General Dashboard Widgets
Read stat cards, revenue trends, quick insights, and task overview widgets.
General widgets combine high-level workspace signals across modules. Use them for owner views, operations dashboards, and quick daily checks.
Stat Cards
Stat Cards show key workspace totals at a glance. They are designed for the top of a dashboard where users need an immediate summary.
Use this widget to monitor broad metrics such as revenue, contacts, tasks, and deals without opening each module.
Review the source modules when a stat looks wrong. A dashboard card is a signal; the underlying invoices, contacts, tasks, or deals are where data is corrected.
Place stat cards in the first row when the dashboard is used for a quick daily review. Keep only the numbers the audience can act on. A finance dashboard may need overdue invoices and revenue; a sales dashboard may need open deals and new contacts. Too many top-row cards makes the dashboard harder to scan.
After adding or moving a stat card, refresh the dashboard and compare one card against its source list. This confirms the widget is reading the same filtered data the team expects.
Revenue Chart
Revenue Chart shows revenue over the selected period. Use it to understand whether revenue is trending up, flat, or down.
The widget is most useful when invoices and payments are kept up to date.
Before using revenue trends in a meeting, check invoice statuses, manual payments, refunds, and test invoices. Dashboard revenue should not be treated as final accounting without finance review.
Quick Insights
Quick Insights highlights short operational signals such as activities this week, upcoming tasks, overdue invoices, recent documents, or upcoming events.
Use this widget near the top of daily dashboards so users can spot issues without scanning every module.
Treat insights as prompts for review, not as final answers. When an insight mentions overdue work, open the linked module and confirm the owner, due date, status, and related customer before taking action.
If insights look stale, check whether the underlying records were archived, completed, reassigned, or moved to another workspace. Also confirm the viewer has permission to see the modules that feed the insight.
Tasks Overview
Tasks Overview shows open work ordered by urgency. Members can use this widget even when they do not have full dashboard-admin access.
Use it for:
- Personal work dashboards
- Daily team execution
- Project delivery dashboards
- Follow-up queues
If the widget is noisy, clean up overdue, completed, unassigned, and test tasks in Productivity instead of hiding the widget. Better source data makes every task view more useful.
For personal dashboards, keep the task widget close to calendar or project widgets so users can plan the day from one screen. For manager dashboards, pair it with project status or HRM workload widgets so blockers are visible before a standup or review meeting.
When a user says the widget is missing work, check the task assignee, project, completion state, due date, and permission to the related project. A task can be valid but hidden from a user who cannot open the project or module it belongs to.
Widget Review Routine
When a general widget looks wrong, open the source module before changing the dashboard. Revenue comes from finance records, tasks come from productivity, and insights depend on the underlying workspace data. Fix stale records, permissions, or date filters first, then refresh the dashboard.
For shared dashboards, document which widgets are decision-making widgets and which are informational so teammates know where to focus.