Widgets overview

A quick guide on all the available dashboard widgets in Plecto.

Last updated: May 14, 2021

Number box

Number boxes are great for team-wide KPIs. They allow you to display numbers, percentages, and time - the configurations are many!

For example, you can use the number box to see how close you are to reaching the target, or set it up so that you see the number of orders at the top and the order value at the bottom.

Widget_Number Box

An example of the number box widget.

You can also use Conditional Colors to set and measure your targets and help you better understand your progress. Select 'Use custom conditional colors' when editing the widget and type in your targets manually or add a KPI in the 'Target Value.' The widget will do the calculations for you!

Note: The conditional colors will think in numbers if only one KPI is added to the number box, for example, the number of New Leads under 'Actual Value.'

If two KPIs are added, meaning the 'Actual Value' and the 'Target Value,' the number box will think in percentages. Read the full article on Conditional Colors here.

Speedometer

Use the speedometer widget to measure your progress and see how close you are to reaching the goal. The speedometer widget is a great way to keep track of your progress. It allows you to display numbers or percentages on the widget.

Widget_Speedometer

An example of the speedometer widget.

We recommend adding a target value and using conditional colors to get the most out of the speedometer. Read the full article on the Speedometer widget here.

Note: The conditional colors will think in numbers if only one KPI is added to the speedometer, for example, the total value of Sales under 'Actual Value.'

If two KPIs are added, meaning the 'Actual Value' and the 'Target Value,' the speedometer will think in percentages. Read the full article on Conditional Colors here.

Table

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.

Widget_Table

An example of the table widget.

The table widget is versatile and allows you to display any type of KPIs you have created. It also displays Achievements and supports Conditional Colors. Read more about the Table widget here.

Timeline

The timeline widget allows you to see the latest activities. It is similar to the table widget, the difference is that a timeline displays each activity instead of data summarized by the employee, as is the case of the table widget. This means that the same employees can reappear on the timeline because it is organized by activity and not the employee.

Widget_Timeline

An example of the timeline widget.

Note: The timeline widget is most likely used with the 'Last' function or the 'Sum' function in a formula.

Line chart

Use the line chart to show 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 differentiate the data by grouping it by employees, teams, or as one group that looks at the entirety of your data.

Widget_Line Chart

An example of the line chart widget.

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. Read the full article on the Area/Line chart widgets here.

Note: The line chart does not allow you to define the Y axis range, as it will be automatically defined from your data.

Area chart

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 data.

With an area chart, you can only show values from one data source. However, you can differentiate the data by grouping it by employees, teams, or as one group that looks at the entirety of your data.

Widget_Area Chart.png

An example of the area chart widget.

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. Read the full article on the Area/Line chart widgets here.

Column Chart

In the column chart, you only need to use one formula. You will often use a basic formula, for example, the number of closed deals, and combine it with the 'Group by' option to specify how you would like to see the data.

Widget_Column Chart

An example of the column chart widget.

Note: The column chart allows you to group data by employees, teams, all together, or time. Read this article to learn more about the 'Group by' option.

Pie chart

The pie chart works similarly as the column chart. You only need to use one formula. It can often be a basic formula, for example, the number of closed deals, and combine it with the 'Group by' option to specify how you would like to see the data.

Widget_Pie Chart

An example of the pie chart widget.

Note: The pie chart allows you to group data by employees, teams, all together, or time. Read this article to learn more about the 'Group by' option.

Leaderboard

Add leaderboards to your dashboards to recognize your employees' or teams' success! 🎉

Widget_Leaderboard

An example of the leaderboard widget.

The leaderboard displays the rank of your employees or teams, based on the KPIs of your choice. Be it the number of sales, biggest closed deal, or the number of completed support cases - help your employees grow by acknowledging their success.

Tip: Invite the users to upload a profile picture to their Plecto account. To upload a profile picture, click on your profile at the bottom-left corner in Plecto, then choose a file to upload under the 'Personalization' section.

Countdown

Whether you're keeping track of the deadlines or counting time until the next office party - use the countdown widget to see how much time is left until your next important event.

Widget_Countdown.png

An example of the countdown widget.

Clock

See the local time on your dashboard! The clock widget can be useful if you have several teams working in different time zones. You can then easily follow the progress of your teams by adding a clock next to each respective widget.

Widget_Clock.png

An example of the clock widget.

Text

Add a custom text to your dashboard with the text widget. The widget allows you to select the font size, weight, and alignment.

Widget_Text.png

An example of the text widget.

Image

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.

Widget_Image

An example of the image widget.

Read more: Draw inspiration from and download images of the different maps here.

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