Dashboard Widgets

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

Last updated: Aug. 12, 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

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

Here's what you can do with a number box widget:

  • Show progress bar. If you add a target value, the progress bar will show how far you are from reaching the target.
  • Add custom conditional colors. Use one of the three available colors – green, yellow and red – to keep track of your progress. You can also use conditional colors as the widget background. Read the full article on conditional colors.
Where to find KPI examples?

Find some inspiration on the help site or browse our KPI Library.

The speedometer widget is most often used to measure the current progress (actual value) against a target value. It works the same as the number box. If the widget size is big enough, you will see a percentage indicator that tells how far you are from reaching the target.

The widget supports custom conditional colors. Use one of the three available colors – green, yellow and red – to keep track of your progress. You can also use conditional colors as the widget background. Read the full article on conditional colors.

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.

The table widget allows you to get an overview of your teams and employees. No need to create individual KPIs for each team or employee – Plecto will do the work for you. Here are some of the things you can do with a table widget:

  • The widget displays conditional colors and achievements.
  • There's an option to add table totals.
  • You can easily sort the table columns. Click on the three little dots in the top-right corner of a column to sort it.
  • The drag-and-drop function allows you to easily move and reorganize the columns.
  • You can also group your data by other parameters, such as time or custom fields from your data sources. Read more in the Group by article.

The timeline widget displays your latest activities – it doesn't summarize your KPIs. The timeline organizes your data in columns, in chronological order, and it is most commonly used with the Last and Sum of data functions. Here are some KPI examples for the timeline widget.

The widget has an option to Only show rows with positive sorting values. If there are rows that show 0, you can exclude them from the overview by enabling this option.

Use the line and area charts to see your progress over time. The Y axis range on the charts adjusts automatically based on your data. Here's what you can do with the line and area charts:

  • You can add two formulas to the chart. Add the actual value and a target value or choose two different formulas – it's up to you.
  • If you add one formula, you have the option to compare your performance to the last time period. In that case, you will see two lines where one displays your current performance and the other shows past performance.
  • Group data by employees, teams, custom fields, or show it as one group. If you group data by employees or teams, you can choose to show everyone's avatars (displayed as profile pictures or initials).
  • Depending on the selected time period, you can choose a specific granularity. For example, if the time period is Current month, you can break your data down by days or weeks.
  • Option to accumulate your data.
  • Option to show a summary value in the top-right corner. You can choose to show the Total, Average or Last values.

Add a formula to the column chart and see what you can do:

  • You have the option to filter data by specific teams on the individual widget.
  • Group your data by employees, teams, time, custom fields from the data source, or as one big group.
  • You can sort the columns alphabetically or by highest/lowest values.
  • Show employee or team avatars.
  • Option to show a summary value in the top-right corner. You can choose to show the Total or Average values.

The column chart animates and highlights individual columns and their values to give you the best overview of your KPIs.

Forget about pie charts – donuts are the new standard! The donut chart in Plecto has both horizontal and vertical layouts, and here are the options:

  • You have the option to filter data by specific teams on the individual widget.
  • Group your data by employees, teams, time, custom fields from the data source, or as one big group.
  • Show values that are not zero. This option gives your donut chart a cleaner look.
  • Option to show a summary value in the top-right corner. You can choose to show the Total or Average values.

Every once in a while, the donut chart animates and highlights individual segments and their values to give you a rundown of your KPIs.

The leaderboard displays the top performing teams or employees, and the widget has both horizontal and vertical layouts. We've updated the widget, so now employees and teams with the same results will have the same ranking. For example, if Louis and Clara both have made 40 calls, they will share the first place on the leaderboard.

Here are other leaderboard options:

  • You have the option to filter data by specific teams on the individual widget.
  • Group your data by employees or teams.
  • Option to show a summary value in the top-right corner. You can choose to show the Total or Average values.
  • Hide items without registrations. This allows you to only list the employees or teams that have data to show.
  • Set number of items to display. This number determines how many items appear in the leaderboard view. For example, if you set it at 3, you will see 3 employees per view once you scroll through the leaderboard.
Tip – Invite everyone to upload their profile pictures

To upload a profile picture, go to your account settings 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.

See your local time or the time in your Paris office. If you've built a dashboard for all your teams, the clock widget can help you keep track of the different time zones on the same dashboard. You can choose between a 12 or 24-hour time format, as well as show a clock icon or add a widget background.

The text widget allows you to add custom text to your dashboard. Write your message and adjust the text weight, size and alignment. You can also choose to show the widget background.

Personalize your dashboards by adding images – the images can be both decorative or functional. Add pictures or GIFs up to 10MB. Add the widget and click in the file field or drag and drop a file from your local device to add it to the widget.

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