How to Customize Your Unleashed X Dashboard with New Widgets in Just 5 Minutes

how to add dashboards to unleashed x | Discover the little-known secrets to adding dashboards to unleashed x like a pro. Includes step-by-step instructions that will transform your data visualization.
how to add dashboards to unleashed x

How to Customize Your Unleashed X Dashboard with New Widgets in Just 5 Minutes

Customizing your Unleashed X dashboard with new widgets is easier than you think. With just a few simple steps, you can transform your data visualization and monitoring in less than 5 minutes. Whether you want to add a widget to track inventory, sales, customers, or anything else, this guide will walk you through the entire process.

Unleashed X offers a highly flexible and customizable dashboard. The default dashboard provides a great starting point to visualize your key e-commerce metrics. However, you may want to dig deeper into your data or track new KPIs. That's where adding custom widgets comes in handy.

Widgets allow you to display precisely the data you need, exactly how you want it presented. With dozens of widget types to choose from, the possibilities are endless. You can build the perfect dashboard tailored to your business requirements.

The best part? It only takes a few minutes to add new widgets and arrange your dashboard. No coding or technical skills are required. Just a few clicks and drags, and your new customized dashboard is ready to go.

In this guide, we'll cover:

  • The benefits of customizing your Unleashed X dashboard
  • How to add new widgets
  • Widget configuration settings
  • Arranging widgets on your dashboard
  • Helpful tips for building a data-driven dashboard

Let's get started on transforming your dashboard!

Benefits of Customizing Your Dashboard

Before we dive into the how-to, let's look at why you should customize your dashboard with additional widgets:

Track more metrics. The default dashboard displays high-level metrics like orders, revenue, and top products. Adding widgets lets you dig deeper into inventory, customers, marketing channels, and more. Get a holistic view of your business.

Spot trends and patterns. Custom widgets allow you to visualize trends over time. Track daily, weekly, or monthly trends to forecast better and identify opportunities.

Monitor new initiatives. Are you running a new marketing campaign or A/B test? Add widgets to monitor the impact and ROI.

Optimize data-driven decisions. The more data you can visualize in one place, the better decisions you can make for your store. Custom widgets lead to smarter optimization.

Create team-focused dashboards. Tailor dashboards for different users or teams. Marketers may want different views than warehouse managers.

Improve focus. Remove unnecessary widgets and only show the most important KPIs for you. Declutter for greater focus.

Display data your way. Configure widgets to show metrics how you want using different visualizations, filters, and layouts.

Now that you know the many benefits of customizing your dashboard, let's get to the steps for adding and configuring widgets.

How to Add Widgets to Your Dashboard

Adding new widgets takes just a few clicks - no coding required. Here are the simple steps:

  1. Log in to your Unleashed X account and go to the Dashboards page. This shows your current dashboard(s).
  2. Click the "Edit Dashboard" button to switch into edit mode.
  3. Click "Add Widget" in the top right. This opens the widget library.
  4. Browse or search for the widget you want to add. Choose from dozens of options including sales, orders, customers, inventory, marketing analytics, and more.
  5. Once you find the desired widget, click "Add Widget". This adds it to your dashboard canvas.
  6. Click "Save" to save your dashboard changes.

That's it! The new widget will now display your selected data. Just repeat the process to continue adding widgets.

It's super fast and easy to populate your dashboard with new widgets showing all your important e-commerce metrics.

Configuring Your New Widgets

After adding widgets, it's time to configure each one to display the exact data you want. The settings options allow for deep customization.

Here are some of the configuration options:

  • Choose metric - Select which metric the widget shows, like total revenue, average order value, new customers, etc.
  • Set date range - Display data for today, this week, this month, or a custom date range. Great for monitoring trends.
  • Filter data - Filter by product, category, customer, order status, country, etc. Zero in on specifics.
  • Select chart type - Choose from line, bar, pie, table, metric, and more. Find the perfect visualization for your data.
  • Customize colors and styles - Make the widgets match your branding by changing colors, fonts, sizes, and styling.
  • Add additional metrics - Display multiple data points on one widget like revenue AND orders.
  • Set targets - Input goals or targets to track performance against your objectives.
  • Customize sizing - Adjust column width and row height to optimize layout.
  • Add titles and text - Include explanatory widget titles and text like "Revenue by Product".

Take time to dive into each widget's settings and customize it for your specific needs. The configurations allow you to geek out on the details for the perfect dashboard view.

As a best practice, name each widget so you can easily identify them. Also, position-related widgets together so data tells a story instead of appearing random.

Arranging Your Dashboard Layout

Once you've added and configured all your widgets, the last step is arranging them into your optimal dashboard layout.

Try different arrangements until you find a layout that:

  • Makes logical sense. Group related widgets together.
  • Highlights the most important widgets at top and center.
  • Displays data that flows in a storytelling format.
  • Provides a clean, organized look that's easy to scan.
  • Fits nicely on one screen without excessive scrolling.
  • Leaves room to add more widgets later.

Test different layouts on both desktop and mobile to ensure your dashboard looks great on all devices.

Use the drag-and-drop builder to easily move widgets around and resize them. Delete any unnecessary default widgets to open up space.

If needed, collapse less important widgets into drawer menus to reduce clutter. This still keeps them accessible but out of the main view.

Tweak your layout until you have a dashboard that intuitively displays your data in a visual story you can instantly scan and understand.

Helpful Tips for Your Custom Dashboard

Here are some additional tips to make the most of your new customized Unleashed X dashboard:

  • Start by tracking your 3-5 most critical metrics and expand from there. Don't overload your dashboard from the start.
  • Audit your dashboard regularly to remove unused widgets and add newly important metrics. Your data needs will change over time.
  • Use a consistent color scheme and fonts across widgets for better aesthetics.
  • Include explanatory text so anyone can understand the widgets. Don't assume the metrics are self-explanatory.
  • Allow some whitespace between widgets to reduce clutter.
  • Use both line charts and current metric displays to show trends over time plus the latest value.
  • Keep the dashboard to one page if possible. Break it into multiple tabs if it gets too long.
  • Have a smart mix of overview metrics and specific deep dives into data.
  • Align widgets into columns for easier scanning.

Now you're ready to transform your Unleashed X dashboard into a customized data hub tailored precisely to your business goals and metrics!

Transform Your Data Visualization in 5 Minutes

That wraps up this guide on customizing your Unleashed X dashboard with additional widgets. As you can see, it's a quick and easy process to:

  1. Add new widgets
  2. Configure each widget's data settings
  3. Arrange widgets into your optimal layout

Following the steps in this guide, you can create a fully customized dashboard in just 5 minutes.

The right dashboard provides an eagle-eye view of your business's vitals. Visualizing your data through customized widgets helps drive better decisions, uncovers issues, and identifies opportunities.

So don't settle for the default dashboard. Tailor it to your specific needs with widgets tracking inventory, sales, customers, marketing campaigns, and more. The customizable options are endless.

Gain greater insights in less time with a dashboard you control. Unleash the full potential of your e-commerce data!


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