Learn nested filter groups (OR), duplicate filters via groups, linked filter warnings, and chart type selection for GHL Customer Care dashboard widgets.
4 min read788 words16 explained imagesUpdated Tue, 3 Feb at 2:02 AM
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Widgets are powerful tools for visualizing data, and customizing them ensures they deliver the insights you need. This guide explains how to modify widget settings, add filters, experiment with chart types, and fine-tune the display to suit your goals. Transform your dashboard into an effective and visually compelling data center with these simple steps.
Dashboard widgets are small, interactive tools that present key data points in visual formats like charts, graphs, and tables. These widgets are essential for summarizing complex information into easy-to-read formats. Customizing them allows you to tailor their appearance and functionality, ensuring they align perfectly with your reporting needs.
• 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.
Where to Find the Widget Customization Options
1. Navigate to your dashboard within the platform.
2. Choose the widget you want to modify from the list.
3. Click on the widget to access the configuration and customization options.
Where to Find the Widget Customization Options (video 2)Open in a new tab
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.
Step 1: Choose the Widget (image 1 of 16)What this shows Select the widget you want to modify from the widget list.What this showsIllustrates the "Step 1: Choose the Widget" section of "Customizing Dashboard Widgets".This screenshot appears in the "Step 1: Choose the Widget" section of "Customizing Dashboard Widgets". The text alongside this image reads: 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. Immediately after, the guide continues: Go to the “Configure” tab to adjust the widget.Image 1 of 16What to fill inSelect 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.Next stepGo to the “Configure” tab to adjust the widget:
Step 2: Configure the Widget Settings
Go to the “Configure” tab to adjust the widget:
Title: Rename the widget to make its purpose clear.
Step 2: Configure the Widget Settings (image 2 of 16)What this shows Title: Rename the widget to make its purpose clear.What this showsIllustrates the "Step 2: Configure the Widget Settings" section of "Customizing Dashboard Widgets".This screenshot appears in the "Step 2: Configure the Widget Settings" section of "Customizing Dashboard Widgets". The text alongside this image reads: Title: Rename the widget to make its purpose clear. Immediately after, the guide continues: Metrics: Update the data points displayed in the widget. Multiple metrics can be added for Line, Bar and Horizontal bar charts.Image 2 of 16What this coversTitle: Rename the widget to make its purpose clear.Next stepMetrics: Update the data points displayed in the widget. Multiple metrics can be added for Line, Bar and Horizontal bar charts
Metrics: Update the data points displayed in the widget. Multiple metrics can be added for Line, Bar and Horizontal bar charts
Step 2: Configure the Widget Settings (image 3 of 16)What this shows Metrics: Update the data points displayed in the widget.What this showsIllustrates the "Step 2: Configure the Widget Settings" section of "Customizing Dashboard Widgets".This screenshot appears in the "Step 2: Configure the Widget Settings" section of "Customizing Dashboard Widgets". The text alongside this image reads: Metrics: Update the data points displayed in the widget. Multiple metrics can be added for Line, Bar and Horizontal bar charts. Immediately after, the guide continues: Group: Define grouping options for charts like Donut charts.Image 3 of 16What this coversMetrics: Update the data points displayed in the widget. Multiple metrics can be added for Line, Bar and Horizontal bar chartsNext stepGroup: Define grouping options for charts like Donut charts.
Group: Define grouping options for charts like Donut charts.
Step 2: Configure the Widget Settings (image 4 of 16)What this shows Group: Define grouping options for charts like Donut charts.What this showsIllustrates the "Step 2: Configure the Widget Settings" section of "Customizing Dashboard Widgets".This screenshot appears in the "Step 2: Configure the Widget Settings" section of "Customizing Dashboard Widgets". The text alongside this image reads: Group: Define grouping options for charts like Donut charts. Immediately after, the guide continues: View By: Select the secondary dimension for visualizations like line or bar charts.Image 4 of 16What this coversGroup: Define grouping options for charts like Donut charts.Next stepView By: Select the secondary dimension for visualizations like line or bar charts.
View By: Select the secondary dimension for visualizations like line or bar charts.
