Widgets
How do I add titles, images, or videos?
Dashboards aren't just for data—they’re also a way to tell the story behind the numbers. In addition to data widgets, you can add rich text blocks to give your team or stakeholders more context. With our built-in editor, you can include: Headings Rich text Lists Links (always open in a new window) Images*(must be hosted externally, as uploads are not supported)* Videos* (paste a YouTube video URL to embed)* You can format your content using bold, itaSome readersHow do I break down a trend line by country, segment, or other dimensions?
Want to see how performance varies across different segments, like country or campaign? You can do that directly in the Graph widget using the “Group by” option. Here’s how: Edit your dashboard Click on the Graph widget you want to adjust Use the Group by dropdown to select the dimension you want to break down—like Campaign, Market, or Segment The widget will now display a separate trend line for each value within that dimension, showing you how they each perfoFew readersWhat does the Target widget do?
The Target widget tracks a metric against a goal you define, showing at a glance whether you're on track, ahead, or falling short. How to configure it: Drag the Target widget onto your dashboard. Select your Dataset, apply Filters, and choose a Metric (e.g. Click to open %). Set Period by (e.g. Send date) and define the Date range with a start and end date. Enter your Target value (e.g. 10%). Choose a chart type (line or bar) under Chart settings. The widget displays the cFew readersWhat does the Subscriber widget do?
The Subscriber widget tracks the health and growth of a specific subscriber list, showing total membership, net change (delta), new subscribers in, and subscribers out — all in one compact view. How to configure it: Drag the Subscriber widget onto your dashboard. Select a Subscriber list from the dropdown (e.g. Subscribers - Customer Repeat Buyers). The widget displays the list's total subscriber count, the delta (net change with percentage), the number of subscribers who joined (In)Few readersWhat does the List widget do?
The List widget ranks items by a single metric, creating a leaderboard view that immediately highlights your best and worst performers. How to configure it: Drag the List widget onto your dashboard. Select your Dataset, apply Filters (e.g. Month equals Mar), and choose a Metric (e.g. Click to open %). Set Group by to define what you're ranking (e.g. Automation name). Configure Ordering: choose the order-by field and set direction (Asc or Desc). Toggle Comparison on or off toFew readersWhat does the Funnel widget do?
The Funnel widget visualizes your email conversion journey step by step, from Sent all the way through to Transactions, so you can instantly see where subscribers are dropping off. How to configure it: Drag the Funnel widget onto your dashboard. Select your Dataset and apply any Filters. Under Conversion metric, add the steps you want to track in order (e.g. Sent, Delivered, Opens, Clicks unique, Transactions). Drag to reorder them. Click Add item to include additional steps. TFew readersWhat does the Graph widget do?
The Graph widget plots a single metric as a full trend line or bar chart, giving you a clear view of how performance moves over time. How to configure it: Drag the Graph widget onto your dashboard in edit mode. Select your Dataset, apply Filters, and choose a Metric (e.g. Click to open %). Set Group by (e.g. Month) to define the time axis. Under Chart settings, choose Line or Bar, set Granularity, and toggle Autoscale percentage metrics on or off. The widget renders as a fullFew readersWhat does the Table widget do?
The Table widget displays campaign data in a structured, multi-dimensional grid, letting you break down multiple metrics across dimensions like time period and mailing type — with expandable row groups and column totals. How to configure it: Drag the Table widget onto your dashboard. Select your Dataset and apply any Filters. Add Metrics (e.g. Sent, Opens, Clicks unique, Transactions) — these become the columns. Add Dimensions (e.g. Month) to define how rows are grouped. AddFew readersWhat does the Comparison widget do?
The Comparison widget puts two custom data groups side by side across multiple metrics, highlighting which group comes out on top for each one. How to configure it: Drag the Comparison widget onto your dashboard. Select your Dataset and add Metrics to compare (e.g. Opens %, Conversions %). Set Period by (e.g. Send date). Define your Groups: give each a name (e.g. Group A, Group B) and apply filters to each independently (e.g. Group A: Month equals Feb, Group B: Month equals Mar)Few readersWhat does the Card widget do?
The Card widget displays a single metric as a bold, at-a-glance number, perfect for pinning one KPI front and center on your dashboard. How to configure it: In edit mode, drag the Card widget onto your dashboard. Set the Dataset (e.g. Campaigns) and apply any Filters to narrow the data. Choose your Metric (e.g. Click to open %). Set Group by to control the time grouping (e.g. Month). Under Chart settings, choose a chart type (line or bar) and granularity (Auto, Day, Week, orFew readersWhat does the Tab widget do?
The Tab widget displays multiple KPI metrics in a single widget, letting you switch between them with a click. Each tab shows the metric's value with a sparkline, and the selected tab expands to show a full trend graph below. How to configure it: Drag the Tab widget onto your dashboard. Select your Dataset and apply any Filters. Add the Metrics you want to include (e.g. Sent, Opens %, Click to Open %, Clicks, Revenue, Sessions). Drag to reorder them. Set Group by, choose your chFew readers