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How to Create a Performance Overview Widget

In this article, we explain to you how to create a new Performance Overview widget from scratch.

To create a new Performance Overview widget with conditional coloring you first:

  • Navigate to the widgets section in the left menu.
  • Then click the ‘ + ‘ right next to ‘Widgets’.

    In the ‘Configuration’ tab on the right side of your screen, you choose visualization type ‘Performance Overview’.

  • Select a dimension. In the following example, we chose ‘retailer’. The one you choose will apply as the default dimension, but you can always switch dimensions in a dashboard view later.
  • Then you start adding column groups/topics.
  • Name the column groups
  • Pick a color for your column groups (optional)
  • Choose an icon
  • Choose which dashboard you want to link to when clicking the icon (optional).
  • In our example (see the image below), we created 1 column groups/topics: Search (visibility).
  • Once the column groups have been created, you can start adding columns/metrics of your choice. Use the search bar to quickly search for a metric.
  • Then click the gear wheel icon ⚙️to choose the associated column group and aggregation function.
  • Additionally, you can set up a tooltip/hover text, and conditional coloring by selecting ‘Has threshold(s)’.
  • When done, click ‘Save’.
  • Repeat the above steps until you have all desired columns in your performance overview.
  • Switch in the upper right corner to the info tab and give your widget a name + optional description.
  • Select the ‘Add overall row’ checkbox if desired.
  • Then click ‘Save’.
  • You have now created your own Performance Overview Widget.
  • The final step is to add the widget to a dashboard.
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