Step 2: Configure the Widget Settings (image 5 of 16)What this shows View By: Select the secondary dimension for visualizations like line or bar charts.What this showsIllustrates the "Step 2: Configure the Widget Settings" section of "Customizing Dashboard Widgets".This screenshot appears in the "Step 2: Configure the Widget Settings" section of "Customizing Dashboard Widgets". The text alongside this image reads: View By: Select the secondary dimension for visualizations like line or bar charts. Immediately after, the guide continues: Breakdown: Adjust the time period frequency. Date Property: Choose the date type (e.g., Created Date, Updated Date) for fetching results.Image 5 of 16What to chooseView By: Select the secondary dimension for visualizations like line or bar charts.Next stepBreakdown: Adjust the time period frequency. Date Property: Choose the date type (e.g., Created Date, Updated Date) for fetching results.
Breakdown: Adjust the time period frequency. Date Property: Choose the date type (e.g., Created Date, Updated Date) for fetching results.
Step 2: Configure the Widget Settings (image 6 of 16)What this shows Breakdown: Adjust the time period frequency.What this showsIllustrates the "Step 2: Configure the Widget Settings" section of "Customizing Dashboard Widgets".This screenshot appears in the "Step 2: Configure the Widget Settings" section of "Customizing Dashboard Widgets". The text alongside this image reads: Breakdown: Adjust the time period frequency. Date Property: Choose the date type (e.g., Created Date, Updated Date) for fetching results. Immediately after, the guide continues: Date Range Override: Override the dashboard’s global date range for this widget.Image 6 of 16What to fill inBreakdown: Adjust the time period frequency. Date Property: Choose the date type (e.g., Created Date, Updated Date) for fetching results.Next stepDate Range Override: Override the dashboard’s global date range for this widget.
Date Range Override: Override the dashboard’s global date range for this widget.
Step 2: Configure the Widget Settings (image 7 of 16)What this shows Date Range Override: Override the dashboard’s global date range for this widget.What this showsIllustrates the "Step 2: Configure the Widget Settings" section of "Customizing Dashboard Widgets".This screenshot appears in the "Step 2: Configure the Widget Settings" section of "Customizing Dashboard Widgets". The text alongside this image reads: Date Range Override: Override the dashboard’s global date range for this widget. Immediately after, the guide continues: Order: Sort the results in ascending or descending order.Image 7 of 16What this coversDate Range Override: Override the dashboard’s global date range for this widget.Next stepOrder: Sort the results in ascending or descending order.
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.
Chart Type Picker in Widget Settings
Choosing the right visualization improves readability and decision-making. Select your **chart type** directly in the widget settings without leaving the flow.
How to Pick a Chart
1. Open Settings → Configure.
2. Choose the desired Chart Type (e.g., bar, line, pie) and review the live preview.
3. Continue to Conditions or Save your widget.
Chart Type Picker in Widget Settings (image 8 of 16)What this shows 3.What this showsIllustrates the "Chart Type Picker in Widget Settings" section of "Customizing Dashboard Widgets".This screenshot appears in the "Chart Type Picker in Widget Settings" section of "Customizing Dashboard Widgets". The text alongside this image reads: 3. Continue to Conditions or Save your widget. Immediately after, the guide continues: Grouping filters enables advanced logic to match real-world segments. Use multiple groups to evaluate OR conditions, while AND within each group narrows results precisely.Image 8 of 16How to confirm3. Continue to Conditions or Save your widget.
Buttons and menus referencedHow to Pick a ChartSettingsConfigureChart TypeConditionsSave
Next stepGrouping filters enables advanced logic to match real-world segments. Use multiple groups to evaluate OR conditions, while AND within each group narrows results precisely.
Step 3: Add Conditions
Nested Filter Groups (OR Logic)
Grouping filters enables advanced logic to match real-world segments. Use multiple groups to evaluate OR conditions, while AND within each group narrows results precisely.
How to Build Groups
Open the widget → Conditions.
Click Add Filter to create Group 1.
Use +AND to add more filters inside the same group.
Click +Add Filter again to start Group 2 (adds an OR condition).
Repeat as needed; then Save.
