Adding a New Widget in Business Insights

Adding a widget is a straightforward process that allows for customization according to specific needs.

Steps to Add a New Widget

1. Initiate Widget Addition:

   • Click the "+" sign located on the upper menu of your dashboard.

2. Open Add Widget Window:

   • When the "Add Widget" window appears, you have two options to find the desired widget:
     • Use the left menu to navigate through sections to find the application for the widget you want to add.
     • Enter an application name in the search box at the top of the "Add Widget" window to quickly find the widget.

3. Select and Add Widget:

   • Once you locate the widget, click on the "Add" button to the right of it.

4. Positioning the Widget:

   • The widget will now appear on your dashboard. You can:
     • Move the Widget: Select the widget and drag-and-drop it to your desired location on the dashboard.
     • Resize the Widget: Grab the slash mark icon in the lower right corner of the widget and drag it to adjust to the height and width of your preference.

5. Configure the Widget:

   • Click the three dots in the upper right corner of your newly added widget.
   • Select "Configure" from the dropdown menu.

6. Complete Configuration:

   • In the "Configure Widget" window, complete the required fields to tailor the widget to your needs.

7. Save Your Settings:

   • Click on the "Save Widget" button to finalize your configuration.

Making the Most of Your New Widget

• Customization: Take advantage of the customization options to ensure that the widget displays the most relevant and useful information for you or your client.
• Dashboard Organization: Arrange and size your widgets in a way that makes the dashboard intuitive and easy to interpret.
• Regular Updates: Regularly review and update your widgets as needed to ensure they continue to provide value.