Dashboards
Widgets
Widgets are the tiles on a dashboard. Compare the Chart, KPI and Table widgets and learn how each one reads data from a view.
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A widget is one tile on a dashboard. Each widget has a title, a type, and a position on the dashboard's 12-column grid.
Widget types#
| Widget | What it shows | Good for |
|---|---|---|
| Chart | A bar, line, area, pie or donut chart | Trends over time, comparisons between categories, shares of a whole |
| KPI | One number | Open jobs, revenue this month, average rating |
| Table | A short list of rows | The next ten deliveries, overdue invoices, low stock |
Every widget reads a view#
When you add a widget, you pick a Data Source: one of your views. The widget only works with the rows that view returns.
This means the view's access filter and access rules still apply. A widget never counts or shows rows that the person could not see in the view itself.
Charts and KPIs can add their own Filters on top of the view, for example "status is not done". That filter defines what the number means. It is not a security boundary.
Add a widget#
- Open the dashboard and choose Add Widget.
- Enter a widget title.
- Under Widget Type, choose Chart, KPI or Table.
- Under Data Source, select a view.
- Configure the widget and check the Live Preview.
- Choose Create.
To change a widget later, open its menu and choose Edit.
Plan your widgets#
For each widget, write down:
- the question it answers, for example "Revenue by month",
- the widget type,
- the view it reads from,
- what it calculates or which columns it shows.
Widget pages#
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