> ## Documentation Index
> Fetch the complete documentation index at: https://help-empuls.xoxoday.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Add a widget to your dashboard

> Learn how to add a widget to the dashboard

Widgets help you track metrics, rewards, or scores directly from your sales incentive dashboard.

​**Follow these steps to add and manage a widget.**

## Step 1: Navigate to the Dashboard

* Go to **Dashboards** in the main menu.
* Click **Add a Widget**.

<Frame>
  <img src="https://mintcdn.com/empuls/9llUoBDbSJL62qFF/images/sales-incentive/add-a-widget-to-your-dashboard/Screenshot_2B2025-08-12_2Bat_2B2_41_09-E2-80-AFPM.png?fit=max&auto=format&n=9llUoBDbSJL62qFF&q=85&s=27c85d469fd33b2cfda0dfb1b66958de" width="2814" height="1404" data-path="images/sales-incentive/add-a-widget-to-your-dashboard/Screenshot_2B2025-08-12_2Bat_2B2_41_09-E2-80-AFPM.png" />
</Frame>

## Step 2: Set Up Your Report

* **Name Your Report** – Enter a clear, descriptive name.
* **Select the Type of Report** – Choose from the following options:

  ## 2.1 Plan vs Plan
* **Purpose:** Track performance (metrics, rewards, or scores) across multiple plans.
* **How to Set Up:**

  * Select the type of input to compare – **Metric**, **Score**, or **Point**.
  * For each, choose the specific metric, score, or point from the dropdown.
  * Select the date range using the **Calendar**.
  * Select the plans from the dropdown menu.
  * Click **Save**.

  <img src="https://mintcdn.com/empuls/9llUoBDbSJL62qFF/images/sales-incentive/add-a-widget-to-your-dashboard/Screenshot_2B2025-08-12_2Bat_2B2_48_40-E2-80-AFPM.png?fit=max&auto=format&n=9llUoBDbSJL62qFF&q=85&s=1b7cc5f85a42126e3d3072ffddb393cb" alt="" width="2814" height="1404" data-path="images/sales-incentive/add-a-widget-to-your-dashboard/Screenshot_2B2025-08-12_2Bat_2B2_48_40-E2-80-AFPM.png" />
* **Editing/Deleting:**

  * Can be **edited** using the three-dot menu.
  * Can be **deleted** from the dashboard.

## 2.2 Plan Payout Trend

* **Purpose:** Track performance of a metric, reward, or score over time.
* **How to Set Up:**

  * Select the date range using the **Calendar**.
  * Select up to **three plans** from the dropdown menu.
  * Click **Save**.

  <img src="https://mintcdn.com/empuls/9llUoBDbSJL62qFF/images/sales-incentive/add-a-widget-to-your-dashboard/Screenshot_2B2025-08-12_2Bat_2B2_53_19-E2-80-AFPM.png?fit=max&auto=format&n=9llUoBDbSJL62qFF&q=85&s=01f1b0c4e9035d271ef339241bec8709" alt="" width="2400" height="1314" data-path="images/sales-incentive/add-a-widget-to-your-dashboard/Screenshot_2B2025-08-12_2Bat_2B2_53_19-E2-80-AFPM.png" />
* **Editing/Deleting:**

  * Can be **edited** using the three-dot menu.
  * Can be **deleted** from the dashboard.

  <img src="https://mintcdn.com/empuls/9llUoBDbSJL62qFF/images/sales-incentive/add-a-widget-to-your-dashboard/image_-_2025-08-20T142357_071.png?fit=max&auto=format&n=9llUoBDbSJL62qFF&q=85&s=d7459624043c0784b5716d0b7e80eabf" alt="" width="1188" height="794" data-path="images/sales-incentive/add-a-widget-to-your-dashboard/image_-_2025-08-20T142357_071.png" />

## 2.3 Performance Report

* **Purpose:** Track a plan’s performance report across plans.
* **How to Set Up:**

  * Select the plan from the dropdown menu.
  * Choose the positioning.
  * To add more performance reports, click **Add New** and repeat the process.
  * Click **Save**.

  <img src="https://mintcdn.com/empuls/9llUoBDbSJL62qFF/images/sales-incentive/add-a-widget-to-your-dashboard/Screenshot_2B2025-08-12_2Bat_2B2_56_19-E2-80-AFPM.png?fit=max&auto=format&n=9llUoBDbSJL62qFF&q=85&s=5121f9b0d672e10802572cbe6ee36f5a" alt="" width="2400" height="1314" data-path="images/sales-incentive/add-a-widget-to-your-dashboard/Screenshot_2B2025-08-12_2Bat_2B2_56_19-E2-80-AFPM.png" />
* **Editing/Deleting:**

  * Can be **expanded** for advanced functionality using the three-dot menu.
  * **Cannot be deleted** from the dashboard.

  <img src="https://mintcdn.com/empuls/9llUoBDbSJL62qFF/images/sales-incentive/add-a-widget-to-your-dashboard/Screenshot_2B2025-08-12_2Bat_2B2_57_37-E2-80-AFPM.png?fit=max&auto=format&n=9llUoBDbSJL62qFF&q=85&s=af255a2c77ef905519ade4e13480143e" alt="" width="2206" height="906" data-path="images/sales-incentive/add-a-widget-to-your-dashboard/Screenshot_2B2025-08-12_2Bat_2B2_57_37-E2-80-AFPM.png" />

## 2.4 Comparison

* **Purpose:** Compare two or more plans based on common metrics.

* **How to Set Up:**

  * **Group 1:**

    * Select the date range using the **Calendar**.
    * Select up to **10 plans** from the dropdown menu.
  * **Group 2:**

    * Repeat the above steps for the second group.
  * Add the metrics you want to compare (up to **5 metrics**).

    * Make sure both groups share the same metrics.
  * Click **Save**.

* **Editing/Deleting:**

  * Can be **edited** using the three-dot menu.
  * Can be **deleted** from the dashboard.

* You can choose to make the widget visible to **Managers** or **Users**.

<Frame>
  <img src="https://mintcdn.com/empuls/9llUoBDbSJL62qFF/images/sales-incentive/add-a-widget-to-your-dashboard/Screenshot_2B2025-08-07_2Bat_2B14_32_24.png?fit=max&auto=format&n=9llUoBDbSJL62qFF&q=85&s=9d451fdcaebb09e90713ee89f37c70d3" width="560" height="1214" data-path="images/sales-incentive/add-a-widget-to-your-dashboard/Screenshot_2B2025-08-07_2Bat_2B14_32_24.png" />
</Frame>

<Info>
  Need help? Reach out to your support team or [cs@xoxoday.com](mailto:cs@xoxoday.com).
</Info>
