Impact: Custom Widgets

Where to find it: Impact → More views (top right) → Create new view → Empty view → Add new row → Create a custom widget

Who can access it: Any user with access to Impact. Saving a new dashboard may require manager or admin permissions — check with your team lead if you are unable to save.

What it does

Impact dashboards let you build your own views to track the metrics that matter most to your team. Starting from an empty view, you add rows of widgets, each pulling live data from Startdeliver. The custom widget builder lets you go beyond the pre-built templates and configure exactly what data is shown, how it looks, and what happens when someone clicks into it.

Key concepts

Views are named dashboards that live under the Impact section. Each view can contain multiple rows of widgets.

Rows group widgets horizontally across the dashboard. You add a row first, then place widgets inside it.

Widgets are the individual data panels inside a row. Each widget has a type (KPI, chart, grouped data, and so on), a data source, and configuration options for filtering, styling, and drilldown.

How to create a new empty view

Go to Impact in the left navigation.
Click More views in the top-right of the tab bar to open the dropdown.
Click + Create new view.
On the template picker, select Empty view ("Create a new view from scratch").
The Customize Dashboard editor opens. Enter a name in the Name field.
Optionally click Add filter under Visible filters to add dashboard-level filters that apply across all widgets in this view.
Click + Add new row in the dashed canvas area to begin adding widgets.

The Disable wobbling button (top right of the editor) freezes the drag-to-reorder animation while you work. Click Done editing (bottom right) when the dashboard is complete.

Clicking + Add new row opens the Select a new widget panel. From here you can browse pre-built widgets by category (All, Customers, Team Member, Charts, Tables, Usage Health), search by name, or click Create a custom widget to build one from scratch.

Click Create a custom widget to open the Create widget from scratch panel.

Step 1 — Choose your data type

Use the "What kind of data do you want to show?" dropdown to select the entity your widget will count or measure: Visual, Customer, User, Project, Task, or Interaction.

Once you have selected a data type, the available base widget layouts appear.

The options for Visual data are:

Widget type

What it shows

Text widget

A line of plain text for notes, labels, or context

Title widget

A heading used to separate sections and label content

The options for Customer data are:

Widget type

What it shows

KPI Widget

A single key number with an optional comparison and secondary metric

Multiple KPI Widget

Several KPI numbers shown together in one compact widget

Time graph widget

Data plotted over time, grouped by a date field

Multi chart widget

Two numeric metrics over time, shown as bars and a line

NPS history chart widget

NPS response volume as bars with NPS score shown as a line

NPS responses widget

Total NPS response volume for a chosen time period

NPS groups widget

NPS responses split into Promoters, Neutrals, and Detractors

Simple NPS score widget

A single NPS score for a chosen time period

History chart widget

A numeric field plotted month by month as a bar chart

Report graph widget

Value groups shown month by month as stacked or grouped bars

Horizontal bar chart widget

Customer statuses shown as horizontal bars with counts and ARR

Grouped data widget

Data split into configurable groups with colour-coded counts

KPI Widget, Multiple KPI Widget, and Time graph widget are Universal types and available regardless of which data type you select. Click the widget type you want, then click Save to open the configuration panel.

After selecting a base type, the full configuration panel opens with a live Preview at the top that updates as you make changes. The sidebar sections differ by widget type — see the widget type reference below for the full details of each. Click Save when done.

Each widget type has its own set of configuration sections. Use the descriptions below to understand what each setting controls.

Visual

Adds a line of plain text to your dashboard. Use it to add notes, descriptions, or labels that give context to the widgets around it.

Text

Text — the content to display on the dashboard.

Visual

Adds a heading to your dashboard. Use it to separate sections, label groups of widgets, or give your dashboard clear visual structure.

Title

Title text — the text to display as the heading.
Size — Big for a large heading, Medium, or Small.
Show line below title — when enabled, a horizontal line is drawn below the title to visually separate it from the content below.

Universal

Shows a single large number with an optional comparison and secondary metric. Use it to track one key measure at a glance — such as active customer count, total ARR, or number of open tasks.

Filtering

Filter condition — defaults to "Empty filter (all items will match)". Click to add conditions, for example only count customers with a specific health score or status. The filter applies to both the main number and the comparison.
Current standard filter — optionally link to a saved filter from your account.

Style

Widget name — the label shown at the top of the widget on the dashboard.
Icon — an optional icon shown next to the main number.
Icon color — sets the icon color and its background tint.
Bottom text — a short static label shown below the main number. Use it for context or a unit.

Comparison

Show comparison — Yes / No toggle. When enabled, the comparison row appears.
Show comparison as — Text for the raw difference, Percentage for the absolute percent of total, or Change percentage for the percent change between the two periods.
Time to compare — how many intervals back to compare against, for example 3.
Interval — the time unit to compare by: Year(s), Month(s), Week(s), or Day(s).

