GROW Dashboard - Set Up & Configuration

Overview

This guide walks you through how to customize your dashboard and widgets in GROW so you can see the data that matters most to your business.

Widgets are small visual tools (like charts and tables) that show key information at a glance. By customizing them, you can focus on your most important metrics, compare performance, and make faster decisions—without digging through unnecessary data.

Prerequisites

• Access to your GROW subaccount

• Permission to view and edit Dashboards

• A clear idea of what metrics you want to track (e.g. leads, bookings, revenue)

Go to Your Dashboard

1. Log in to your account

2. Click Dashboard from the main menu

(Optional) Create a New Dashboard

1. Click Add Dashboard

2. Select a Blank Dashboard

3. Enter a name in the Name field (e.g. Sales Dashboard)

4. Choose visibility:

   • Private

   • For Everyone

5. Set access levels (e.g. Full Access, Edit Access, View Access)

6. Click Confirm

Tip: Create separate dashboards for different teams (e.g. Sales, Marketing) to keep things organised.

Open the Widget Menu

1. Click the Add Widget button
   or

2. Click the Pencil Icon (top right) to edit an existing dashboard

Add a New Widget

1. Browse or search for a widget category

2. Select your preferred Chart Type:

   • Numeric

   • Donut Chart

   • Line Chart

   • Bar Chart

   • Horizontal Bar Chart

   • Table

3. Choose the widget that matches the data you want to display

Configure Your Widget

1. Go to the Configure tab

2. Update the following settings:

   • Title – Rename your widget

   • Metrics – Choose what data to display

   • Group – Set grouping (for charts like donut)

   • View By – Add a secondary way to break down data

   • Breakdown – Choose time intervals

   • Date Property – Select which date to use

   • Date Range Override – Set a custom date range

   • Order – Sort results

   • Limit – Control how many results show

   • Comparison Date Property – Add comparisons

3. Select a Chart Type that best fits your data

4. Review the preview

Tip: Choose a chart type that makes trends easy to understand. Line charts are great for trends, while bar charts are better for comparisons.

Add Filters (Conditions)

1. Go to the Conditions tab

2. Click Add Filter to create your first filter group

3. Use +AND to add more filters within the same group

4. Click +Add Filter again to create a new group (this adds an OR condition)

5. Adjust or remove filters as needed

Tip: Use multiple groups to compare things like different lead sources (e.g. Google vs Facebook).

Tip: If filters conflict, you’ll see warnings—adjust them before saving.

Save Your Widget

1. Click Save

2. Adjust the widget size and position on your dashboard

Organize Your Dashboard

1. Drag and drop widgets to rearrange them

2. Resize widgets for better visibility

3. Click Save Changes at the top of the dashboard

Tip: Place your most important metrics at the top so they’re easy to spot.

Expected Outcome

You’ve successfully:

• Created or updated a dashboard

• Added and customized widgets

• Applied filters to show relevant data

• Organized your dashboard for easy viewing

You now have a dashboard tailored to your business, showing the insights you care about most.

FAQ

Q: What are dashboard widgets?
A: Widgets are visual tools (like charts and tables) that display key data in an easy-to-read format.

Q: Why can’t I save my widget?
A: This usually happens when filters return no data. Adjust or remove the filters and try again.

Q: Can I create multiple dashboards?
A: Yes. You can create different dashboards for different teams or purposes.

Reach out to our support team via support@hapana.com