Dashboard Widgets

Here's a list of all the available dashboard widgets and their settings.

Last updated: April 27, 2022

Number boxes are great for any type of KPIs. They allow you to display numbers, percentages, date and time, and much more. For example, you can use the number box to see the following KPIs:

  • Value of won deals this month,
  • Number of calls today,
  • Number of purchase orders this week vs. target, and so much more.

Browse our KPI Library for inspiration.

Widget-specific settings
  • Show progress bar: If you have a target value or custom conditional colors on your number box, you can display a progress bar.
  • Custom conditional colors: Make your KPIs stand out with conditional colors! See your data in one of the three available colors – green, yellow, or red. You can also use the colors as your widget background. Read the full article on conditional colors.
Note on custom conditional colors

If you only add one KPI to the widget, the conditional colors will think in numbers. If you add both the actual and target values, the number box will think in percentages. You will also see the % indicator next to the conditional value fields.

Use the speedometer widget to measure your progress and see how close you are to reaching the goal. The speedometer is a great way to keep track of your progress. Add target values and conditional colors to your formulas/widgets to better visualize your KPIs.

Widget-specific settings

Custom conditional colors: Make your KPIs stand out with conditional colors! See your data in one of the three available colors – green, yellow, or red. You can also use the colors as your widget background. Read the full article on conditional colors.

Note on custom conditional colors

If you only add one KPI to the widget, the conditional colors will think in numbers. If you add both the actual and target values, the number box will think in percentages. You will also see the % indicator next to the conditional value fields. Read the full article on conditional colors.

Instead of creating individual KPIs for each employee, you can create a formula for each value you want to display, and the table widget will show the employees and formula results accordingly.

The table widget allows grouping data by other metrics than employees – group your data by employees, teams, time, or custom fields from your data source. Read more in Group by.

The widget also shows achievements and supports conditional colors.

Widget-specific settings

Group by custom fields: The table widget allows grouping data by custom fields. In addition, you can sort the data based on any column you add. To sort the columns, click on the two small arrows next to the column title field. Read more about the Table widget here.

The timeline widget allows you to see your latest activities. It organizes your KPIs in chronological order. It is different from the table widget because the table summarizes data by employees, teams, or time, whereas the timeline widget displays each activity as it appears. Timeline is most widely used with the Last and Sum of data functions.

Widget-specific settings

The timeline widget is similar to the table widget in that it allows adding KPIs as columns. However, it does not allow column sorting because they are sorted automatically as the widget displays your KPIs in chronological order. If you see rows that display 0 and want to exclude them from the overview, you can choose to select "Only show rows with positive sorting values."

For inspiration

We have made an article with KPI Examples for the Timeline Widget.

Use the line chart to see your progress over time. Select to group data by employees, teams, or all together. With a line chart, you can only show values from one data source. However, you can drill down the data by grouping it by employees, teams, or as one group that looks at the entirety of your data.

If no target value is added, you can compare your selected time period to the last time period, for example, the current year to the last year.

Widget-specific settings
  • Accumulate: This option allows you to see a growing total value of your data. If not selected, the line or area chart will display single values for every hour, day, week, month, and so on (like in the image above), depending on the chosen time period.
  • Compare to last time period: This option allows you to compare your current data to past data. For example, if your widget displays data for the current month to date, you can compare it to the previous month to date or the entire last month. Essentially, this option reflects the past of the selected time period.
The Y axis adjusts automatically

The line chart does not allow you to define the Y axis range, as it will be automatically adjusted based on your data.

The area chart is very similar to the line chart, except it highlights the entire area and helps you to gain a better visual understanding of your KPIs. With an area chart, you can only show values from one data source. However, you can drill down the data by grouping it by employees, teams, or as one group that looks at the entirety of your data.

If no target value is added, you can compare your selected time period to the last time period, for example, the current year to the last year.

Widget-specific settings
  • Accumulate: This option allows you to see a growing total value of your data. If not selected, the line or area chart will display single values for every hour, day, week, month, and so on (like in the image above), depending on the chosen time period.
  • Compare to last time period: This option allows you to compare your current data to past data. For example, if your widget displays data for the current month to date, you can compare it to the previous month to date or the entire last month. This option reflects the past of the selected time period.

The column chart allows you to add one formula to the widget. You can also choose to drill down your data by using the Group by function. You can group by employees, teams, time, or one group on the column chart.

The pie chart is similar to the column chart in a way that you can only add one formula to the widget. The pie chart allows you to drill down your data by using the Group by function.

The leaderboard widget allows you to display your top performing teams or employees. Be it the number of sales, the biggest closed deal, or the number of completed support cases. Leaderboards can help your employees grow by acknowledging their success.

Widget-specific settings

In addition to the regular widget settings, you can select "Hide items without registrations" to hide those employees or teams that show 0 due to having no registrations in the data source. You can also choose how many teams or employees you want to display by selecting "Set number of items to display."

Tip – Invite everyone to upload their profile pictures

To upload a profile picture, click on your profile in the bottom-left corner and choose a file from your computer. Make your leaderboards look better by inviting everyone in your organization to upload their own pictures.

The countdown widget allows you to see how much time is left until your next important event. Use it to keep track of the deadlines or count the time until the next office party.

The clock widget allows you to see time on your dashboard (local or worldwide). The clock widget can be useful if you are keeping track of multiple teams that are working in different time zones on the same dashboard. Add a clock widget next to each team's KPIs to have a better overview of their performance.

The text widget allows you to add custom text to your dashboard. You can adjust the text by selecting between different font weights, sizes, and alignment.

Add an image to your dashboard to personalize its layout in a way that best represents your company. The image can be both decorative and functional. For example, if you have teams working in different parts of the world, you can add an image of the world map and reorganize the widgets so that they are placed on the map according to where your teams are located.

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