Dashboard Widget: Record Detail Widget

The Record Detail Widget allows you to showcase detailed information from a specific record directly on your dashboard. With flexible display options, this widget makes it easy for users to view or interact with individual record fields, streamlining the process of accessing key data in a visually organized format.
Use Cases:
Customer Profile Dashboard
: Display key customer details such as contact information, industry, and account representative, providing sales teams with quick access to essential customer information.
Employee Performance Dashboard
: Show detailed fields like performance ratings, feedback, and training completion for the selected employee, offering a comprehensive view of their progress.
Project Management Dashboard
: Display key project details like start and end dates, project manager, budget, and status, allowing project managers to review project specifics easily.
How to Use the Record Detail Widget:
1.   Add Widget
: Start by clicking "Add widget" on your dashboard.
2.  Select Record Detail Widget
: From the Widget Library, choose the "Record Detail Widget."
3.  Choose Data Source
: Link the widget to the Record Selector Widget to display the appropriate record information.
4.  Select Fields
: Choose which fields from the selected record you want to display, and decide whether each field will be view-only or editable.
5.  Customize Layout
: Adjust the field widths and display options to fit the layout of your dashboard, ensuring the information is clear and accessible.
By using the Record Detail Widget, you can quickly surface critical details from individual records, allowing users to interact with key information directly from the dashboard. This widget is particularly useful for professionals who need quick access to record-specific data for customers, projects, or employees.
This feature is available for All Plans.
Watch Feature Overview Video (Coming Soon)
Learn More in This Help Article