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Article Building Custom Dashboard Widgets

Building Custom Dashboard Widgets

The Dashboard in FieldPulse provides a configurable view of your operational metrics. Custom widgets allow you to surface specific data points relevant to your role without navigating through multiple reports.

Prerequisites

  • Account with Admin or Manager role
  • Dashboard access enabled in your subscription tier

Creating a New Widget

  1. Navigate to Reports > Dashboard
  2. Select Customize Dashboard in the upper right
  3. Click Add Widget
  4. Choose a widget type from the available options:
    • Metric — single value with optional comparison
    • Chart — bar, line, or pie visualization
    • Table — sortable data grid
    • List — recent items or activity feed
  5. Configure the data source and filters
  6. Set refresh interval (real-time, hourly, or daily)
  7. Click Save Widget

Data Source Options

Each widget type supports specific data sources:

Widget Type Available Data Sources
Metric Work order counts, revenue totals, technician utilization, SLA compliance percentage
Chart Work orders by status, revenue by month, jobs by service type, technician performance
Table Recent work orders, overdue jobs, inventory alerts, customer list
List Activity feed, upcoming appointments, pending approvals

Widget Configuration

Filters

Apply filters to narrow widget scope:

  • Date range — preset or custom
  • Technician — single, multiple, or team
  • Service type — filter by service category
  • Status — include or exclude specific work order states
  • Geography — service area or customer location

Display Settings

  • Title — custom label for the widget
  • Size — small (1×1), medium (2×1), large (2×2), or full width
  • Color theme — match account branding or use status colors

Arranging Your Dashboard

Widgets can be repositioned via drag-and-drop while in customize mode. The grid layout adjusts automatically. Changes are saved per user, not account-wide.

To share a dashboard configuration with team members, export the layout as JSON from Dashboard > Actions > Export Layout. Recipients import via Import Layout.

Limitations

  • Maximum 12 widgets per dashboard
  • Real-time refresh limited to 5 widgets per dashboard
  • Historical data availability varies by subscription tier
  • Custom calculated fields are not supported in widget data sources

Related Articles

  • Overview of FieldPulse Reports
  • Advanced Reporting: Scheduled Report Delivery
  • Building Custom Dashboard Widgets

Last updated: September 30, 2025