MSPbots offers a variety of visualization options for presenting data in interactive and easy-to-understand formats. With over 1400 prebuilt widgets, you can save time on report creation and focus on understanding trends to make better data-driven decisions and take action.
This article discusses the Widget section in the MSPbots app and the different widget types available to users.
Prerequisites
An admin role is required to create and modify widgets and dashboards.
How to access the Widgets section in the MSPbots app
You can access Widgets by clicking Widgets on the MSPbots menu.
What are the sections and features on the Widgets screen?
The Widgets screen in the MSPbots app has the features and functions that will help you create and manage the widgets on your dashboard.
-
Filter panel - This section has a search function and shows options for sorting and filtering the listed widgets on the screen. It also shows the integrations used by the widgets on the list and allows you to show all available integrations or hide unused ones.
-
Widget tabs - These are tabs that group custom and template widgets.
-
Quick Filter - Clicking this link shows the filtering options on the Filter panel.
-
Widget information - This section shows the widget's type, development status, description, number of linked assets, creator, and create and update dates.
- Click Dashboard X to view the linked dashboards to this widget, X is the number of linked dashboards.
The Linked Dashboards page only displays the linked dashboards that belong to your tenant and Template Dashboards, and shows the linked dashboards amount that belongs to other tenants.
- Click Dashboard X to view the linked dashboards to this widget, X is the number of linked dashboards.
-
Widget actions - Clicking the ellipsis icon shows the options to Edit, Clone, and Delete the widget.
-
Integration icon - This indicates the integration linked to the widget.
-
Pagination - This section shows the total number of widgets on the list and allows you to customize the number of widgets shown on the page and switch from one page to another.
Widget types for your dashboard
You can choose any of the following widget types to present your data.
Widget Type | Description |
Grid |
The Grid widget shows relationships and patterns between data. You can use it to display structured data and compare or categorize data in rows and columns, allowing readers to easily find and understand information.
|
HTML Editor |
The HTML Editor widget allows you to present data like geographic information, headers and logos, image galleries, live updates, multi-media content, search boxes, social media feeds, and timelines and calendars.
|
Hierarchy Grid | A Hierarchy grid widget is suited for presenting data with a natural hierarchical structure, where elements can be nested within other elements. Some examples of data fitted for this widget type are budget breakdown, cascading dropdowns, organizational structure, and product categories. |
Funnel |
The Funnel widget helps visualize processes involving a series of steps where items progressively decrease in quantity as they move from one stage to the next. Some examples of data for funnel widgets are the sales conversion process from lead generation to sale, conversion rates from trial to product purchase, and issue resolution from ticket submission to closure.
|
Crud Form |
The Crud (create, read, update, delete) Form widget is ideal for managing structured data that needs to be frequently manipulated by users. Some examples of data that could use this widget type are employee records, product listings, and customer information.
|
Form View |
The Form View widget is ideal for presenting data that requires structured user input and is useful for collecting, displaying, or editing a set of related data fields. Some examples of data presented using this widget type are multi-step process forms like:
|
Card Number |
Card Number widgets are ideal for displaying critical data points or metrics that need to be quickly understood at a glance. Some examples of data that can use this widget type are:
|
Progress Tracker |
The Progress Tracker widget helps track the completion of a task, project, and process over time. Some examples of processes and workflows that can use this widget type are the onboarding process, project milestones. and ticket resolution.
|
Scatter |
The Scatter Widget displays the relationship between two numerical values, where one set is represented along the x-axis and the other along the y-axis. Some examples of data that can be effectively represented by the Scatter widget are response time vs. client satisfaction, number of tickets vs. resolution, and client size vs. monthly revenue.
|
Tree Map |
A Tree Map widget displays hierarchical data and the relative size of different categories or subcategories within a dataset. Some examples of data that can be effectively represented by the Tree Map widget are ticket categories, revenue per asset, and breakdown of client portfolio.
