Let's build a dashboard with Cliq Widgets!

While juggling multiple tasks and tracking real-time data, you face a strict deadline for delivering a quarterly analysis report on a blank canvas while switching between different apps. Sounds exhausting, right? What if you could streamline everything into one interactive space?

With its vibrant tile-based design and internal components like widgets packed with elements like charts, graphs, tables, and custom fields, Cliq can transform your static data into visual dashboards that deliver business value.

Business benefits  

• Rapid decision-making: Visual data representation ( with charts and graphs ) makes it easier to spot trends instantly, track KPIs, and identify areas that require immediate action. With clear insights, decision-makers can respond proactively.
  

• Enhanced collaboration: Interactive widget elements, such as tables, fields, and charts, allow teams to view, update, and share critical information without communication gaps. This ensures data consistency and fosters a more connected and agile workflow, minimizing the need to leave the chat interface. 
  

• Improved efficiency: Constantly switching between apps to gather insights slows productivity. By consolidating key metrics in a centralized location, teams can reduce context-switching and make well-informed decisions faster. 
  

• Proactive problem solving: Addressing potential issues before they escalate is crucial for maintaining business continuity. Automated alerts and notifications triggered via bots and schedulers in Cliq allow teams to respond quickly to emerging concerns.
  

Let's design a Logistics Dashboard tailored for a Fleet Manager overseeing multiple deliveries. This dashboard will provide real-time insights into fleet performance, delivery status, and potential delays, ensuring smooth logistics operations.

                                                                               

• Utilize the image element to enhance your business brand, strengthen your identity and recognition, and create a professional dashboard that stands out.
  

• For real-time visibility, use the cards element with the carousel type to display key logistic metrics such as shipment status, fleet utilization, delivery performance, etc.
  

• Incorporate vertical bar graphs to analyze operational costs, differentiating between storage, transportation and packaging expenses.
  
• These graphs support legend-based filtering. Click on a category in the legend to remove it and focus on specific cost metrics.
  
• Use the navigator to zoom in or expand the X-axis, allowing for precise monitoring within a specific range.
  

• Monitor speed, load, and efficiency trends over time using graphs to identify performance patterns and operational bottlenecks. Hover over data points to see tooltips displaying exact values for each category, providing quick insights.
  

• Use the table element to showcase supplier statistics and a doughnut chart to illustrate orders by delivery status. Add widget buttons to the header for tasks such as filtering dashboards by date range and requesting stocks via Cliq forms.
  

• Use the catalogue form input to present detailed product information and images for a rich and intuitive experience in stock requests.
  

Sample code :

