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19.1 Dashboard Widgets ​

Dashboards give you a bird's-eye view of your automation data, displaying key information in an organized, visual layout. This section shows you how to create and configure dashboards with widgets.

Overview: Why Use Dashboards? ​

Without Dashboards ​

Problem: Scattered information

When you need to check on your automations, you have to:

  • Open each taible separately
  • Count rows manually
  • Check status columns one by one
  • Switch between different taibles
  • Repeat for each metric you want to see
  • Time: 10+ minutes per check ✗

With Dashboards ​

Solution: Unified overview

Hot Leads - Immediate Follow-Up

John Doe
Acme Corp
Score: 95
Jane Smith
TechStart
Score: 92
Bob Johnson
Enterprise
Score: 90

Total Revenue

$127,450

12%

Pending Orders

Order #1234
Acme Corp
Order #1235
TechStart

Grid layout: 12 columns, widgets positioned and sized independently

All your important data in one place:

  • See everything on one screen
  • Real-time updates happen automatically
  • Time to review: 30 seconds ✓

Dashboards = Your automation command center

Part 1: Creating Your First Dashboard ​

Accessing Dashboard Features ​

From taible view, you'll find the dashboard button in the toolbar:

Taible Toolbar:

The button shows how many dashboards exist for this taible (e.g., "2 Dashboards").

Opening the Dashboard Menu

  1. Click the "N Dashboards" button (where N is the number of dashboards)

  2. A dropdown appears showing:

    • "Create Dashboard" option at the top
    • List of existing dashboards below
    • "No dashboards yet" if none exist

  3. Choose an action:

    • Click "Create Dashboard" to make a new one
    • Click any existing dashboard name to view it

Creating a New Dashboard ​

Step 1: Start Creation

  1. Click "Create Dashboard" from the dropdown menu

  2. The Dashboard Editor opens in a new page

  3. You'll see a form with fields to fill in

Step 2: Name Your Dashboard

Basic Information

Give your dashboard a clear, descriptive name:

  • Good examples:

    • "Lead Processing Overview"
    • "Daily Operations Dashboard"
    • "Support Ticket Monitor"
    • "Sales Pipeline Status"

  • Why naming matters: You'll want to find it easily later

Step 3: Add Description (Optional)

In the Description field, explain what the dashboard shows:

Example:

Real-time view of high-priority leads that need
immediate follow-up. Updated automatically as new
leads are qualified.

This helps your team understand the dashboard's purpose.

Step 4: Configure Layout

Layout Settings

Page height defines how many rows fit in one page. Widgets will be sized relative to this.

Dashboard layout settings control how widgets are arranged:

  • Grid Columns (default: 12): How many columns the grid has
  • Page Height (default: 4): How many rows fit in one screen
  • Gap (default: 16px): Space between widgets

Most users keep the default settings - they work well for standard dashboards.

Step 5: Save Dashboard

  1. Click the "Save" button (top right)

  2. A success message appears

  3. Your dashboard is now created and ready for widgets!

Part 2: Understanding Widgets ​

What Are Widgets? ​

Widgets = Individual data display components on your dashboard

Think of it like this:

Dashboard = Canvas
Widgets = Individual pictures/frames on canvas

Each widget:
- Shows specific data
- Occupies a position on the grid
- Can be resized
- Configured independently

Widget Types Available ​

Taibles supports 5 types of widgets, all fully functional:

1. List Widget ✅ ​

Purpose: Display rows from a taible as a scrollable list

High-Priority Leads

John Doe
Acme Corporation
Score: 95
Jane Smith
TechStart Inc
Score: 92
Bob Johnson
Enterprise Co
Score: 90
Alice Williams
Innovation Labs
Score: 88
Charlie Brown
Future Systems
Score: 85

Use cases:

  • Recent leads
  • Pending orders
  • Failed processes
  • Open support tickets
  • Latest activity

Features:

  • Filter data (show specific rows)
  • Sort order
  • Max entries limit
  • Multiple text fields per item
  • Auto-refresh with real-time updates

2. Stat Card Widget ✅ ​

Purpose: Display a single KPI metric as a large number

Total Revenue

THIS MONTH

$127,450

12%
vs last month

Based on 156 rows

Use cases:

  • Total revenue
  • Order count
  • Average score
  • Error rate percentage
  • Conversion rate

Features:

  • Aggregation types (sum, average, count, min, max)
  • Prefix/suffix formatting ($, %, etc.)
  • Trend indicators (up/down arrows)
  • Comparison to previous period

