Widgets are the bread and butter of the Cyfe experience. While you are customizing your dashboard, you have the ability to reconfigure or modify any widgets you have added to it. These widgets provide visualization into your business's data and trends, allowing you to set goals, plan alerts, and report on how your business is performing.
In This Article:
Adding a Widget
1. Select the "Add Widget" button from the upper left of the screen
2. Type in the integration you're looking for, or choose the widget from the tabs.
3. Select "Add"
- Once you had added the widget, it will appear in your dashboard
Once the widget has been added to your dashboard you can move it around and resize it by selecting the edges of the box
To start pulling in data, you'll click on "Configure Widget" or the "Gear" icon:
To connect your account, click on "Add Account", and choose the information you would like to pull in.
✔ for integrations like Facebook or Instagram, make sure you give 'all' permissions
✔ make sure you are adding an account with admin / owner permissions
Once a widget has been added to your dashboard, each widget can be customized to fit your business needs. Outside of configuring the widget so it connects to whatever account or data point you want to display, you can also set alerts for when you hit certain metrics, and also set goals.
Alerts will allow you to monitor metrics even when you're away from your dashboards. You can set up email or SMS notifications to go out when certain conditions are met (e.g. when your website's traffic level drops.)
Creating an Alert
The Alerts feature is located in the top right corner in each individual widget, the "Bell" icon, next to the Goals feature (which is the "Flag" icon).
Simply click on the Alarm Bell to set the alert: (1) the metric, (2) the threshold, (3) the [greater than/less than/equal to] decision, and (4) the notification destination (email address or mobile number).
It's easy to set up and it takes just seconds -- try it out and use Cyfe as a critical alarm system for your entire business!
What Is My Alert Based On?
For widgets that contain cumulative metrics, the Alert uses today's data to check the threshold. Otherwise, it uses the previous day's data. The reason for the latter being is that in most cases, today's data isn't up to date and doesn't include all 24 hours worth.
Goals will allow you to benchmark metrics against your business objectives (e.g. whether your sales team hits their daily quota). It's a great way to identify areas of improvement within your organization.
Creating a Goal
The Goal feature is located in the top right corner in each individual widget, the "Flag" icon, next to the Alert feature (which is the "Bell" icon).
Goals allow you to benchmark metrics against your business objectives (e.g. whether your sales team hits their daily quota). It's a great way to identify areas of improvement within your organization.
To set a goal, simply enter the value you wish as your daily goal. The goals will appear on-screen as dotted lines inside your widget.
Move Widget to Another Dashboard:
The Move feature will allow you to move a widget from one dashboard to another dashboard on your account. To move a widget, perform the following:
- Choose the widget you would like to move.
- Select the right pointing arrow icon in the upper right.
- Select the dashboard you would like to move the widget to.
- Select "Move Widget."
- Cyfe will refresh on the Dashboard where