|
Remote |
The Remote widget offers more interactive user experience by allowing you to control the navigation of widgets on your dashboard. It helps users jump from one data to another using navigation elements like remote arrows, bullets, scrolls, and tabs. You can use it for browsing assets, project timelines, pricing plans, and others.
|
Line Chart |
The Line Chart widget helps visualize data trends like client growth, MRR, service response time, ticket volume, and utilization.
|
Column Chart |
The Column Chart widget helps display and compare data points in vertical columns. It is useful when you want to visually represent relationships between different categories or show trends over a period of time. Some examples of data for column charts are client satisfaction score, service response times, and tickets resolved per technician.
|
Radar Chart |
A Radar chart is best for visualizing multi-dimensional data, where multiple variables are compared across different categories. Some examples of these data are client coverage, operational efficiency, security compliance, and service performance metrics.
|
Table |
A Table widget can display structured information clearly and concisely, and has the ability to filter, customize, and export data according to business needs. Two examples of data that can benefit from table widgets are client information, and ticket and incident management.
|
Pie Chart |
Pie Chart widgets are suitable for illustrating data distribution among clients, product and service offerings, technicians, and teams.
|
Heatmap |
A Heatmap widget uses color to represent data density or magnitude. Data like ticket volume by time could use the Heatmap widget to identify peak ticket times and common issues. On the other hand, data like network performance by location can be presented by a heatmap widget to identify network bottlenecks and troubleshoot performance issues.
|
Tree Grid |
The Tree Grid widget is ideal for visualizing hierarchical data and useful for displaying multiple levels of information in a compact and organized manner. Its nodes can be expanded and collapsed to focus on specific areas of interest. This widget type can be used to visualize asset management, client structure and management, and ticket management.
|
User Time Zone |
The User Time Zone widget displays the current time of users based on their geographical location. This widget is useful in applications like the Attendance Manager, where real-time interactions or scheduling across different time zones are crucial. It can also help visualize reports for global support teams, remote work management, and client distribution analysis.
|
Pivot Table |
The Pivot Table widget is used when you need to summarize and analyze large amounts of data in a structured format. For example, this widget type helps analyze ticket data by:
|
Target Card |
The Target card widget helps users quickly understand important data points and track progress toward specific goals or targets. Some examples of data that could use this widget type are KPIs (i.e., revenue, market share, and customer acquisition numbers), sales targets and performance, and utilization to monitor operational efficiency.
|
Gantt |
The Gantt widget illustrates a project schedule and its corresponding tasks, dependencies, and timelines. It helps users visualize the progress of deployments, IT operations, service delivery, and projects.
|
Transparent Bar 3D |
The Transparent Bar 3D widget emphasizes trends or comparisons over specific data points. It can be used to visualize average resolution time trends, profit margin trends, revenue growth over time, and ticket volume by month, and more.
|
Crud Plus | The Crud Form widget allows users to create, read, update, and delete the widget data on the dashboard. Some examples of data suitable for the Crud Form widget type are client information, service tickets, contracts and agreements, and billing and invoicing. |
Sunburst |
A Sunburst widget displays the relationships within the rings of hierarchical data wherein the innermost circle is the topmost level. Each ring can be divided into multiple segments representing their contribution to the hierarchy. This widget shows how the data in each ring is broken down into smaller values and contributes to the level and the whole data. Some examples of data that can be presented using the Sunburst widget are client hierarchy, service levels, and the distribution of devices in the network infrastructure. |
More charts and visualizations
If none of our prebuilt widget types fit your business needs, choose a widget type from our eCharts library and file a widget feature request. Don't forget to attach the corresponding use case or ticket. We can typically release the new widget type in the MSPbots app in two to three days after use case validation.
Creating new widgets
You can visit our Knowledge Base for instructions on how to create widgets for your dashboard. Below are some resources.
- How to Create a Pivot Table Widget Using the New Widget Builder
- How to Create a Grid Widget Using the New Widget Builder
- How to Create a Heatmap Widget Using the New Widget Builder
- How to Create a Card Number Widget Using the New Widget Builder
- How to Create a Crud Form Widget Using the New Widget Builder