Every widget pulls live data from YSUITE — there's no separate data export or refresh step.
Widgets are gated by module — a widget's data source must be enabled for your organisation.
Funnel widgets
Widget
Shows
Leads Funnel
Leads moving through your lead stages
Deals Funnel
Deals moving through pipeline stages
Pie widgets
Widget
Shows
Leads by Source
Lead volume broken down by source
Deals by Source
Deal volume broken down by source
Chart (time-series) widgets
Widget
Shows
Lead Count Graph
Lead volume over time
Leads by Staff
Lead volume per assigned user
Deals by Staff
Deal volume per assigned user
Summary widgets
Widget
Shows
Sales Accounts Summary
A rolled-up view of sales account activity
Unsettled Transactions
Outstanding transactions awaiting settlement
Stock widgets
Widget
Shows
Stock Cost Data
Current stock value
Category Stock Info
Stock levels broken down by item category
Adding a widget
From a dashboard, click + Add Widget, choose one from the library, and place it on the grid — set its width and height to fit alongside the widgets already there.
Tips
Combine a funnel widget with its matching "by source" pie widget on the same dashboard for a quick view of both volume and origin.
Use the stock widgets alongside the Reports Library's Stock Summary report when a widget's rolled-up number needs a detailed breakdown.
