For AI agents: the complete documentation index is available at https://docs.clickmax.io/en/llms.txt, the full documentation bundle is available at https://docs.clickmax.io/en/llms-full.txt, and this page is available as Markdown at https://docs.clickmax.io/en/features/contacts/insights-widget-menu.md.
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      • How do I edit, duplicate or remove an Analytics widget?

      Every widget on the dashboard has a … menu (Widget options) in the top-right corner of the card, always visible. It holds Edit, Duplicate and Remove widget — the gear and trash icons that only showed up on hover are no longer on the card.

      Before you start

      • Workspace role: any role with access to Analytics. See the permissions table.
      • Open a dashboard under Analytics.

      Steps

      1. On the card, click the … menu in the top-right corner.
      2. Pick an option:
        • Edit opens the Widget settings window: chart type, metric, Segment by and that card's own filters. Changes apply right away, and Done closes the window.
        • Duplicate adds a copy right after the original, with the same settings. If you gave the card a title, the copy gets (copy) at the end of it.
        • Remove widget takes the card off the dashboard.
      3. That's it: the dashboard saves the changes on its own.

      Do not mix it up with the Edit button at the top of the dashboard: that one rearranges cards and adds section titles. The Edit in the … menu only changes the card you clicked.

      What the card header and notices mean: what each part of an Analytics widget shows.

      Good to know

      • Duplicate disappears from the menu when the dashboard is already at its widget limit.
      • Section title bands have no … menu: to remove one, hover the band and click the trash icon.
      • In full screen (TV mode), the … menu, the breakdown selector and the Set up, Try again and Set goal buttons are hidden — nobody configures a widget from across the room.
      • To change the size or order of cards, use Edit → Reorder cards at the top of the dashboard.