A Widget allows you to source companies based on an underlying query and view them on a single board. Dashboards typically consist of multiple widgets, with each widget corresponding to a distinct query.
You can create a query for a Widget using:
A Custom Tracxn Query URL (e.g., Unicorns based in India)
Importing from a Saved Search (e.g., specify the name of a saved search)
How to set up a new Widget using 'Custom URL'?
Go to your custom dashboard on the 'My Dashboards' page and click on +Add Widget
On the ‘Add a New Widget’ page:
In the Query section, use the selected Custom URL option and paste your custom query URL
Choose the number of entries from the No. Of Entries dropdown
Add a name in the Name section
Click Save
Below shows an example of a Widget that sources companies located in India that have raised funding and the Tracxn query URL for the same is - Link.
How to set up a new Widget using 'Import from Saved Search'?
Go to your custom dashboard on the 'My Dashboards' page and click on +Add Widget
On the ‘Add a New Widget’ page:
Select Import from Saved Search
In the Query section, type and select the saved search name
Choose the number of entries from the No. Of Entries dropdown
Add a name in the Name section
Click Save
What is the 'Widget Details' tab?
The 'Widget Details' tab helps you access the underlying query of each widget - particularly useful if your dashboard has more than five widgets.
How can I Rearrange Widgets?
Open your custom dashboard and click on Rearrange Widgets
Drag and reorder the widgets as needed
Click Save to confirm the new order