3. Text Widget ✅ ​

Purpose: Display static text, instructions, or markdown content

Use cases:

  • Dashboard instructions
  • Important notes
  • Links to resources
  • Formatted announcements
  • Help text

Features:

  • Markdown formatting support
  • Multiple font sizes
  • Text alignment options
  • Dynamic content from taible data

4. Table Widget ✅ ​

Purpose: Display data in table format with columns

Use cases:

  • Detailed data grid
  • Multi-column comparisons
  • Sortable data
  • Summary tables

Features:

  • Multiple columns
  • Custom column widths
  • Sticky headers
  • Striped rows with hover effects

5. Chart Widget ✅ ​

Purpose: Visualize data with graphs

Chart types available:

  • Bar charts (vertical or horizontal)
  • Line charts (trends over time)
  • Area charts (filled line charts)
  • Pie charts (distribution)
  • Donut charts (distribution with center hole)

Use cases:

  • Sales over time
  • Category distribution
  • Trend analysis
  • Performance metrics

Part 3: Adding Widgets (Step-by-Step) ​

Starting to Add Widgets ​

Widgets

No widgets yet. Click "Add Widget" to get started.

  1. In the Dashboard Editor, find the "Widgets" section

  2. Click the "+ Add Widget" button

  3. A new widget configuration area appears

Configuring a Widget ​

Let's create a "Recent High-Priority Leads" list widget as an example.

Step 1: Set Widget Title

  1. In the "Widget Title" field, enter a descriptive name

  2. Example: Recent High-Priority Leads

  3. This title appears at the top of the widget

Step 2: Select Widget Type

  1. Click the "Widget Type" dropdown

  2. Choose from:

    • List
    • Text
    • Stat Card
    • Table
    • Chart

  3. For this example, select "List"

  4. The configuration fields update based on your selection

Step 3: Choose Data Source

Every widget (except Text) needs a taible to pull data from:

  1. Find the "Taible" dropdown in the widget configuration

  2. Select which taible contains the data you want to show

  3. Example: Select "Leads" taible

The widget will display rows from this taible.

Step 4: Configure Filters (Optional)

Want to show only specific rows? Add filters:

  1. Click "+ Add Filter" button

  2. Build a filter expression:

    • Field: Choose which column to filter (e.g., lead_score)
    • Operator: Choose comparison (Greater Than or Equal)
    • Value: Enter threshold (e.g., 80)

  3. Add more filters if needed:

    • Click "+ Add Filter" again
    • Choose AND/OR to combine filters

Example filter:

Show leads where:
- lead_score GTE 80 AND
- status EQUALS "qualified"

Step 5: Set Max Entries

Control how many items the widget displays:

  1. Find the "Max Entries" field

  2. Enter a number:

    • 5: Top 5 items only
    • 10: Recent 10 items (default)
    • 20: Extended list

  3. The widget shows the most recent items based on sort order

Step 6: Configure Sort Order (Optional)

Choose how items are ordered:

  1. Find the "Sort By" section

  2. Select a column to sort by:

    • created_at: Newest first
    • lead_score: Highest first
    • last_contact_date: Most recent
    • Any other column

  3. Choose direction:

    • Descending: Largest to smallest, newest to oldest (Z→A, 9→0)
    • Ascending: Smallest to largest, oldest to newest (A→Z, 0→9)

Step 7: Choose Display Fields (List Widgets)

For List widgets, choose which column values to show for each item:

  1. Find the "Text Elements" section

  2. Click "+ Add Text Element"

  3. Select the first column (this becomes the title - bold and larger)

  4. Click "+ Add Text Element" again

  5. Select the second column (this becomes secondary text - smaller)

  6. Repeat for additional fields

Example configuration:

Text Elements:
1. name (shown bold as title)
2. company (shown as regular text)
3. lead_score (shown as regular text)

Result in widget:
─────────────────────
John Doe             (bold title)
Acme Corporation     (regular text)
Score: 95            (regular text)
─────────────────────

Step 8: Position and Size Widget

Position and Size

Dashboard grid has 12 columns. Width 6 = half screen, Width 12 = full screen.

