Widgets help you bring relevant intelligence into your dashboard, making it easier to monitor companies, markets, competitors, trends, and business developments in one place.
The new dashboard experience introduces a preview-led widget creation workflow, allowing you to see actual widget content before adding it to your dashboard.
You can create widgets using facts, insights, saved searches, datasets, charts, embedded content, and more.
Before You Begin
Before creating a widget, ensure that:
You have access to a dashboard with edit permissions
The required content (saved searches, facts, insights, companies, or datasets) is already available
A dashboard section exists where the widget can be added
Create a Widget
Step 1: Open a Dashboard
Navigate to the Dashboard module and open the dashboard where you want to add a widget.
Step 2: Click Add Widget
Click Add Widget from the dashboard.
This opens the widget creation panel.
Step 3: Choose a Widget Category
Widgets are organized into categories to make discovery easier.
Select the category that best matches your use case.
Core Platform Widgets
These widgets help you monitor intelligence generated within Contify.
Newsfeed
Track updates using saved searches and curated news feeds.
Use this widget to monitor:
Company updates
Industry developments
Competitor activity
Market signals
Facts
Display structured business facts such as:
Partnerships
Product launches
Funding rounds
Leadership changes
Mergers & acquisitions
Insights
Display AI-generated intelligence and summaries derived from facts and updates.
Use Insights widgets to monitor:
Strategic developments
Trends and patterns
Competitive intelligence
Executive summaries
Custom & External Widgets
These widgets allow you to add external content or custom information.
Text Widget
Add custom written content directly into the dashboard.
Useful for:
Commentary
Executive notes
Key observations
Contextual explanations
Dataset Widget
Upload and visualize structured datasets in a bar chart, line chart etc.
Use datasets to:
Present business metrics
Display tabular information
Create custom visualizations
Embedded Widget
Embed external content directly into the dashboard.
Useful for:
Third-party reports
External dashboards
Embedded web content
Library
Use preconfigured widgets from the widget library.
This helps reduce repetitive setup and maintain consistency across dashboards.
You can:
Use custom widgets saved to library
Add Contify preconfigured widgets
Layout Elements
Layout elements help organize dashboard content.
Section
Create sections to organize your dashboard into meaningful groups and improve content discoverability.
Sections help structure related widgets under a common theme, such as Market Overview, Competitor Tracking, or Industry Trends, making dashboards easier to navigate and understand.
Each section is also automatically added to the dashboard navigation bar at the top of the page, allowing users to quickly jump to specific sections without scrolling through the entire dashboard.
Sections improve readability and navigation in larger dashboards.
Step 4: Preview the Widget Before Adding
Once configured, click Generate Preview.
The dashboard now allows you to preview the actual widget content before adding it.
The preview helps you:
Validate whether the displayed information is relevant
Check the widget layout and readability
Verify filters and selected inputs
Make adjustments before creating the widget
This reduces guesswork and ensures the widget appears as expected.
Step 6: Choose Widget Size
Select the widget size based on how much space the content requires.
Available sizing options include:
Full Width
¾ Width
⅔ Width
½ Width
⅓ Width
¼ Width
Choosing the right size helps improve readability and dashboard organization.
Step 7: Select Dashboard Section
Choose the section where the widget should appear.
Sections help organize dashboards into meaningful categories and improve navigation.
Step 8: Click Create Widget
After reviewing the preview and settings, click Create Widget.
The widget will be added to your dashboard.
Manage Widgets
After a widget is added, you can continue modifying it based on your requirements.
Edit a Widget
To update a widget:
Open the widget menu
Click Edit
Update filters, content, or configuration
Save your changes
Resize a Widget
Widgets can be resized to better fit your dashboard layout.
Choose from predefined size options to make widgets larger or more compact.
This helps prioritize important intelligence and improve dashboard readability.
Rearrange Widgets
You can reposition widgets within the dashboard to organize information more effectively.
Drag and place widgets based on importance, category, or workflow preference.
Delete a Widget
To remove a widget:
Open the widget menu
Click Delete
Confirm deletion
Deleting a widget removes it from the dashboard but does not affect the underlying data source.