Progress Metric Widget

Track and visualize progress towards a defined numerical goal directly in a dashboard for all to see.

Peter Novosel avatar
Written by Peter Novosel
Updated over a week ago

Check out the Introduction to Dashboards article to understand the basics of working with widgets.


The Progress Widget is super simple - yet incredibly powerful. You can sum any numeric or currency field in an app, set a goal, and visually track progress as you work.


Any numeric or currency-based metric can be tracked in the Progress widget. If it's a measurable SMART goal and you have a field in your solution to capture the value, the Progress widget can sum it.

Examples include:

  • Progress towards a Sales Goal

  • Number of Leads towards a Marketing Goal

  • Cumulative Volunteer Hours towards a nonprofit contribution


Configuring the Progress widget is easy. Select the Field to Sum, a color for the bar, and a numeric or currency-based goal.

Widget Drill In

To open up the records associated with the value, simply click on the widget and a window with the records will display.

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