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A dashboard is made of widgets. Each widget displays data from one or more connected data sources, and each widget type is optimized for a specific way of looking at that data — a table for row-by-row breakdowns, a chart for trends and comparisons, a single-metric tile for a KPI, and so on.

Major components of a widget

Most data-driven widgets are built around three major components:
  • Data source — which connected account, file, or database the widget reads from. A widget can pull from multiple data sources at once when the widget type supports it.
  • Breakdown or group by — how the data is grouped. For example, by campaign, by country, by date, or by a custom breakdown label. Table widgets call this a breakdown; chart widgets typically call it a group by.
  • Metrics — the values being measured. For example, Spend, Impressions, Conversions, or a custom metric derived from a formula.
Not every widget uses all three. A Notepad, for example, holds free-form text and doesn’t read data at all. A List filter is interactive and doesn’t display metrics.

Widget categories

Adriel’s widgets fall into three broad categories:
  • Table widgets — row-by-row breakdowns of data. Ads Table for paid ad performance, Generic Table for non-advertising sources, and Small table for a compact single-breakdown, single-metric readout. Table widgets are the workhorse of most dashboards.
  • Chart widgets — visualizations for trends, comparisons, and creative-level analysis. Includes standard charts (Column, Line, Combo, Pie, Donut, Funnel chart, Map, and so on) as well as specialized creative-intelligence charts (Word cloud, Color clustering, Emoji analysis).
  • Other widgets — individual widgets that don’t fit the table or chart mold. Includes the Goal widget for tracking progress against targets, the Overview widget for high-level KPI headers, Single metric tiles, the Creative gallery, the Notepad for rich-text notes, and the List filter widget for on-canvas filtering.

Add a widget

From an open dashboard, click + Add widget in the header. The widget picker opens on the right, organized in three sections: individual widgets at the top, then Tables, then Charts. Drag a widget onto the grid. The widget settings panel opens automatically — configure the data sources, breakdowns, and metrics, then close the panel to save. Click Save dashboard to persist changes. For arranging and resizing widgets on the grid, see Customizing dashboards and Widget layout.

Beyond individual widgets

The Widgets tab holds a few articles that apply across widgets rather than to any single widget type:
  • Breakdowns & metrics — how breakdowns work, and how custom breakdowns and custom metrics can be defined and reused across widgets.
  • Widget actions — cross-widget operations like bulk delete, exporting widget data, and campaign control from within a table widget.

Troubleshooting

Adriel checks breakdown compatibility across the data sources selected in a generic table. YouTube Analytics and Organic (Facebook / Instagram) are not compatible with each other for shared organic breakdowns, so when a YouTube Analytics data source is included alongside Facebook or Instagram Organic sources, organic breakdowns are filtered out and can’t be selected.

Building dashboards

Assemble widgets into a full dashboard layout.

Filters

Narrow the rows shown by a dashboard or widget.

Date ranges

Set the reporting window.

Sharing dashboards

Share the dashboard with stakeholders.