Adding and Configuring Widgets

Widgets are the building blocks of your dashboard. Each widget displays a specific piece of data — a number, a chart, a list, or a breakdown — and you can configure exactly what data it shows using filters, date ranges, and display options.

Getting There

To add or configure widgets, you need to be in edit mode on your dashboard. Click Edit from the dashboard actions dropdown. You'll see your layout grid with + buttons in each zone.

Adding a Widget

• Enter edit mode on your dashboard.
• Click the + button in the zone where you want the widget to appear.
• Select a widget type from the dropdown list.
• Give the widget a name (optional — it defaults to the widget type name).
• Configure the widget settings (see below for details on each type).
• Click Save.

The widget appears in the chosen zone and loads its data.

Widget Actions

In edit mode, each widget has a dropdown menu with these options:

• Edit — Open the configuration modal to change settings
• Duplicate — Create a copy of the widget in the same zone
• Delete — Remove the widget from the dashboard

Common Configuration Options

Most widgets that display event data share a set of common configuration options. Understanding these will help you configure any widget quickly.

Date Range

Controls which events are included based on their dates.

• Date field — Which date to filter on:

• Date range type — Choose between:

Tip: Dynamic date ranges are usually the better choice for dashboards you check regularly — they always show current, relevant data without needing manual updates.

Comparison Period

Many metric and chart widgets can show how the current value compares to a previous period. The comparison uses the same fixed/dynamic options as the main date range.

For example, if your main date range is "This month", you might set the comparison to "Last month" to see whether your numbers are up or down.

Filters

Narrow down which events are included in the widget:

• Statuses — Include only events with specific statuses (e.g., Confirmed, Provisional)
• Teams — Include only events belonging to specific teams
• Users — Include only events owned by specific users
• Tags — Include only events with specific tags
• Venues — Include only events at specific venues
• Only my events — A quick toggle to show only events assigned to you

Data Source (Value Widgets)

For widgets that display monetary values, you can choose which value to show:

• Profit (weighted) — Profit adjusted by the event's probability percentage
• Profit (unweighted) — Actual profit without probability weighting
• Total sales (weighted) — Total sales adjusted by probability
• Total sales (unweighted) — Actual total sales
• Total revenue — Total revenue figure
• Client budget — The client's stated budget

Widget Types Reference

EventWorks offers a wide range of widget types, organised into categories below.

Metric Widgets

These display a single large number with an optional comparison to a previous period.

Event Count

Shows the number of events matching your filters and date range.

Event Value

Shows the total monetary value of events matching your filters.

• Data source — Which value column to display (profit, sales, revenue, or budget)
• Multiplier — Multiply the result by a factor (useful for projections or currency adjustments)

Average Event Value

Shows the average value per event for events matching your filters.

Average Profit Margin

Shows the average profit margin across matching events, calculated as total profit divided by total price.

Conversion Rate

Shows the percentage of events that reached a contracted status out of all events in the date range.

Date Difference

Shows the average number of days between two date properties on your events — for example, the average time between enquiry and contract.

Occupancy

Shows how many days in a date range have events scheduled, as both a fraction and a percentage.

Chart Widgets

These display data as line or bar charts, showing trends over time.

Events per Month

Shows the number of events per month as a chart.

Event Values per Month

Shows the total value of events per month as a chart, with optional target lines and year-over-year comparison.

• Targets — Set monthly target values (either per-widget or using centralised targets — see Setting Financial Targets)
• Centralised targets — Toggle to pull targets from the centralised settings instead of per-widget values

Reporting Periods Chart

Shows event data grouped by your defined reporting periods rather than calendar months.

List Widgets

These display tabular data — rows of events, invoices, dates, or tasks.

Event List

Shows a filterable table of events with key details.

Date List

Shows a list of event dates.

Invoice List

Shows a list of invoices.

Task List

Shows tasks assigned to you or your team.

Breakdown Widgets

These group your event data by a category and show the distribution. Each one can display as a pie chart, bar chart, or table.

Events by Status

Groups events by their status (e.g., Provisional, Confirmed, Cancelled).

Events by Type

Groups events by event type.

Events by Source

Groups events by lead source (how the enquiry came in).

Events by Medium

Groups events by lead medium.

Events by Tag

Groups events by the tags applied to them.

Events by Client Account

Groups events by the client account they belong to.

Events by Client Industry Type

Groups events by the industry type of the client account.

Events by Event Industry Type

Groups events by the industry type assigned to the event itself.

Events by Account Type

Groups events by the type of the associated account.

Events by Lost Reason

Groups events by their lost reason (useful for understanding why events fall through).

Accounts by Client Industry Type

Groups accounts by their industry type.

• Configuration: Date range, data source (number of events, total/average profit, total/average price, or average margin), display format (pie chart, bar chart, or table), result limit, statuses, teams, users, tags, venues.
• Display: The chosen chart type or a table showing each category with its value.

Sales Performance Widgets

These show sales data broken down by user or team, useful for tracking individual or group performance.

Monthly Sales by User

Shows a table with users as rows and months as columns, displaying each user's sales figures.

Monthly Sales by Team

Shows the same layout as Monthly Sales by User, but grouped by team instead.

Reporting Periods Sales by User

Shows user sales data grouped by reporting periods instead of calendar months, with totals.

Venue Widgets

These focus on event venues — useful if your business manages or tracks venue bookings.

Event Venue Count

Shows the number of event venue bookings matching your filters.

Event Venue Value

Shows the total value of event venue bookings.

Average Event Venue Value

Shows the average value per event venue booking.

Event Venue List

Shows a table of event venue bookings with details.

Other Widgets

Text

A simple widget for displaying custom text or messages on your dashboard.

Editing a Widget

• Enter edit mode on your dashboard.
• Click the dropdown menu on the widget you want to change.
• Select Edit.
• Adjust the settings as needed.
• Click Save.

The widget reloads with the updated configuration.

Duplicating a Widget

If you want a second widget with similar settings:

• Enter edit mode.
• Click the dropdown menu on the widget.
• Select Duplicate.
• The copy appears in the same zone — edit it to adjust any settings.

Deleting a Widget

• Enter edit mode.
• Click the dropdown menu on the widget.
• Select Delete.
• Confirm the deletion.

Warning: Deleting a widget is permanent and cannot be undone.

Tips & Best Practices

Tip: Use dynamic date ranges like "This month" or "This year" instead of fixed dates. Your dashboard stays relevant without manual updates.

Tip: Combine a metric widget (e.g., Event Count) with a breakdown widget (e.g., Events by Status) for the same date range. The metric gives you the headline number, and the breakdown tells you what's behind it.

Tip: The "Only my events" toggle is useful if multiple team members share the same dashboard layout but each person wants to see their own data.

Tip: When a metric widget shows a clickable number, click it to jump straight to the filtered event list — this is a quick way to drill into the detail behind the number.

Frequently Asked Questions

There's no hard limit. You can add as many widgets as you need, though very large dashboards will take a bit longer to load.

Widgets load their data on demand as you scroll to them. The spinner means the widget is still fetching its data. This usually takes just a moment.

Widgets fill the width of the zone they're placed in. To change a widget's width, move it to a zone with a different width (e.g., from a quarter-width zone to a half-width or full-width zone).

Check your filters and date range. If the filters are too restrictive or the date range doesn't cover any events, the widget will appear empty. Try widening the date range or removing some filters.

Weighted values adjust the figure by each event's probability percentage. For example, a £10,000 event with 50% probability shows as £5,000 weighted. Unweighted values show the full amount regardless of probability.

Related Articles

• Building Your Own Dashboard
• Setting Financial Targets
• Dashboard Overview