Analytics Widgets & Drill-Down

Estimated reading time: 2–3 minutes

Overview

Widgets are the building blocks of Analytics dashboards. Each widget visualizes a specific metric and allows you to explore underlying data through drill-down.

This article explains how to create, configure, and interact with widgets.

This article covers

• Creating and configuring widgets

• Widget types and data sources

• Reordering and resizing widgets

• Filtering and date ranges

• Using data drill-down

Create a Widget

1. From the left-hand menu, click Analytics.

2. Select the dashboard you want to edit from the dashboard dropdown.

3. Turn Edit mode ON.

4. Click + Widget.

   

5. Configure the widget settings (explained below).

6. Review the data preview.

7. Click Create.

   

Widget Configuration

Title and Subtitle

• Title – Main label shown on the widget

• Subtitle (optional) – Additional context such as time range

Module (Data Source)

Choose which records the widget pulls data from:

• Clients

• Requests

• Projects

• Work Orders

Widget Types

Available widget types include:

• KPI – Single metric summary

• Bar – Category comparison

• Line – Trend over time

• Funnel – Phase progression

• Timeline – Activity across time

• Pipeline – Distribution by phase or status

• Pie / Doughnut – Proportional breakdown

• Leaderboard – Ranked users or teams

Metrics & Measures

Widgets allow you to define:

• What is being measured

Optional groupings or breakdowns

Trend Direction

You can specify whether:

• Trending up is positive

• Trending down is positive

This controls KPI trend indicators.

Filters and Date Range

Widgets support:

• Date ranges (Last 30/60 days or custom)

• Status filters

• Archived vs active records

• Module-specific filters

Filters apply only to the widget.

Data Preview

Before saving, widgets display a preview so you can verify:

• Included records

• Filter behavior

Reorder and Resize Widgets

With Edit mode enabled:

• Click and drag widget edges

• Click on the edge of the widget to resize it horizontally or vertically.

Manage Existing Widgets

Each widget menu allows you to:

• Edit

• Duplicate

• Delete

  

Data Drill-Down

Drill-down allows you to see the records behind a metric.

How Drill-Down Works

1. Click a widget value or chart segment

2. A drill-down panel opens

3. The panel lists contributing records

   

Drill-Down Details May Include

• Record name

• Phase or status

• Site address

• Parent record

• Created date

  

• Status

• Assignee

• Visits

• Labels

  

You can open any record directly from this view.