1. tabsList = {{"label":"Inventory Trends","id":"reports"}};
2. if(target.containsKey("id"))
3. {
4. id = target.get("id");
5. }
6. else
7. {
8. id = "reports";
9. }
10. sections = List();
11. if(id == "reports")
12. {
13. elements = list();
14. // Cover Image for the Widget
15. data = list();
16. imgMap = Map();
17. imgMap.put("url","https://www.zoho.com/sites/zweb/images/cliq/dev-helpdoc/image_31_1.jpg");
18. data.add(imgMap);
19. elements.add({"type":"images","data":data,"style":{"view":"carousel","size":"large"}});
20. elements.add({"type":"text","text":"\n\n"});
21. sections.add({"id":"coverImage","elements":elements});
22. elements = list();
23. elements.add({"type":"title","text":"Logistics Dashboard"});
24. sections.add({"id":"tagline","elements":elements});
25. dataList = list();
26. eachData = Map();
27. eachData.put("title","💰 733,284");
28. eachData.put("description","Sales");
29. dataList.add(eachData);
30. eachData = Map();
31. eachData.put("title","📥  6,000");
32. eachData.put("description","Restocking Frequency | Bi-weekly");
33. dataList.add(eachData);
34. eachData = Map();
35. eachData.put("title","⌛ 4.2");
36. eachData.put("description","Average Processing Time (hrs)");
37. dataList.add(eachData);
38. eachData = Map();
39. eachData.put("title","🚚 12,294");
40. eachData.put("description","Shipment (in tons)");
41. dataList.add(eachData);
42. eachData = Map();
43. eachData.put("title","📈⚙️ 83%");
44. eachData.put("description","Utilization %");
45. dataList.add(eachData);
46. eachData = Map();
47. eachData.put("title","⚠️📦 5%");
48. eachData.put("description","Stockout Risk");
49. dataList.add(eachData);
50. elements = list();
51. elements.add({"type":"cards","data":dataList,"style":{"view":"carousel","size":"small"}});
52. elements.add({"type":"text","text":"\n\n"});
53. sections.add({"id":"cardstats","elements":elements});
54. // Add buttons based on your preferred usecase
55. button1 = {"label":"Filter","type":"invoke.function","name":"LPWidgetbuttons","emotion":"positive","id":"filter"};
56. button2 = {"label":"Stock Request","type":"invoke.function","name":"LPWidgetbuttons","emotion":"positive","id":"stockRequest"};
57. elements2 = list();
58. elements2.add({"type":"title","text":"Logistics & Operational Cost Analysis"});
59. operationalCostData = {{"category":"Transportation","values":{{"label":"Jan 20","value":9},{"label":"Feb 20","value":8},{"label":"Mar 20","value":5},{"label":"Apr 20","value":2},{"label":"May 20","value":2},{"label":"Jun 20","value":2},{"label":"Jul 20","value":2},{"label":"Aug 20","value":2},{"label":"Sep 20","value":9},{"label":"Oct 20","value":8},{"label":"Nov 20","value":5},{"label":"Dec 20","value":2},{"label":"Jan 21","value":2},{"label":"Feb 21","value":2},{"label":"Mar 21","value":2},{"label":"Apr 21","value":2},{"label":"May 21","value":9},{"label":"Jun 21","value":8},{"label":"Jul 21","value":5},{"label":"Aug 21","value":2},{"label":"Sep 21","value":2},{"label":"Oct 21","value":2},{"label":"Nov 21","value":2},{"label":"Dec 21","value":2}}},{"category":"Storage","values":{{"label":"Jan 20","value":6},{"label":"Feb 20","value":12},{"label":"Mar 20","value":3},{"label":"Apr 20","value":7},{"label":"May 20","value":3},{"label":"Jun 20","value":13},{"label":"Jul 20","value":5},{"label":"Aug 20","value":8},{"label":"Sep 20","value":9},{"label":"Oct 20","value":8},{"label":"Nov 20","value":5},{"label":"Dec 20","value":2},{"label":"Jan 21","value":2},{"label":"Feb 21","value":2},{"label":"Mar 21","value":2},{"label":"Apr 21","value":12},{"label":"May 21","value":3},{"label":"Jun 21","value":8},{"label":"Jul 21","value":5},{"label":"Aug 21","value":2},{"label":"Sep 21","value":8},{"label":"Oct 