Custom Objects let you manage relationships and assets that matter to your business but sit outside the standard CRM objects. Adding widgets to your dashboard makes it easier to keep track of them and spot trends at a glance.
Prerequisites
Before you can use these widgets, you'll need at least one custom object set up in the system. Head to the objects tab in your account settings to create one. For a full walkthrough, see the article "How to Create an Object".
Adding A Custom Object Widget
Go to the Dashboard section and click the pencil icon to start editing.
Click Add Widget in the top right corner to open the widgets menu.
Scroll down to the Custom Objects section, which will be named after what you entered in the "Custom Object (Plural)" field.
Pick the widget you need from the following options:
- Total: Shows the total number of records entered in the system for that custom object.
- Count Over Time: Tracks entries over time based on their creation date, so you can see creation trends.
- Table View: Add specific fields and filters to create a table view of all records of your custom object.
Customise filters, switch chart types, and edit the advanced settings of your widget, then click Save.
Once you've added the widget, you can apply a theme to customise its look.
Click Save Changes to update your dashboard.
This should make it straightforward to monitor your custom object entries, associations, and other key data. Dashboards that include custom object widgets can be used to create reports with full functionality, including the ability to schedule future reports.