Secondary number

Show secondary number — Yes / No toggle. Adds a second metric alongside the main KPI, for example ARR next to a customer count.
Secondary number field — the field to calculate from, for example ARR.
Secondary number filter — applies an additional filter that only affects the secondary number, not the main count.
Secondary number type — Sum or Average.
Shorten secondary number — Yes / No. Abbreviates large numbers, for example 1,200,000 → 1.2M.

Drilldown

Drilldown fields — the columns shown when a user clicks the widget to see the underlying records.
Drilldown sort field — which field the list is sorted by when it opens.
Drilldown sort order — ascending or descending.

Universal

Shows several KPI numbers side-by-side in a single compact widget. Each KPI has its own label, primary number, and optional secondary number. Use it when you want to display a handful of related metrics together without using multiple separate tiles — for example, customer count, user count, and task count in one widget.

Data

KPI items — a list of the KPIs shown in the widget. Configure each item independently. You can add, remove, and reorder them.
+ Add item — adds another KPI to the widget.

Primary number

Name — the label shown below the number.
Entity — which type of data to count: Customers, Users, Projects, Tasks, Interactions, or Feedback.
Data display type — Count for total records or Percentage for a share of the total.
Filter — narrows which records are counted.
Standard filter — applies a preset system filter, for example active customers only.

Secondary number

Show secondary number — Yes / No toggle. Shows a secondary figure alongside the main number.
Secondary number entity — which entity the secondary number is calculated from. This can differ from the primary number.
Secondary number field — which field to aggregate, for example ARR or seat count.
Secondary number type — Sum or Average.
Use same filter as primary — when enabled, the secondary number inherits the primary filter.
Secondary number filter — an additional filter applied only to the secondary number.
Secondary number standard filter — a preset system filter for the secondary number.

Universal

Plots the count of records over time, grouped by a date field. Useful for tracking trends such as how many customers were created each month, how many tasks were completed per week, or how renewals are spread across the coming months.

Filtering

Filter condition — defaults to "Empty filter (all items will match)". Click to add conditions. Note that this widget automatically applies a filter on the date field selected in Data settings.
Current standard filter — optionally link to a saved filter from your account.

Data settings

Field — the date field used to group data along the x-axis (e.g. Created at, Renewal date). Click Edit to change it.
Interval unit — the time period for each bar or data point: Day(s), Week(s), Month(s), or Year(s).
Number of intervals — how many intervals to display (default: 12).
Show future data — Yes / No toggle. By default, only past data is shown. Enable this to include future intervals, for example to see upcoming renewals plotted month by month.
Graph type — Bar, Line, or Bubble.

Visual settings

Name — the widget title shown on the dashboard.
Show labels — Yes / No toggle. Displays the count value above each bar or data point.
Height — controls how tall the widget renders on the dashboard (in row-height units).
Color — the colour used for the bars or line: Blue, Green, Red, Purple, or Indigo.

Drilldown

Drilldown fields — the columns shown when a user clicks a bar or data point to see the underlying records for that time period.
Drilldown sort field — which field the list is sorted by when it opens.

Customer

Displays two metrics side-by-side over time — one as bars and one as a line on the same chart. Use this to compare two related metrics and see if they move together, for example ARR against seat count over the past year.

Filtering

Filter condition — defaults to "Empty filter (all items will match)". Click to add conditions — for example, only include customers with a specific status or tag.
Current standard filter — optionally link to a saved filter from your account.

Data settings

Number of intervals — how many months of history to display.
Bar field — the numeric field shown as bars, one per month. Click Edit to change it.
Line field — the numeric field shown as a line overlaid on the bars. Click Edit to change it.

Visual settings

Bar color — the color of the bars: Blue, Green, Red, Purple, Indigo, or Custom color.
Custom bar color — only visible when Custom color is selected. Pick any color for the bars.
Show history bars as gray — only available with a custom bar color. When enabled, all bars except the most recent are shown in gray, drawing attention to the current period.
Line color — the color of the overlaid line.

Drilldown

Drilldown fields — the columns shown when a user clicks a bar to see the underlying records for that month.
Drilldown sort field — which field the list is sorted by when it opens.
Drilldown sort order — ascending or descending.

Customer

Shows NPS response volume as bars and NPS score as an overlaid line in a single combined chart. Use it to track whether your NPS score is improving over time and whether response volume correlates with score changes.

Filtering

Filter condition — defaults to "Empty filter (all items will match)". Click to add conditions — for example, only include responses from a specific customer segment.
Current standard filter — optionally link to a saved filter from your account.

Data settings

Number of intervals — how many time periods to display.
Interval unit — the unit for each period: Day(s), Week(s), Month(s), Quarter(s), or Year(s).

