Managing different parts of your business often means working with various types of information that don’t fit neatly into basic categories. Custom object widgets in your dashboard let you create and track data sets tailored specifically to your unique business needs, giving you clearer insights and better control.

📌 Why This Matters

Every business has different information they want to track—from client details to inventory items or project milestones. Standard CRM categories might not cover everything important to you. Custom objects allow you to create your own categories and add specific details that matter most. By visualizing this data in your dashboard, you get a clearer picture of how these parts of your business are performing.

✨ What’s New

• Custom Object Creation: You can set up customized objects with names and fields that suit exactly what you want to track.
• Dashboard Widgets: Add widgets based on these custom objects directly to your dashboard, so your important metrics like counts, sums, and averages are visible at a glance.

🛠️ How to Use It

1. Step 1: Go to your business settings and find the section for Objects.
2. Step 2: Click on “Add Custom Object” and fill in the details like a singular and plural name (for example, “Pet” and “Pets”) and choose a primary field name like “Pet Name.” You can also add an icon and description to make it easier to recognize.
3. Step 3: Save your custom object once everything looks good.
4. Step 4: Open your dashboard and click “Edit” to add a new widget.
5. Step 5: Scroll to the Custom Objects section and select the widget that shows the data you want to track.
6. Step 6: Customize any filters, choose how the chart looks, and apply your preferred theme.
7. Step 7: Click “Save” to see your new custom object data right on your dashboard.

💡 Pro Tip

Use custom object widgets to monitor critical but unique parts of your operation, so you spot opportunities or challenges early — helping you make smarter decisions that can impact your bottom line.