Dashboard widgets

Widgets are the building blocks of each dashboard layout. Add them from Edit layout → Add widget.

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Key metrics

• Size: Full width
• Settings: Choose which KPIs appear (spend, revenue, leads, CPL, calls, closes, ROAS, etc.)
• Notes: Respects funnel filter and date range; supports target coloring and drilldowns where configured

Requires a connected Facebook ad account for spend-related metrics and GHL for pipeline metrics.

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Report

• Sizes: Medium, large, half width
• Settings: Metrics series, chart type (line, bar, area, pie, polar)
• Use when: You want a time-series or distribution view separate from the summary row

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Period compare

• Sizes: Medium, large, half width
• Settings: Metrics to rotate, slide interval (seconds)
• Use when: You need current period vs the previous period of equal length (automatically computed from the date picker)

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Best performing ads

• Size: Three-fifths width (default)
• Settings: Sort KPI, direction, row limit, optional extra columns
• Use when: Identifying top creatives or spend leaders quickly

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Attribution & geo

• Sizes: Medium through full width
• Settings:
  • GHL placement — breakdown by utm_term with selectable GHL metric
  • Facebook placement — Insights API placement metrics
  • Chart type and title
• Use when: Diagnosing placement or geo skew

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Tips

• Start new businesses with Key metrics + Report; add Best performing ads for media buyers.
• Duplicate a widget from the ⋮ menu to A/B chart configs without reconfiguring from scratch.
• Widget settings are saved per dashboard — switching dashboards loads that layout’s configuration.