Widgets

A widgets slide shows various performance indicators, metrics and charts based on the dataset.


Here is a sample dataset that we can use to create multiple widgets. Having multiple groups (values within IssueType) allows us to do this.

Status IssueType TicketCount AccountID
Resolved Tickets By Month 270 17236645
Resolved Tickets By Month 350 17236645
Resolved Tickets By Month 483 17236645
Resolved Tickets By Month 350 17236645
Resolved Tickets By Month 250 17236645
Resolved Tickets By Month 500 17236645
Resolved Tickets By Month 650 17236645
Resolved CMS 719 17236645
Resolved Tickets By Month 480 17236645
Resolved DNS 452 17236645
Open Tickets By Month 650 17236645
Open DNS 360 17236645
Open CMS 357 17236645
Resolved Network 311 17236645
Not Resolved DNS 288 17236645
Not Resolved Tickets By Month 589 17236645

Download Sample Data - Widgets

After selecting your dataset, configure Data Grouping for your widgets slide:

  1. First, choose a column that specifies the data group for the widgets. For the above dataset, we will select IssueType (there are several data groups - Tickets By Month, CMS, DNS, Network, WINS configuration, etc.).
  2. Next, choose a column that specifies the name for each item in the widget. For the above dataset, we will select Status. These names may appear as labels for the values in the widget.
  3. Then, choose a column that specifies the value for each item in the widget. For the above dataset, we will select Ticket Count.


Then, configure each widget.

  1. Select a widget type from the dropdown menu.
  2. Select a group identifier to base the widget on.

Optionally, you can customize your widget further. Choose a title, add formatting and color code your widget based on value.


Widgets of following types are supported:

Label

The Label widget is used to display text values in the slide.

Here is an example of the data used:

Group Type Value AccountID
Status July Payment Status Paid 17236645

Select Status as the Group Identifier. Press the save button to preview the new widget:

Number

The Number widget is used to display numeric values in the slide.

Here is an example of the data used:

Group Type Value AccountID
Projected Total Projected Total 430 17236645

Select Projected Total as the Group Identifier. Press the save button to preview the new widget:

Date Time

The Date Time widget is used to display a date as a value in the slide.

Here is an example of the data used.

Group Type Value AccountID
Highest Ticket Open Open 09/18/2022 17236645

Select Highest Ticket Open as the Group Identifier. Press the save button to preview the new widget:

Time Range

The Time Range widget is used to display a formatted length of time as a value in the slide.

Here is an example of the data used. The value is calculated as seconds.

Group Type Value AccountID
Avg Resolution Time Ressolved 2321 17236645

Select Avg Resolution Time as the Group Identifier. Press the save button to preview the new widget:

Status

The Status widget is used to display a status icon based on the value in the slide.

Here is an example of the data used. The value is calculated as seconds.

Status IssueType TicketCount AccountID
Resolved Overall Status 417 17236645

Select Overall Status as the Group Identifier. Press the save button to preview the new widget:

Since the value of 417 falls within the middle color code range (200-500), the yellow warning icon is displayed. You can adjust this range under Widget Formatting.

If the value was higher or lower, the green checkmark or the red warning icon would be displayed.

Doughnut

The Doughnut widget is used to display multiple values together as a Doughnut or a hollow pie chart.

Here is an example of the data used.

Status IssueType TicketCount AccountID
Resolved Case Resolutions 311 17236645
Open Case Resolutions 246 17236645
Not Resolved Case Resolutions 209 17236645

Select Case Resolutions as the Group Identifier. Press the save button to preview the new widget:

Piebar

The Piebar widget is used to display different values as part of a total, similar to a pie chart. It shows even the smallest slivers of data.

Here is an example of the data used.

Group Type Value AccountID
Expenses Breakdown Rent 4000 17236645
Expenses Breakdown Motor Vehicle Expenses 5000 17236645
Expenses Breakdown General Expenses 3100 17236645
Expenses Breakdown Office Expenses 1700 17236645
Expenses Breakdown Telephone and Internet 3000 17236645

Select Expenses Breakdown as the Group Identifier. Press the save button to preview the new widget:

Pie

The Pie widget is used to display multiple values together as a pie chart.

