Widget

From Planfix

A widget is an element that visualizes a required metric directly in the Planner. Widgets help keep key indicators visible.

How to add a widget

  • Open the Planner.
  • In the menu for adding a list, select "Widget".
  • Specify the widget type, data source, details and settings.
  • Save.

The widget will appear on the Planner and update automatically (or manually, depending on the selected data source).

Widget types

Type What it shows Best suited for
Pie chart Distribution by category or plan completion percentage, with the chart shown as a full circle When the dashboard is viewed on a large screen and visual clarity is important
Donut chart Same as a pie chart, but with an open center When the dashboard contains many blocks and a more compact chart is needed
Number A value displayed in large text; for plan vs. actual data, it also shows the completion percentage When the exact value matters, such as revenue, budget, or number of deals

Data sources

Each widget can use one of two sources:

  • Planfix — the widget calculates values itself based on tasks and contacts. The logic is configured the same way as a task filter. Suitable for anything already digitized within the system: overdue tasks, team workload, project statuses, etc.
  • Enter manually — values are entered by a user. Convenient when the metric lives outside the system and pulling it via API is not cost-effective: expenses from different ad accounts, revenue from several cash registers, warehouse balances, etc.

Calculation

Calculation settings

If a value is calculated by the system, you can specify:

  • What data to display — tasks, contacts, or projects.
  • What to calculate — the number of entries or the sum of values in a selected field.
  • Selection parameters — project, status, assignee, period, and any other available filter parameters.

Data entry permissions

For values entered manually, you can configure editing permissions:

  • No one — only an administrator can change the values (default).
  • All employees — any user can edit the values.
  • Select — specify a particular employee or group.

Updating data

  • The system recalculates values based on the latest data in Planfix. Refresh the page to see the updated figures on the dashboard.


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