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Knowledge Base/Dashboards/Customizing Dashboard Widgets

Customizing Dashboard Widgets

Widgets are powerful tools for visualizing data, and customizing them ensures they deliver the insights you need. This guide explains how to modify widget settings, add filters, experiment with chart types, and fine-tune the display to suit your goal

Last updated: May 26, 2026


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On this page

  • What Are Dashboard Widgets?
  • Why Should You Customize Dashboard Widgets?
  • Where to Find the Widget Customization Options
  • How to Customize Dashboard Widgets
  • Step 1: Choose the Widget
  • Step 2: Configure the Widget Settings
  • Chart Type Picker in Widget Settings
  • Step 3: Add Conditions
  • Nested Filter Groups (OR Logic)
  • Duplicate Filters via Groups
  • Linked Filter Warnings
  • Step 4: Save Changes

In this folder

  • Dashboard: Opportunities, Pipeline Value, Conversion Rate, Funnel, Stages Distribution
  • How To Create A Custom Dashboard
  • How To Manage Dashboard Permissions
  • How To Clone A Subaccount Dashboard
  • How To Pin Favorite Dashboards
  • How to Edit a dashboard
  • How to duplicate a dashboard to another sub-account
  • How to switch Timezones for your Dashboards
  • How to set a Default Dashboard
  • How to change the Timezone for a Dashboard (Logged in User)
  • How to load Snapshots with Dashboards
  • How to use "Only Assigned Data" setting with Dashboard
  • Quick Filters on Dashboards
  • Dashboard Summary AI
  • What Are Dashboard Widgets?
  • How to Create & Add Dashboard Widgets
  • Customizing Dashboard Widgets
  • Edit widgets on the dashboard
  • Resize widgets
  • Rearrange Widgets
  • Removing a widget
  • FAQs
  • How Funnels and Stage distribution widgets work
  • How to inject User/Sub account Properties in Iframes on Sub Account Dashboards
  • How to use Table Charts for Dashboard Widgets
  • How To Embed External Content On A Dashboard
  • How to add attribution and UTM parameters as filters on custom widgets
  • How to Customize Dashboards by Adding Titles, Images, and Text Boxes
  • How to Add and Utilize the New Sales Efficiency Widget on Your Dashboard
  • Duplicating widgets on a dashboard

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