Type of Widget in Custom Dashboard | BrizoConsol Documentation

What this article covers: The six widget types available when building a custom dashboard in BrizoConsol — what each one shows, when to use it, and the settings available for each type.

When you add a widget to a custom dashboard, the first choice is the Card Type. Each type renders differently and has its own configuration options. Open the dashboard editor and click Add a widget to open the Add Card panel.

1. Chart

Plots financial data as a visual chart. Best for showing trends, comparisons, and movements over time. Configure the following:

Setting Options

Chart Type Line, Bar, Area, Composed, Pie, Doughnut, Radar

Data Source Section — totals for a P&L or Balance Sheet section; Accounts in Section — each account in a section as a separate series; Account — a single account; KPI — a built-in KPI metric. Connected accounting system sources (Xero, QuickBooks) appear as additional options.

Period Last 6 Months, Last 12 Months, Last 18 Months, Last 4 Quarters, 12 Months, vs Last Year, vs Last Year (6 Months), vs Budget, vs Forecast vs Budget, Last 3 Years or Last 5 Years — or Current Month or Current Year for pie, doughnut and radar charts

Title A label shown at the top of the widget — for example, "Net Profit Trend"

💡 Composed chart: When you select Composed, each data series can independently choose its own data source and visual style (bar, line, or area) — useful for overlaying, for example, Revenue as a bar chart and Gross Margin % as a line on the same chart.

2. Table

Displays financial data in a tabular format — rows of accounts or sections with period columns. Supports drill-down: click any account row to see the underlying transaction detail, or click a section row to open a breakdown of the accounts within it.

Choose the Table Type to select which financial view to display — for example, Profit Analysis, Balance Sheet Summary, or a custom report. The table updates automatically each period alongside the dashboard.

3. KPI Card

Displays a KPI metric on a tile, with two display styles you choose in the widget settings:

Style What it shows

Number The current month value, movement versus last month, and a year-to-date figure — a clean single-metric tile.

Number with line chart The same number tile plus a mini trend chart — shows the metric value alongside a visual of recent movement in one card.

Select the KPI from the built-in KPI library when configuring the widget.

4. Report

Embeds one of your Custom Reports directly inside the dashboard widget. The report renders exactly as it does on the Reports page — with the same period columns and row layout — and refreshes whenever the dashboard reporting period changes. Use this to surface a bespoke financial view alongside your other dashboard widgets.

5. Text

A free-text widget for adding headings, notes, commentary, or descriptions to a dashboard section. No data source — purely for layout and context. Useful for labelling dashboard sections or adding a brief narrative above a group of charts. Choose the Text Type — Comment, Executive Summary, Note, Overview, or Summary. Commentary can be written by hand or drafted with BrizoWriter.

6. Predefined

Pre-built system widgets that replicate panels from BrizoConsol's built-in dashboards — such as the main summary tiles, cashflow overview, or debtor/creditor panels. Use these to bring familiar system views into a custom dashboard layout without rebuilding them from scratch.