Adding and Configuring Widgets

Widgets are the individual cards that make up a dashboard — each shows a single metric, chart, or table from a data source like Contacts, Opportunities, Calls, or Emails.

Add a widget

1. Open a dashboard, enter edit mode.
2. Click Add Widget.
3. Choose a data category and chart type — number, donut, bar, line, or table.
4. Give it a title and description.
5. Set filter conditions to narrow the data.
6. Save, drag into position, resize.
7. Click Save Changes on the dashboard.

Configure and filter a widget

Rename it, adjust the metric/chart type live. Filter conditions use groups combined with OR, conditions within a group combined with AND. Sorting/limits control order and row count. Date properties choose which date field to measure by.

Visitor data widgets only support a single filter group.