21","value":2},{"label":"Nov 21","value":2},{"label":"Dec 21","value":2}}},{"category":"Packaging","values":{{"label":"Jan 20","value":6},{"label":"Feb 20","value":11},{"label":"Mar 20","value":2},{"label":"Apr 20","value":5},{"label":"May 20","value":2},{"label":"Jun 20","value":6},{"label":"Jul 20","value":3},{"label":"Aug 20","value":5},{"label":"Sep 20","value":6},{"label":"Oct 20","value":11},{"label":"Nov 20","value":5},{"label":"Dec 20","value":3},{"label":"Jan 21","value":5},{"label":"Feb 21","value":7},{"label":"Mar 21","value":4},{"label":"Apr 21","value":6},{"label":"May 21","value":9},{"label":"Jun 21","value":8},{"label":"Jul 21","value":5},{"label":"Aug 21","value":2},{"label":"Sep 21","value":4},{"label":"Oct 21","value":6},{"label":"Nov 21","value":2},{"label":"Dec 21","value":3}}}};
60. elements2.add({"type":"graph","styles":{"preview":"vertical_bar"},"data":operationalCostData});
61. elements2.add({"type":"divider"});
62. sections.add({"id":2,"elements":elements2});
63. trendGraphData = {{"category":"Loading Time ⏳","values":{{"label":"Jan","value":9},{"label":"Feb","value":6},{"label":"Mar","value":3},{"label":"Apr","value":12},{"label":"May","value":15},{"label":"Jun","value":18},{"label":"Jul","value":24},{"label":"Aug","value":27}}},{"category":"Weight ⚖️","values":{{"label":"Jan","value":12},{"label":"Feb","value":18},{"label":"Mar","value":14},{"label":"Apr","value":6},{"label":"May","value":8},{"label":"Jun","value":4},{"label":"Jul","value":2},{"label":"Aug","value":10}}},{"category":"Processing Time ⏲️","values":{{"label":"Jan","value":4},{"label":"Feb","value":3},{"label":"Mar","value":7},{"label":"Apr","value":3},{"label":"May","value":4},{"label":"Jun","value":2},{"label":"Jul","value":6},{"label":"Aug","value":5}}}};
64. elements3 = list();
65. elements3.add({"type":"title","text":"Performance Trends: Speed, Load & Efficiency"});
66. elements3.add({"type":"graph","styles":{"preview":"trend"},"data":trendGraphData});
67. sections.add({"id":3,"elements":elements3});
68. elements4 = list();
69. elements4.add({"type":"table","headers":{"Supplier Name","Product Category","Avg. Delivery Time (Days)","Fulfillment Rate (%)","Contract Expiry Date","Price Variability (%)"},"rows":{{"Supplier Name":"GlobalTech","Product Category":"Laptops","Avg. Delivery Time (Days)":"6.5","Fulfillment Rate (%)":"92 %","Contract Expiry Date":"2025-12-31","Price Variability (%)":"1.5 %"},{"Supplier Name":"MedSupply","Product Category":"Medical Devices","Avg. Delivery Time (Days)":"4.2","Fulfillment Rate (%)":"96 %","Contract Expiry Date":"2026-06-30","Price Variability (%)":"2.8 %"},{"Supplier Name":"FreshAgri","Product Category":"Perishables","Avg. Delivery Time (Days)":"5","Fulfillment Rate (%)":"93 %","Contract Expiry Date":"2025-09-15","Price Variability (%)":"5.4 %"},{"Supplier Name":"AutoPartsCo","Product Category":"Auto Components","Avg. Delivery Time (Days)":"3","Fulfillment Rate (%)":"95 %","Contract Expiry Date":"2025-11-20","Price Variability (%)":"3.2 %"}},"style":{"text_align":{"center","center","center","center","center","center"}}});
70. sections.add({"id":4,"elements":elements4});
71. deliveryInfo = {{"label":"Delivered","value":1050},{"label":"In Progress","value":493},{"label":"Not Delivered","value":440}};
72. elements5 = list();
73. elements5.add({"type":"title","text":"Orders by Delivery Status"});
74. elements5.add({"type":"percentage_chart","styles":{"preview":"doughnut"},"data":deliveryInfo});
75. sections.add({"id":5,"elements":elements5});
76. header = {"title":"","navigation":"new","buttons":{button1,button2}};
77. }
78. return {"type":"applet","tabs":tabsList,"active_tab":id,"sections":sections,"header":header};
    

