Dashboard Widgets

Widgets are the building blocks of Insights dashboards. Each widget displays a specific piece of information.

Widget Types

Type	Description	Example
Metric	Single value with optional comparison	Total donations this month
Chart	Time-series or categorical visualization	Monthly donation trend
Table	Tabular data display	Top donors list
Section Header	Organize widgets into groups	"Revenue Summary" label
Spacer	Add vertical spacing	Visual separation

Adding Widgets

1. Open any dashboard
2. Click Add Widget
3. Browse the widget library by category
4. Click a widget to add it to your dashboard
5. The widget appears at the bottom of your dashboard

Editing Layout

Rearrange Widgets

1. Click Edit Layout
2. Drag widgets to reorder them
3. Click Done when finished

Remove a Widget

1. Click Edit Layout
2. Click the X on any widget to remove it
3. Click Done when finished

Widget Sizes

Widgets have predefined sizes that determine how much horizontal space they occupy:

• Small - 1/4 of the row (good for metrics)
• Medium - 1/2 of the row (good for charts)
• Large - Full row width (good for tables)

Widgets automatically wrap to new rows based on their combined widths.

Widget Categories

Widgets are organized by what they measure:

• Revenue - Donation amounts, payment methods, refunds
• Contacts - Donor counts, new vs returning, geography
• Campaigns - Site performance, page activity
• Engagement - Email opens, page views, interactions

Widget Scoping

Widgets are scoped to specific dashboard sections. When you click Add Widget, you only see widgets relevant to that section:

Dashboard	Available Widgets
CRM Insights	Contact, household, and organization widgets
Revenue Insights	Revenue, donation, and payment widgets
Manage Insights	Campaign, site, and fundraising page widgets

You cannot add a widget from one section to a dashboard in another section. For example, campaign-specific widgets only appear in Manage Insights, not in CRM Insights.