Custom Object Widgets for Sparkforge Dashboards

By Sparkforge Support Team ·Last reviewed May 3, 2026

Custom Object Widgets put your Sparkforge Custom Objects — pets, properties, cases, anything you track — into dashboard charts using Count, Sum, and Average metrics across six chart types.

Custom Object Widgets bring the records you defined in Sub-Account Settings — Pets, Properties, Cases, Vehicles, whatever your business tracks — into Sparkforge dashboards as live charts. Mix them with Contact and Opportunity widgets so one dashboard answers the questions standard CRM objects cannot.

What you can build

  • Tailored metrics for non-standard records, like average pet age or case count by stage.
  • Centralized reporting that combines Contact, Opportunity, and Custom Object data on one board.
  • Flexible charts across Numeric, Line, Bar, Horizontal Bar, Donut, and Table.
  • Reusable filters using dashboard Quick Filters or widget-level filters.
  • Permission-aware sharing that respects existing dashboard roles.

Metrics and chart types

  • Metrics: Count, Sum, Average.
  • Charts: Numeric, Table, Bar, Horizontal Bar, Line, Donut.

A recommended chart type is pre-selected when you add a widget, and you can change it from the chart picker at any time. Tables can show multiple fields as columns; charts use eligible fields for grouping.

Permissions

Existing dashboard roles — VIEW, EDIT, FULL, NO ACCESS — apply to Custom Object Widgets. Editors can change chart type, metric, filters, and theme. Viewers can interact with Quick Filters. Use the three-dot menu to duplicate or further configure a widget without affecting the original.

How to add a Custom Object Widget

Make sure the Custom Object exists first in Sub-Account Settings.

Add to a dashboard

  1. Open the dashboard from your sub-account.
  2. Click Edit (pencil) → Add Widget.
  3. Choose the chart type, scroll to the Custom Objects section, and pick the metric you want.
  4. Apply filters (date range, category, custom field) and pick a theme.
  5. Click Save. The widget begins streaming data.

Add to a custom report

  1. Go to Reports → Custom Reports and open an existing report.
  2. Click Add Widget and follow the same flow.

Frequently Asked Questions

Which metrics can a Custom Object Widget show?
Count, Sum, and Average. Pick the metric on the widget configuration step before choosing a chart type.
Can I combine Custom Object data with standard CRM data on one dashboard?
Yes. Custom Object Widgets sit on the same dashboards as Contact and Opportunity widgets, so you can build mixed views.
Who can edit a Custom Object Widget?
Anyone with EDIT or FULL access on the dashboard. VIEW access lets a user interact with Quick Filters but not change the widget configuration.
Do Custom Object Widgets work in Custom Reports?
Yes. Add them through Reports → Custom Reports the same way you would on a dashboard.
Can I duplicate a widget without breaking the original?
Yes. Use the three-dot menu and choose Duplicate. The copy is fully independent.

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