Adding a Dashboard Widget
Build your own dashboard card from a set list of questions about your venue — quiet leads, overdue invoices, unfilled shifts.
The dashboard ships with a fixed set of cards. Add widget lets you build your own from a list of questions about your venue — which leads have gone quiet, which weddings are missing paperwork, who is carrying overdue work — without writing anything or mapping any fields.
Widgets are part of Booked and Complete, alongside the dashboard itself.
Building one
Press Customize at the top of the dashboard, then Add widget.
Add widget opens Add a widget, which builds a card from a set list of questions about your venue. There is nothing to write and no fields to map: pick a question, choose the details, and the card goes on your dashboard.
- Pick a question. They are grouped under Sales, Money, Operations and Assets.
- Under Details, set the window or threshold — for example how many days counts as "gone quiet".
- Where the question offers it, choose Show as: A single number or A list.
- Change the Card title if you like. The Preview shows the card exactly as it will appear.
- Press Add to dashboard.
| Question | What the card shows | What you choose |
|---|---|---|
| Leads that have gone quiet | Open leads with no logged activity for a while | How long, and optionally one lead source |
| New leads by source | Where your inquiries came from | The period |
| Tours booked and completed | Tours scheduled, and how many actually happened | The period |
| Proposals awaiting a response | Sent or viewed proposals not yet accepted | How long ago they were sent |
| Upcoming weddings with an outstanding balance | Weddings coming up whose invoices are not fully paid | How far ahead, and a minimum balance |
| Overdue invoices | Unpaid invoices past their due date | How many days overdue |
| Revenue booked by month | Value of contracts signed, by month | How many months |
| Weddings coming up | The next weddings on the calendar | How far ahead |
| Weddings missing paperwork | Upcoming weddings without a signed contract, an invoice or a questionnaire | Which document, and how far ahead |
| Overdue tasks by owner | Who is carrying overdue work, including unassigned tasks | Nothing to set |
| Open tickets by priority | Open maintenance tickets, grouped by urgency (FacilitySync) | Nothing to set |
| Shifts still unfilled | Upcoming events with fewer staff than the target headcount (StaffSync) | How far ahead |
| Assets overdue for return | Checked-out items past their return date (AssetSync) | How many days overdue |
| Maintenance overdue | Asset maintenance past its due date (AssetSync) | Nothing to set |
You only see questions about data your access level already lets you open, so a sales rep will not be offered the money questions. Questions that need a module your venue does not have are listed under With a module, locked; choosing one shows you what the module adds.
To take a widget off the dashboard, press Customize and then Remove on its card.
Taking one off
Press Customize, then Remove on the card. Removing a widget deletes the card and the question behind it; it does not affect anyone else, because the dashboard layout is yours alone.
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