Widget Library

The Widget Library is the catalogue of every widget available for your dashboards. Access it from the Dashboard Builder by clicking Add Widget. Widgets are organised into seven categories, searchable by name, and filterable by role and addon availability.

KPI widgets

Key Performance Indicator tiles display a single metric with a large numeric value, a label, a trend direction arrow (up, down, or neutral), and a percentage change compared to the previous period. KPI tiles support a subtle live update animation when data changes in real time. All KPI calculations are handled by the KPICalculatorService.

Common KPI metrics include:

• Total Revenue, Project Pipeline Value, Active Projects
• Equipment Utilisation, Outstanding Invoices, Overdue Invoices
• Quote Conversion Rate, Available Equipment, Pending Check-Ins
• Low Stock Alerts, Hours Worked, Crew Earnings

Chart widgets

All chart widgets use Chart.js with responsive sizing, animated transitions, and interactive tooltips. Available chart types:

• Line Chart (line_chart) — Trend analysis over time with multiple data series. Uses LineChartCalculator.
• Bar Chart (bar_chart) — Comparisons across discrete categories with grouped or stacked bars. Uses BarChartCalculator.
• Donut / Pie Chart (donut_chart, pie_chart) — Proportional breakdowns in donut or full pie format. Both use PieChartCalculator.
• Area Chart (area_chart) — Filled line charts for cumulative or stacked data. Uses AreaChartCalculator.
• Gauge Chart (gauge_chart) — Speedometer-style visualisation for a single metric against a target range. Uses GaugeChartCalculator.
• Funnel Chart (funnel_chart) — Stage-by-stage conversion visualisation. Included in the base plan. Uses FunnelChartCalculator.
• Scatter Chart (scatter_chart) — Scatter plots for correlation analysis between two variables. Included in the base plan. Uses ScatterPlotCalculator.
• Heat Map (heat_map) — Colour-coded grid for pattern identification across two dimensions. Included in the base plan. Uses HeatMapCalculator.
• Combo Chart (combo_chart) — Combines bar and line series on the same axes. Included in the base plan. Uses ComboChartCalculator.
• Tree Map (tree_map) — Hierarchical proportional rectangles for nested category breakdowns. Uses TreeMapCalculator.

List widgets

List widgets display tabular data with clickable rows that link to the relevant detail page. Available list types:

• Recent Projects (recent_projects) — Latest projects with status, client, and dates. Uses RecentProjectsCalculator.
• Overdue Invoices (overdue_invoices) — Invoices past their due date, sorted by days overdue. Uses OverdueInvoicesCalculator.
• Upcoming Deliveries (upcoming_deliveries) — Projects with load-out or start dates in the next seven days. Uses UpcomingDeliveriesCalculator.
• Maintenance Due (maintenance_due) — Equipment with next_maintenance_date within the next 30 days. Uses MaintenanceDueCalculator.
• Top Equipment (top_equipment) — Most frequently rented or highest-revenue equipment. Uses TopEquipmentCalculator.
• Generic List (list_widget) — Configurable data source and filters. Uses ListWidgetCalculator.

Calendar widgets

Calendar widgets display events in a familiar calendar format:

• My Schedule (my_schedule) — The logged-in user’s crew assignments for today or this week. Uses MyScheduleCalculator.
• Project Calendar (project_calendar) — All projects plotted on a month view with conflict highlighting. Uses ProjectCalendarCalculator.
• Equipment Availability Calendar (equipment_availability_calendar) — Equipment booking density by date and category. Uses EquipmentAvailabilityCalendarCalculator.

Activity widgets

Activity widgets show recent events and user actions:

• My Tasks (my_tasks) — Pending and in-progress tasks assigned to the current user
• Recent Activity (recent_activity) — A feed of recent system events across projects, equipment, and clients
• Notifications Centre (notifications_center) — Unread notifications with priority ordering

Financial widgets

Financial widgets are visible to roles with financial access (CoreAdmin, CoreManager). They provide:

• Cash Flow Chart (cash_flow_chart) — Income and outgoing cash over time. Uses CashFlowChartCalculator.
• Payment Collection Rate (payment_collection_rate) — Gauge showing the ratio of payments received to invoices issued. Uses PaymentCollectionRateCalculator.
• Profit & Loss Summary (profit_loss_summary) — Summary of revenue, costs, and net profit. Uses ProfitLossSummaryCalculator.
• Revenue by Category (revenue_by_category) — Breakdown of revenue across equipment categories. Uses RevenueByCategoryCalculator.

AI widgets (Analytics & AI addon required)

Only four widgets require the Analytics & AI addon (£79/month). All other widget types — including scatter charts, heat maps, funnel charts, combo charts, and tree maps — are included in the base plan. The AI widgets are:

• Predictive Revenue (predictive_revenue) — ML-powered revenue forecast with confidence intervals. Uses PredictiveRevenueCalculator.
• At-Risk Clients (at_risk_clients) — Clients predicted to churn based on booking patterns. Uses AtRiskClientsCalculator.
• Equipment Investment Recommendations (equipment_investment_recommendations) — AI suggestions for equipment purchases based on demand data. Uses EquipmentInvestmentCalculator.
• Anomaly Alerts (anomaly_alerts) — Automatic detection of unusual patterns in revenue, bookings, or equipment usage. Uses AnomalyAlertsCalculator.

If you do not have the addon, these widgets display an upgrade prompt with a link to the subscription page.

Adding a widget to your dashboard

1. Open the Widget Library dialog from the Dashboard Builder
2. Browse or search for the widget you want
3. Click the widget card
4. Select a size preset: small (4 columns), medium (6 columns), or large (12 columns)
5. The widget is placed on your dashboard at the next available grid position

Tips

• Use KPI tiles for quick at-a-glance metrics and pair them with chart widgets for context and trends
• Financial list widgets (overdue invoices, cash flow) are most useful when placed near financial KPI tiles
• Calendar widgets work best at full width (12 columns) for readability
• Start with 4–6 widgets and add more as you learn which data you check most frequently

Next steps

Continue to the next article for a detailed guide to KPI and Chart widgets, including configuration options, animation types, and best practices for each chart type.