Here is an example of the data used.

Group Type Value AccountID
Accounts Payable Days 1 ~ 30 Days 1200 17236645
Accounts Payable Days 31 ~ 60 Days 4000 17236645
Accounts Payable Days 61 ~ 90 Days 1000 17236645
Accounts Payable Days Over 90 Days 163 17236645

Select Accounts Payable Days as the Group Identifier. Press the save button to preview the new widget:

Progress

The Progress widget is used to display the progress made towards a goal, between a starting value and ending value.

Here is an example of the data used. The first value will be the minimum, the second value will be the value tracked, and the third value will be the maximum. Only the first three values from the dataset will be used if there are more than three.

Group Type Value AccountID
Total Resolved Tickets Start of Quarter 1000 17236645
Total Resolved Tickets Current 1400 17236645
Total Resolved Tickets Goal 2000 17236645

Select Total Resolved Tickets as the Group Identifier. Press the save button to preview the new widget:


Note: If there are two values, then 10% less or more will be calculated from the second value. In the example below, the second value for current is less than first value for Start of Quarter, so the maximum will be 1400 + 10% = 1540.

Group Type Value AccountID
Total Resolved Tickets Start of Quarter 1000 17236645
Total Resolved Tickets Current 1400 17236645

Percent

The Percent widget is used to display a percentage based on the values in the slide.

Here is an example of the data used. If more than one value is present, the last value will be used.

Group Type Value AccountID
Tickets Resolved Resolved .43 17236645
Tickets Resolved Resolved .4 17236645

Select Tickets Resolved as the Group Identifier. Press the save button to preview the new widget:

Bars

The Bars widget is used to compare multiple values in the slide.

Here is an example of the data used.

Group Type Value AccountID
Cash Summary Cash Received 1627 17236645
Cash Summary Cash Spent 1980 17236645

Select Cash Summary as the Group Identifier. Press the save button to preview the new widget:

Funnel and Towers of Hanoi

The Funnel widget, or Towers of Hanoi widget, is used to display values across process stages.

Here is an example of the data used for a Funnel widget. The data must be arranged in descending value.

Status IssueType TicketCount AccountID
Support Request Support Funnel 550 17236645
Talked to Chatbot Support Funnel 350 17236645
Escalated to Agent Support Funnel 250 17236645
Resolved Support Funnel 100 17236645

Select Support Funnel as the Group Identifier. Press the save button to preview the new widget:

Here is an example of the data used for a Towers of Hanoi widget. The data must be arranged in ascending value.

Status IssueType TicketCount AccountID
Via Agents Support Prediction 100 17236645
plus Chatbot Support Prediction 250 17236645
plus FAQ Support Prediction 300 17236645
plus Documentation Support Prediction 400 17236645

Select Support Prediction as the Group Identifier. Press the save button to preview the new widget:

Sparkline

The Sparkline widget is used to display a change in values over time as a spark line.

Here is an example of the data used.

Status IssueType TicketCount AccountID
Resolved Tickets By Month 270 17236645
Resolved Tickets By Month 350 17236645
Resolved Tickets By Month 483 17236645
Resolved Tickets By Month 350 17236645
Resolved Tickets By Month 250 17236645
Resolved Tickets By Month 500 17236645
Resolved Tickets By Month 650 17236645

Select Tickets By Month as the Group Identifier. Press the save button to preview the new widget:

Sparkarea

The Sparkarea widget, like the sparkline widget, is used to display a change in values over time as a spark area.

Here is an example of the data used.

Status IssueType TicketCount AccountID
Resolved Tickets By Month 270 17236645
Resolved Tickets By Month 350 17236645
Resolved Tickets By Month 483 17236645
Resolved Tickets By Month 350 17236645
Resolved Tickets By Month 250 17236645
Resolved Tickets By Month 500 17236645
Resolved Tickets By Month 650 17236645

Select Tickets By Month as the Group Identifier. Press the save button to preview the new widget:

Sparkbar

The Sparkbar widget, like the sparkline widget, is used to display a change in values over time as a spark bar.

It is also is used to compare multiple values in the slide. The bars are displayed vertically.

