Dashboard Widgets in Sparkforge: FAQs and Permissions

By Sparkforge Support Team ·Last reviewed May 3, 2026

Custom dashboard widgets are available on higher Sparkforge plans, with role-based view and edit access. Filter conditions and date-property settings control what each user sees.

Which plans include custom dashboard widgets

Multiple custom dashboards, widgets, and custom reports are available on higher-tier plans. If you don't see the custom widget options, your current plan doesn't include them.

Why do widgets show a different time and date format

Dashboard widgets currently use a system timezone and date format for consistency across reports. Per-user format overrides are on the roadmap but not yet available.

Who can edit widgets

Edit and view access depends on role:

Role	Access
Agency Admin	Full edit and view
Agency User	Full edit and view
Account Admin	View only
Account User	View only, scoped to user permissions

How dashboard permissions work

To adjust per-user dashboard permissions:

Go to Settings > My Staff.
Click Edit next to the user.
Adjust the permissions in the User Permissions section.

Available dashboard permissions:

Permission	What it controls
Dashboard Stats	Access to the entire dashboard. View-only for Account Admin and Account users.
Contacts	Access to contacts and contact-related widgets.
Opportunity	Access to opportunities and opportunity widgets.
Appointment	Access to appointments and appointment widgets.
Lead value	Access to monetary value widgets.
Only Assigned data	Hides custom widget data when enabled.

Show each team member only their own data

Add a condition to each widget under the Conditions tab: USER > LOGGED IN USER. Each team member then sees only the records assigned to them.

Why opportunity counts changed on the new dashboard

The new dashboard uses Last Status Change as the default date property instead of the older Created date. Updates to older opportunities now contribute to current counts, which can shift totals.

To customize the date property:

General widgets: Click the filter icon and switch the date property. The change applies across general filters.
Custom widgets (higher-tier plans): Set the date property directly in the widget settings.

Why Session Source or Medium isn't selectable in Group By

This happens when the widget uses multiple filter groups. To group by Session Source or Session Medium, use only one filter group, and that group must include the Attribution Type filter (First Touch or Last Touch). Adding more filter groups disables attribution-based grouping.

Frequently Asked Questions

How do I show each team member only their own data on the dashboard?

Add a condition on each widget using USER set to LOGGED IN USER. Each user sees only the records tied to them.

Why don't opportunity counts match between the old and new dashboard?

The new dashboard uses Last Status Change as the default date instead of Created. Updates to older opportunities now feed current counts, so totals shift.

Can Account Users edit dashboard widgets?

No. Account Admins and Account Users have view-only access. Only Agency Admins and Agency Users can edit widgets.

Why can't I group by Session Source or Medium?

Grouping by attribution requires a single filter group that includes the Attribution Type filter. Multiple filter groups disable that grouping.

Can I change the timezone or date format on widgets?

Not yet. Widgets use a system-wide timezone and date format for consistency. Per-user formatting is on the roadmap.