Adding and configuring widgets

Widgets are the building blocks of your dashboard. Each widget displays one visualization - a chart, a metric, a table, or a map - connected to a dataset you've uploaded or connected to Genuics.

Add a widget

1. Open the dashboard you want to edit.
2. Click the Add Widget button in the toolbar.
3. Choose a chart type from the visualization menu. You'll see categories like Single Value, Comparison, Trends, and Advanced. If you're not sure which to pick, start with a Bar chart or Metric card - you can change the type later.
4. The widget settings panel opens. Configure your data (see below), then click Save.
5. Your new widget appears on the dashboard grid. Drag it to reposition, or resize it by pulling its edges.

Configure widget data

Every widget needs at least a dataset and a metric. Here's what each setting does.

Dataset

Select the dataset this widget should query. If your organization has multiple datasets (e.g., "Survey Responses" and "Support Tickets"), pick the one that contains the data you want to visualize.

Metric

The metric is the number the widget measures. Choose a field from your dataset and an aggregation type:

• Count - how many rows match. Use this for "number of responses" or "total tickets."
• Sum - adds up a numeric field. Use this for "total revenue" or "sum of hours."
• Average - the mean value. Use this for "average satisfaction score" or "mean response time."
• Min / Max - the smallest or largest value. Use this for "fastest resolution time" or "highest score."

Dimension

The dimension is the category that groups your data along the axis. For a bar chart showing satisfaction by region, "Region" is the dimension. For a line chart showing NPS over time, the date field is the dimension.

Not every widget needs a dimension. A single Metric card just shows one number, so you can leave the dimension empty.

Segmentation

Segmentation adds a second grouping layer - it splits each dimension value into sub-groups. For example, if your dimension is "Month" and your segmentation is "Product Line," you'll see a stacked or grouped chart with each product shown separately within each month.

Customize appearance

Once your data is set, switch to the Appearance tab in widget settings to control how the chart looks.

Colors

Assign specific colors to series or categories. This is especially useful when you want a consistent color scheme across dashboards - for example, always showing "Promoters" in green and "Detractors" in red.

Labels and legends

• Show legend - toggle the legend on or off. For simple single-series charts, hiding it reduces clutter.
• Axis labels - customize the text on the X and Y axes. By default, Genuics uses the field name.
• Data labels - show values directly on chart elements (like numbers on top of bars).

Stroke and fill

For line and area charts, you can control:

• Stroke width - thicker lines are easier to see from a distance; thinner lines work better for dense multi-series charts.
• Fill opacity - for area charts, this controls how transparent the shaded region is. Lower values let overlapping areas show through.
• Curve style - smooth (curved), straight (angular), or step (staircase). Smooth lines look polished; step lines are better for data that changes in discrete jumps.

Summary headers

A summary header sits above the chart and shows a headline number - the total, average, or latest value. This gives readers a quick "big number" context before they look at the chart details.

To enable it, toggle Show Summary in widget settings and choose which aggregation to display.

Trend footers

Trend footers appear below the chart and show a comparison to a previous period. You can choose from:

• WoW - week over week
• MoM - month over month
• QoQ - quarter over quarter
• YoY - year over year

The footer displays the percentage change and an arrow indicating the direction. Green for improvement, red for decline (or the reverse, if a lower number is better for your metric - like response time).

Goal lines and thresholds

Goal lines add a horizontal reference line to your chart at a specific value - your target, your SLA, or a benchmark. You can add multiple goal lines with different colors and labels.

For example, on an NPS chart, you might add a green goal line at 50 ("Target") and a red line at 0 ("Critical threshold").

1. In widget settings, scroll to the Goals section.
2. Click Add Goal Line.
3. Enter the value, a label (e.g., "Target: 50"), and pick a color.
4. Click Save. The goal line appears on the chart as a dashed horizontal line.

Editing an existing widget

To change any widget's settings after creation:

1. Hover over the widget on your dashboard.
2. Click the gear icon that appears in the widget header.
3. Make your changes in the settings panel.
4. Click Save to apply.

Next steps

Not sure which chart type to use? Check the Widget types reference for a visual guide. To narrow down what your widgets display, learn about Filters and date ranges.