Here is an example of the data used.

Group Type Value AccountID
Invoices by Status Active 34 17236645
Invoices by Status Void 9 17236645
Invoices by Status Paid 21 17236645
Invoices by Status Not Paid 12 17236645

Select Invoices by Status as the Group Identifier. Press the save button to preview the new widget:

Days of Month

The Days of Month widget is used to display a calendar heatmap.

Here is an example of the data used.

Status IssueType TicketCount AccountID
1/1/22 Tickets By Day 22 17236645
1/2/22 Tickets By Day 37 17236645
1/3/22 Tickets By Day 45 17236645
1/4/22 Tickets By Day 67 17236645
1/5/22 Tickets By Day 88 17236645
1/6/22 Tickets By Day 39 17236645
1/7/22 Tickets By Day 25 17236645
1/8/22 Tickets By Day 67 17236645
1/9/22 Tickets By Day 22 17236645
1/10/22 Tickets By Day 59 17236645
1/11/22 Tickets By Day 69 17236645
1/12/22 Tickets By Day 75 17236645
1/13/22 Tickets By Day 78 17236645
1/14/22 Tickets By Day 45 17236645
1/15/22 Tickets By Day 53 17236645
1/16/22 Tickets By Day 42 17236645
1/17/22 Tickets By Day 66 17236645
1/18/22 Tickets By Day 83 17236645
1/19/22 Tickets By Day 72 17236645
1/20/22 Tickets By Day 35 17236645
1/21/22 Tickets By Day 49 17236645
1/22/22 Tickets By Day 51 17236645
1/23/22 Tickets By Day 69 17236645
1/24/22 Tickets By Day 61 17236645
1/25/22 Tickets By Day 53 17236645
1/26/22 Tickets By Day 48 17236645
1/27/22 Tickets By Day 81 17236645
1/28/22 Tickets By Day 32 17236645
1/29/22 Tickets By Day 44 17236645
1/30/22 Tickets By Day 52 17236645
1/31/22 Tickets By Day 67 17236645

Select Tickets By Day as the Group Identifier. Press the save button to preview the new widget:

Hours of Day

The Hours of Day widget is used to display a circular bar chart with hours represented by a bar.

Here is an example of the data used.

Value IssueType Amount AccountID
2022-01-08T08:00:00 Revenue By Hour 1450 17236645
2022-01-08T09:00:00 Revenue By Hour 2400 17236645
2022-01-08T10:00:00 Revenue By Hour 900 17236645
2022-01-08T11:00:00 Revenue By Hour 1800 17236645
2022-01-08T12:00:00 Revenue By Hour 1200 17236645
2022-01-08T13:00:00 Revenue By Hour 1770 17236645
2022-01-08T14:00:00 Revenue By Hour 750 17236645
2022-01-08T15:00:00 Revenue By Hour 1200 17236645
2022-01-08T16:00:00 Revenue By Hour 1350 17236645
2022-01-08T17:00:00 Revenue By Hour 2400 17236645
2022-01-08T18:00:00 Revenue By Hour 5400 17236645
2022-01-08T19:00:00 Revenue By Hour 5400 17236645
2022-01-08T20:00:00 Revenue By Hour 3500 17236645
2022-01-08T21:00:00 Revenue By Hour 2250 17236645

Select Revenue By Hour as the Group Identifier. Press the save button to preview the new widget:

Days of Week

The Days of Week widget is used to display a circular bar chart with days represented by a bar.

Here is an example of the data used.

Value IssueType Amount AccountID
2022-12-13T00:00:00 Revenue By Each Day 6302 17236645
2022-12-14T00:00:00 Revenue By Each Day 6781 17236645
2022-12-15T00:00:00 Revenue By Each Day 8897 17236645
2022-12-16T00:00:00 Revenue By Each Day 12276 17236645
2022-12-17T00:00:00 Revenue By Each Day 13832 17236645
2022-12-18T00:00:00 Revenue By Each Day 15335 17236645
2022-12-19T00:00:00 Revenue By Each Day 7287 17236645

Select Revenue By Each Day as the Group Identifier. Press the save button to preview the new widget: