If your business handles information that doesn’t quite fit into the usual customer or sales forms, custom object widgets in your dashboard can be a game changer. These tools let you create tailored data categories and visualize important metrics, giving you clearer insights specific to your business needs.
📌 Why This Matters
Every business has unique details to keep track of—whether it’s pets at a grooming salon, inventory items, or service requests. Standard customer management tools might not cover these specifics, which leaves you missing out on important insights. Custom object widgets let you organize and monitor this data in one place, helping you spot patterns and make smarter decisions.
✨ What’s New
- Create tailored data categories: Build custom objects with names, icons, and descriptions that match your business needs.
- Track meaningful metrics: View counts, sums, and averages to get a clear picture of your custom data.
- Customize dashboard views: Add widgets for these custom objects, filter data, switch between chart types, and apply themes.
🛠️ How to Use It
- Set up your custom object: Think about the unique data you want to track and create an object with a simple name, clear description, and an easy-to-recognize icon.
- Add the custom object widget to your dashboard: Open your dashboard, enter edit mode, and select ‘Add Widget’. Find your custom object widgets and choose the one that fits the data you want to visualize.
- Adjust settings: Use filters and choose the chart style that helps you see the information clearly. Save your changes to keep your dashboard updated.
💡 Pro Tip
By tracking your business’s unique data points in a custom dashboard widget, you can quickly identify trends and opportunities that directly impact your revenue.
