Widgets
Widgets help you keep all the information you need on the same browser. There are multiple widgets that support the filter option and permit you to look out for the information you need just by choosing the right filter. You can add upto 15 widgets in a dashboard
Upcoming events is a hybrid widget which support multiple applications like Chat, Assist, ShowTime, Lens, Connect, and Meeting.
Note: You will only be able to see the widgets you have access to.
Widget | Application | Description |
All Mails | Mails | Displays emails present in Zoho Mail's folders. |
Unread mails | Mails | Displays all unread mails in your mail folder. |
Events | Cliq | Displays your planned events. |
@Mentions | Cliq | Displays chats where you've been tagged. |
Starred Messages | Cliq | Displays your starred messages in Zoho Cliq. |
My Meetings | Meeting | Displays your team meetings scheduled in Zoho Meeting. |
My Webinars | Meeting | Displays your webinars scheduled in Zoho Meeting. |
Upcoming Sessions (Assist) | Assist | Displays your r emote support sessions scheduled in Zoho Assist. |
Completed Sessions (Assist) | Assist | Displays your completed remote support sessions scheduled in Zoho Assist. |
Forums (Connect) | Connect | Displays the most recent forum discussions in Zoho Connect. |
Upcoming Meetings (Sprints) | Sprints | Displays your scrum meetings scheduled in Zoho Sprints. |
My Meetings (CRM) | CRM | Displays your meeting with CRM leads and contacts from your CRM. |
Upcoming Sessions (Lens) | Lens | Displays your remote assistance sessions scheduled in Zoho Lens. |
Completed Sessions (Lens) | Lens | Displays your remote assistance sessions scheduled in Zoho Lens. |
My Folders | Workdrive | Displays files created by or shared with you in Zoho WorkDrive. |
Upcoming Events | Cliq, Assist, Lens, Connect, ShowTime, Sprint, Meeting | Displays your planned events, remote support sessions, remote assitance sessions, team events, training sessions, scrum meetings, and team meetings. |
Upcoming Holidays | People | Displays your organization's upcoming holidays. |
My Leave Reports (People) | People | Displays a report of how many leaves you're entitled to, how many you've used up, and how many remain available. |
My Pending Tasks (People) | People | Displays tasks from Zoho People that you are yet to complete. |
My Favourite People | People | Displays the list of people marked as your favourite colleagues. |
Announcements (People) | People | Displays the announcements made by your colleagues in Zoho People. |
My Attendance | People | Displays your attendance report for the ongoing week. |
My Bugs (Projects) | Projects | Displays issues assigned to you in Zoho Projects. |
My Tasks (Projects) | Projects | Displays tasks assigned to you in Zoho Projects. |
My Overdue Work Items (Projects) | Projects | |
My Work Items (Sprints) | Sprints | |
All Leads (CRM) | CRM | Displays a list of leads generated in Zoho CRM. |
All Contacts (CRM) | CRM | Displays a list of contacts collected in Zoho CRM. |
All Deals (CRM) | CRM | Displays a list of deals made in Zoho CRM. |
My Deals | CRM | Displays a list of deals owned by you in Zoho CRM. |
Unread Deals (CRM) | CRM | Displays a list of deals not read by you in Zoho CRM. |
Site Visitors (Sales IQ) | Sales IQ | Displays the list of people who've visited your website. |
Upcoming Interviews | Recruit | Displays a list of all interviews planned in your organization. |
My Job Openings | Recruit | Displays a list of all job openings available in your organization. |
Recent Campaigns | Campaigns | |
Live Stream (Social) | Social | Displays activity updates from across your social networks connected with Zoho Social. |
Recent Surveys | Survey | Displays a list of recently launched surveys. |
My Open Tickets | Desk | Displays tickets assigned to you in Zoho Desk. |
Customer Responded Tickets | Desk | Displays Zoho Desk tickets to which the customer has replied to. |
All Tickets | Desk | Displays all tickets from Zoho Desk. |
Knowledge Base | Desk | Displays articles added to Zoho Desk's Knowledge Base. |
Receivables (Books) | Books | Displays the amount you're yet to receive from your customers, for both current and overdue invoices. |
Receivables (Invoice) | Invoice | Displays the amount you're yet to receive from your customers, for both current and overdue invoices. |
Payables (Books) | Books | Displays the amount you're yet to pay your vendors, for both current and overdue purchase transactions. |
Payables (Invoice) | Invoice | Displays the amount you're yet to pay your vendors, for both current and overdue purchase transactions. |
Cash Flow (Books) | Books | Displays the cash flowing in and out of your organization over a year. |
Top Expenses (Books) | Books | Displays all the top expenses recorded in Zoho Books. |
Activation vs Net Cancellations (Subscriptions) | Subscriptions | |
Expense Summary | Expense | Displays a list of recent expense reports created in Zoho Expense. |
Sales Activity (Inventory) | Inventory | Displays the stock that needs packaging, shipping, delivery, and invoicing. |
Product Details (Inventory) | Inventory | Displays the number of items and item groups added in Zoho Inventory. |
Top Selling Items(Inventory) | Inventory | Displays the top seven best selling items by volume, for the chosen time frame. |
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