Custom widgets in Tribe help you display the exact information that matters to your daily work. They allow you to focus on specific data, take action more quickly, and tailor dashboards to your organisation’s needs. You might use custom widgets when standard widgets do not fully match what you want to track or display. By following this guide, you will learn how to create, customise, and save your own widgets, and understand the different widget types available.
Table of Contents
What Does A Custom Widget Do?
Who Can Create Custom Widgets?
How Do I Create A New Widget?
What Types Of Widgets Are Available?
Practical Examples Of Custom Widgets
What Does A Custom Widget Do?
A custom widget allows you to display specific data in a way that fits your workflow. It shows focused information on your dashboard, such as project progress, sales status, or customer details.
You can control what data appears by applying filters and segmentation. A filter limits which records are shown, while segmentation groups data based on a chosen field, such as owner or status.
Who Can Create Custom Widgets?
Only administrators can create new widgets in Tribe. Once created, these widgets become available in the widget library for all employees to use on their dashboards.
Note: If you do not have administrator rights, you can still use custom widgets that have been created by your organisation’s administrators.
How Do I Create A New Widget?
Your starting point depends on the type of data you want to show. For example, a sales forecast widget begins in sales opportunities, while a product widget begins in products.
Follow these steps to create a new widget:
Navigate to Configuration.
Select Activities.
Click the relevant activity, such as Projects, Sales Opportunities, or Invoices.
Open the Widgets tab.
Select an existing widget to use as a base, or click + New Widget.
Enter a clear name for your widget.
Click Save As New Widget if you used an existing widget as a base.
Apply a Filter if needed to limit which records appear.
Apply Segmentation to group the data based on a field that matters to you.
Select the preferred widget display type.
Click Save.
Add the widget to your dashboard.
What Types Of Widgets Are Available?
The type of widget determines how your data is displayed visually.
Available widget types include:
List – Displays records in a vertical list.
Tiles – Shows grouped totals, such as projects per employee.
Pie Chart – Displays data distribution as slices.
Bar Chart – Shows segmented values on a horizontal axis.
Chart – Displays values on a graph with a horizontal and vertical axis.
Funnel – Shows data in stages, such as sales phases.
All widget types also support a Column View or Bucket View, which organises records based on the segmentation you selected.
Practical Examples Of Custom Widgets
The following examples show how widgets can be built for common use cases:
Current Projects Per Employee
Open Configuration.
Navigate to Projects.
Open the Widgets tab.
Select the default Current Projects widget.
Add segmentation based on the Owner field.
Select the Tile Widget view.
Click Save As New Widget.
Rename the widget and save it.
Active Customers Per Status
Open Configuration.
Navigate to Customers.
Open the Widgets tab.
Click + New Widget.
Add a filter where the status equals active.
Add segmentation based on the Status field.
Select the Tile Widget view.
Enter a clear name.
Click Save.
Quick Summary
Custom widgets allow administrators to create focused, tailored data views for dashboards in Tribe. You can control what appears using filters, segmentation, and different display types. Once saved, these widgets become available in the widget library for your organisation to use.