Nested Filter Groups (OR Logic) (image 9 of 16)What this shows Open the widget → Conditions.What this showsIllustrates the "Nested Filter Groups (OR Logic)" section of "Customizing Dashboard Widgets".This animation appears in the "Nested Filter Groups (OR Logic)" section of "Customizing Dashboard Widgets". The text alongside this image reads: Open the widget → Conditions. Click Add Filter to create Group 1. Use +AND to add more filters inside the same group. Click +Add Filter again to start Group 2 (adds an OR condition). Repeat as needed; then Save. Immediately after, the guide continues: Note: Visitor Data Widgets support only one filter group.Image 9 of 16Where to goOpen the widget → Conditions. Click Add Filter to create Group 1. Use +AND to add more filters inside the same group. Click +Add Filter again to start Group 2 (adds an OR condition). Repeat as needed; then Save.
Buttons and menus referencedORANDHow to Build GroupsConditionsSaveVisitor Data Widgetsone
Next stepNote: Visitor Data Widgets support only one filter group.All 5 steps in this procedure
Open the widget → Conditions.
Click Add Filter to create Group 1.
Use +AND to add more filters inside the same group.
Click +Add Filter again to start Group 2 (adds an OR condition).
Repeat as needed; then Save.
Note: Visitor Data Widgets support only one filter group.
Duplicate Filters via Groups
Sometimes you need the same field twice (e.g., Source = google OR Source = facebook). Duplicates are now supported through separate groups, enabling broader matching without workarounds.
Example
Group 1: Source = google
Group 2: Source = facebook
Duplicate Filters via Groups (image 10 of 16)What this shows Group 1: Source = google Group 2: Source = facebookWhat this showsIllustrates the "Duplicate Filters via Groups" section of "Customizing Dashboard Widgets".This screenshot appears in the "Duplicate Filters via Groups" section of "Customizing Dashboard Widgets". The text alongside this image reads: Group 1: Source = google Group 2: Source = facebook. This part of the guide covers 2 fields, listed below. Immediately after, the guide continues: Certain filters depend on each other (e.g., Pipeline and Stage). When combinations conflict, you’ll see clear warnings to help adjust conditions for accurate data.Image 10 of 16What this coversGroup 1: Source = google Group 2: Source = facebook
Fields in this part of the guideGroup 1: Source = googleGroup 2: Source = facebook
Buttons and menus referencedsame fieldORExampleGroup 1Group 2
Next stepCertain filters depend on each other (e.g., Pipeline and Stage). When combinations conflict, you’ll see clear warnings to help adjust conditions for accurate data.All 2 steps in this procedure
Group 1: Source = google
Group 2: Source = facebook
Linked Filter Warnings
Certain filters depend on each other (e.g., Pipeline and Stage). When combinations conflict, you’ll see clear warnings to help adjust conditions for accurate data.
Behavior
Warnings appear inline within Conditions to highlight linked fields.
Adjust either filter to resolve the message, then Save.
1. Click Add Condition under the “Conditions” tab.
Linked Filter Warnings (image 11 of 16)What this shows 1.What this showsIllustrates the "Linked Filter Warnings" section of "Customizing Dashboard Widgets".This screenshot appears in the "Linked Filter Warnings" section of "Customizing Dashboard Widgets". The text alongside this image reads: 1. Click Add Condition under the “Conditions” tab. Immediately after, the guide continues: 2. Choose the filter, operator, and parameters.Image 11 of 16What to click1. Click Add Condition under the “Conditions” tab.
Buttons and menus referencedPipelineStageclear warningsBehaviorConditionsSave
Next step2. Choose the filter, operator, and parameters.All 2 steps in this procedure
Warnings appear inline within Conditions to highlight linked fields.
Adjust either filter to resolve the message, then Save.
2. Choose the filter, operator, and parameters.
Linked Filter Warnings (image 12 of 16)What this shows 2.What this showsIllustrates the "Linked Filter Warnings" section of "Customizing Dashboard Widgets".This screenshot appears in the "Linked Filter Warnings" section of "Customizing Dashboard Widgets". The text alongside this image reads: 2. Choose the filter, operator, and parameters. Immediately after, the guide continues: 3. Add multiple filters using AND/OR conditions or delete any unnecessary ones.Image 12 of 16What to choose2. Choose the filter, operator, and parameters.