Visual settings

NPS color — the color of the NPS score line.
Responses color — the color of the bars: Blue, Green, Red, Purple, Indigo, or Custom color.
Responses color (bar) — only visible when Custom color is selected. Pick any bar color.
Draw number of responses on the bars — when enabled, the response count is printed on each bar.
Hide responses scale — when enabled, the Y-axis scale for the bars is hidden for a cleaner look.

Drilldown

Drilldown fields — the columns shown when a user clicks a bar to see the underlying NPS responses for that period.
Drilldown sort field — which field the list is sorted by when it opens.
Drilldown sort order — ascending or descending.

Customer

Shows the total number of NPS responses received within a chosen time period. Use it for a quick view of response volume — either for a specific window or all time.

Data period

Show all-time data — when enabled, the widget counts all responses regardless of date. When disabled, a specific time window is used.
Period duration — how many units back in time the window covers, for example 3. Only visible when all-time data is off.
Period unit — Day(s), Week(s), Month(s), Quarter(s), or Year(s). Only visible when all-time data is off.

Filtering

Filter condition — defaults to "Empty filter (all items will match)". Click to add conditions to narrow which responses are included.
Current standard filter — optionally link to a saved filter from your account.

Drilldown

Drilldown fields — the columns shown when a user clicks the widget to see the underlying responses.
Drilldown sort field — which field the list is sorted by when it opens.
Drilldown sort order — ascending or descending.

Customer

Displays NPS responses split into Promoters, Neutrals, and Detractors with a count for each group. Use it to see the balance of your NPS feedback and track whether the share of promoters is growing over time.

Data period

Show all-time data — when enabled, the widget counts all responses regardless of date. When disabled, a specific time window is used.
Period duration — how many units back in time the window covers, for example 3. Only visible when all-time data is off.
Period unit — Day(s), Week(s), Month(s), Quarter(s), or Year(s). Only visible when all-time data is off.

Filtering

Filter condition — defaults to "Empty filter (all items will match)". Click to add conditions — for example, only responses from a specific customer segment.
Current standard filter — optionally link to a saved filter from your account.

Drilldown

Drilldown fields — the columns shown when a user clicks a group to see the underlying responses.
Drilldown sort field — which field the list is sorted by when it opens.
Drilldown sort order — ascending or descending.

Customer

Displays a single large NPS score for a chosen time period. You can also configure dynamic color ranges so the score changes color based on whether it is above or below specific thresholds.

Data period

Show all-time data — when enabled, the score is calculated from all responses ever received. When disabled, only responses within a specific window are used.
Period duration — how many units back in time the window covers, for example 3. Only visible when all-time data is off.
Period unit — Day(s), Week(s), Month(s), Quarter(s), or Year(s). Only visible when all-time data is off.

Filtering

Filter condition — defaults to "Empty filter (all items will match)". Click to add conditions to narrow which responses are included in the score calculation.
Current standard filter — optionally link to a saved filter from your account.

Styling

Default number color — the color of the NPS score when no dynamic color rules apply.
Use dynamic colors — when enabled, the score color changes based on its value using the thresholds defined below.
Range 1 minimum value — the score must be at or above this value for Range 1's color to apply. Set this as the higher threshold.
Range 1 color — the color shown when the score meets or exceeds Range 1's minimum.
Range 2 minimum value — the score must be at or above this value but below Range 1 for Range 2's color to apply. Set this as the lower threshold.
Range 2 color — the color shown when the score falls in Range 2.

Drilldown

Drilldown fields — the columns shown when a user clicks the widget to see the underlying responses.
Drilldown sort field — which field the list is sorted by when it opens.
Drilldown sort order — ascending or descending.

Customer

Plots how a numeric field has changed over time, displayed as a bar chart. Each bar represents one month. Use this to track trends such as ARR growth month over month.

Filtering

Filter condition — defaults to "Empty filter (all items will match)". Click to add conditions — for example, only include customers with a specific status or tag.
Current standard filter — optionally link to a saved filter from your account.

Data settings

Report type — Sum or Average. Controls whether values are added together or averaged across each interval.
Field — the numeric field to plot (e.g. ARR). Click Edit to change it.
Number of intervals — how many months to display (default: 12).

Visual settings

Color — the color theme for the bars: Blue, Green, Red, Purple, or Indigo. Select Custom color to pick your own.
Custom bar color — only visible when Custom color is selected.
Number color — the color of the value labels shown on the bars.

Drilldown

Drilldown fields — the columns shown when a user clicks a bar to see the underlying records for that month.
Drilldown sort field — which field the list is sorted by when it opens.
Drilldown sort order — ascending or descending.

Customer

Shows how customers are distributed across value groups over time as a stacked or grouped bar chart. Each bar represents a month. Each segment shows how many customers fell into each group during that period. Use it to track how the health or status of your customer base shifts month by month.

