--- title: "Analytics homepage" slug: "homepage-widgets" description: "Learn how to add widgets to the Zilliant CPQ home page. " updated: 2026-07-29T11:45:32Z published: 2026-08-01T10:00:05Z canonical: "docs.zilliant.com/homepage-widgets" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.zilliant.com/llms.txt > Use this file to discover all available pages before exploring further. # Homepage widgets Administrators can create home pages that are tailored to specific users, enabling them to focus on prioritized daily tasks. In addition, administrators can configure custom widgets for dashboards. Widgets enable you to define: - Data to display - How to display data - Navigation options The following image shows example home page with widgets: ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/image(475).png?sv=2026-02-06&spr=https&st=2026-11-02T07%3A29%3A04Z&se=2026-11-02T08%3A29%3A04Z&sr=c&sp=r&sig=BDU%2FkxiFiEyJIAH%2BynQdMs0QG9ouFKfD3F6hLXobKBc%3D) ## Add and configure widgets 1. From the application left navigation area: - In the classic view, select **Administration**. - In the new UI, select **Settings** > **Administration**. 2. Select **Widget Administration**, then select **Widget**. 3. Select Add. 4. Select the new widget in the list and configure its settings by sections [Widget Details](/main/docs/homepage-widgets#widget-details), [Navigation Options](/main/docs/homepage-widgets#navigation-options), and [Data Configuration](/main/docs/homepage-widgets#data-configuration—localization). Then, select **Save Changes**. #### Widget Details In the **Widget Details** section, define: - **Name**—Enter the widget name. This name appears on the dashboard. - **Placement**—Specify where the widget appears. Available options are **Home – Dashboard** and **Account Detail Overview – Dashboard**. - **Widget Type**—Define the widget type. For details, read the [Widget types](/main/docs/homepage-widgets#widget-types) section below. - **Chart Type**—Select the type of chart to display. This setting is available only when **Chart Tile** is selected as the widget type. Available options are a pie chart, bar chart, column chart, or donut chart. - **Sort By**—Select how to sort the chart. This setting is available only for chart tiles. Available options are **Key** and **Label**. - **Accent Color**—Select the color of the left border, header, and chart or key figure. - **Icon Upload**—Upload an icon. This setting is available only when you select **Icon Tile** as the widget type. #### Navigation Options In the **Navigation Options** section, define: - **Navigation Target**—Select what happens when a user selects the widget. Available options are: Note To enable users to open individual records from a **Table Tile** widget, select **No action** as the navigation target. - **No action**—No navigation is available. - **Result Page**—Opens a page containing the applicable results. For example, selecting an All Opportunities widget opens the list of all opportunities. - **Relative Link**—Opens a specified location within the application. - **Full URL**—Opens a specified URL. - **URL**—Enter a relative URL that points to a location in the application, such as Analytics, Cockpit, Reports, Pipeline, Guided Selling, or Favorites. You can also enter a full URL when **Full URL** is selected as the navigation target. - **Open in Tab**—Select where to open a full URL. This setting is available only when Full URL is selected. Available options are current tab and new tab. #### Data Configuration In the **Data Configuration** section, define: - **Header Level**—Define the translation for the header label. - **Sub-Header Level**—Define the translation for the subheader label. - **Table**—Select the dataset from which the widget retrieves its data. Available options are: - Account Data Set - Lead Data Set - Opportunity Data Set - Quote Data Set - Order Data Set - Activity Task - Activity Email - Activity Phone - Activity Meeting - **Saved Search**—Select a preconfigured [saved search](/main/docs/saved-search). The widget uses the results and columns defined by the selected saved search. - **Table Customization**—(Available only in the [new UI](/main/docs/work-with-the-new-ui).) Select which saved-search columns appear in a table tile widget and arrange their display order. This button is available only when **Table Tile** is selected as the widget type and a saved search has been selected. The customization is specific to the widget. It does not modify the selected saved search. In the customization dialog, hide any columns that you do not want to display in the widget and arrange the remaining columns in the order in which they should appear. Then select **Save**. - **Main Calculated Field** and its **Operator**—Select the primary field and calculation to use. This setting is available only for **Number Tile** widgets. Available operators are **Max**, **Min**, **Average**, and **Sum**. - **Additional Field** and its **Operator**—Select an additional field and how to represent its value. This setting is available only for **Number Tile** widgets. Available operators are: **#** (for absolute values) and **%** (for percentages). - **Group By** and **Operator**—Available only for **Number tiles**. Available operators are: **#** (for absolute values) and **%** (for percentages). - **Group By (Date Interval)**—Select how to group date values. This setting is available only when a date field is selected in the **Group By** field. Available intervals are: **Monthly**, **Quarterly**, and **Yearly**. You can preview the configured widget in the **Preview** section. #### Widget types The following widget types are available: - **Number Tile**—Support aggregated data. For example, the total number of opportunities owned by the current user or the total number of accounts assigned to the user. - **Chart Tile**—Render pie, donut, bar, or column charts. Use to display opportunities by sales phase or quotes by status. - **Icon Tile**—Used to store internal or external links. Can be uploaded to provide a better visual experience for users. - **Table Tile**—Application entire data set (Account, Quote, Products, Opportunity, Leads, e-mails) can be rendered as a table list view for easy access. - **MX Widgets** (delivered by Zilliant CPQ)—Custom widgets that display upcoming tasks and activities. Requires a special layout. --- ## Create widget profiles A widget profile groups widgets so that you can assign them to a specific user role. A widget profile must have a name and a status of active or inactive. You can also define sections to organize the widgets in the profile. 1. From the application left navigation area: - In the classic view, select **Administration**. - In the new UI, select **Settings** > **Administration**. 2. Select **Widget Administration**, then select **Widget Profile**. 3. Select Add to add a widget profile, then select the new profile in the list to define it. ## Assign a widget to a widget profile After you create a widget profile, assign the widgets to the profile: 1. In the **Widget Profile List**, select **Widgets**. 2. Select Add to select a widget to add to the profile. 3. Select **Add**. ## Assign a widget profile to a role 1. From the application left navigation area: - In the classic view, select **Administration**. - In the new UI, select **Settings** > **Administration**. 2. From the top navigation bar, select **Role Management**. 3. Select a role from the list. 4. In the **Widget Profile** field, assign a widget profile. 5. Select **Save**. ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Glossary/add_60(1).png?sv=2026-02-06&spr=https&st=2026-11-02T07%3A29%3A04Z&se=2026-11-02T08%3A29%3A04Z&sr=c&sp=r&sig=BDU%2FkxiFiEyJIAH%2BynQdMs0QG9ouFKfD3F6hLXobKBc%3D) Add