly onto the dashboard
• Guiding stakeholders on how to read the data or next steps
• Adding links to documentation or relevant dashboards

The rich text editors supports:

• Images
• Bold, italic, underline
• Bullet and numbered lists
• Hyperlinks
• Headings (H1, H2, H3)
• Text alignment (left, center, right)
• Text and background color
• Horizontal dividers

The Excel export of a text widget does not match its appearance 100% due to certain limitations in Excel's rich text processing capabilities:

• Highlight: Since Excel does not support highlighting, highlighted text will be automatically converted to colored text.
• Alignment: Text widgets are limited to a single Excel cell, and though Excel allows cell-level alignment, aligning the text widget's content is not possible.
• Hyperlinks: Excel supports hyperlinks at the cell level, but not the text within a cell. Hyperlinks are exported as text (the link title), but are not clickable.
  
   

Create widgets from templates

You can select a widget template to automatically apply a pre-configured set of settings.

• Average scroll depth: Measure the percentage of the page users scroll down to.
• Average time on page: See how long people are spending on a specific page.
• Exit rate: Measure the percentage of users who end their sessions from the selected page.
• New vs. returning: Compare new and returning user sessions over time.
• Number of clicks: Track the number of clicks that occur on a specific page.
• Number of sessions: Track the number of sessions that contain a specific page.
• Page views with rage clicks: Track the number of views with rage clicks on a specific page.
• Page with rage clicks: Identify which pages are most frustrating and confusing.
• Rage click: Identify rage clicks over time to understand user frustration and take action to improve the user experience.
• Top pages: See the top 10 pages by sessions to identify which pages drive the most traffic and easily dive deeper into user behavior via Session Replay.
• Top countries: See the top countries driving traffic to understand user behavior across regions better.
• Top traffic channels: Compare top traffic channels.
• Usage by browser: Measure the number of sessions by browser.
• Usage by device: Measure the number of sessions by device type.
• Usage by operating system: Measure the number of sessions by operating system.

Once you select the widget template, you can further customize it by:

1. Defining 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 page group on the fly or a page group from a mapping.
2.  Selecting a device.
3.  Selecting or building a segment.

Move and resize widgets

Hover over the top central section of the widget to drag and move the widget. 

Hover over the widget to see a 'Resize widget' tooltip in the bottom corners.

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

Organize data into sections with Groups of Widgets

Creating a group of widgets help you organize related data into cohesive sections within your dashboard. By grouping widgets, you can create a more structured and intuitive layout, making it easier to analyze and compare key insights.

Add a new group

1. Click on the more options menu next to 'Add widget'.

2. Click on 'Create new group'.  (The number of groups you can add is unlimited)

 3. To rename a group, click on the name.

To reorder groups, open the more options menu next to '+ Add widget', select 'Re-order group,' and click the arrows to change their position on your dashboard.
 

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