Control where the widget appears and how large it is:

  1. Column: Which column the widget starts at (1-12)
  2. Row: Which row the widget starts at (1+)
  3. Width: How many columns wide (1-12)
  4. Height: How many rows tall (1+)

Grid system:

Dashboard grid = 12 columns wide

Widget width examples:
- Width 4 = 1/3 of screen
- Width 6 = 1/2 of screen
- Width 12 = full screen width

Common layouts:

  • Two side-by-side: Widget 1 at column 1, width 6 + Widget 2 at column 7, width 6
  • Three across: Each widget width 4 (columns 1, 5, 9)
  • One large, two small: Large widget width 8 + two widgets width 4 stacked

Step 9: Save Dashboard

  1. Click the "Save" button at the top right

  2. Your widget configuration is saved

  3. The widget is now active and showing data!

Example: Complete Widget Configuration ​

Here's a full example of a List widget:

Widget: "High-Priority Leads"

text
Title: High-Priority Leads
Type: List
Taible: Leads

Filters:
- lead_score GTE 80
- status EQUALS "qualified"

Max Entries: 10
Sort By: lead_score (descending - highest first)

Text Elements:
1. name
2. company
3. email

Position:
- Column: 1
- Width: 6 (half screen)
- Row: 1
- Height: 2

Result: Widget displays the top 10 qualified leads with scores 80+, sorted by highest score first, showing name, company, and email for each.

Part 4: Configuring Other Widget Types ​

Stat Card Widget Configuration ​

For displaying key metrics as large numbers:

Required settings:

  1. Taible: Data source
  2. Value Template: Which field to aggregate (e.g., order_total)
  3. Aggregation: How to calculate:
    • sum: Add all values together
    • avg: Calculate average
    • count: Count number of rows
    • min: Find smallest value
    • max: Find largest value
    • first: Use first row's value
    • last: Use last row's value

Optional settings:

  • Prefix: Text before number (e.g., $)
  • Suffix: Text after number (e.g., %)
  • Decimals: How many decimal places (default: 2)
  • Label: Text above the number
  • Show Trend: Display comparison to previous period
  • Trend Value Template: Field for comparison

Example:

Title: Total Revenue
Value Template: order_total
Aggregation: sum
Prefix: $
Decimals: 0
Show Trend: Yes
Trend Label: vs last month

Shows: $127,450 with up/down arrow

Text Widget Configuration ​

For static or dynamic text content:

Settings:

  1. Content: The text to display (supports Markdown)
  2. Font Size: Small, normal, or large
  3. Alignment: Left, center, or right
  4. Template Mode: Use dynamic content from taible

Use Markdown for formatting:

markdown
# Important Notice

Please review **high-priority leads** daily.

- Check scores greater than 90
- Contact within 24 hours
- Update status after call

Table Widget Configuration ​

For traditional table displays:

Settings:

  1. Taible: Data source
  2. Columns: Which columns to show
  3. Column Width: Width for each column
  4. Column Alignment: Left, center, or right per column
  5. Max Entries: How many rows to display
  6. Sort By: Default sort order
  7. Filters: Which rows to include

Example:

Columns:
1. order_id (width: 100px, left align)
2. customer_name (width: 200px, left align)
3. order_total (width: 100px, right align)
4. status (width: 100px, center align)

Chart Widget Configuration ​

For data visualization:

Settings:

  1. Taible: Data source
  2. Chart Type: Bar, line, area, pie, or donut
  3. Category Field: X-axis data (e.g., date, category name)
  4. Value Fields: Y-axis data (can have multiple series)
  5. Aggregation: How to calculate values
  6. Filters: Which data to include

Example - Bar Chart:

Title: Orders by Day
Chart Type: Vertical Bar
Category Field: order_date
Value Field: order_total
Aggregation: sum

Shows: Bar for each day with total order value

Example - Pie Chart:

Title: Orders by Status
Chart Type: Pie
Category Field: status
Value Field: (count)
Aggregation: count

Shows: Pie chart with slice per status (Pending, Complete, etc.)

Part 5: Viewing Dashboards ​

Opening a Dashboard ​

From taible view:

  1. Click the "N Dashboards" button

  2. Select a dashboard name from the dropdown

  3. The dashboard opens in full-screen view

Dashboard View Interface ​

Lead Processing Overview

Real-time view of high-priority leads that need immediate follow-up. Updated automatically as new leads are qualified.

