# Customizing Dashboard Widgets

> Learn nested filter groups (OR), duplicate filters via groups, linked filter warnings, and chart type selection for GHL Customer Care dashboard widgets.

- Source: https://docs.ghlcustomercare.com/docs/dashboards/dashboard-widgets/customizing-dashboard-widgets
- Section: Dashboards / Dashboard Widgets
- Reading time: 4 min
- Images: 16, each explained below
- Modified on 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.

**TABLE OF CONTENTS**

-   [What Are Dashboard Widgets?](#what-are-dashboard-widgets)
-   [Why Should You Customize Dashboard Widgets?](#why-should-you-customize-dashboard-widgets)
-   [Where to Find the Widget Customization Options](#where-to-find-the-widget-customization-options)
-   [How to Customize Dashboard Widgets](#how-to-customize-dashboard-widgets)
    -   [Step 1: Choose the Widget](#step-1-choose-the-widget)
    -   [Step 2: Configure the Widget Settings](#step-2-configure-the-widget-settings)
    -   [Step 3: Add Conditions](#step-3-add-conditions)
    -   [Step 4: Save Changes](#step-4-save-changes)

##   
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.

## 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.

## 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155036973584/original/-sbUU1m-Iag_gKL5qr_6w-rKjrpdWbc5yg.png)

**Step 1: Choose the Widget (image 1 of 16)**

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.
- What to fill in: 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.
- Next: Go 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155036971813/original/q47ytBo1FNk_2lYiOY8NXjr2d_ylcfADuQ.png)

**Step 2: Configure the Widget Settings (image 2 of 16)**

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.
- What this covers: Title: Rename the widget to make its purpose clear.
- Next: Metrics: 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155041049991/original/UKczdpHmNcfdoCiQvuBbme_d917ysh220A.png)

**Step 2: Configure the Widget Settings (image 3 of 16)**

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.
- What this covers: Metrics: Update the data points displayed in the widget. Multiple metrics can be added for Line, Bar and Horizontal bar charts
- Next: Group: 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155036971934/original/1OqFcV4ReLAS_i46TNZxVPqGfpy7v5ZwtA.jpeg)

**Step 2: Configure the Widget Settings (image 4 of 16)**

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.
- What this covers: Group: Define grouping options for charts like Donut charts.
- Next: View 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155036971986/original/hamS3uRkGn5V9-pvAANAWfAV9HTl1KT-3Q.jpeg)

**Step 2: Configure the Widget Settings (image 5 of 16)**

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.
- What to choose: View By: Select the secondary dimension for visualizations like line or bar charts.
- Next: Breakdown: 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155036972033/original/eT0TdHBymUtrOe0dXxjYKlACBRj8UsFJ8Q.jpeg)

**Step 2: Configure the Widget Settings (image 6 of 16)**

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.
- What to fill in: Breakdown: Adjust the time period frequency. Date Property: Choose the date type (e.g., Created Date, Updated Date) for fetching results.
- Next: Date 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155036972116/original/2xC-KBovFoHDFfRoHENRqqZX2tSay5WWNQ.jpeg)

**Step 2: Configure the Widget Settings (image 7 of 16)**

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.
- What this covers: Date Range Override: Override the dashboard’s global date range for this widget.
- Next: Order: 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155064044294/original/1nOQf-WnqgcRL_P1MbmUz2DaOWy8DeDAcQ.png)

**Chart Type Picker in Widget Settings (image 8 of 16)**

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.
- How to confirm: 3. Continue to Conditions or Save your widget.
- Controls: How to Pick a Chart, Settings, Configure, Chart Type, Conditions, Save
- Next: 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.

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### **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**

1.  Open the widget → **Conditions**.
2.  Click Add Filter to create Group 1.
3.  Use +AND to add more filters inside the same group.
4.  Click +Add Filter again to start Group 2 (adds an **OR** condition).
5.  Repeat as needed; then **Save**.

