Documentation

Pie Chart

1. Add a pie chart widget

1. In Edit Mode, click the + Pie button in the widget toolbar.
2. Click Select a default data table and choose your data table.
3. In the Properties Panel, select a metric (e.g., Spend) and a dimension (e.g., Channel).
4. Close the Properties Panel. The pie chart renders with your selected data.

Result: The widget appears with the title "Distribution Chart" and shows data broken down by the selected dimension.

2. Select a dimension for slices

1. Open the Data section in the Properties Panel.
2. Find the Dimension picker and select a categorical field (e.g., data_source_type or campaign_name).
3. Select a metric to define the slice size (e.g., spend).

Result: The pie chart displays colored slices, each representing a unique dimension value. Labels or a legend identify each slice.

3. Switch between pie and donut styles

1. With data configured, find the Inner Radius slider in the Basics or Appearance section of the Properties Panel.
2. Set the inner radius to 0 to display a full pie chart.
3. Drag the slider to 40 or higher to create a donut shape with a visible center hole.
4. Increase further (e.g., 60–70) to make the ring thinner.

Note: The inner radius control may be labeled "Donut Hole" or appear as a preset toggle (Pie / Donut) depending on the version.

4. Configure labels, percentages, and values

1. Open the Layout section in the Properties Panel.
2. Toggle Show Labels on to display labels on or near each slice; toggle off to hide them.
3. Enable Show Percentages to add a percentage to each label (e.g., "45%").
4. Enable Show Values to include the raw metric value alongside the label.
5. Use the Label Position selector to place labels Inside the slices or Outside with connector lines.

Funnel

1. Add a funnel widget

1. In Edit Mode, click the + Funnel button in the widget toolbar.
2. Click Select a default data table and choose your data table.
3. In the Properties Panel, select the metrics that form your funnel stages (e.g., Spend, Clicks, Impressions).
4. Close the Properties Panel.

Result: The widget appears with the title "Conversion Funnel" and displays the selected metrics as funnel stages.

2. Select metrics for funnel stages

1. Open the Data section in the Properties Panel.
2. Select multiple metrics in order from top-of-funnel to bottom (e.g., impressions → clicks → conversions).

Result: The funnel displays stages in descending order with conversion rates between each stage. The order of selected metrics determines the funnel direction.

3. Configure funnel orientation, style, and size

1. With metrics selected, open the Basics section in the Properties Panel.
2. Change Orientation: select Vertical to stack stages top-to-bottom, or Horizontal to arrange them left-to-right.
3. Change Style: select Compact for a condensed layout, or Detailed to show conversion rates and labels alongside each stage.
4. Change Size: select Large for more prominent stage blocks, or Small for a compact view.

Text Box

1. Add a text box widget

1. In Edit Mode, click the Text button in the widget toolbar.
2. In the Properties Panel, open the Basics section and set the Widget Title (e.g., "My Notes").
3. Close the Properties Panel. The widget heading updates to your title.
4. Click the Edit button on the widget to enter edit mode.
5. Type your content in the text area and click Save.

Result: The text box displays your content. Re-opening edit mode shows the saved text, confirming it persists.

2. Edit text box content and formatting

1. With the widget selected, open the Basics section in the Properties Panel and type your annotation text in the content input.
2. Find the background color selector and choose a color (e.g., dark or blue).
3. Find the text color selector and choose a contrasting color (e.g., white).
4. Find the text alignment control and set it to Center.

Result: The text box reflects the updated background color, text color, and center alignment.

Heatmap

1. Add a heatmap widget

1. In Edit Mode, click the More button (⋯) in the widget toolbar and select Heatmap.
2. Click Select a default data table and choose your data table.
3. Select a dimension for the rows (e.g., campaign_name) and a metric for the values (e.g., spend).
4. Close the Properties Panel.

Result: The heatmap displays a grid of colored cells where intensity represents metric magnitude — higher values appear greener, lower values appear redder, and zero-value cells appear grey.

2. Explore heatmap colors and cell interactions

1. With the heatmap rendered, verify the color gradient: high metric values show in the high-end color (green), low values in the low-end color (red).
2. Exit Edit Mode by clicking Done.
3. Click any colored cell in the heatmap.

Result: An interaction bar appears at the top of the dashboard showing the selected dimension value (e.g., campaign name). Other widgets on the page filter to that selection. Click X on the interaction bar to clear the filter and restore all widgets to their unfiltered state.