This article describes widgets and their behaviour within Brightpearl dashboards. A widget is a single visualisation, typically presenting one metric broken down by a criterion over time. Widgets have a name and extensive filters to allow for granular control of the data you want.
Each widget will be able to display up to 1000 points of data, allowing for example to display a weekly sales profit broken down over 20 channels over a year.
For more details on how to add widgets and create a dashboard, have a look at Dashboards overview.
The widget container
In view mode
When the dashboard is in view mode, the widget container will display the widgets name, data, axis and legend. Hovering over a data point will display a tooltip with detailed reading of the displayed metrics.
In edit mode
For more details on how to access edit and permissions, go to the Dashboards permissions article.
When the dashboard is in edit mode, the same information is displayed and the title becomes editable. Additionally, action button are now available :
|Clone||This button allows you to clone a widget along with its filters. This is useful for example if you need the same metric for different channels or date ranges and you have set multiple filters on that metric.|
|Delete||Will remove the widget from the dashboard. Once you save the dashboard this action is not revertible.|
|Settings||This will direct you to the widgets settings page where you can customise your widget. More details below.|
|Move||Use this to drag the widget around in the dashboard and place it where you want.|
|Resize||If you have data heavy widgets or simply need a bigger view, use this to resize your widgets, you can resize width and height and even span a widget over several columns.|
The widget settings screen
The settings screen lets you fine tune your widgets, this section will discuss common filters and general behaviour of the page.
For more details about specific area of the data displayed by widgets, have a look at the following articles :
This section of the settings lets you change the chart type and breakdown. The chart type determines the way the data is displayed, for example letting you choose between line chart or bar charts.
The breakdown field lets you choose which criterion the data should be broken by. For example for sales, you might want to see volume by channel or lead source or staff.
Note : Not all widget have options here.
By default this is inherited from the dashboard and the widget will have the same date range and granularity. In some cases you might want this to no be the case and let widgets have their own date ranges. To do, simply select no in "inherit from dashboard", this will open the date fields.
Here you can apply filters found in the rest the app. For example, you can restrict your sales volume to only invoiced orders, or sales containing a specific SKU.
Clicking "Done" applies your changes to the widget. Again, don't forget to also save the dashboard once you are finished.
Relation between widget and dashboard filters
You can still edit the dashboard's filters while editing a widget's filters, this is to allow for full control of what you will see when applying your changes. Dashboard filters let you change intervals for widgets as well as channel selection.
We have seen above that intervals are inherited or not for the widgets. For channels, the intersection between dashboard level and widget level channel selection is retained. For example, if the dashboard is restricted to channel 1 and channel 2 and the widget restricted to channel 2 and 3, only channel 2 will be available for this widget.