--- title: GROW Dashboard - Set Up & Configuration description: How to configure dashboard and set up widgets in GROW --- [Skip to content](https://support.hapana.com/grow-dashboard-set-up-configuration#main-content) English Show submenu for translations [![email-logo.png](https://support.hapana.com/hs-fs/hubfs/hapana_2022/email_2022/footer%20logo.png?width=300&height=78&name=footer%20logo.png)](https://info.hapana.com/en?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations - [Submit Ticket](https://21gxv.share.hsforms.com/2-8HozJXMSTW8kaFHC32eaw) [Submit Ticket](https://21gxv.share.hsforms.com/2-8HozJXMSTW8kaFHC32eaw) Hapana Help | Find answers here - There are no suggestions because the search field is empty. 1. [Hapana Knowledge Base](https://support.hapana.com/?hsLang=en) 2. [Marketing Solutions](https://support.hapana.com/marketing-solutions?hsLang=en) 3. [Settings](https://support.hapana.com/marketing-solutions?hsLang=en#settings) # 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 ![](https://support.hapana.com/hs-fs/hubfs/image-png-Apr-10-2026-08-21-17-4515-AM.png?width=670&height=330&name=image-png-Apr-10-2026-08-21-17-4515-AM.png) --- ### (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. ![](https://support.hapana.com/hs-fs/hubfs/image-png-Apr-10-2026-08-21-53-1972-AM.png?width=670&height=645&name=image-png-Apr-10-2026-08-21-53-1972-AM.png) ![](https://support.hapana.com/hs-fs/hubfs/Screenshot%202026-04-10%20at%206-22-03%E2%80%AFPM-png.png?width=670&height=450&name=Screenshot%202026-04-10%20at%206-22-03%E2%80%AFPM-png.png) --- ### Open the Widget Menu 1. Click the **Add Widget** button *or* 2. Click the **Pencil Icon** (top right) to edit an existing dashboard ![](https://support.hapana.com/hs-fs/hubfs/image-png-Apr-10-2026-08-23-57-6961-AM.png?width=670&height=330&name=image-png-Apr-10-2026-08-23-57-6961-AM.png) --- ### 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 ![](https://support.hapana.com/hs-fs/hubfs/image-png-Apr-10-2026-08-24-32-9047-AM.png?width=670&height=489&name=image-png-Apr-10-2026-08-24-32-9047-AM.png) --- ### Configure Your Widget 1. Go to the **Configure** tab 2. Update the following settings: - **Title** – Rename your widget - **Metrics** – Choose what data to display (Sum, Min, Max, Avg or Count) - **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 - **Pipeline (General widgets only)** – Some widgets (Opportunity Status, Opportunity Value, Conversion Rate, Lead Source Report, Sales Efficiency) include a Pipeline dropdown so you can view one pipeline instead of all of them combined. 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. ![](https://support.hapana.com/hs-fs/hubfs/image-png-Apr-10-2026-08-28-03-3307-AM.png?width=670&height=330&name=image-png-Apr-10-2026-08-28-03-3307-AM.png) --- ### 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](mailto:support@hapana.com) - [Member Management](https://support.hapana.com/member-management?hsLang=en#main-content) - [Account Settings](https://support.hapana.com/member-management?hsLang=en#account-settings) - [Client Accounts](https://support.hapana.com/member-management?hsLang=en#client-accounts) - [Edit Profile](https://support.hapana.com/member-management?hsLang=en#edit-profile) - [Retail Configurations](https://support.hapana.com/member-management?hsLang=en#retail-configurations) - [Other](https://support.hapana.com/member-management?hsLang=en#other) - [Schedule](https://support.hapana.com/member-management?hsLang=en#schedule) - [Client Page](https://support.hapana.com/member-management?hsLang=en#client-page) - [General](https://support.hapana.com/member-management?hsLang=en#general) - [Reporting](https://support.hapana.com/member-management?hsLang=en#reporting) - [Retail Dashboard](https://support.hapana.com/member-management?hsLang=en#retail-dashboard) - [Team Settings](https://support.hapana.com/member-management?hsLang=en#team-settings) - [Hapana Member Access Control (MAC) Doors](https://support.hapana.com/member-management?hsLang=en#hapana-member-access-control-mac-doors) - [Cash Drawer](https://support.hapana.com/member-management?hsLang=en#cash-drawer) - [Marketing Solutions](https://support.hapana.com/marketing-solutions?hsLang=en#main-content) - [App](https://support.hapana.com/marketing-solutions?hsLang=en#app) - [Contacts](https://support.hapana.com/marketing-solutions?hsLang=en#contacts) - [Marketing](https://support.hapana.com/marketing-solutions?hsLang=en#marketing) - [Conversations](https://support.hapana.com/marketing-solutions?hsLang=en#conversations) - [Settings](https://support.hapana.com/marketing-solutions?hsLang=en#settings) - [Automations](https://support.hapana.com/marketing-solutions?hsLang=en#automations) - [Branded Solutions](https://support.hapana.com/branded-solutions?hsLang=en#main-content) - [Branded App](https://support.hapana.com/branded-solutions?hsLang=en#branded-app) - [Branded Kiosk](https://support.hapana.com/branded-solutions?hsLang=en#branded-kiosk) - [Hapana Hub](https://support.hapana.com/hapana-hub?hsLang=en) - [Website Embed Widgets](https://support.hapana.com/website-embed-widgets?hsLang=en) - [About us](https://hapana.com/about-us/) - [Careers](https://hapana.com/careers/) - [Contact us](https://hapana.com/contact-us/) - [Privacy policy](https://hapana.com/privacy-policy/) - [Terms & conditions](https://hapana.com/terms-and-conditions/) [![email-logo.png](https://support.hapana.com/hs-fs/hubfs/hapana_2022/email_2022/footer%20logo.png?width=300&height=78&name=footer%20logo.png "email-logo.png")](http://hapana.com?hsLang=en) Copyright © 2025, Hapana