Dashboard

Overview

The Dashboard (previously Overview) is the first thing you see under Funnels. It gives you a customizable view of your account's performance: visitors, conversions, top traffic sources, and trends over time.

Each widget compares against the previous period by default, so a red or green arrow tells you at a glance whether a number is moving in the right direction.

Filtering and Date Range

Use the controls at the top right to scope the whole dashboard:

• Filter — narrow every widget down to a specific segment.
• 1D / 7D / 1M / Custom — pick a preset window or a custom date range.
• Ask AI — ask SuperAgent a question about what you're looking at.

Individual widgets can also be pinned to their own date range or filter, overriding these top-level controls. See Editing a Widget below.

Editing the Dashboard

Click the gear icon next to the dashboard selector to enter edit mode.

In edit mode you can:

• Move a widget — drag it by the four-arrow move handle to reposition it on the dashboard.
• Resize a widget — drag its bottom-right corner to make it larger or smaller, up to a full row.
• Add a widget — click + Add widget and choose a chart type: Single number, Area over time, Line over time, Vertical bars, Horizontal bars, Pie breakdown, Funnel, or Text and notes.
• Remove a widget — click the × in a widget's top-right corner.
• Reset to default — discard your changes and restore the account's default layout.

Editing a Widget

Click the ⋮ (vertical ellipsis) on a widget to Edit widget, Duplicate it, or Remove it.

Edit widget opens the widget's settings:

• Title and Chart type
• Metric — the data the widget displays.
• Also offer in the card's switcher — additional metrics (like Conversions, Ad Spend, or a specific event) the reader can flip between on this same card, without leaving the dashboard.
• Compare with the previous period — toggle the period-over-period comparison on or off.
• Date range — leave it set to Follow the dashboard, or pin a fixed window so this widget ignores the top-level date range.
• Widget filters — additional filters for this widget alone, combined with any dashboard or screen filters, all of them narrow the data together.

Saving Your Changes

Once you're done editing, choose how to save from the dropdown next to Save as my copy, at the user, account, or account default level:

• Save as my copy (user level) — only you see this layout.
• Save as shared with the account (account level) — anyone in the account can select this layout from the dashboard dropdown.
• Save as the account default (default account level) — makes this layout what everyone sees by default.

Switching Between Dashboards

Once you, or a teammate, have saved more than one dashboard, they all appear in the dropdown next to the Dashboard title, grouped by who they're shared with. Click one to switch the whole screen to that saved layout.

Summary

The Dashboard gives you a customizable home for your key metrics. Filter and pick a date range at the top for a quick look, or enter edit mode to resize, add, remove, and reconfigure widgets, then save your layout as a personal copy or roll it out to the whole account.

What's Next