Widgets overview

This article describes widgets and their behavior within Brightpearl dashboards.

A widget is a single visualization, 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.

Note: Each widget can display up to 1,000 points of data, allowing you, 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 the Dashboards overview.

The widget container

In view mode

Screenshot_2019-06-10_at_15.37.33.png

When the dashboard is in view mode, the widget container will display the widget's:

  • name
  • data
  • axis
  • legend

Hovering over a data point will display a tool-tip with a detailed reading of the displayed metrics.

In edit mode

Screenshot_2019-06-10_at_15.38.09.png

When the dashboard is in edit mode, the same information is displayed and the title becomes editable. Additionally, action button are now available:

Screenshot_2019-06-10_at_15.47.01.png Clone

This button allows you to clone a widget along with its filters.

This is useful if, for example, you need the same metric for different channels or date ranges, and you have set multiple filters on that metric.

Screenshot_2019-06-10_at_15.47.16.png Delete

This button removes the widget from the dashboard.

Once you save the dashboard, this action is not revertible.

Screenshot_2019-06-10_at_15.47.32.png Settings This button directs you to the widget's settings page where you can customize your widget. See below for more details.
Screenshot_2019-06-10_at_15.47.41.png Move You can use this button to drag the widget around in the dashboard in order to place it where you want.
Screenshot_2019-06-10_at_15.47.53.png Resize

If you have data heavy widgets or simply need a bigger view, you can use this button to resize your widgets.

You can resize width, height and even span a widget over several columns.

For more details on how to access edit mode and permissions, go to the Dashboards permissions article.

The widget settings screen

Jun-10-2019_16-17-04.gif

A widget's individual settings screen lets you fine tune a specific widget.

This section will discuss common filters and the general behavior of the page.

For more details about a specific area of the data displayed by widgets, have a look at the following articles:

Charts options

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: This option is not available for all widgets.

Intervals

By default, the widget inherits its intervals from the dashboard, giving it the same date range and granularity as the dashboard filter.

In some cases you might want a widget to have its own date range. To ensure the widget respects its own date range, simply select "No" in "Inherit from dashboard" to reveal the date fields.

Data filters

Here you can apply filters relating to which data sets you want to display. For example, you can use the filters to restrict your sales volume to only invoiced orders, or to sales containing a specific SKU.

Clicking "Done" applies your changes to the widget.

Don't forget to save the dashboard once you are finished.

Relationship between widget and dashboard filters

You can still edit a dashboard's filters while editing a widget's filters to allow for full control of what you will see when applying your changes.

The dashboard filters let you change intervals and select specific channels for all the widgets on a dashboard at once.

Widgets can be configured to either inherit the intervals and date ranges set on the dashboard, or to retain their own intervals and date ranges.

When filtering on channels, the channel selected on the dashboard filter will be compared to the channel selected on the widget filter, and only the overlapping channels are applied. For example, if the dashboard is restricted to Channel A and Channel B but the widget is restricted to Channel B and Channel C, only data from Channel B will be displayed on the widget.

 

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