Adding Widgets to a Dashboard

Select ‘Clients’ from the menu on the left hand side of the page and then 'view/edit' your chosen Client

Within each Client, the Dashboard tab lists all the Dashboards created:


 In the 'Actions' column, click the pencil icon to open the Dashboard of your choice in edit mode.

Next, select 'Add Widget':

All available widgets for the Integrations linked to the Client will be listed for selection, confirming choice by clicking 'Add':

Note - Widgets that are already added to the Dashboard are highlighted on the list

Once widgets are saved to the Dashboard, change their position, add notes or goals by editing Dashboard widgets