How do I add Sections and Widgets to my Dashboard?


Dashboards are more customizable than ever, giving you the power to report on nearly every bit of data available in your Raven account. If you've already created a Dashboard that you would like to duplicate, you can use the Import button to copy another Dashboard's sections and widgets into your blank Dashboard.

Otherwise, you'll want to start from the beginning.

Add a Pre-Built Section

For your convenience, we've created a number of pre-built Sections that you can use in your Dashboard:

  1. Click the Add button to bring up the Section picker.
  2. Choose a Section from the menu. Every tool in Raven is represented here, along with options for customizable text summaries and file attachments.
  3. In the Section, choose a group of widgets. These are preset arrangements of KPIs, graphs and tables that group data in logical ways.
  4. Let the new Section populate and repeat as desired.

You can add as many Sections as you'd like to a Dashboard. To delete a section, hover over the Section title to reveal option icons. Click the X to delete the Section. You can also rename the section by clicking the gear icon and change the date range by clicking the calendar icon.

Add a Custom Widget

In addition to pre-built Sections, you can also add custom widgets to your Dashboard. To do this, follow these steps:

  1. Click the Add button to bring up the Section picker.
  2. Choose a Section from the menu. Be sure to pick the tool that contains the data you want in your custom widget.
  3. Instead of choosing a widget group, click the Create Custom Widget button.
  4. Select a metric from the dropdown menu and then select a Widget Type: KPI, Line Graph, Bar Chart, Pie Chart or Table.
  5. Choose your options. The options here are dependent on the kind of metric that you've chosen. Google Analytics widgets, for example, will give options for Advanced Segments and Primary Dimensions.
  6. Give your Widget a name and assign it to a Section.

You'll be able to preview what your custom widget looks like at the bottom of the Add New Widget window. To edit your Widget, hover over it and click the gear icon. To delete the widget, hover over it and click the X icon.

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