Dashboard Widgets

Overview

Widgets are the building blocks of dashboards.

Each widget represents a metric, chart, or summary view.

Key Concepts

• Widget: visual representation of a metric or breakdown
• Metric: computed value, such as counts by status
• Dimension: grouping field, such as Segment, Process, or owner
• Filter: constraint applied at dashboard or widget level

How It’s Used

Use a small set of widgets for weekly governance.

Use drill-down widgets to convert dashboard signals into follow-up work lists.

Benefits

• Faster reviews through high-signal visuals
• Consistent reporting across Projects
• Better early warning for blockers and overdue work

Setup Steps

1

Select a metric

Choose a metric aligned to the review purpose, such as open work by status.

2

Select dimensions and filters

Group by a consistent dimension, such as Segment Type, Process, or owner.

3

Validate scope and definitions

Validate that widget scope matches the intended Organization and Project set.

Best Practices

• Keep widget definitions stable across reporting cycles.
• Avoid mixing unrelated audiences in one dashboard.
• Use filters consistently across dashboards to support comparability.

Summary

Widgets translate Project data into reviewable governance signals.