Dashboard Widgets

Package: BASIC

1. General

Info

Widget: A control or operating element (graphical control element or widget) is an interaction element in a graphical user interface (GUI).

Any number of widgets can be added within a dashboard. It is also possible to create the same widget — e.g., Module List View — multiple times within a dashboard.

The size and position of widgets are freely configurable.

The following actions are available for widgets:

To add a widget to a dashboard, click the Add Widget button.

If no widget exists in a dashboard yet, in addition to the Add Widget button — which is always displayed in the top right of the dashboard — the notice "Your dashboard does not yet contain any widgets" including the Add Widget button is displayed:

Dashboard without widgets

After clicking the button, the Add Widgets popup opens, listing all available widgets:

Add Widget popup

The following widgets are available for a dashboard:

After selecting a widget by clicking it, the configuration of the respective widget is displayed in the popup.

For detailed information on the configurations of the respective widgets, see the section Available Widgets.

Each widget has the three dots actions icon in the top right corner:

Action: Delete Widget

After clicking the icon, a flyout menu opens with the actions:

Edit Widget
Delete Widget

Edit Widget

When editing a widget, more or less the same functionality is available as when creating a widget. See the section Available Widgets for details.

The Delete Widget action is described in the Delete Widget section.

Each widget has the three dots actions icon in the top right corner:

Action: Delete Widget

After clicking the icon, a flyout menu opens with the actions:

Edit Widget
Delete Widget

After clicking the Delete Widget action, a popup window is displayed asking whether the widget should be permanently deleted:

Delete Widget popup

After clicking the Confirm button, the widget is deleted.

If a widget was accidentally deleted, for example, the widget cannot be restored and must be recreated!

The size of a widget can be changed in two ways:

Edit Widget → in the Choose Display area, select the desired widget size (small, medium, or large)
The widget can be resized by "dragging" in width and height. To do this, move the mouse pointer over the bottom right corner of the widget. The mouse pointer changes to a diagonal double arrow. With the mouse button held down, the widget can now be dragged to the desired size. During this process, the content of the widget is hidden and the possible sizes are shown with a dashed border. After releasing the mouse button, the size is changed accordingly and the widget is permanently saved with the new size.

The position of a widget can be changed via Drag & Drop.

To do this, move the mouse pointer over the header of the widget. The mouse pointer changes to the "Move Cursor" (four arrows).

With the mouse button held down, the widget can now be dragged to the desired position.

During this process, the content of the widget is hidden and the possible positions are shown with a dashed border.

After releasing the mouse button, the position is changed accordingly and the widget is permanently saved with the new position.

Note

Depending on how many widgets are already on the dashboard, they may automatically be moved to a different position during the move operation.

It may be necessary to repeat the move operation several times until all widgets are in the desired position.

3. Available Widgets

The following widgets are available for a dashboard:

Note

A widget can also be added multiple times within a dashboard.

Note

The title of a widget can be configured in multiple languages when creating or editing a widget. Above the Name input field, there are tabs for the respective languages. If the widget title is not explicitly translated into other languages, the German name is displayed by default if a user selects a different language.

3.1. Module List View

The Module List View widget displays records from a module.

Module List View Widget

After selecting the widget, the configuration settings appear as follows:

startseite_popup_widget_hinzufuegen_listenansicht_monitor.png Module List View Widget Configuration

Field	Description
Name*	Name of the widget
Module*	Select the module from which records should be displayed.
View*	Select the view (list view)
Fields to Display*	Select the fields to be displayed using the "Select Fields" button. Selected fields can be rearranged after selection via Drag & Drop.
Choose Display	List view, small List view, medium List view, large

*Required field

3.2. Notepad

The Notepad widget allows short notes to be saved so they are always visible.

Notepad Widget

After selecting the widget, the configuration settings appear as follows:

startseite_popup_widget_hinzufuegen_notizblock_monitor.png Notepad Widget Configuration

Field	Description
Name*	Name of the widget
Choose Display	Notepad, small Notepad, medium Notepad, large

*Required field

3.3. Email Inbox

The Email Inbox widget allows an inbox to be selected to get a quick overview of emails.

After selecting the widget, the configuration settings appear as follows:

startseite_popup_widget_hinzufuegen_email_postfach_monitor.png Email Inbox Widget Configuration

Field	Description
Name*	Name of the widget
Email Inbox*	Selection list of inboxes that have already been set up in the Email accounts module.
Choose Display	Email Inbox, small Email Inbox, medium Email Inbox, large

*Required field

3.4. Tasks & Appointments

The Tasks & Appointments widget can display tasks and/or appointments to provide, for example, a quick overview of current tasks and appointments.

