---
title: "Built-In Widgets"
url: https://flexie.io/resources/dashboards/built-in-widgets
description: "The complete catalogue of widgets Flexie ships out of the box. Each one is backed by a specific feature inside the product, so it always has live data ready to drop on a dashboard."
---

# Built-In Widgets

Last updated 25 May 2026

![The Add Widget dialog in Flexie listing built-in widget categories Deals, Email, Page Tracking, Workflows, Cases, Attachments](https://flexie.io/image/resources/dashboards-built-in-widgets.png)

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](https://flexie.io/resources/crm/deals-and-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](https://flexie.io/resources/inbox/overview) 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](https://flexie.io/resources/workflows/triggers-and-sources#4-listener).

| 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 |

## Choosing a widget

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](https://flexie.io/resources/dashboards/report-widgets)**: build a saved data grid report and render it as Single value, Line, Bar, Pie, or Grid.
* A **[Custom HTML widget](https://flexie.io/resources/dashboards/custom-html-widgets)**: 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](https://flexie.io/resources/dashboards/report-widgets): turn a saved data grid report into a widget.
* [Custom HTML widgets](https://flexie.io/resources/dashboards/custom-html-widgets): turn an HTML report into a widget that can show anything.
