How to Create a Simple Dashboard Widget Using Insights 2.0

Learn how to create and customize dashboards using Insights 2.0 with user-friendly design and live data filtering.

March 13, 2025 By Jonathan Lapinsky

In this guide, we'll learn how to create a new dashboard using Insights 2.0. The focus is on simplifying the process of dashboard creation, offering two main methods: copying an existing template or starting from scratch. We'll explore how to add and configure visualizations, such as metrics and charts, and how to apply filters for dynamic data interaction. This guide will help you efficiently set up and customize dashboards to analyze ticket data and other metrics relevant to your organization.

Let's get started

We will cover how to create a new dashboard using Insights 2.

A significant aspect of Insights 2.0 is its user-friendly design, especially for creating dashboards. There are two ways to create a dashboard. First, create a copy.

To create a copy of a template, go to an existing template in the team support library and click "Make a Copy."

Step #1: Click on "= Dashboards" — Click on "= Dashboards"

This will create a copy of the dashboard, add it to your collection, and let you update and manipulate the data easily.

Second, is the new dashboard method. This is what we will cover below.

Step #2: Click on "+ NEW DASHBOARD" — Click on "+ NEW DASHBOARD"

When you enter the new dashboard, you'll notice a blank slate in the center.

It's as easy as clicking "Add Item" and choosing from the visualization options below.

Step #4: Click Add Item — Click Add Item

You can see there are quite a few. Let's create a couple of basic metrics. We'll start by creating a number with an evolution.

Step #5: Click on the number visualization — Click on the number visualization

Drag it onto your dashboard.

Step #6: Drag the element onto your dashboard — Drag the element onto your dashboard

Once you drag it, you can reshape it as you wish.

After dragging it onto your dashboard, open your dataset on the right, where the icon appears as a table.

Step #7: Click the data table — Click the data table

You will see all the different tables we provide at team support.

Let's grab tickets. To see how many tickets have been created over time, look for the ticket ID.

Step #8: Click the tickets table — Click the tickets table

Every ticket in team support has a unique ticket ID. We will count how many ticket IDs our organization has over a certain time. This give us an accurate count of how many tickets have been created.

Step #9: Drag "Ticket ID" onto the widget number widget you just created. — Drag "Ticket ID" onto the widget number widget you just created.

You can see a large number associated with it. Is that accurate? We can examine the data more closely. By clicking on the data and then on the settings for ticket ID, you can see it is creating a sum.

Step #10: Notice the number — Notice the number

Step #11: Click the table icon and then the gear next to the blue bar where is says TicketID — Click the table icon and then the gear next to the blue bar where is says TicketID

Step #12: Notice the Aggregation method — Notice the Aggregation method

It's adding up all your ticket ID numbers using a SUM. which we don't want. We want a COUNT of how many unique ticket IDs exist.

Step #13: Click on "Count distinct" — Click on "Count distinct"

Let's set it to COUNT DISTINCT

Remove the decimals.

Now you can see that the number is more relevant to your organization because it shows how many tickets have been created. What else can we do with this? We can go into the settings for the data and create a filter.

Step #14: Click Add Filter — Click Add Filter

Let's say we want to see the number of tickets from the last month.

Step #15: Click on "Add filter", Select Date Ticket Created, Choose Last (x) periods available, choose last month — Click on "Add filter", Select Date Ticket Created, Choose Last (x) periods available, choose last month

When you apply the filter, you can see the data refreshing. It's live data, and it will filter down for you. You can see it reduces to 18,000.

Step #16: Notice the number — Notice the number