Analyticsbeginner5 min read

Widgets

Custom Widgets let you create personalized KPI cards with real-time and historical metrics for map-based business performance tracking.

Last updated July 31, 2026

Overview

Custom Widgets in DotlyMaps allow you to create personalized KPI cards that display key business metrics directly within your map workspace. Widgets are built using data from your selected Map Modules and support formulas such as Count, Sum, and other supported calculations. DotlyMaps offers Normal Widgets for real-time metrics and Historical Widgets for tracking trends over time. These widgets can be displayed in the Widget Panel or assigned to specific territories for region-based performance monitoring.

Why it matters

Custom Widgets bring your most important metrics closer to your map, allowing you to monitor business performance without switching between reports or dashboards. Whether you're tracking sales, service requests, or historical trends, widgets provide instant visibility into the KPIs that matter most.

When to use

Use Custom Widgets when you need to:

  • Display real-time KPIs alongside your map.
  • Monitor record counts, totals, or calculated values.
  • Track historical trends over time.
  • Create territory-specific performance dashboards.
  • Give users quick access to key business metrics.

Prerequisites

  • An active DotlyMaps organization and workspace.
  • Configured Map Modules containing relevant data fields.
  • Permission to create and manage Custom Widgets.
  • Appropriate access to Widget Panel features.

Step-by-step guide

  1. Open your DotlyMaps workspace.
  2. Navigate to Settings → Map Intelligence→ Custom Widgets.
  3. Click Create Widget.
  4. Enter the widget Name and Description.
  5. Select the Widget Type (Normal or Historical).
  6. Choose the appropriate Map Module, Formula, and Data Field.
  7. Configure advanced options such as the Icon, Short code, and historical fields (if applicable).
  8. Select a Primary Color for the widget.
  9. Review the configuration and click Save.
  10. Enable the Widget Panel from the map workspace or assign the widget to a territory during territory configuration.

Example

A sales manager creates a Normal Widget to display the total number of open leads and a Historical Widget to track monthly closed opportunities. Both widgets are added to the Widget Panel for quick performance monitoring.

Best practices

  • Use descriptive names that clearly identify the KPI.
  • Display only the most important metrics in the Widget Panel.
  • Choose colours that make widgets easy to distinguish.
  • Review widget formula s periodically to ensure accuracy.

Troubleshooting

Widget displays no data

  • Verify the selected Map Module, data field, and formula.

Historical Widget is empty

  • Ensure the required date and category fields have valid data.

Widget is not visible in the panel

  • Confirm it has been saved successfully and the Widget Panel is enabled.

FAQ

What is the difference between Normal and Historical Widgets?

Normal Widgets display current KPI values, while Historical Widgets visualize trends over time using date-based data.

Can I assign widgets to specific territories?

Yes. Custom Widgets can be assigned to individual territories, allowing each territory to display relevant performance metrics.

Which formulas are supported?

Custom Widgets support common calculations such as Count, Sum, and other available aggregation formulas depending on the selected data field.

Do Custom Widgets modify CRM data?

No. Widgets only display calculated insights from your existing CRM records and do not modify any underlying data.