Filtering

Filter condition — defaults to "Empty filter (all items will match)". Click to add conditions to narrow which customers are included.
Current standard filter — optionally link to a saved filter from your account.

Graph settings

Graph report field — the field whose values are used to categorise customers into groups each month. Works well with health scores and custom fields.
Month count — how many months of history to display.
Value groups — define which field values map to which named groups, for example value 3 → Good. Each group has a name, a value, and a style — Good (green), Fair (yellow), or Poor (red) — that sets its colour.

Style

Widget name — the label shown at the top of the widget.
Height — controls how tall the widget renders on the dashboard (1–5).

Customer

Shows customers grouped by status as a list of horizontal bars. Each row represents one customer status with a count and combined ARR. Click a row to expand an inline list of the customers in that status.

Filtering

Filter condition — defaults to "Empty filter (all items will match)". Click to add conditions, for example only include customers assigned to a specific team or above a certain ARR threshold.
Current standard filter — optionally link to a saved filter from your account.

General settings

Comparison time ago — how many units back in time to compare against, for example 1. Used to show whether a status has grown or shrunk.
Comparison unit — Day, Week, or Month.
Show percentage of ARR — when enabled, the percentage shown on each bar is calculated from ARR rather than customer count.

Drilldown

Drilldown fields — the columns shown when a user clicks a status row to see the underlying customers.
Drilldown sort field — which field the list is sorted by when it opens.
Drilldown sort order — ascending or descending.

Customer & User

Splits your records into colour-coded groups and shows a count for each. The default configuration groups customers by usage health (Good, Fair, Poor), but you can reconfigure the groups to reflect any categorisation that matters to your team — such as customer tier, onboarding stage, or NPS band.

Filtering

Same filter condition and standard filter options as the KPI Widget.

General settings

Field — the field used to categorise records into groups (e.g. Usage health). Click Edit to change it.
Show results as percentages — Yes / No toggle. When enabled, each group shows a percentage of the total rather than a raw count.
Data groups — define up to three groups. Each group has a name (the label shown on the widget), a value (the field value that maps records to this group), and a style that controls the bar color — Good (green), Fair (yellow), or Poor (red). Use + Add group to create additional groups.

Drilldown

Same drilldown fields and sort field options as the KPI Widget.

Common scenarios

Track customers up for renewal this quarter

A CSM wants a dashboard tile showing how many customers renew in the next 90 days. They create a KPI Widget with Customer data, add a filter for renewal date within the next 90 days, name it "Renewals this quarter" in Style, and enable Show comparison with a 3-month interval to see whether the renewal pipeline is growing. The tile shows a live count that opens the full customer list when clicked.

See where customers sit across health tiers

The CS team lead wants a single tile showing how many customers fall into Good, Fair, and Poor health. They create a Grouped data widget with Customer data, set Field to Usage health, and leave the default groups in place. Enabling Show results as percentages makes it easy to communicate portfolio health in team meetings without sharing raw numbers.

Track health distribution over time

The CS lead wants to see whether more customers are moving into Poor health over the past six months. They create a Report graph widget with Customer data, set Graph report field to the health field, define value groups for Good, Fair, and Poor, and set Month count to 6. The chart shows whether the portfolio is improving or slipping month by month.

Visualise renewal spread across the coming months

A team lead wants to see the renewal pipeline spread across the next 12 months. They create a Time graph widget with Customer data, set Field to the renewal date field, keep Interval unit as Month(s) and Number of intervals at 12, and enable Show future data. The resulting bar chart gives an immediate view of which months carry the heaviest renewal load.

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What it does

Key concepts

How to create a new empty view

The widget library

Creating a custom widget

Step 1 — Choose your data type

Step 2 — Choose a base widget type

Step 3 — Configure the widget

Widget type reference

Text widget

Text

Title widget

Title

KPI Widget

Filtering

Style

Comparison

Secondary number

Drilldown

Multiple KPI Widget

Data

Primary number

Secondary number

Time graph widget

Filtering

Data settings

Visual settings

Drilldown

Multi chart widget

Filtering

Data settings

Visual settings

Drilldown

NPS history chart widget

Filtering

Data settings

Visual settings

Drilldown

NPS responses widget

Data period

Filtering

Drilldown

NPS groups widget

Data period

Filtering

Drilldown

Simple NPS score widget

Data period

Filtering

Styling

Drilldown

History chart widget

Filtering

Data settings

Visual settings

Drilldown

Report graph widget

Filtering

Graph settings

Style

Horizontal bar chart widget

Filtering

General settings

Drilldown

Grouped data widget

Filtering

General settings

Drilldown

Common scenarios

Track customers up for renewal this quarter

See where customers sit across health tiers

Track health distribution over time

Visualise renewal spread across the coming months