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How to create your own widget?
How to create your own widget?
Updated over 2 months ago

Introduction
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Widgets help you enormously in your daily work. Different types of widgets clearly display the information that is important to you. This allows you to take immediate action on things that are important to your organisation.

Maybe you have already read about the widgets in Tribe CRM in the article What are widgets? By now you know that there is a standard widget library. As an administrator of Tribe CRM, you can create your own widgets. Your employees will then find these widgets in the widget library.
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  1. How do you create a new widget?
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  2. What types of widgets are there?
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  3. Some practical examples
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1 How do you create a new widget?

What kind of widget do you want to create? Your starting point for creating a widget depends on the information you want to see. If you want a sales forecast widget, you start at the sales opportunity. If you want a widget that contains product information, you start at the products. On every component in Tribe CRM, you can add widgets and there are widgets available that you can reuse.
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When you want to create a widget, follow these steps:
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  1. Navigate to the component on which you want to add the widget by going to configuration.
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  2. Click on Activities.
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  3. Click on the relevant activity (project, sales opportunity, invoice, etc.).
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    Creating a widget in Tribe CRM
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  4. On the widgets tab, find all available widgets.
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  5. Select the widget you want to use as a base or click + new widget to create a totally new widget.
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  6. Give your widget a clear name. When you've selected an existing widget, click save as new widget at the bottom right of the screen (an exact copy will be saved with the same name).
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  7. You now have two options to compose and/or customise the widget: Filter and Segmentation: Filter: Whether you need a filter depends on the data you want to display in the widget. For example, if you want an overview of all current projects, you need a filter. The filter ensures that closed projects are not shown in the widget. In this case, you filter by the phase of a project. In our example, we have created a widget of all ongoing projects whose city of the visiting address is Amsterdam. Segmentation: The segment ensures that the information in your widget is displayed based on the field that is important to you. Another example of all current projects. Without segmentation, you get to see a long list of all current projects. By adding a segment based on the owner field, the long list of projects is now divided into projects per employee.
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    Filtering and segmenting in widget in Tribe CRM
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  8. Save the widget and add it to your dashboard.
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    Adding your own widget to the Dashboard in Tribe CRM
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2 What types of widgets are there?

Depending on the type of information you want to display in your widget, you can choose from a number of different types of widgets. The types of widgets concern how your data is displayed visually. After all, information such as your sales pipeline becomes a lot clearer when displayed in a so-called funnel widget than when displayed in a list.
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You can see the different types of widgets in segmentation.
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  • List: the data is displayed one below the other in a list.
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  • Tiles: tiles show the numbers of the segmented field. Such as the numbers of current projects per employee.
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  • Pie chart: Shows a distribution of the data. Pie pieces are distributed based on the segmented field.
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  • Bar chart: On the x-axis, the segmented field is added. On the y-axis, the numbers.
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  • Chart: on the x-axis the segmented field is added. On the y-axis the numbers.
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  • Funnel: the data are displayed in a funnel. Through the funnel, you can clearly see what stage the sales opportunities are in and the potential turnover involved.
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All types of widgets give you an additional function, namely the column view or a bucket view. A column view is built based on the segment you have added. You can find an example of the bucket view in the previously mentioned article 'What are widgets'.
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3 Some practical examples

Now it's time to 'build' a widget yourself. To get you started, here are some real-life examples. You can recreate these or customise them yourself. When getting started with widgets, it is also useful to first read the article The structure of Tribe CRM. Here you will find more background information on the structure of Tribe and the field selection screen.
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Current projects per employee
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For this widget, start on the widget tab in the projects section (accessed through configuration).
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  1. If you use the default current projects widget as a basis, you immediately have the right filtering.
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  2. For segmentation, click the + button and navigate to the owner field in the left column.
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  3. Now select the tile widget for a clear overview.
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  4. Use the save as new widget button. Then customise the name and save it.
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    Example of adding a widget in Tribe CRM
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Active customers per status
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For this widget, start on the widget tab in the customers section (through configuration).
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  1. Choose the + New widget option .
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  2. Click the + button in the filter and select the field former, then the value is equal to and slider remains grey (not active). This way, you get only the active customers and the non-active customers are filtered out of your widget.
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  3. In segmentation, click the + button and navigate to the status field in the left-hand column.
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  4. Now select the tile widget for a clear overview.
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  5. Customise the name and save it.
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    Example of adding a widget in Tribe CRM

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