![Nested Filter Groups (OR Logic) (image 9 of 16)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155064046099/original/X5zNRmy7_jo_vKJEoncmM3hyZFPwV02TwA.gif)

**Nested Filter Groups (OR Logic) (image 9 of 16)**

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.
- Where to go: 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.
- Controls: OR, AND, How to Build Groups, Conditions, Save, Visitor Data Widgets, one
- Next: Note: Visitor Data Widgets support only one filter group.

Full procedure:

1. Open the widget → Conditions.
2. Click Add Filter to create Group 1.
3. Use +AND to add more filters inside the same group.
4. Click +Add Filter again to start Group 2 (adds an OR condition).
5. Repeat as needed; then Save.

Note: **Visitor Data Widgets** support only **one** filter group.

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### **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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155064046556/original/mXTCbGDLdExJSiN4VA0nmpjmmwxhWr8fpw.png)

**Duplicate Filters via Groups (image 10 of 16)**

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.
- What this covers: Group 1: Source = google Group 2: Source = facebook
- Fields: Group 1: Source = google, Group 2: Source = facebook
- Controls: same field, OR, Example, Group 1, Group 2
- Next: 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.

Full procedure:

1. Group 1: Source = google
2. 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**

1.  Warnings appear inline within **Conditions** to highlight linked fields.
2.  Adjust either filter to resolve the message, then **Save**.

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

![Linked Filter Warnings (image 11 of 16)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155036977930/original/USh6mlxHkJysmVvjp6zLSh5cW2Ufqoe-AA.png)

**Linked Filter Warnings (image 11 of 16)**

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.
- What to click: 1. Click Add Condition under the “Conditions” tab.
- Controls: Pipeline, Stage, clear warnings, Behavior, Conditions, Save
- Next: 2. Choose the filter, operator, and parameters.

Full procedure:

1. Warnings appear inline within Conditions to highlight linked fields.
2. Adjust either filter to resolve the message, then Save.

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

![Linked Filter Warnings (image 12 of 16)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155036978025/original/Ri6GHKn2rVzbIVVl3rAOn3uLr2LzS3W2yA.png)

**Linked Filter Warnings (image 12 of 16)**

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.
- What to choose: 2. Choose the filter, operator, and parameters.
- Controls: Pipeline, Stage, clear warnings, Behavior, Conditions, Save
- Next: 3. Add multiple filters using AND/OR conditions or delete any unnecessary ones.

Full procedure:

1. Warnings appear inline within Conditions to highlight linked fields.
2. 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155036978054/original/gfiSlqWNmM6YRjnQt0DprzmBFsHWQGB49w.png)

**Linked Filter Warnings (image 13 of 16)**

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.
- What this covers: 3. Add multiple filters using AND/OR conditions or delete any unnecessary ones.
- Controls: Pipeline, Stage, clear warnings, Behavior, Conditions, Save
- Next: Note: If no data matches a filter, the widget cannot be saved unless the filter is adjusted or removed.

Full procedure:

1. Warnings appear inline within Conditions to highlight linked fields.
2. 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155036982621/original/adkGcYPXFyL5cPLE7ePgI3-PezATv-jJgg.png)

**Step 4: Save Changes (image 14 of 16)**

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.
- How to confirm: 1. Click Save to update the widget.
- Controls: 1. Click Save to update the widget.
- Next: 2. 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155036982751/original/5LcLFoqfEqONlVqoeDiyB3oDHBY1nGaR_A.gif)

**Step 4: Save Changes (image 15 of 16)**

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.
- What this covers: 2. Adjust the widget’s size or position on the dashboard if needed.
- Controls: 1. Click Save to update the widget.
- Next: 3. 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155036982786/original/4S5WaP-sd44FUXWWicvQ3ucnyt6ZJtfMKw.png)

**Step 4: Save Changes (image 16 of 16)**

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.
- How to confirm: 3. Save your dashboard layout to finalize the changes.
- Controls: 1. Click Save to update the widget.
- Next: Pro 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.

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Documentation for GHL Customer Care. Support: support@ghlcustomercare.com