Header elements:

  • ← Back arrow: Returns to the taible
  • Dashboard name: Large title at the top
  • Description: Brief explanation of the dashboard (if provided)
  • Refresh button: Manually reload all widget data
  • Edit button: Opens the Dashboard Editor to modify widgets

How Widgets Display ​

Hot Leads - Immediate Follow-Up

John Doe
Acme Corp
Score: 95
Jane Smith
TechStart
Score: 92
Bob Johnson
Enterprise
Score: 90

Total Revenue

$127,450

12%

Pending Orders

Order #1234
Acme Corp
Order #1235
TechStart

Grid layout: 12 columns, widgets positioned and sized independently

Grid layout features:

  • Widgets arranged in a 12-column grid
  • Each widget can span multiple columns and rows
  • Widgets show their title at the top
  • Content updates automatically in real-time

Widget interactions:

  • Hover over list items to see them highlight
  • Scroll within widgets if content is too long
  • Click items in list widgets (functionality coming soon)

Real-Time Updates ​

Widgets update automatically when data changes:

What happens behind the scenes:
1. New row added to the taible
2. System checks: Does it match widget filters?
   → Yes: Row appears in widget
   → No: Not shown
3. Widget updates via live connection
4. No manual refresh needed ✓

You see changes instantly without clicking Refresh!

Part 6: Managing Dashboards ​

Editing a Dashboard ​

To modify an existing dashboard:

  1. Open the dashboard (click its name from the dropdown)

  2. Click the "Edit" button at the top right

  3. The Dashboard Editor opens

  4. Make your changes:

    • Update name or description
    • Add new widgets
    • Modify existing widget configurations
    • Change widget positions or sizes
    • Remove widgets you don't need

  5. Click "Save" to apply changes

Deleting a Widget ​

To remove a widget from a dashboard:

  1. Open the Dashboard Editor

  2. Find the widget in the configuration list

  3. Click the trash icon or "Delete Widget" button

  4. The widget is removed from the configuration

  5. Click "Save Dashboard" to confirm

Deleting a Dashboard ​

To remove an entire dashboard:

  1. Open the Dashboard Editor for that dashboard

  2. Click the "Delete" button (top left, red)

  3. Confirm the deletion when prompted

  4. The dashboard is permanently removed

Warning: Deletion is permanent - you cannot undo it!

Part 7: Practical Dashboard Examples ​

Example 1: Sales Lead Dashboard ​

Purpose: Monitor lead processing pipeline

Dashboard name: "Lead Processing Overview"

Widgets:

Widget 1: "Hot Leads - Immediate Follow-Up"

  • Type: List
  • Taible: Leads
  • Filters: lead_score GTE 90 AND status EQUALS "qualified"
  • Max Entries: 5
  • Sort: lead_score (descending - highest first)
  • Text: name, company, email, lead_score
  • Position: Column 1, Width 6, Row 1, Height 2

Shows the top 5 highest-scoring leads that need attention.

Widget 2: "Needs Enrichment"

  • Type: List
  • Taible: Leads
  • Filters: company_data IS_EMPTY AND email IS_NOT_EMPTY
  • Max Entries: 10
  • Sort: created_at (descending - newest first)
  • Text: name, email
  • Position: Column 7, Width 6, Row 1, Height 2

Shows leads that are missing company data.

Widget 3: "Today's New Leads"

  • Type: List
  • Taible: Leads
  • Filters: created_at GT "today"
  • Max Entries: 15
  • Sort: created_at (descending)
  • Text: name, company, source, lead_score
  • Position: Column 1, Width 12 (full width), Row 3, Height 2

Shows all leads added today.

Example 2: Operations Dashboard ​

Purpose: Monitor order fulfillment

Dashboard name: "Order Fulfillment Monitor"

Widgets:

Widget 1: "Total Revenue Today"

  • Type: Stat Card
  • Taible: Orders
  • Filters: order_date GT "today"
  • Value Template: order_total
  • Aggregation: sum
  • Prefix: $
  • Decimals: 0
  • Position: Column 1, Width 4, Row 1, Height 1

Shows total $ value of orders today.

Widget 2: "Pending Orders"

  • Type: List
  • Taible: Orders
  • Filters: status = "pending"
  • Max Entries: 20
  • Sort: order_date (ascending - oldest first)
  • Text: order_id, customer_name, order_total, order_date
  • Position: Column 5, Width 8, Row 1, Height 2

Shows oldest pending orders first (need action).

Widget 3: "Failed Shipments"

  • Type: List
  • Taible: Orders
  • Filters: shipping_status = "FAILED"
  • Max Entries: 10
  • Sort: order_date (descending)
  • Text: order_id, customer_name, error_message
  • Position: Column 1, Width 12, Row 3, Height 2

Shows recent shipment failures.

