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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 10 months ago

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

Overview

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.

Uses

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

Settings

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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