Type of Widget in Custom Dashboard | BrizoConsol Documentation

What this article covers: The seven 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 Widget to open the widget 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 3, 6, 9, or 12 months — or a custom date range

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 single KPI metric as a number tile — showing the current month value, movement versus last month, and a year-to-date figure. Use this for at-a-glance metrics like Net Profit, Gross Margin %, or Cash on Hand. 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.

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.

7. Combined

A widget that renders both a chart and a table together in a single card. The chart appears above the table, giving a visual summary alongside the detailed row-level data in one compact widget.