Example 3: Support Dashboard ​

Purpose: Monitor ticket queue

Dashboard name: "Support Ticket Monitor"

Widgets:

Widget 1: "Urgent Tickets"

  • Type: List
  • Taible: Support Tickets
  • Filters: priority = "urgent" AND status != "closed"
  • Max Entries: 10
  • Sort: created_at (ascending - oldest first)
  • Text: ticket_id, subject, customer_name, created_at
  • Position: Column 1, Width 12 (full width), Row 1, Height 1

Shows oldest urgent tickets first.

Widget 2: "Unassigned Tickets"

  • Type: List
  • Taible: Support Tickets
  • Filters: assigned_to IS_EMPTY AND status = "open"
  • Max Entries: 15
  • Sort: created_at (ascending)
  • Text: ticket_id, subject, category
  • Position: Column 1, Width 6, Row 2, Height 2

Shows tickets that need assignment.

Widget 3: "Tickets by Status"

  • Type: Chart (Pie)
  • Taible: Support Tickets
  • Chart Type: Pie
  • Category Field: status
  • Aggregation: count
  • Position: Column 7, Width 6, Row 2, Height 2

Visual breakdown of ticket status distribution.

Part 8: Dashboard Best Practices ​

Tip 1: Focus on Actionable Data ​

Show data that drives action:

✅ Include:

  • Items needing action (pending, failed, urgent)
  • Current errors or problems
  • Pending approvals or reviews
  • High-priority items
  • Real-time metrics

❌ Avoid:

  • Completed items (already done)
  • Archived data (historical only)
  • Static information (doesn't change)

Why: Dashboards should help you make decisions and take action, not just show historical data.

Tip 2: Limit Widget Count ​

Don't overcrowd your dashboard:

❌ Too many widgets:

  • 15+ widgets on one dashboard
  • Information overload
  • Hard to focus on what matters
  • Slow to scan

✅ Optimal:

  • 3-6 widgets per dashboard
  • Each widget serves a clear purpose
  • Easy to review at a glance
  • Create multiple dashboards for different views

Why: A cluttered dashboard is as bad as no dashboard - you can't find what you need.

Tip 3: Use Descriptive Titles ​

Clear widget titles help you find information quickly:

❌ Vague:

  • "Items"
  • "List 1"
  • "Data"

✅ Specific:

  • "High-Priority Leads for Follow-Up"
  • "Failed Enrichments - Last 24 Hours"
  • "Orders Pending Shipment (Urgent)"

Include important context in the title so you know exactly what the widget shows.

Tip 4: Consistent Display Fields ​

Show relevant data in list items:

For leads:

  1. Name (who)
  2. Company (where)
  3. Score/Priority (why important)

For orders:

  1. Order ID (reference)
  2. Customer (who)
  3. Total (value)
  4. Status (current state)

For tickets:

  1. Ticket ID (reference)
  2. Subject (what)
  3. Priority (urgency)
  4. Age (how long waiting)

Pattern: Show the information you need to take action without opening the full row.

Tip 5: Create Role-Specific Dashboards ​

Different roles need different views:

Sales Manager Dashboard:

  • High-value pipeline
  • Team performance
  • Conversion rates
  • Revenue metrics

Sales Rep Dashboard:

  • My assigned leads
  • Follow-up queue
  • Today's tasks
  • Recent contacts

Operations Manager Dashboard:

  • System errors
  • Processing delays
  • Failed operations
  • Resource usage

Support Agent Dashboard:

  • My open tickets
  • Unassigned queue
  • Escalated items
  • SLA warnings

Why: Each person needs different information to do their job effectively.

Tip 6: Use Filters Wisely ​

Filters keep widgets focused:

✅ Good filtering:

  • Show only open/active items
  • Filter by priority or urgency
  • Include recent time ranges
  • Match user responsibilities

❌ Poor filtering:

  • No filters (shows everything)
  • Too restrictive (shows almost nothing)
  • Complex multi-condition filters that are hard to understand

Test your filters: Make sure they show the right data in the right amount.

Tip 7: Organize by Priority ​

Arrange widgets by importance:

Top of dashboard (most visible):

  • Urgent items needing immediate action
  • Critical errors or failures
  • High-priority alerts

Middle of dashboard:

  • Important but not urgent items
  • Key metrics for monitoring

Bottom of dashboard:

  • Nice-to-know information
  • Context or supporting data

Layout tip: Put the most important widget in the top-left corner - that's where eyes go first.

