# Dashboard: key numbers and widgets > Read your key numbers, build private or team dashboards from widgets, ask the AI Assistant about a widget and export a dashboard as PDF. Source: https://enydea.com/en/documentation/dashboard ยท Last updated 2026-10-02 ## What the Dashboard does The **Dashboard** is the first screen after you sign in. At the top you see a row of summary numbers. Below it is a grid of widgets, and each widget is a chart or table built from your own Enydea data. You can keep a private dashboard for yourself and save others for your whole team. ## Before you start - A widget stays empty until the feature behind it has data. An empty widget shows **No data available** and the hint **Data will appear here once configured**. - The widgets **Website leads**, **Website data** and **Unified tracking** need the website tracker. See [Website tracking and consent](https://enydea.com/en/documentation/website-tracking-and-consent.md). - The widgets **Advertisements** and **Google Ads Performance** count your Google Ads campaigns. See [Google Ads and advertising](https://enydea.com/en/documentation/google-ads-and-advertising.md). - The **Google Analytics** widget needs a Google Analytics account. When one is available, a **GA Account** list appears at the top of the Dashboard. ## Read the summary numbers The summary row can show **Relations**, **Calls**, **Opportunities**, **Website Leads**, **Mailings**, **Social Channels**, **Action Items**, **Form Entries** and **Videos**. A number only appears when it is greater than zero, so a new account shows few or none. ## The first time you open it On a new account the **Setup Wizard** opens by itself. See [Setup wizard](https://enydea.com/en/documentation/setup-wizard.md). You can also open it later from the gear menu next to **Edit Mode**. ![The Enydea Dashboard with the navigation menu open, the Private and Team dashboard selectors and the first widgets](https://enydea.com/seo-assets/screens/dashboard.webp) *The Dashboard of a new account: summary tiles at the top, widgets below. The charts fill with data as you work.* The **Welcome to Enydea** card lists first steps. Click a row to go there: - **Complete Setup Wizard** opens the wizard. After you finish, the row reads **Setup Complete**. - **Set up tracking** opens **Settings**. - **Add your first customers** opens **Relations**. See [Relations (CRM)](https://enydea.com/en/documentation/relations-crm.md). - **Create your first email campaign** opens **Mailings**. See [Mailings and campaigns](https://enydea.com/en/documentation/mailings-and-campaigns.md). Click the **X** on the card to close it. For videos and images, use **Visualization** in the side menu. See [Image and video studio](https://enydea.com/en/documentation/image-and-video-studio.md). Until you save a dashboard, you see a **Default Dashboard** with eight widgets: **CRM statistics**, **Salespipe**, **Website leads**, **Action Items**, **Social Media Messages**, **Mailing statistics**, **Advertisements** and **Unified tracking**. ## Add a widget 1. Click the floating button with the tooltip **Add Dashboard Components**. 2. Pick a widget from the list. 3. Open the gear menu and choose **Save** to keep the change. | Widget | What it shows | |---|---| | **Website leads** | Table of companies recognised on your website. Click a row to open a lead dialog and save the company as a relation. | | **Website data** | Map of website visits. | | **Google Analytics** | Chart from your Google Analytics account. In the widget settings you choose the dimension, metric and date range. | | **Mailing statistics** | Statistics for your mailings over the chosen timeframe. | | **Unified tracking** | Website sessions and page views, plus email opens, email clicks and form submissions. | | **CRM statistics** | Calls by date, relations and calls, or relations by status. | | **Social Media Messages** | Counts per connected social channel type. | | **Action Items** | Table with Title, Priority, Status and Due Date. | | **Salespipe** | Opportunities by status, type or success rate. | | **Advertisements** | Google Ads campaigns by status. | | **Scheduled** | Scheduled mailings, ads and articles. | | **Form Submissions** | Newest form entries with From, Message, When and Status. | | **Email Activity** | Number of emails per folder in your connected mailbox. | | **Video Creator** | Videos created per month. | | **Content Performance** | Your publications counted by type. | | **Google Ads Performance** | Budget of up to ten active or paused Google Ads campaigns. | ## Change, move or remove widgets 1. Switch on **Edit Mode**. 2. Drag a widget to a new place, or use the up and down arrows in its header. 3. Click the gear icon on a widget to open **Dashboard Item Settings**. You can change **Size**, **Color Theme**, **Chart Type** and **Show Legend**. Some widgets add their own options. 4. Click **Save Settings**, or **Delete Item** to remove the widget. 5. Open the gear menu next to **Edit Mode** and choose **Save**. ## Private and team dashboards The **Private Dashboard** list holds dashboards only you can open. The **Team Dashboard** list holds dashboards saved for your company. 1. Build the dashboard you want. 2. Open the gear menu. Tick **Make available in Team** only if the whole team should see it. 3. Choose **Save as New** and enter a name. 4. To open a dashboard, pick it from **Private Dashboard** or **Team Dashboard**. 5. To make it the one that opens first, choose **Set as default**. The gear menu also has **Delete**, **Reload** and **Add new Dashboard**. ## AI dashboards Click **AI Dashboard** and choose **AI Smart (All Data)**, **AI Ads & Conversions**, **AI CRM & Sales** or **AI Content & Social**. Enydea builds a ready-made dashboard from the data your account already has. The badge **AI Dashboard** appears. It is not kept until you choose **Save as New**. ## Ask AI about a widget Click the sparkle icon in a widget header (**Ask AI about this widget**). The AI Assistant opens and sends a question about that widget, asking for insights and recommended actions. See [AI Assistant and agents](https://enydea.com/en/documentation/ai-assistant-and-agents.md). ## Export as PDF Click the PDF icon (**Export as PDF**). Enydea turns the dashboard grid into a PDF and downloads it with the dashboard name as the file name. > **Note:** If nothing downloads, click the icon again. The button shows no error message. ## Related - [Setup wizard](https://enydea.com/en/documentation/setup-wizard.md) - [Action items](https://enydea.com/en/documentation/action-items.md)