Buttons and menus referencedPipelineStageclear warningsBehaviorConditionsSave
Next step3. Add multiple filters using AND/OR conditions or delete any unnecessary ones.All 2 steps in this procedure
Warnings appear inline within Conditions to highlight linked fields.
Adjust either filter to resolve the message, then Save.
3. Add multiple filters using AND/OR conditions or delete any unnecessary ones.
Linked Filter Warnings (image 13 of 16)What this shows 3.What this showsIllustrates the "Linked Filter Warnings" section of "Customizing Dashboard Widgets".This screenshot appears in the "Linked Filter Warnings" section of "Customizing Dashboard Widgets". The text alongside this image reads: 3. Add multiple filters using AND/OR conditions or delete any unnecessary ones. Immediately after, the guide continues: Note: If no data matches a filter, the widget cannot be saved unless the filter is adjusted or removed.Image 13 of 16What this covers3. Add multiple filters using AND/OR conditions or delete any unnecessary ones.
Buttons and menus referencedPipelineStageclear warningsBehaviorConditionsSave
Next stepNote: If no data matches a filter, the widget cannot be saved unless the filter is adjusted or removed.All 2 steps in this procedure
Warnings appear inline within Conditions to highlight linked fields.
Adjust either filter to resolve the message, then Save.
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.
Step 4: Save Changes (image 14 of 16)What this shows 1.What this showsIllustrates the "Step 4: Save Changes" section of "Customizing Dashboard Widgets".This screenshot appears in the "Step 4: Save Changes" section of "Customizing Dashboard Widgets". The text alongside this image reads: 1. Click Save to update the widget. For context, this section explains: 2. Adjust the widget’s size or position on the dashboard if needed. Immediately after, the guide continues: 2. Adjust the widget’s size or position on the dashboard if needed.Image 14 of 16How to confirm1. Click Save to update the widget.
Buttons and menus referenced1. Click Save to update the widget.
Next step2. Adjust the widget’s size or position on the dashboard if needed.
2. Adjust the widget’s size or position on the dashboard if needed.
Step 4: Save Changes (image 15 of 16)What this shows 2.What this showsIllustrates the "Step 4: Save Changes" section of "Customizing Dashboard Widgets".This animation appears in the "Step 4: Save Changes" section of "Customizing Dashboard Widgets". The text alongside this image reads: 2. Adjust the widget’s size or position on the dashboard if needed. Immediately after, the guide continues: 3. Save your dashboard layout to finalize the changes.Image 15 of 16What this covers2. Adjust the widget’s size or position on the dashboard if needed.
Buttons and menus referenced1. Click Save to update the widget.
Next step3. Save your dashboard layout to finalize the changes.
3. Save your dashboard layout to finalize the changes.
Step 4: Save Changes (image 16 of 16)What this shows 3.What this showsIllustrates the "Step 4: Save Changes" section of "Customizing Dashboard Widgets".This screenshot appears in the "Step 4: Save Changes" section of "Customizing Dashboard Widgets". The text alongside this image reads: 3. Save your dashboard layout to finalize the changes. Immediately after, the guide continues: Pro Tip: Multiple custom dashboards, widgets, and reports are available on the $297 and $497+ plans, offering advanced tools for enhanced data management.Image 16 of 16How to confirm3. Save your dashboard layout to finalize the changes.
Buttons and menus referenced1. Click Save to update the widget.
Next stepPro Tip: Multiple custom dashboards, widgets, and reports are available on the $297 and $497+ plans, offering advanced tools for enhanced data management.
Pro Tip: Multiple custom dashboards, widgets, and reports are available on the $297 and $497+ plans, offering advanced tools for enhanced data management.
Frequently asked questions
What Are Dashboard Widgets?
Dashboard widgets are small, interactive tools that present key data points in visual formats like charts, graphs, and tables. These widgets are essential for summarizing complex information into easy-to-read formats. Customizing them allows you to tailor their appearance and functionality, ensuring they align perfectly with your reporting needs.
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.