Tasks & Appointments Widget

After selecting the widget, the configuration settings appear as follows:

startseite_popup_widget_hinzufuegen_aufgaben_termine_monitor.png Tasks & Appointments Widget Configuration

Field	Description
Name*	Name of the widget
Default Interval*	Today This week This month
Display	Tasks and appointment preview, tasks small Tasks and appointment preview, appointments small Tasks and appointment preview, medium Tasks and appointment preview, large

*Required field

The Tasks & Appointments widget only displays the user's own tasks by default. Tasks of specific groups can be shown via a popup.

After clicking the Groups actions icon (User Group icon), a flyout menu opens. In this menu, the tasks of all groups the user belongs to can be selected for display using a toggle.

startseite_widget_aufgaben_termine_popup_auswahl_gruppen.png Tasks & Appointments Widget — Select Groups

The setting for displaying group appointments is only temporarily valid. It only applies as long as no other tab on the Dashboard is opened or the Dashboard is not left entirely.

When a task is marked as completed in the tasks widget — both in the standalone tasks widget and in the combined view — it is automatically hidden.

The Tag Cloud widget can be used to display tags from the system.

Tag Cloud Widget

Regardless of which view (dynamic or static) was selected for the widget: clicking a tag performs a search for records that are marked with this tag.

The found records are then displayed clearly, module by module, in a list view.

After selecting the widget, the configuration settings appear as follows:

startseite_popup_widget_hinzufuegen_tag_cloud_monitor.png Tag Cloud Widget Configuration

Field	Description
Name*	Name of the widget
Tag Cloud View*	Dynamic view Static view In the dynamic view, the size of the displayed tags is determined by their frequency. In the static view, the size of all tags is equal.
Show tags with the following visibility*	All Public Mine
Display	Tag Cloud, small Tag Cloud, medium Tag Cloud, large

*Required field

3.6. Localization

The Localization widget shows the distribution of contacts, organizations, leads, and partners on a map.

Localization Widget

After selecting the widget, the configuration settings appear as follows:

startseite_popup_widget_hinzufuegen_lokalisierung_monitor.png Localization Widget Configuration

Field	Description
Name*	Name of the widget
Country code to use	Billing address Delivery address
Default Display*	World Continent Country
Country	Select the country to be used for the display. The selection is only available if the value Country was selected in the Default Display field.
Continent	Select the continent to be used for the display. The selection is only available if the value Continent was selected in the Default Display field.
Display filter	Organizations Contacts Leads Partners If no module is selected here, all modules are automatically displayed; otherwise, only the selected ones.
Pre-filter Organizations	Select a custom list view of the Organizations module that can be used as a filter. A selection can only be made if the Organizations module was selected in the Display filter field.
Pre-filter Contacts	Select a custom list view of the Contacts module that can be used as a filter. A selection can only be made if the Contacts module was selected in the Display filter field.
Pre-filter Leads	Select a custom list view of the Leads module that can be used as a filter. A selection can only be made if the Leads module was selected in the Display filter field.
Pre-filter Partners	Select a custom list view of the Partners module that can be used as a filter. A selection can only be made if the Partners module was selected in the Display filter field.
Display	Localization, small Localization, medium Localization, large

*Required field

In the Localization widget, no locations are displayed in the default display Continent / World.

Locations are only displayed when a country is selected. To do this, click on the country on the map, or select a country from the list in the wide widget. Zooming into the map is not sufficient. The widget setting Country automatically selects the chosen country. The setting World or Continent initially shows no locations.

3.7. Sales Funnel

The Sales Funnel is a graphical representation of totals from the Deals, Orders, and Invoices modules.

Sales Funnel Widget

Which fields serve as the basis for the summation can be configured individually for each module.

After selecting the widget, the configuration settings appear as follows:

startseite_dashboard_popup_widget_hinzufuegen_verkaufstrichter_monitor.png Sales Funnel Widget Configuration

Field	Description
Name*	Name of the widget
Deals*	All currency fields of the module are available here, which serve as the basis for forming the sum.
Orders*	All currency fields of the module are available here, which serve as the basis for forming the sum.
Invoices*	All currency fields of the module are available here, which serve as the basis for forming the sum.
Display	Sales Funnel, small Sales Funnel, medium Sales Funnel, large

*Required field

Note

If the dashboard Time Period Filter is used, the creation date of the records serves as the basis for the filter.

The Widget Group widget offers the ability to display multiple widgets within a single widget.

Widget Group Widget

After selecting the widget, the configuration settings appear as follows:

startseite_popup_widget_hinzufuegen_widget_gruppe_monitor.png Widget Group Widget Configuration

Field	Description
Choose Display	Widget Group, small Widget Group, medium Widget Group, large

Apart from setting the display, no further settings can be made when creating the widget.

Widgets can be dragged into and out of a Widget Group via Drag & Drop to add them to or remove them from a Widget Group.

