Add Widget to Website

1. Introduction

Causey has a goal chart widget that can be embedded within other applications ,websites, CRMs, board portals, etc.. To use the widget in another application, you can go to the Reports application

Introduction

2. Click "Strategy"

Navigate to the "Strategy" section.

Click 'Strategy'

3. Click "Reports"

Access the "Reports" tab.

Click 'Reports'

4. Click "Widgets"

Select the "Widgets" option from the menu.

Click 'Widgets'

5. Click "Goal Chart Widget"

Select the Goal Chart widget

Click 'Goal Chart Widget'

6. Copy the Embed Code

Copy and paste the provided code to your preferred location.

Copy the Embed Code

7. Embed Code

Once you copy the code, follow the directions for pasting HTML into whatever system that you're embedding it in. Note: This Goal Chart widget will be updated to the latest month and active plan for your organization.

Embed Code

The guide covered the steps to add a widget to your website in Causey, from accessing the "Strategy" section to inserting the provided code snippet. Enhance your website by incorporating the Goal Chart Widget seamlessly.