Dashboards β€” Build a Data Widget

Add a custom, data-driven widget to your dashboard with the query widget builder.

Both the main and admin dashboards support custom data widgets built with no code.

Add a widget

  1. On the dashboard, choose Add Widget and choosing the Query Widget type.
  2. Pick a data source from the list.
  3. Choose a measure (what to count/sum), a group-by, and a timeframe.
  4. Add filters to narrow the data.
  5. Pick a chart type (bar, line, etc.) β€” a description is generated for you.
  6. Save. The widget renders live data and refreshes automatically.

Tips

  • Group by time to see trends; group by category to see composition.
  • Widgets are saved in your dashboard layout, so your view persists.

Where to go next

Was this article helpful?

Dashboards β€” Build a Data Widget β€” Your Dashboard | Plenix Docs | Plenix Docs