3.9. Report

The Report widget displays the records of any report from the module of the same name.

A report can be displayed or exported directly using the corresponding action:

Report Widget — Actions

After selecting the widget, the configuration settings appear as follows:

startseite_popup_widget_hinzufuegen_bericht_monitor.png Report Widget Configuration

Field	Description
Name*	Name of the widget
Report*	Selection list of all available reports from the Reports module
Display	Report, small Report, medium Report, large

*Required field

3.10. Chart

The Chart widget enables the display of a chart that was configured in the list view of a module.

Chart Widget — Line Chart

Chart Widget — Pie Chart

After selecting the widget, the configuration settings appear as follows:

startseite_popup_widget_hinzufuegen_diagramm_monitor.png Chart Widget Configuration

Field	Description
Name*	Name of the widget
Chart*	Select the chart (see screenshot below)
Display	Chart, small horizontal bar chart Chart, medium horizontal bar chart Chart, large horizontal bar chart

*Required field

Selecting the chart: After clicking the List actions icon in the Chart field, the Charts popup window opens, in which a chart can be selected for display in the widget:

Charts popup

Special action Maximize Widget for charts: When editing a widget, the Maximize Widget action is available for the Chart widget in addition to the Edit Widget and Delete Widget actions.

This action allows a chart to be displayed maximized in a separate popup window:

Chart Widget — Maximize Action

Chart Widget maximized

3.11. Cashflow

Note

The Cashflow widget is exclusively available in the CRM version brainX APP!

Overview

The Cashflow widget shows a forecast of future income and expenses over a defined time period.

It is designed to provide a quick overview of a company's expected liquidity development.

The display is based on data from several system modules:

Contracts (recurring revenues)
Invoices
Planned deposits
Deals from the sales pipeline
Planned costs from the controlling module Controllix

The widget particularly helps management, sales, and controlling to identify and assess future cash flow developments at an early stage.

Cashflow Widget

How it Works

The chart compares income and expenses per time period. This results in the expected cash flow.

Income can come from the following sources:

Contracts: recurring revenues from active contracts
Invoices: already invoiced revenues
Planned deposits: planned installment payments from projects
Deals: potential revenue from open sales opportunities

Deals are shown with a dashed line in the chart, as they represent potential and not yet secured revenue.

Expenses come from the Controllix module and may include, for example:

Personnel costs
License costs
Marketing costs
Rent
Depreciation
Other operating costs

Cashflow Calculation

The cash flow is automatically calculated per time period:

Cash flow = Income – Expenses

The result is highlighted in the chart:

Green: positive cash flow (surplus)
Red: negative cash flow (deficit)

This allows critical time periods to be quickly identified.

Chart Types

The Cashflow widget can be displayed in three different chart types:

Bar chart → Income and expenses are displayed as bars per time period. This display is particularly suitable for direct comparison of individual periods.
Area chart → The development of income and expenses is visualized as an area over time. This display is particularly suitable for recognizing trends and developments over longer time periods.
Tabular display → Income and expenses are listed at record level in a table. Each record appears as a single row with full date — no aggregation by month or quarter takes place. Separate CSV exports are available for income and expenses, which can be opened directly in Excel. This display is particularly suitable when the exact due date of individual items is the focus.

Widget Configuration

After selecting the widget, the configuration settings appear as follows:

startseite_popup_widget_hinzufuegen_cashflow_monitor.png Cashflow Widget Configuration

Field	Description
Name*	Name of the widget
Interval*	Monthly Quarterly
Time Period*	1 year 2 years 3 years
Controllix*	Controls whether planned costs from the Controllix module are included in the chart.
Deals*	Determines whether open deals from the sales pipeline are included in the cash flow forecast.
Filter for Deals	Status Pipeline phase Responsible sales rep Deal type Deal volume Button "Add Group" The Add Group function allows additional data categories to be added to the chart. Examples of additional groups: Marketing costs IT costs External services Additional revenue categories This allows the cash flow analysis to be displayed in more detail.
Choose Display	Cashflow, bar chart medium Cashflow, bar chart large Cashflow, area chart medium Cashflow, area chart large Cashflow, table medium Cashflow, table large

*Required field

On mouseover, a flyout window displays details on income and expenses for the respective time period.

Cashflow Widget — Income and Expense Details

Example

startseite_widget_beispiel_cashflow_flaechendiagramm.png

Typical Use Cases

Liquidity planning → Management can identify early on in which time periods liquidity surpluses or bottlenecks may arise.
Sales management → The sales team can see what impact pipeline deals will have on future liquidity.
Budget planning → Controlling can analyze how planned costs affect cash flow and whether adjustments are necessary.

1. General

2. Widget Actions

2.1. Add Widget

2.2. Edit Widget

2.3. Delete Widget

2.4. Widget Size

2.5. Widget Position