Time to build your own dashboard!  

Cliq Widgets is not just for logistics. Do you want to track sales performance, monitor system health, or analyze customer support tickets? You can craft a dashboard that drives your unique business needs, turning static data into an interactive and actionable experience.

We're here to help, so don't hesitate to reach out to support@zohocliq.com with any questions or if you need assistance in crafting even more tailored workflows.

• Topic Participants

• Harsha SS

  

• Sticky Posts

• Automating Employee Birthday Notifications in Zoho Cliq

  Have you ever missed a birthday and felt like the office Grinch? Fear not, the Cliq Developer Platform has got your back! With Zoho Cliq's Schedulers, you can be the office party-cipant who never forgets a single cake, balloon, or awkward rendition of

• Automate attendance tracking with Zoho Cliq Developer Platform

  I wish remote work were permanently mandated so we could join work calls from a movie theatre or even while skydiving! But wait, it's time to wake up! The alarm has snoozed twice, and your team has already logged on for the day. Keeping tabs on attendance

• Customer payment alerts in Zoho Cliq

  For businesses that depend on cash flow, payment updates are essential for operational decision-making and go beyond simple accounting entries. The sales team needs to be notified when invoices are cleared so that upcoming orders can be released. In contrast,

• Accelerate Github code reviews with Zoho Cliq Platform's link handlers

  Code reviews are critical, and they can get buried in conversations or lost when using multiple tools. With the Cliq Platform's link handlers, let's transform shared Github pull request links into interactive, real-time code reviews on channels. Share

• App Spotlight : PagerDuty for Zoho Cliq

  App Spotlight brings you hand-picked apps to enhance the power of your Zoho apps and tools. Visit the Zoho Marketplace to explore all of our apps, integrations, and extensions. In today's fast-paced world, seizing every moment is essential for operational

• Recent Topics

• New in Smart Prompt: Record Assistant for contextual assistance, and support for new AI models

  Smart Prompt helps teams stay informed and move faster by providing relevant suggestions where work happens in CRM. With this update, Smart Prompt becomes more adaptable to your organization’s AI preferences. You can now choose which Large Language Model

• Improved Integration Failure Information (And Notification Options)

  Hi, When an attachment service for example fails, you just get "Field x - Error", I can check the field it is failing on and find nothing wrong, same file size, type, dimensions, etc. so more information as to the actual issue would be helpful. And an

• Change User Role in a Form

  Hi, When in a form, it would be good (And consistent) to be able to change the user role/permission like you can with Shared Reports, All Entries or the actual User itself, rather than having to delete the users permission and then add it back again with

• Reassign Partially Saved Entries

  Hi, I would like to be able to go to Partially Saved Entries and like the option to delete them I would like the option to multi-select and be able to reassign them to another user to complete (Such as when a user has left the company). Thanks Dan

• Increase the "Maximum Saved Entries per User" Options Limit

  Hi, You can create lots of saved entries, yet the Limit when you apply one is 25, we may often expect 32 to be in draft, and therefore want to enforce that, can we increase the limit of this field from 25 to 100 (As you can just turn it off and have more

• Product Updates in Zoho Workplace applications | December 2025

  Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this December. Zoho Mail Block emails without notifying the sender Block emails without sending a rejection notification

• Zoho CRM for Gmail Extension Not Working in Brave Browser?

  Is anyone able to get the Zoho CRM Chrome Extension working in the Brave browser? They're both built on the Chromium platform and every other Chrome Extension works with the exception of Zoho CRM for Gmail so any ideas here?

• Set Frozen Cells in the Report Settings

  Hi, It would be nice to be able to set the frozen cells in the report Settings, and have an option if this is fixed or can be changed after loading (On the next load it still goes back to the Settings). Thanks Dan

• Microsoft Teams now available as an online meeting provider

  Hello everyone, We're pleased to announce that Zoho CRM now supports Microsoft Teams as an online meeting provider—alongside the other providers already available. Admins can enable Microsoft Teams directly from the Preferences tab under the Meetings

• Tip of the week #26: Import/ Export calendars in Zoho Calendar.

