Number Widget

The Number Widget shows a numeric value at a glance, based on the data in your board. It's great for seeing total deals, number of leads, average values and more.

How to add a Number Widget

1. Click "+ New Widget", then choose Numbers

   • The widget appears empty, with a default number.

2. Apply filters to the widget

   • Filter the data by specific conditions, for example:

     • Assign to Me (Dynamic)

     • Status, such as Cold, Warm or Hot

     • Dates, such as Start Date or Expected Close Date

   • Only data that matches these filters is counted by the widget.

3. Choose the column and calculation

   • Once you've chosen your filters, set up the calculation by choosing:

     • Sum: adds up every value

     • Average: calculates the average

     • Median: takes the middle value

     • Min / Max: the smallest or largest value

     • Count: counts the items that match the filter

4. Set the decimal display

   • Choose whether decimals are set Automatically or Manually.

   • If manual, set how many decimal places to show.

5. Save the widget

   • When you're done, click Save to this view to save your settings.

   • The widget appears in Customize View, and you can move it around to fit your layout.