Customer Dashboard Help

Number widget

The number widget shows one prominent value — MRR, open tickets, conversion rate. It reads a single column from the query result.

If the query returns several rows, the widget uses the value from the first row. Aggregate in SQL (SUM, COUNT, AVG) so that first row is the KPI you meant.

Value field

valueField is the column to display. Give it a format: number, currency, percentage, duration, or a custom template with a prefix/suffix.

Dashboard formatting defaults apply when you leave the format on inherit.

Example query

SELECT SUM(amount) AS revenue
FROM invoices
WHERE account_id = :customer_id
  AND created_at >= date_trunc('month', CURRENT_DATE)

Map Value field to revenue and set a currency format.

  • Table when you need the breakdown behind the KPI
  • Line chart when the story is change over time