  Any calendar on the web or calendars that you create in any other calendar application can be imported in to Zoho Calendar. This will help you to add the events from the calendars that you import to your Zoho Calendar. You also have the option to export

• Add Zoho Forms to Zoho CRM Plus bundle

  Great Zoho apps like CRM and Desk have very limited form builders when it comes to form and field rules, design, integration and deployment options. Many of my clients who use Zoho CRM Plus often hit limitations with the built in forms in CRM or Desk and are then disappointed to hear that they have to additionally pay for Zoho Forms to get all these great forms functionalities. Please consider adding Zoho Forms in the Zoho CRM Plus bundle. Best regards, Mladen Svraka Zoho Certified Consultant and

• Social icons, open in new tab?

  Hello, I have two social icons on my footer, Facebook and Psychology Today. Clicking on the Facebook icon opens a new tab, the Psychology Today icon does not. I would like them both to open a new tab. Am I missing a setting somewhere?

• Real-Time Screen Annotation During Zoho Cliq Screen Sharing

  Hi Zoho Support Team, Hope you're doing well. We’d like to request the addition of real-time screen annotation tools during screen sharing sessions in Zoho Cliq video calls. 🔍 What We're Looking For: The ability for the presenter—and optionally, other

• Autofill address using smart fields mapped over the pdf document

  Hi, I'm using mail merge to map smart fields onto PDF documents I plan to distribute for signing. I already have a Zoho Sign subscription. When mapping smart fields from the Employee form, I only see the permanent and current addresses which include the

• How do I cap employee leave accrual

  HI there, How do I cap an employee's leave accrual? The policy is that you accrue 15 days leave annually (1.25 days a month) and once you reach 15 days, you wont accrue more until you take leave. Thank you!

• Open sub form from a button as a popup form

  Is there a way within a form to use similar code as below to show a button in the form when clicked opens the subform for data to be added to the record being viewed in the form OpenUrl("#Form:<Customer_Delivery_Address>?<Delivery_Address>=" + input.ID,"popup

• Dont have backup option in setting

  Hi guys. I started using zoho book a week ago. I bought premium package yet I don't have backup option in setting. I hope anyone can help me find a solution. Thanks in advance

• Making Tags Mandatory

  When creating an expense, is it possible to make the Tags field mandatory?  I see the option in settings to make other fields mandatory, like Merchant, Description, Customer, etc, but nothing about Tags. Thanks! Kevin

• Is there a plan to integrate zoho voice with zoho books?

  Hello, Is there a plan to integrate zoho voice with zoho books? Right now we are using the Twilio SMS integration into zoho books, but have recently decided to switch to zoho voice for calls and sms. Is there a plan to integrate zoho voice natively into

• Pass variables to Zoho Desk via URL to create a fast new ticket landing page

  We are integrating our phone system into Zoho Desk. Currently when a helpdesk agent answers the phone, a soft client opens a new tab with zoho desk at the new case page. https://desk.zoho.com/support/companyname/ShowHomePage.do#Cases/new We would like

• Zoho Books Extension: What Happens If Custom Fields Already Exist?

  When developing Zoho Books extensions, what happens if the target Zoho Books organization already has a custom field with the same API name as one defined in the extension? I’m asking because we originally created an on-Books version of this functionality,

• Modular Permission Levels

  We need more modular Permissions per module in Books we have 2 use cases that are creating problems We need per module export permission we have a use case where users should be able to view the sales orders but not export it, but they can export other

• Free Webinar on 21 January: Looking back at Zoho Mail in 2025

  Hello Zoho Community! Curious about how Zoho Mail evolved in 2025? Wondering how these updates can make your everyday email work simpler? We’ve got a session you won’t want to miss. In our Zoho Mail 2025 recap webinar, we’ll walk you through the key features

• Cliq Networks users can see all other network users contact information

  Is there a way to hide user contact information from each user in networks? I would only like the users to see the admin's contact information, not other users. Network users information shared by default

• Zoho Sheet - Printing - Page Breaks and Printing Customization

  I think the title is descriptive enough in that I cannot find help documentation on a simple task of adding in page brakes for separating pages on print. Thanks

• Missing the "Find & Merge Duplicates" choice

  Hi, I am missing the "Find & Merge Duplicates" choice. I looked under the "More Actions" menu in Contacts, Accounts, Vendors, and Leads and it is not there. I have full permissions. Please assist me on finding this feature. Thanks!

