Sub Account Dashboard and Reporting : Create widget using Custom Objects

Overview:

Custom Objects widget creation are now live in Dashboards! This new feature empowers users to create object-specific widgets to customize and associate data to get better insights. If your business needs to manage relationships or processes that go beyond the standard CRM objects, you can create custom objects using custom fields.

With the custom objects metrics, it allows users to track count, sum and average.

🤩 How to create Custom Objects ? Learn more about Custom Objects

Step 1: Create Custom Object

Go to Subaccount > Settings > Objects
Click on "Add Custom Object"

Step 2: Add Details about Custom Object

Mention the singular name of the object e.g. Pet
A plural name of the object should be added e.g. Pets
Internal Name of the object and the primary field is created by default - it can be edited by clicking on the "</>" icon and updating the internal name.
Add a name for the primary display field name - e.g. Pet Name, Pet Identification Number

Add an icon to easily identify the custom object

Also - add a description to the object to help anyone understand what the object signifies.

Click on "Create Custom Object"

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How to add Custom Object Widgets inside Dashboard?

Open your Dashboard
Click Edit and select Add Widget
Scroll to the Custom Objects and choose the widget you need

Customize filters, switch chart types, and apply themes
Click Save to update your dashboard