Edit dashboard

Overview

The dashboard editor is where you arrange analytics widgets on a resizable grid, configure data sources (tenders, companies, contracting authorities), set filters, and preview live query results. Each widget is a mini-report — KPI indicator, time-series chart, entity summary card, or geographic map — backed by the same read-only procurement database as Market statistics.

You reach the editor from Dashboards list by opening any saved dashboard. Changes affect layout and widget configuration, not notices, pursuits, or directory records.

Tip: Before publishing a shared board, confirm you have:

  • Named the dashboard clearly on the list page

  • Set country, CPV, and date range on every chart (defaults can mislead)

  • Waited for each widget's success indicator after save

  • Opened entity card links to verify they point at the right company or authority

Important: Widgets display aggregated market intelligence. They do not write data. Creating a pursuit still happens on Notice overview or Team → Pursuits.

Editor layout

Flow diagram

Region

Purpose

Widget catalog (sidebar tab)

Browse widget types; add new cards to the grid

Widget grid (center)

Drag, resize, arrange live widget previews

Configuration (sidebar tab)

Edit the selected widget's data source and visualization

On narrow screens, sidebars may collapse — open the catalog before adding widgets, then switch to configuration when a widget is selected.

How to open

  1. Analytics → Dashboards.

  2. Click the dashboard you want to edit (or create a new one — you land in the editor immediately after creation).

  3. The editor loads the saved grid; widgets fetch data in parallel.

Widget grid behavior

Arranging widgets

  1. Drag a widget by its header to reposition on the grid.

  2. Resize from corners or edges (grid-snapped layout).

  3. Select a widget to open Configuration — filters apply to that card only unless you duplicate settings.

Each widget card shows:

State

UI

Loading

Placeholder rows while data loads

Ready

Live chart, number, or entity summary

Error

Inline error with retry where supported

Selected

Highlight border; configuration sidebar active

Caution: Leaving the editor before a widget save completes can drop unsaved filter changes. Wait for the success indicator on the configuration panel.

Open the Catalog tab to add widgets.

Widget type

Shows

Typical use

Indicator

Single KPI number

Total notices, award value sum, win rate proxy

Chart

Time series or breakdown

CPV mix over years, monthly publication volume

Entity card

Company or authority summary + link

Pin a key buyer or competitor

Map

Geographic distribution

Notices or awards by region (when configured)

Add a widget — numbered steps

  1. Open Catalog.

  2. Click a widget type (e.g. Chart).

  3. A new card appears on the grid — often with placeholder data until configured.

  4. Select the card; switch to Configuration.

  5. Choose source (tenders, companies, authorities).

  6. Set filters and visualization options (below).

  7. Save — wait for confirmation before adding the next widget.

With a widget selected, the Configuration tab exposes:

Data source

Source

Widgets can show

Tenders / notices

Volumes, values, trends, breakdowns

Companies

Participation, wins, CPV footprint

Contracting authorities

Buyer publication patterns

Filters (common)

Filter

Effect

CPV

Limit to product/service categories

Country

ISO country scope

Date range

Publication or award window

Contracting authority

Single buyer focus

Company

Single market participant focus

Region

Subnational slice when available

Visualization

Control

Applies to

Chart type

Bar, line, pie (per widget support)

Sort order

Rank tables and bar charts

Aggregation

Sum, count, average — metric-dependent

Advanced expression builders

Power users — compound filters

Advanced builders let you combine conditions without leaving the dashboard. Incorrect expressions return empty charts — simplify filters and retry.

Flow diagram

Save behavior

Behavior

Detail

Per-widget save

Configuration changes persist when you save the widget

Layout save

Drag/resize positions typically autosave or save with dashboard

Success indicator

Wait before navigating away

Concurrent editors

Last save wins on layout — coordinate on shared boards

If a widget reverts after refresh, the save failed silently — re-open configuration and retry; check network.

Widget recipes (examples)

Recipe 1 — Authority seasonality for account planning

  1. Add Chart widget.

  2. Source: Contracting authorities (or tenders filtered to one authority).

  3. Filter: your target buyer; last 5 years.

  4. Visualization: monthly or quarterly breakdown.

  5. Use in QBRs alongside Authority statistics profile tab.

Recipe 2 — Competitor win value indicator

  1. Add Entity card for the company from Companies directory.

  2. Add Indicator — total won value, same company filter.

  3. Optional: Chart — won value by year for trend.

Recipe 3 — CPV market size

  1. Add Chart — tenders source.

  2. Filter: your onboarding CPV segment + home country.

  3. Compare year-over-year before bid/no-bid meetings.

Widget element

Opens

Entity card title

Company or authority profile

Chart drill-down (if enabled)

Filtered notice list or statistics

Map region

Regional breakdown

All link-throughs remain read-only. Create pursuit is not on the dashboard editor.

Permissions

Role

Capability

Dashboard owner

Full edit, delete

Shared editor

Add/configure widgets (if granted)

Shared viewer

View only — no catalog or configuration

Guest

Usually blocked — sign in required

Edge cases

Symptom

Likely cause

Action

Widget empty after save

Filters too strict

Widen date range; remove CPV

Service unavailable toast

Statistics gateway down

Retry later

Map widget blank

No geo data for filter

Change metric or region

Numbers disagree with profile tab

Different year scope

Align year filter with authority Statistics header

Cannot add widget

Viewer-only share

Ask owner for edit access

What you cannot do in the editor

  • Edit notice deadlines or documents

  • Modify company directory records

  • Push widget data into a pursuit questionnaire

  • Subscribe to email alerts (use Opportunities → Alerts)

  1. Start from a question, not from an empty grid.

  2. Add at most five widgets per dashboard — split secondary questions into a second dashboard.

  3. Align filters across widgets on the same board (same country + year).

  4. Open entity links once to validate IDs.

  5. Share only after a colleague dry-run on the list page.

FAQ

Do widgets update in real time?

Widgets refresh when you load the dashboard and when you save configuration. Underlying data syncs on Tendersight's import schedule — not per-second live tenders.

Can I clone a widget?

Duplicate via add + copy filter settings manually, or use duplicate control if your build exposes it on the widget menu.

Why does my chart show "gateway unavailable"?

The statistics backend timed out or is maintenance — retry; persistent failures may be platform-wide.

Can I embed a dashboard outside Tendersight?

No native embed in help scope — use screenshots or internal links to Analytics → Dashboards.

Advanced expression builder failed — now what?

Revert to basic filters (country + year + one CPV). Re-add complexity one condition at a time.

Does deleting a widget delete market data?

No. Only the dashboard layout loses that card.

  • Dashboards list

  • Market statistics

  • Companies directory

  • Company statistics

  • Authority statistics

  • Notice (Tender)