Dashboard presets

A preset is a saved dashboard: which widgets it holds, how large each one is, where it sits on the grid, and how they are grouped into sections. The dashboard shows one preset at a time.

Presets belong to the project, not to the person who created them. Everyone with access to the project sees the same list, and what one person saves is what the next person opens. Anyone with the Owner or Member role can create and edit them — see Members and roles.

Creating a preset

Presets → Create preset offers seven starting points. The preview beside the list is drawn with sample numbers, so you can judge a layout before committing to it.

A template only decides what the preset starts with. Every widget in it can be resized, moved, customized or removed afterwards.

The first preset in a project becomes its default automatically.

Switching between presets

Open the menu with the Presets button or ⌘P (Ctrl+P on Windows and Linux), then click a name. The active preset carries a check.

Picking anything other than the default adds ?preset=<id> to the URL. The date range, filters and display currency sit in the URL as well, so a link copied from the address bar reopens the whole view for whoever you send it to, not just the layout.

What a preset stores

Widgets, their sizes and positions, and the sections they are grouped into. Nothing else.

Date range, filters and display currency are remembered per browser rather than saved on the preset, so two people on the same preset can be looking at different periods. The attribution model is a project setting, and changing it changes what every preset reports.

The active preset also decides what gets queried: the dashboard only fetches data for the widgets it actually contains. A preset with five widgets loads faster than one with thirty.

The default preset

The star to the left of a name makes that preset the default — the one the dashboard opens on when the URL says nothing. A project has one default at a time, and starring another moves it.

Adding widgets and sections

Add in the top right opens the widget picker, and the caret beside it holds Add section. Both save immediately.

Every widget has its own menu, reachable from the icon in its corner or by right-clicking it:

• Customize changes how the widget is drawn: thresholds that colour a number red or green, legend position, bar direction, which table columns show, whether pages are labelled by title or by path.
• Move to section sends it to another section, or back to the ungrouped area at the top.
• Remove takes it off the preset.

Deleting a section does not delete its widgets. They move up to the ungrouped area, so nothing disappears by accident.

Rearranging the grid

Edit (Shift+E) unlocks the layout. Each widget picks up a move handle and a resize corner: drag the handle to reposition it, drag the corner to change its size. Save (⌘S) keeps the arrangement and Cancel (Escape) puts everything back where it was.

Positions are stored per screen size, so a layout you arrange on a wide monitor is reflowed for narrower ones instead of being squeezed into the same shape.

Renaming and deleting

The gear on a preset row opens its settings. Rename it there, or delete it with Delete. Deleting removes the layout only — your events, orders and analytics are untouched, and any widget you drop can be added back.

How many you can have

Each plan caps the number of presets per project:

Creating one past the cap fails with an error telling you to upgrade. See Plans and limits.