Dashboard Widgets

Head to Dashboards in the main navigation. Open an existing dashboard from the list, or click Create Dashboard to start a new one and give it a name. Every dashboard starts empty until you add widgets to it.

On the dashboard, click Edit Dashboard to switch into edit mode, then click Add Widget. A picker opens with two tabs: Built-in, the full catalog of standard widget types described below, and Custom Widgets, any tenant-specific widgets your workspace has saved for reuse (more on those in the last step). Pick a type to add it to the dashboard.

The Built-in tab covers a lot of ground. A few of the ones you'll reach for most:

• KPI Card: a single number with a trend, good for things like open opportunities or pipeline value.
• Bar / Line / Pie / Donut: the standard chart shapes for comparisons, trends over time, and breakdowns.
• Data Table: a tabular view of a report, with the columns you choose.
• Funnel, Leaderboard, Gauge, Multi-KPI, Goal Tracker: purpose-built visuals for stage conversion, rankings, progress toward a target, and small grids of related metrics.
• Activity Feed, Upcoming, Today's Calendar: live panels of recent activity and what's on the schedule, with no report to configure.
• Rich Text, Embed, Section Heading: non-data widgets for notes, external content, and organizing a busy dashboard into labeled sections.

For a report-backed widget, the configuration dialog walks through a short sequence: give it a Title, then pick a Data Source: search your saved reports and select the one whose rows you want. Next comes field mapping, which adapts to the widget. A Data Table calls this step Choose Columns and lets you pick which of the report's columns to show, while a chart asks for an axis field and a value field, and a KPI Card asks which field to treat as the metric. A Preview step shows the widget rendered with real data before you commit, and a final step lets you set an optional cache duration and save.

Still in edit mode, drag any widget by its header to reposition it on the grid, and drag its bottom-right corner to resize it. Other widgets flow around the one you're moving. When the layout looks right, click Save, or Cancel to discard the changes and leave the dashboard as it was.

If a report-backed widget gets you most of the way there, an admin can turn your exact configuration into something the whole workspace can reuse. Configure the widget the way you want it (report, columns, filters), then use Save as reusable to save it into your workspace's Custom Widgets catalog. From then on it shows up under the Custom Widgets tab in the Add Widget picker for anyone on your dashboards. If what you need really can't be expressed as a report (a bespoke layout, or a data view none of the standard types support), ask a workspace admin, or reach out to Coeffection support to scope something built around exactly what your team needs.