Customize your MediaOS dashboard by adding report widgets that keep the most important information visible and actionable every time you log in.
Why Add Report Widgets #
Customizable dashboards in MediaOS give you complete control over the information you see at a glance. One of the most powerful ways to stay updated is by embedding report widgets directly into your dashboard. This allows you to track sales activity, contract expirations, account performance, and outstanding invoices without needing to manually run separate reports each day.
How to Add a Report Widget #
To add a report widget, start by navigating to your dashboard and clicking the Add Widget button located in the top-right corner. This will open the widget inventory, where you’ll see a list of all available dashboard widgets. Among these options, you’ll find several report-based widgets, including Advertiser Last Run Date, Expiring Contracts, Past Due Invoices, and even saved reports that you have built previously.
To add a widget to your dashboard, click the name of the report you want to include. After clicking, you will be prompted to configure the widget’s parameters. These settings will vary depending on the specific report you are adding. For example, if you are adding a saved report, you may be asked to choose which saved report you want to view and how you would like the data presented within the widget. After setting your preferences, click the Add Widget button to finalize and place the widget on your dashboard.
Once the widget appears, you can drag and drop it into your preferred location. You can also resize it to better fit your dashboard layout and create a more organized, easy-to-scan view.
Tip: Strategically placing and sizing your report widgets ensures that your dashboard stays clean, focused, and aligned with your daily priorities.
Adding the Favorite Reports Widget #
Another great option you can add to your dashboard is the Favorite Reports Widget. This widget provides quick access to all the reports you’ve marked as favorites, making it easy to navigate to your most important data without extra clicks.
To add the Favorite Reports Widget, click the + Add Widget button on your dashboard, then select Favorite Reports from the widget inventory. Once selected, you can drag and drop the widget into your desired location on the dashboard. If you want to better fit your layout, you can also click and drag the bottom-right corner of the widget to resize it.
Once placed, the Favorite Reports Widget will display a list of all saved reports you have access to, giving you immediate, one-click access to critical reporting views right from your dashboard.
Recommended Widgets for a Sales Management Dashboard #
If you’re setting up a dashboard specifically for sales management, MediaOS offers several highly recommended widgets to make your workspace even more effective. Adding these widgets helps you track team activities, manage renewals, and monitor performance in real time.
The Activity Feed widget allows you to monitor what your sales reps are doing throughout the workday. You can use the search bar to quickly find specific activities or pin important updates by clicking the flag icon next to an item.
The Expiring Contracts widget helps you identify contracts that are nearing expiration and need re-engagement. You can customize this widget by clicking the three-dot menu and selecting Edit, allowing you to filter by product, choose whether to view only your contracts or all contracts, and set a time range based on the number of days until expiration. Always remember to click Save Widget after making edits.
The Sales Goals widget gives a snapshot of how sales reps are progressing toward their individual or team goals. By default, this widget shows the next 90 days, but you can adjust the timeframe using the dropdown menu at the top-left corner. You can also filter results by sales rep or toggle between individual and company goals at the top-right corner. For deeper reporting, you can always access the full goals report by navigating to the Sales page and clicking on the Goals tab.
The Issue Statistics widget allows you to pick specific issues and customize which data points you want to display, such as the Average Per Ad Page. You can add multiple Issue Statistics widgets if you want to track several issues side-by-side, providing a more detailed snapshot of your sales performance across different products.
Tip: Every widget on your dashboard can be rearranged, resized, or removed at any time to keep your workspace dynamic and aligned with your changing needs.
