Dashboard Widget Reference
Widgets are the individual cards and charts that make up your dashboard. Each widget focuses on one metric or data view. This page describes every available widget, what it shows, and what sizes it supports.
Widgets are added to custom dashboards using the dashboard builder. Pre-built dashboards include a curated set of widgets for each workflow. See Build a Custom Dashboard for how to create your own layout.
Widget Sizes
Widgets snap to a 12-column grid. Size controls how many columns a widget occupies.
| Size | Width | Best For |
|---|---|---|
| Small | 25% | Single KPI numbers |
| Medium | 50% | KPIs with trends or breakdowns |
| Large | 75% | Charts and detailed views |
| Full | 100% | Wide charts, job lists, complex dashboards |
On mobile, all widgets display full width regardless of their size setting.
Revenue KPI Widgets
These widgets track revenue for different time periods. Each shows a projected total, a target, a progress bar, remaining amount to reach the target, and a trend compared to the previous period.
Projected revenue = completed job revenue + scheduled job revenue.
| Widget | Period | Available Sizes |
|---|---|---|
| Revenue (Rolling 30d) | Last 30 days, rolling | Small, Medium, Large |
| Revenue (MTD) | Month to date | Small, Medium, Large |
| Revenue (YTD) | Year to date | Small, Medium, Large |
Jobs KPI Widgets
These widgets show job counts for different windows.
| Widget | What It Shows | Available Sizes |
|---|---|---|
| Jobs Today | Count of jobs scheduled for today with completion status | Small, Medium |
| Jobs This Week | Count of jobs for the current week | Small, Medium |
| Completed Jobs | Total completed job count | Small, Medium |
| Jobs (Rolling 30d) | Completed, scheduled, and projected job totals over the last 30 days with capacity tracking | Small, Medium, Large |
Customer and Home KPI Widgets
These widgets track your customer base and service locations.
| Widget | What It Shows | Available Sizes |
|---|---|---|
| Active Customers | Count of active customers | Small, Medium |
| New Customers | Count of customers created in the last 30 days | Small, Medium |
| Active Customers (detailed) | Active customer count with a recurring vs. one-time breakdown and trend | Small, Medium, Large |
| Active Homes (Rolling) | Active service locations with a recurring vs. one-time breakdown and trend | Small, Medium, Large |
Two widgets are named Active Customers. The small version shows a single count. The medium/large version adds a recurring vs. one-time breakdown with trend lines.
Performance KPI Widgets
These widgets track team efficiency and job value.
| Widget | What It Shows | Available Sizes |
|---|---|---|
| Avg Job Value | Average revenue per job for recurring jobs and one-time jobs, with growth trend | Small, Medium, Large |
| Team Utilization | Team utilization percentage with capacity, optimal range indicator, and trend | Small, Medium, Large |
Capacity Widgets
These widgets track schedule capacity and unused time. They may need to be enabled in your company's reporting feature settings. If a widget is not visible on a dashboard, contact your administrator.
| Widget | What It Shows | Available Sizes |
|---|---|---|
| Capacity Utilization | Rolling 30-day capacity utilization percentage with a status indicator (healthy/warning/critical) | Small, Medium |
| Unused Hours | Rolling 30-day unused capacity hours with an efficiency indicator | Small, Medium |
Chart Widgets
These widgets show trends over time as charts.
Revenue & Growth Trend
A stacked bar chart showing the last 12 months of revenue broken down by recurring and one-time jobs. Includes target lines so you can see periods where revenue was above or below goal.
Available sizes: Large, Full
Capacity Trend
A line chart showing the last 30 days of capacity utilization. Includes shading to highlight the optimal utilization range so you can spot periods of over- or under-booking.
Available sizes: Medium, Large, Full
Operations Widgets
These widgets are designed for day-of dispatch and operations monitoring. They show real-time or same-day data.
Teams Active Today
Shows how many teams have at least one job scheduled today.
Available sizes: Small, Medium
Completion Today
Shows the percentage of today's jobs that are marked complete.
Available sizes: Small, Medium
Revenue Today
Shows today's total revenue from completed and scheduled jobs.
Available sizes: Small, Medium
Today's Schedule
A scrollable list of today's jobs organized by team. In-progress jobs appear at the top with a highlighted border. Each team section shows job cards with customer name, address, status, and quick action buttons.
A Condensed view toggle collapses completed job cards to save space, keeping only the current in-progress job and the next upcoming job for each team at full size.
Available sizes: Large, Full
Alerts Today
Shows jobs that need immediate attention — late starts, access issues, or other flagged items.
Available sizes: Small, Medium, Large
Sales Widgets
These widgets are designed for lead tracking and pipeline review.
| Widget | What It Shows | Available Sizes |
|---|---|---|
| Active Leads | Count of leads currently in the pipeline | Small, Medium |
| Unassigned Leads | Count of leads without an assigned sales rep | Small, Medium |
| Conversion Rate | Percentage of leads converted to customers | Small, Medium |
| Leads by Stage | Bar or pie chart breaking down leads by pipeline stage | Medium, Large |
| Recent Lead Activity | Scrollable list of recent leads with name, status, and last activity | Large, Full |
Complex Dashboard Widgets
These full-width widgets combine multiple views into one card.
Customer Metrics Dashboard
A 2×2 grid combining four customer health views:
- Home Growth Trend — line chart of total homes added and churned over the last 6 months
- Home Type Breakdown — chart showing the split between recurring and one-time service homes
- Retention Metrics — retention rate and churn indicators
- Customer LTV — average lifetime value of a customer
Available sizes: Full only
Monthly & Quarterly Targets
Progress bars for your key monthly and quarterly goals:
- Monthly: Revenue, new homes added, customer conversions, and jobs completed
- Quarterly: Revenue, margin, and home base size
Progress bars turn green when a target is met and show warning colors when behind.
Available sizes: Full only
Tips
- Combine small and medium widgets across the top. A row of four small widgets (Teams Active Today, Jobs Today, Completion Today, Revenue Today) gives you an at-a-glance status bar.
- Use Revenue (Rolling 30d) for daily tracking. MTD and YTD are better for periodic reviews and leadership reports.
- Place Today's Schedule at full width. It is most useful when it can show multiple teams without scrolling horizontally.
- Capacity widgets work best together. Pair Capacity Utilization with Capacity Trend so you see both the current number and the recent pattern.
Troubleshooting
A widget shows "Coming soon" in the builder
The widget is listed in the library but is not available for selection yet. It will be enabled in a future update.
A capacity widget is missing from the builder
Capacity and financial widgets may be hidden by your company's feature settings. Contact your administrator to check if the related reporting feature needs to be enabled.
A widget shows an error instead of data
The widget may have had a problem loading its data. Close the dashboard and refresh the page. If the error persists, contact your administrator.
Related Articles
- Dashboard Overview - Pre-built dashboards and navigation
- Build a Custom Dashboard - Add widgets and arrange a custom layout