Troubleshoot Dashboard Data
Fix empty widgets, missing dashboards, stale metrics, and layout issues.
Dashboard widgets read records from the workspace. If a dashboard looks empty or incorrect, use this checklist to find the source.
Start by identifying whether the issue is permissions, missing source data, filters, widget configuration, or layout.
A Widget Is Empty
Check the related module first:
- Finance widgets need invoices, payments, and expenses.
- CRM widgets need contacts, deals, stages, and activities.
- Project widgets need projects, tasks, members, and time entries.
- HRM widgets need employee and attendance records.
Then check the widget period. A widget set to the last 7 days will not show older records.
Also check currency, status, owner, date, and relationship fields when the widget depends on finance, CRM, or project records.
Open one expected source record and confirm it has the fields the widget needs. For example, a paid-invoice widget may need a paid status, payment date, amount, and currency; a task widget may need status, assignee, due date, and project.
A Widget Is Missing
If a widget does not appear in the add-widget dialog:
- Confirm you are editing a dashboard you own.
- Confirm your role has access to that widget type.
- Check that the related module is enabled.
Admins and owners can use the full widget library. Members see a smaller set of widgets based on their permissions.
Data Looks Old
Refresh the page if a record was created in another tab. If the widget still does not update, open the related module and confirm the record was saved with the expected status, date, amount, owner, or relationship.
If the source record was just imported, synced, or created by a workflow, wait a moment and refresh once. If the value still does not change, troubleshoot the source module before rebuilding the dashboard.
If the dashboard is used in a meeting, open the source module for one surprising number before sharing it. Dashboard widgets are summaries; the source record shows whether the issue is data, filters, permissions, or timing.
Layout Looks Uneven
Enter edit mode and use Clean up layout. This compacts the dashboard grid after widgets are moved, removed, or resized.
Dashboard Is View-Only
You may be viewing a system dashboard, a dashboard shared by another user, or a dashboard your role cannot edit. Create your own dashboard if you need a custom layout.
If the dashboard was shared by another user, ask whether the source filters or layout changed recently. A shared dashboard can look wrong to one viewer because of permissions even when the owner sees the expected data.
Escalation Checklist
Before asking an admin for help, capture the dashboard name, widget name, filter period, expected record, and whether the record appears in the source module.
Also capture the user role and whether another teammate can see the expected data. This separates data issues from permission or dashboard-sharing issues.
Common Fixes
- Adjust the widget date range.
- Add or correct the missing source record field.
- Switch to the expected currency or owner filter.
- Reconnect the related integration if the data should come from a provider.
- Ask an admin to confirm module access and widget permissions.
Debugging Order
- Confirm the active workspace and dashboard.
- Check the widget filter, period, owner, and currency.
- Open one expected source record.
- Compare with another user who has broader permissions.
- Review recent imports, syncs, workflows, or settings changes.