let's take an example of creating a trend line widget which will measure in flow of leads this year with comparison. Basically through this widget, we'll be able to lets us know that on monthly basis how many leads were generated and we can also compare it with the previous year.
Step 1. To get started with adding of new widget, go to edit mode of dashboard.
Step 2. Click on 'Add widget' button.
Step 3. Add the widget name and Add the widget type as trend line.
Step 4. In source, we will choose the source as leads.
Step 5. In measures we will measure the count of leads
Step 6. Under the grouping we will group it based on the date of creation of the leads.
Step 7. Under time interval we will choose month since we need to view the no. of leads generated each month.
Step 8. Let's add the legend position.
Step 9. Add time range as this year.
Step 10. For comparison, let's compare it with previous period.
Step 11. Now, click on 'Add Widget' button.
The blue color trend line represent the monthly generation of leads for the year 2024. The orange color trend line represent the monthly generation of leads for the year 2023.