• OAuth integration issues

  I'm experiencing persistent OAuth errors when trying to connect Make with Zoho API. I've tried multiple approaches but keep encountering the following issues: First error: 'Invalid Redirect Uri - Redirect URI passed does not match with the one configured'

• Marketing Tip #16: Ideal sizes and formats for adding images to your online store

  Images can make (or break) your storefront experience. When your banners and product photos follow the right sizes and aspect ratios, your store looks cleaner, loads faster, and feels more trustworthy—especially on mobile. Here are recommended image sizes

• Improve WhatsApp Module in Zoho CRM

  The current WhatsApp module UI in Zoho CRM feels cluttered and complex, especially when handling high volumes of conversations. It would be great to enhance the WhatsApp module UI/UX by adopting a clean and simplified interface similar to Bigin CRM’s

• Blueprint transitions on locked records

  We use the ability to automatically lock records (quotes, sales orders, etc.) based on criteria, such as stage. For instance, if a quote has been sent to a client, the quote is then locked for further edits. Our ideal quote stage process is: Draft>Sent>Won.

• Enhance productivity with the revamped Zoho Sheet View

  Hello folks, For some time now, you've been able to use the Zoho Sheet View to quickly edit multiple records or to insert a batch of new records. Its tabular interface allows users to engage in these tasks productively. Despite this, the existing Sheet

• No OR Filter for Views with a Related Modules Criteria

  We would like to create a Deal View where the User can see all their deals. For that, we would need an OR to connect the criteria. One of the Fields is a "multiselect User", these (Related Modules Criteria) can only be Filter with an AND. Even between

• Good news! Calendar in Zoho CRM gets a face lift

  Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activities

• Chat to Lead

  Can I convert a Chat to a Lead?

• Limit maximum entries for subform - depending on fields entry

  Hi Zoho! I have a form with a subform in it. I'd like to have limitation for the row number depending on an entry in a drop-down field in the main form (If the field in the main form is marked "Answer1" - Limit the entries to 1 row, if the field is "Answer2" to have 2 rows limitation, "Answer3" = no limitation at all) Can this be done? Thanks Ravid

• Save HTML Snippet Page as PDF with Dynamic Data in Zoho Creator (Working Solution)

  Hi Zoho Creator Community 👋, I faced a common challenge while working with HTML Snippet Pages — I needed to generate a PDF with dynamic data and save it back into the record automatically. Here’s the working solution that might help others. Use Case

• Make Camera Overlay & Recording Controls Visible in All Screen-Sharing Options

  Hi Zoho WorkDrive Team, Hope you are doing well. We would like to request an improvement to the screen-recording experience in Zoho WorkDrive. Current Limitation: At the moment the recording controls are visible only inside the Zoho WorkDrive tab. When

• Rebranding Options for Zoho One

  We need the addition of rebranding and white-labeling settings directly within the Zoho One Admin Panel. This feature should allow organizations to customize the unified portal with their own logo, brand colors, and custom domain mapping (e.g., portal.company.com).

• Tip #57- Accessibility Controls in Zoho Assist: Mobility- 'Insider Insights'

  Remote support should be easy to navigate for everyone. For users with mobility-related accessibility needs, long sessions and complex navigation can be challenging. Zoho Assist’s Mobility Accessibility Controls simplify interaction through keyboard-based

• Total Cost in reports showing zero

  The image below shows my issue. The column Total Cost should show the cost to our company based on hours logged and the employee's rate. For instance, if the person working on Subtask 1 is paid 20/hr, then Total Cost should display $160 ($20x8 logged

• Next Page