Tip 8: Keep It Simple ​

Complexity is the enemy of usefulness:

✅ Simple dashboards work:

  • Easy to understand at a glance
  • Clear purpose for each widget
  • Consistent organization
  • Minimal configuration

❌ Complex dashboards fail:

  • Too many options
  • Unclear purpose
  • Hard to maintain
  • Nobody uses them

Rule of thumb: If you can't explain the dashboard in one sentence, it's too complex.

Part 9: Troubleshooting ​

Widget Shows "No Data Available" ​

Possible causes:

  1. The taible is empty: No rows exist yet

    • Fix: Add some rows to the taible first

  2. Filters are too restrictive: No rows match the filters

    • Fix: Edit the widget, review filters, make them less restrictive

  3. Wrong taible selected: Looking at the wrong data source

    • Fix: Edit the widget, select the correct taible

Widget Shows Old Data ​

Possible causes:

  1. Browser cache issue: Data is cached locally

    • Fix: Click the "Refresh" button in the dashboard header

  2. Connection problem: Real-time updates interrupted

    • Fix: Reload the page (Ctrl+R or Cmd+R)

Widget Title is Missing ​

Possible cause: Title field is empty

Fix:

  1. Edit the dashboard
  2. Find the widget configuration
  3. Enter a title in the "Widget Title" field
  4. Save the dashboard

Widget is Too Small or Too Large ​

Fix:

  1. Edit the dashboard
  2. Find the widget configuration
  3. Adjust the position and size fields:
    • Width: Change column span (1-12)
    • Height: Change row span (1+)
  4. Save the dashboard

Tip: Width 6 = half screen, Width 12 = full screen

Can't Find My Dashboard ​

Possible causes:

  1. Wrong taible: Dashboard is associated with a different taible

    • Fix: Go to the correct taible, check the dashboards dropdown

  2. Dashboard was deleted: Someone removed it

    • Fix: Create a new dashboard

  3. No dashboards created yet: The button says "0 Dashboards"

    • Fix: Click to create your first dashboard

Widget Shows Wrong Data ​

Possible causes:

  1. Filters are incorrect: Showing rows you don't want

    • Fix: Edit widget, review filter expressions

  2. Sort order is wrong: Items in wrong order

    • Fix: Edit widget, change "Sort By" setting

  3. Wrong columns displayed: Showing wrong text elements

    • Fix: Edit widget, update "Text Elements" list

Summary: Dashboard Widgets ​

You now understand dashboards and widgets:

✅ Dashboard basics:

  • Access from "N Dashboards" button in taible toolbar
  • Create new dashboard with name and description
  • Configure grid layout (columns, page height, gap)
  • Add widgets to display data
  • Save and view dashboards

✅ Five widget types (all fully functional):

  • List: Scrollable items from a taible
  • Stat Card: Large numbers with KPIs and trends
  • Text: Static or dynamic text content
  • Table: Tabular data with columns
  • Chart: Visual graphs (bar, line, pie, etc.)

✅ Widget configuration:

  • Select widget type and title
  • Choose data source (taible)
  • Apply filters to show specific rows
  • Set sort order and max entries
  • Configure display fields or aggregations
  • Position and size on grid

✅ Dashboard management:

  • Edit dashboard to modify widgets
  • Delete widgets you don't need
  • View dashboard for real-time monitoring
  • Refresh button for manual updates
  • Real-time updates happen automatically

✅ Real-world examples:

  • Sales lead dashboard (hot leads, enrichment needs, new leads)
  • Operations dashboard (revenue, pending orders, failed shipments)
  • Support dashboard (urgent tickets, unassigned, status breakdown)
  • Role-specific dashboards for different team members

✅ Best practices:

  • Focus on actionable data that drives decisions
  • Limit to 3-6 widgets per dashboard
  • Use descriptive, specific titles
  • Show relevant fields consistently
  • Create role-specific dashboards
  • Use filters to keep widgets focused
  • Organize by priority (top = most important)
  • Keep it simple and maintainable

✅ Troubleshooting:

  • Check filters if widget shows no data
  • Refresh if data seems old
  • Adjust size if widget is too small/large
  • Verify taible selection if data is wrong

Next Steps ​

You've completed Section 19.1: Dashboard Widgets!

You now know how to create dashboards with multiple widget types to monitor your automation data in real-time.

Next: Continue with additional sections in Part 19 to learn about advanced reporting and analytics!

Stay informed! 📊

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