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A widget is a single chart of a single metric, sitting in one cell of the dashboard grid. A dashboard is just a collection of widgets you arrange yourself.

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Add a widget

Select Add widget to open the widget builder. It has two tabs:
  • Recommendations - ready-made widgets you can drop in and tweak.
  • Metrics - build a widget from scratch.
On an empty dashboard, a shortlist of recommended templates appears in place of the grid so you have a quick starting point.

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Start from a template

The Recommendations tab is a gallery of prebuilt widgets, each answering a common question - for example Billability over time, Pipeline by stage, or Which projects have the most revenue from planned resources? Search the gallery, pick one, adjust anything you like, and save. A template is just a starting configuration, so nothing is locked in.

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Build from a metric

On the Metrics tab, first pick a metric - the number you want to measure. Metrics are grouped by domain (Time, Budget, Revenue, Forecast, Profitability). See the metric catalogue for the full list. Then configure the widget:
1

Title

Optional. Defaults to the metric name.
2

Chart type

Only the chart types that suit the metric are offered: Number, Line, Bar, Stacked bar, Area, Pie, Donut, or Table.
3

Group by

Break the metric down by up to two dimensions - such as period, team, member, project, customer, project status, deal status, or billable. Which ones are available depends on the metric.
4

Segment

An optional second breakdown that splits each group (for example, hours by month, segmented by team). Not available for Number, Pie, or Donut charts.
5

Bucket by

When you group by period, choose the bucket size: day, week, month, quarter, or year.
6

Filters

Narrow this widget to specific customers, projects, teams, or members. The available filters depend on the metric.
The preview updates as you go. Save to drop the widget onto the grid.

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Chart type rules

  • Number shows a single total for the whole date range.
  • Pie and Donut take exactly one breakdown and no segment.
  • The other charts accept one or two breakdowns.

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Manage widgets

Open a widget’s menu to:
  • Edit - reopen the builder.
  • Delete - remove the widget.
  • Move up / Move down - reorder it on the grid.
  • Size - resize to Small, Medium, or Large.
You can also expand a widget to full screen, and download its data as a CSV.

Metric catalogue

Every metric you can chart, how it’s calculated, and how you can break it down.