Dashboard widgets
Add and remove widgets, and look up every metric you can chart with its filters, grouping and date-range support.
A widget is one tile on a dashboard. It shows a single metric, such as open work items, win rate or hours logged, optionally narrowed to a project, person or pipeline, broken down by a dimension, and limited to a date range. This page lists every metric you can choose, what it counts, and which settings it takes.
Who can use it#
Permissions
dashboard.managedashboard.manage and edit access to the dashboard: you own it, or it was shared with you with Can edit. Anyone who can see the dashboard can read its widgets.Add a widget#
Open Add widget
On a dashboard you can edit, select Add widget.
Give it a title
Enter a Title that says what the tile answers, for example “Open bugs by priority”.
Choose a metric
Pick a Metric. Its description appears underneath. The rest of the dialog changes to show only the settings that metric uses.
Choose a grouping, if asked
Metrics that break a count down show Group by (required). Pick Status, Assignee, Priority, Type, Project, Sprint, Release or Tag. You can’t save without one.
Set filters
Filters are labelled (required) or (optional), such as Project, Assignee, Pipeline, Owner or Person. Leave an optional filter empty to include everything.
Set a date range, if the metric supports one
Enter From (optional) and To (optional). Metrics that don’t support a range say “This metric ignores date ranges — it always reports over all time.”
Add it
Select Add widget. The tile appears at the end of the dashboard.
Remove a widget#
Select the trash icon (Remove widget) in the widget’s corner. It is removed immediately. To change a widget’s metric, filters or title, remove it and add a new one.
Layout#
Widgets are shown in two columns, in the order they were added. Every widget gets the same size, and you can’t drag, reorder or resize them on the dashboard page. To change the order, remove widgets and add them again in the order you want, or duplicate the dashboard and build the copy in order.
Note
Metric reference#
The display follows the metric: a single number, a rate, a bar breakdown, a trend or a ranked list. “Date range” means the From and To settings apply.
Work items, sprints and projects#
| Metric | What it shows | Filters | Date range |
|---|---|---|---|
| Work items — count | How many non-archived work items exist. | Project, Assignee (optional) | Yes |
| Work items — completion rate | Share of work items in a done-category status. | Project (optional) | Yes |
| Work items — by status | Item count per workflow status, in board order. | Project (optional) | Yes |
| Work items — count by dimension | Item count per status, assignee, priority, type, project, sprint, release or tag. Needs Group by. | Project, Assignee (optional) | Yes |
| Work items — effort | Total and average estimate and story points. | Project, Assignee (optional) | Yes |
| Work items — cycle time | Time from in progress to done. Items that went straight to done are left out. | Project (required) | No |
| Work items — lead time | Time from creation to done, for every item that reached done. | Project (required) | No |
| Sprints — velocity trend | Completed story points per completed sprint, oldest first. | Project (required) | No |
| Projects — progress | Done ÷ total work items for each project. | Assignee (optional) | Yes |
Reality#
| Metric | What it shows | Filters | Date range |
|---|---|---|---|
| Reality — reported vs evidence | How far reported progress is from what the recorded data supports. Items with nothing that can measure progress are left out of the averages rather than counted as zero, and the counts behind each figure are shown. | Project, Assignee (optional) | Yes |
| Reality — blocked and stale | How many items can’t advance, and how many have had nothing recorded for longer than your organization’s window. | Project, Assignee (optional) | Yes |
See Reality for what these figures mean.
Time, resources and goals#
| Metric | What it shows | Filters | Date range |
|---|---|---|---|
| Time — hours logged | Hours logged, the billable share, and what they are worth per currency. Voided entries are left out. | Person, Project (optional) | Yes |
| Resources — capacity vs allocation | Total capacity of available people, what is committed against it, and how many are over-allocated. | None | No |
| Resources — utilization per person | Allocated hours ÷ capacity for each person, busiest first. | None | No |
| Goals — progress | Progress and health across goals, as their latest check-ins left them. | Owner (optional) | No |
Sales#
| Metric | What it shows | Filters | Date range |
|---|---|---|---|
| Opportunities — pipeline value | Total and probability-weighted value of open opportunities. | Pipeline (optional) | No |
| Opportunities — by stage | Open opportunity count and value for each pipeline stage. | Pipeline (optional) | No |
| Opportunities — win rate | Won ÷ (won + lost) among closed opportunities, dated by when they closed. | Pipeline, Owner (optional) | Yes |
| Opportunities — sales cycle length | Time from creation to won, for won opportunities only. | Pipeline, Owner (optional) | Yes |
| Opportunities — sales velocity | (Open count × win rate × average deal size) ÷ average cycle length in days. | Pipeline, Owner (optional) | Yes |
| Opportunities — rep leaderboard | Owners ranked by won value. Unowned opportunities are left out. | Pipeline (optional) | Yes |
| Opportunities — forecast by category | Open deals by commit, best case and pipeline, with weighted value beside the raw value. | Pipeline, Owner (optional) | Yes |
| Leads — conversion rate | Share of leads that have been converted. | Owner (optional) | Yes |
See Pipelines and forecasting for how weighted value and forecast categories are set on opportunities.
Example widgets#
- Work by assignee: Work items — count by dimension, grouped by Assignee.
- Cycle time for the mobile app: Work items — cycle time, Project set to the app’s project.
- Hours logged this quarter: Time — hours logged, From set to the first day of the quarter.
- Fund III win rate: Opportunities — win rate, Pipeline set to the fundraising pipeline.
Tips#
- Put single numbers (counts, rates) next to each other and breakdowns in their own row; every tile is the same size.
- Titles are free text. Say what the tile answers and any filter it uses, because the filter isn’t shown on the tile.
- Grouping by a custom field isn’t offered in the widget builder.
Questions#
Why can’t I save my widget?
A required setting is empty: the title, the metric, a required filter such as Project, or Group by.
Why do money widgets have no currency symbol?
Values are added up without conversion, so the total is only meaningful in a single-currency organization. Showing a symbol would suggest a precision the figure doesn’t have.
My cycle time widget shows a dash.
No items in that project have gone from in progress to done yet, so there is nothing to measure.
Related pages#
Still stuck? Search the docs with ⌘K, open Help inside UnitX, or contact support.