Built-In Widgets

Built-in widgets are listed in the Add Widget dialog, grouped by area. Pick one, set its parameters (time range, pipeline), choose a size, and save.

The catalogue at a glance

Deals

These widgets are wired into the Deals & Pipelines data.

Widget	Visualisation	What it shows	Main parameters
Deals created	Line chart	Number of deals created over time, multi-series capable	Time range
Deal forecast values	Line chart	Forecasted deal value over time	Time range
Won vs all	Pie chart	Ratio of won deals to all deals	—
Lost vs all	Pie chart	Ratio of lost deals to all deals	—
Top closing users	Bar chart	Users ranked by closed-won deals	Time range, top-N limit
Top delayed users	Bar chart	Users ranked by deals that have lingered the longest	Top-N limit
Top stages	Bar chart	Deal stages ranked by deal count	—
Pipeline funnel	Funnel chart	The full pipeline funnel with stages from open through to won and lost	Pipeline (which one to show)

The Pipeline funnel is the flagship widget: five layered stages stacked like a funnel, with the won path coloured green and the lost path red.

Time range parameter

For widgets that have a time range, you pick a window such as "last 7 days", "last 30 days", "this month", "this quarter". The widget re-computes whenever it is refreshed.

Email

Wired into the Inbox email tracking signals.

Widget	Visualisation	What it shows
Email stats over time	Line chart	Sends, reads, clicks (multi-series) over a chosen window
Read vs unread	Pie chart	Composition of email outcomes
Click vs no-click	Pie chart	Composition of click engagement

Page tracking

Wired into the page-tracking signal documented under workflow listeners.

Widget	Visualisation	What it shows
Page hits over time	Line chart	Hits to tracked pages
A/B test results	Pie chart	Distribution between variants in a running test

Workflows

Widget	Visualisation	What it shows
Workflow processing time	Line chart	How long the runtime is taking to process workflow events over time
Recent workflow activity	Line chart	Steps executed over time

Cases

Widget	Visualisation	What it shows
Case volume over time	Line chart	Cases created (and optionally resolved) over a window
Cases by status	Pie chart	Open, pending, solved, closed

Attachments

Widget	Visualisation	What it shows
Asset downloads over time	Line chart	Tracked attachment downloads

The catalogue above is the menu. For everything else, a metric that isn't on the list, a layout the built-ins don't offer, a chart you want styled a specific way, use either:

A Report widget: build a saved data grid report and render it as Single value, Line, Bar, Pie, or Grid.
A Custom HTML widget: build a saved HTML report and drop the whole rendered page into the dashboard.

The point is that you are never blocked by the built-in catalogue: the report-driven widgets cover every dashboard need that has well-defined data, and HTML widgets cover every need that doesn't.

Common parameters

A few parameters appear on many widgets:

Time range: "last 7 days", "last 30 days", "this week", "this month", "this quarter", "this year". Always evaluated in your account's timezone.
Top-N limit: for example "Top 10 closers". Default is usually 10; larger values may need a bigger widget size to render legibly.
Pipeline: for deal widgets, which pipeline to use. If you only have one, this is implicit.

What you can't change

The visualisation of a built-in widget is fixed. "Top closing users" is always a bar chart; you can't switch it to pie. If you need the same data drawn a different way, build a report-driven widget instead.
The underlying query is fixed too. Built-ins are part of the product. If you need the metric calculated differently (different time-window definition, different exclusion rule), build a report and use a report widget.

Next steps

Report widgets: turn a saved data grid report into a widget.
Custom HTML widgets: turn an HTML report into a widget that can show anything.