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Custom Dashboard Blocks Overview

A custom dashboard block is a reusable widget that appears on dashboards — a KPI tile, a chart, a recent-activity feed, a status indicator, an embedded form. ActiveManage ships with a small library of built-in blocks and lets you author unlimited custom ones.

Dashboard showing a grid of blocks: KPI tile 'Active users 1,247', line chart 'Revenue last 30 days', table 'Top 5 customers', status indicator 'All systems operational', activity feed, and a custom card linked to an external service

Built-In Block Types

  • KPI tile: Big number, optional trend arrow and small chart.
  • Chart: Bar, line, area, pie, gauge.
  • Table: Rows with optional sparklines.
  • Status: Green/amber/red traffic light with details.
  • Activity feed: Chronological list of recent events.
  • Embedded form: Inline form for quick data entry.
  • Text/markdown: Notes, announcements, links.

Why Custom Blocks

  • Built-ins can't match every business need.
  • Embed external content (Grafana panel, BI tool snippet, vendor widget).
  • Show a custom-shaped visualisation (waffle chart, calendar heat map, geo map).
  • Show a specialised summary tailored to your domain (e.g. “SLA breach risk for top customers”).

How Custom Blocks Are Defined

  • Each block has a unique key, a friendly name, and an HTML/template body.
  • The body can use platform tokens, JavaScript, and CSS.
  • Optionally a data-source declaration so the block automatically receives query results.
  • Block is then placeable on any dashboard.

Worked Examples

  • SLA traffic light: Red if > 5% tickets are past SLA, amber 1-5%, green < 1%.
  • Calendar heat map: Last 90 days of activity colour-coded by daily volume.
  • Sales pipeline funnel: Stage counts shown as a funnel chart.
  • External Grafana embed: Iframe a Grafana panel with the company auth token.
  • NPS dial: Custom semicircle gauge showing the rolling NPS score.