A Comparison Metric widget counts or adds up one field for the current period and shows the change against the period before. Think of a tile that reads "12 new findings this month, up 3 from last month". You choose the table, the field, a filter, the date field and the time frame.
Here is the test: is "more or less than last time" the question? If yes, add a Comparison Metric. For a plain number, use a Summary Card. For a number against a goal, use a Progress Metric.
Example: the Vendor risk overview compares new findings month by month. The source is Findings, the value is a Count of the title field, and the filter is Status is not Resolved. The date to compare is First Created and the time frame is Last vs One Before, Monthly. A second card beside it uses a Rolling Window of 30 Days.
Two Comparison Metric cards on the Vendor risk overview: new findings this month with the change against last month, and the rolling 30-day card.
Plan Availability | All plan types. |
Permissions | Solution Managers and members with Full Access add and change widgets on a public dashboard; the owner does on a private one. |
Platform | Web |
Related Reading |
Adding a Comparison Metric widget
Set the View | Edit switch in the upper right to Edit.
Select + Add Widget in the toolbar. The Add New Widget sidebar opens on the right with a Search Widget box and thirteen collapsible categories. Page Display is open to start.
Open Metrics and select the Comparison Metric card. Its info icon reads "Show progress over time, comparing recent performance against a past timeframe."
The Comparison Metric modal opens. The preview sits on the left and the settings on the right, on one tab, General. Set the source, the value, the date and the time frame, then select Add Widget at the foot.
The widget lands on the dashboard. Drag it by its handle to move it.
The General tab
The General tab is the only tab. It holds four sections: Heading, Source, Metric Value and Settings.
Heading
Title is the widget's name, prefilled with "Comparison Metric". Description is a switch, off to start; on, it adds a text box and the choice As A Tooltip or Below The Title.
Source
A button that shows the table's name with the caption "Solution: <name>". It opens a two-level picker: the tables of the current solution, and behind a back chevron every solution you can see, with a search box.
Metric Value
A field and a calculation. The field list offers the title field and the number-like fields: Number, Currency and Open Comments. With the title field the calculation is Count. With a number field it reads Sum to start, and the list holds Sum, Avg, Min, Max, Median, Stdev, Empty, Filled, Percent Empty and Percent Filled. The overview counts findings on the title field.
Filter opens the same Filter panel as a saved view. The overview uses Status is not Resolved.
Tip: Compare on the date that means the event. First Created counts new findings; Due Date counts deadlines. Last Updated moves every time someone edits a record.
Settings
Date to Compare lists the table's date fields, with First Created and Last Updated among them. It fills itself with the table's first date field and carries an x to clear it. It is the date that places each record in a period.
Comparison Time Frame is Last vs One Before or Rolling Window.
With Last vs One Before, a period list reads Daily, Weekly, Monthly, Quarterly or Annually, Monthly to start. The card compares the most recent completed period with the one before it, January against December for example.
With Rolling Window, a window list reads 1 Day, 7 Days, 30 Days, 90 Days or 365 Days, 30 Days to start. The window moves forward every day. On 7 February a 30-day window covers 8 January to 7 February; the next day it covers 9 January to 8 February.
Clear Date to Compare with its x and the card shows a plain number with no change line. The two time-frame rows lock with a padlock until a date is chosen again.
Note: Last vs One Before compares completed periods, not the one you are in. On 30 October a Monthly card showed September's total against August's; October was not counted until it ended.
The Settings section with Comparison Time Frame set to Last vs One Before and the period list open.
Permissions
Solution Managers and members with Full Access add and change widgets on a public dashboard. The owner does so on a private one. Every member who can open the dashboard sees the card, with the number counted from the records they may see. See Dashboard Settings. A shared read-only page shows it too; see Public Dashboard Sharing.
Using the widget
In View mode the card shows the last period's value. Under it sits the change against the period before, as a value and a percent with an arrow, green when up, and the line "For prior month". With no change the line reads "No change for last month". Select the card and a window titled with the widget's name opens, listing the last period's records in a grid with the view toolbar and an Export button. See Edit records in a drill-in grid.
A Filter widget on the same tab narrows the card to the records that pass its conditions.
The widget shows in the SmartSuite mobile app for iOS and Android.
The card in View mode with this month's count, last month's count and the percent change.
Editing a Comparison Metric widget
In Edit mode, hover over the widget and select Edit in the strip that appears above it. The modal reopens; change the source, the value, the filter or the settings, then select Save Changes at the foot. Cancel after a change asks "Are you sure you want to exit without saving the changes you made?", with Exit Without Saving and Save Changes. The strip's More Options menu holds Minimize, Highlight Color, Duplicate Widget, Delete Widget and Collapsed by Default; see Managing Widgets.
Frequently asked questions
How does the comparison work?
How does the comparison work?
The widget counts or adds up one field for the records in the current period and for the records in the period before. Then it shows both and the difference. The period comes from the date field and the time frame you choose. Filters limit which records count.
Can I show the total without a comparison?
Can I show the total without a comparison?
Yes. Clear Date to Compare with its x. The card shows the plain total and the time-frame rows lock.
Which time frames can I compare?
Which time frames can I compare?
Daily, Weekly, Monthly, Quarterly and Annually as Last vs One Before. 1, 7, 30, 90 or 365 days as a Rolling Window.
Which date field should I compare on?
Which date field should I compare on?
The one that means the event you are counting. First Created for new records, Due Date for deadlines.
Why does the card say No change?
Why does the card say No change?
The last completed period and the one before hold the same value, or neither holds a record. Check that Date to Compare is the field your records carry.
Last verified 30 Oct 2026.



