---
title: "Customizing Dashboard Widgets"
description: "Why Should You Customize Dashboard Widgets?"
url: https://support.agentsuite.ai/en/articles/195-customizing-dashboard-widgets
collection: "Dashboard"
updated: 2026-09-25
language: en
---

# Customizing Dashboard Widgets

Why Should You Customize Dashboard Widgets?

## Customizing widgets offers several benefits:

-   **Personalized Insights:** Highlight the metrics most relevant to your business goals.
    
-   **Enhanced Clarity:** Adjust titles, filters, and layouts to make data interpretation straightforward.
    
-   **Improved Comparisons:** Add filters and conditions to compare different metrics or time periods easily.
    
-   **Efficiency:** Quickly access the data you need without navigating through irrelevant information.
    

## How to Customize Dashboard Widgets

### **Step 1: Choose the Widget**

Select the widget you want to modify from the widget list. By default, each widget comes with a pre-selected chart type under the “ALL” filter. To change the chart type, click on the chart icon and choose the one that best fits your data.

![](https://staticfiles.gleap.io/ghelparticle/lOyDnMzgztyzCiOxyaGGu2E3KH3z2Xw5vOjR8gE6kQHnDdMx1llQLpcwJvCDHGPu68q03ueuivK.png)

### **Step 2: Configure the Widget Settings**

Go to the “Configure” tab to adjust the widget:

**Title: Rename the widget to make its purpose clear.**

![](https://staticfiles.gleap.io/ghelparticle/S5DSyZmsaSQKG2aztNQfqbD3hVFsjmTXhIRiJMp6Fy3VAcyAXzZAnGbKRYUzksFzE8N3ABQ5N2M.png)

**Metrics: Update the data points displayed in the widget. Multiple metrics can be added for Line, Bar and Horizontal bar charts.**

![](https://staticfiles.gleap.io/helparticle/20250909165519_0834.png)

**Group: Define grouping options for charts like Donut charts.**

![](https://staticfiles.gleap.io/helparticle/20250909165555_9185.jpg)

 **View By: Select the secondary dimension for visualizations like line or bar charts.**

![](https://staticfiles.gleap.io/helparticle/20250909165624_8830.jpg)

**Breakdown: Adjust the time period frequency.**  
**Date Property: Choose the date type (e.g., Created Date, Updated Date) for fetching results.**

![](https://staticfiles.gleap.io/helparticle/20250909165653_3856.jpg)

**Date Range Override:** **Override the dashboard’s global date range for this widget.**

![](https://staticfiles.gleap.io/helparticle/20250909165712_3670.jpg)

**Order: Sort the results in ascending or descending order.**

  
**Limit: Set a maximum number of results displayed.**  
  
**Comparison Date Property: Add a comparison percentage for better context.**

Advanced settings are available for further personalization, but they’re optional.

### **Step 3: Add Conditions**

Filters help you focus on specific data. Here’s how to add them:

    **1.    Click Add Condition under the “Conditions” tab.**

![](https://staticfiles.gleap.io/helparticle/20250909165750_8532.png)

  
    **2.    Choose the filter, operator, and parameters.**

![](https://staticfiles.gleap.io/helparticle/20250909165812_7949.png)

  
    **3\.    Add multiple filters using AND/OR conditions or delete any unnecessary ones.**

![](https://staticfiles.gleap.io/helparticle/20250909165829_7096.png)

**  
Note:** If no data matches a filter, the widget cannot be saved unless the filter is adjusted or removed.

### **Step 4: Save Changes**

Once all changes are made.

    **1\.    Click Save to update the widget.**

![](https://staticfiles.gleap.io/helparticle/20250909165910_6761.png)

  **2.    Adjust the widget’s size or position on the dashboard if needed.**

![](https://staticfiles.gleap.io/helparticle/20250909170024_5975.gif)

  
    **3.    Save your dashboard layout to finalize the changes.**

![](https://staticfiles.gleap.io/helparticle/20250909170100_7802.png)