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Widget Creation
Orel Gilad avatar
Written by Orel Gilad
Updated over a week ago

Widgets are sub-components made for dashboards and reports to display a specific set of data within specific defined rules.

You can decide what type of display it will have, to put a specific filtering and timeframe to it, to define a specific grouping for the data and of course to select what metrics will be important for you.


Creation of a new widget

From a dashboard

A new widget can be created using the New widget button on the top-bar.

If the dashboard is empty, you'll also be able to click on the New widget button in the middle of the screen.

From a reporting

New widgets can be created using the New widget button, under the Custom tab of a reporting.


Types of widget

There are 10 different types of widget you can choose from with their own specificities:

Line Chart

The line chart is commonly used to have a quick comparison between a few metrics over a period of time, such as comparing the spent versus a specific metric for example.

Bar Chart

The bar chart enables you to compare metrics to each other. It acts like the line chart, but you might prefer this display depending on what metrics you compare.

Bar & Line Chart

The bar & line chart is, as expected, a mix between the bar chart and the line chart. It works like a charm when comparing to metrics.

Pie Chart

The pie chart is awesome if you need to know, as an example, the repartition of clicks within your ad accounts. You can only set one metric here, and then use the grouping to do the comparison.

Tops

The tops are a way to highlight the best performing items based on specific metrics. It's very useful especially when you want to compare visuals, since you can have their direct representation on this particular widget.

Data Table

The data table is your best fit if you want to display a bunch of metrics with a more complex grouping, and when having a visual representation over time isn't necessary.

Tree

The tree is perfect to see your statistics within a funnel you'll be able to define, so that you will be able to have a visual representation of potential bottlenecks or top-performing items.

Pivot Table

The pivot table is another data table-like widget, where you can only select two groupings and two metrics. The idea being that this table will look more convenient to read for a quick comparison between a smaller amount of data.

Campaign List

The campaign list is the core component of our reporting solution. It will display a lot of information with a high-level of granularity, and can be interacted with: from this widget, you are able to create new campaigns, do some editing, create/manage campaign groups...

Note: do not overuse this widget on a single dashboard, or define too wide filtering and timeframe: they are really expensive to run and might slow down by a lot your browsing experience if there are too many of them.


Configure your widget

Configuration

This is where you can define the basic settings of the widget you're making.

  • Type: define the type of widget you're making

  • Name: name your widget (not mandatory)

  • Currency: convert your figures to any currency (display only)

Time

As the name suggests, this is where you can define the timeframe of the widget.

  • Period: timeframe/period selected for the data to be taken from.

  • Granularity: you can decide to display your data per day, week, month or only the total of them here.

Key metrics

This is where you can decide what are the metrics you want to display on your widget. Note that the maximum number of metrics available for a widget depends on its own type.

  • Key metric: the metric selected

  • Objective: you can define a specific value/period as objective for the metric here, so it will be displayed on the widget

Note: some metrics may require us to do direct requests to the networks selected, resulting in a slower response time of the widget. For example: Reach, or Frequency, are directly requested to Facebook.

Grouping

This is where you can define how the data will be grouped/splited on your widget. For example, you could decide to see your data per network, then per ad account, and then per campaign on the same widget.

Note: some groupings may require us to do direct requests to the networks selected, resulting in a slower response time of the widget.

Note: some groupings may be incompatible to each other, that's the case for some Facebook groupings for example.

Filters

You can decide to override the filtering made at the dashboard level to have a specific dataset on your widget. This is why the filtering can also be accessed at the widget level.

Note: any filtering defined in a widget will make the widget ignoring the filtering made at the dashboard level.

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