build_circle Custom Widgets
Create personalized analytics widgets tailored to your unique business metrics. Use the no-code widget builder to design visualizations that answer your specific questions and display exactly the data you need.
auto_awesome What Are Custom Widgets?
Custom widgets let you create specialized analytics that focus on your unique business metrics and KPIs. Unlike standard widgets, these are built by you to answer your specific questions using any data from your workflows.
Fully Customizable
Choose data, visualization type, and appearance
No Code Required
Visual builder with point-and-click interface
Build Your Analytics
Design widgets that fit your exact needs
play_circle How the Widget Builder Works
Creating a custom widget is a simple 4-step process that anyone can complete without technical knowledge.
Choose Data Source
Select which workflow fields or calculations to visualize
Pick Visualization
Choose from 6 chart types that best display your data
Configure Options
Set aggregations, filters, and display preferences
Customize Appearance
Apply colors, labels, and styling to match your brand
Screenshot Placeholder
Widget builder interface showing 4-step creation process with data selection, chart type, configuration, and styling options
Screenshot: Complete widget builder interface with step-by-step wizard and live preview
category 6 Widget Types Available
Each widget type is optimized for different data patterns and business insights. Choose the one that best represents your information.
bar_chart Bar Chart
Horizontal bars perfect for comparing categories and rankings
Best For:
- • Team performance comparisons
- • Department workload analysis
- • Project status distribution
insert_chart Column Chart
Vertical columns ideal for showing data over time periods
Best For:
- • Monthly sales performance
- • Weekly ticket volumes
- • Quarterly project delivery
trending_up Line Chart
Connected points showing trends and patterns over time
Best For:
- • Performance trend analysis
- • Process efficiency tracking
- • Growth pattern visualization
donut_large Pie Chart
Circular segments showing parts of a whole as percentages
Best For:
- • Market share distribution
- • Budget allocation breakdown
- • Status category proportions
table_chart Table Widget
Structured data display with sorting and filtering capabilities
Best For:
- • Top performers rankings
- • Detailed metric summaries
- • Multi-column data views
numbers Counter Display
Large, prominent numbers with optional change indicators
Best For:
- • Total revenue or sales
- • Active user counts
- • Completion percentages
Bar Chart Example
Custom bar chart widget showing team performance comparison
Pie Chart Example
Custom pie chart showing budget allocation breakdown
Counter Display
Custom counter showing total revenue with trend indicator
source Flexible Data Source Options
Custom widgets can pull data from any field in your workflows, perform calculations, and apply intelligent filtering. The system is designed to work with all your business data without technical complexity.
Any Workflow Data
Access all fields and custom data
Standard Fields
Use built-in workflow fields like status, assignee, due date, priority
Custom Fields
Include any custom fields you've created for your specific business needs
Calculations
Perform mathematical operations like averages, sums, and percentages
Time-based
Analyze data by creation date, completion time, or any date field
functions Aggregation & Analysis Options
Transform your raw data into meaningful insights with built-in aggregation functions and analysis tools.
calculate Mathematical Operations
Count & Sum
Total items, sum values
Average & Median
Central tendencies
Min & Max
Range boundaries
Percentages
Proportional analysis
group_work Grouping & Segmentation
By Category
Group by field values
By Time Period
Daily, weekly, monthly
By Assignee
Team member analysis
By Department
Organizational view
palette Visual Customization Options
Make your widgets match your brand and preferences with comprehensive styling options.
Color Schemes
Choose from preset palettes or create custom color combinations
Labels & Titles
Customize all text labels, titles, and axis names for clarity
Size & Layout
Adjust widget dimensions and internal layout preferences
Display Options
Show/hide legends, gridlines, data values, and other elements
groups Perfect for Specialized Analytics
Sales Teams
Create revenue tracking widgets, conversion rate analysis, and territory performance comparisons
HR Departments
Build hiring funnel analysis, employee satisfaction tracking, and retention rate visualizations
Operations Teams
Design quality control dashboards, efficiency metrics, and process performance indicators
Finance Teams
Create budget variance analysis, expense tracking, and financial performance dashboards
Marketing Teams
Build campaign performance trackers, lead generation analytics, and ROI measurement widgets
Support Teams
Design customer satisfaction widgets, resolution time analysis, and support queue visualizations
play_circle Getting Started with Custom Widgets
Start building your first custom widget by accessing the Widget Builder from your dashboard. The intuitive interface will guide you through each step of the creation process.