Let's build a dashboard with Cliq Widgets!

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.
  • 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.

    • Sticky Posts

    • 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,

    • 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

    • 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

    • Automate your status with Cliq Schedulers

      Imagine enjoying your favorite homemade meal during a peaceful lunch break, when suddenly there's a PING! A notification pops up and ruins your moment of zen. Even worse, you might be in a vital product development sprint, only to be derailed by a "quick

    • Recent Topics

    • Improve History Feature in Zoho Inventory

      At present there is a "history" tab on Zoho Inventory Items, however this only shows a date and time stamp along with the users name. It doesn't say what was changed. What is the value of this if you can't see what was changed? My Ideal is to include

    • Show backordered items on packing slip

      We send out a lot of large orders, and often there are one or two things backordered. How can I fix the packing slips to show quantity ordered  & quantity packed There should also be the ability to "ship" 0 of an item so the receiver knows that things

    • Document | Files

      The vendor "Partial matches" still not fixed here after years of putting up with having to select most vendors manually ! ( again, the banking "Transaction rules" would solve a lot of these issues ) Some unwanted, irrelevant pdf's also arrive. It would

    • books+POS+ tap to pay+ stripe

      So in the UK we now have tap to pay with stripe. So we can use the stripe app as a POS terminal. Brilliant news. Can we hope that the Books App might add this feature ASAP. It would be great to have one system rather than using the not very good Square

    • Canvas Form View - Client Script Page on load - Url params not working

      We have a custom module with a canvas page for form view. We have a button in Customers module to open this canvas page using invokeurl function. We send few parameters as in the URL as query parameters. https://crm.zoho.in/crm/orgxxxxxxxx/tab/CustomModule12/create/canvas/64333200000261xxxx?layoutId=643332000002605001&c=${Customers.Customer

    • Sending Recruit SMS's to Zoho Cliq - Or tracking in the Messages module in Recruit?

      Is there any way to send SMS Gateway messages in Recruit to ZOho Cliq? We use 2-way SMS massages a lot in Zoho Recruit to speed up communication with Candidates. However the only way to keep track of received SMS's is by keeping a look out for the Email

    • This mobile number has been marked spam. Please contact support.

      Hi Support, Can you tell me why number was marked as spam. I have having difficult to add my number as you keep requesting i must use it. My number is +63....163 Or is Zoho company excluding Philippines from their services?

    • Zohomail does not support additional fields in mailto links

      Hello, I set up Zohomail as default composer in Firefox according to manual here: https://www.zoho.com/mail/help/defaultcomposer.html#alink2 Later, I wanted to use this functionality to answer in a Linux mailing list thread using mailto link: mailto:xxxxx@kernel.org?In-Reply-To=%3C727o0521-q24p-s0qq-66n0-sn436rpqqr1p@example.com%3E&Cc=xxxxx%example.org&Subject=Re%3A%20%5BPATCH%20v2%28%29

    • Is it possible to set a customer context variable in Zobot

      Hi, I want to use a context variable to route users down different paths in my Zobot chat flow. I know I can do this when the user enters data. But I want to know if I can use a variable that is 'hard coded' on the card, that the user is unaware of. Use

    • Cannot change Blog Title

      There is nowhere to change the blog title. You can change the blog URL but that is making no difference to the text "Enter Your Post Title" am I missing something?

    • Kaizen #203 - Answering Your Questions | Handling API Limits and Error Responses

      Hi Everyone, Welcome back to yet another post in the Kaizen Series! We appreciate your keen participation in the 200th milestone celebration of the Kaizen series. We will continue to answer the queries we received through the feedback. When working with

    • How to verify website ownership with google search console

      Hi, I am having a free .in domain provided by Zoho I have created a website on it now I want to verify my ownership to google webmaster. Can you please help me how to do that.

    • Kaizen #89 - Color Coding using Client Script

      Hello everyone! Welcome back to another exciting Kaizen post. Today let us see how you can apply color codes to the List and Detail Pages of Zoho CRM using Client Script. Need for color code in Zoho CRM When you mark things with different colors as a

    • "SPF record exceed the allowed limit of 10"

      Hi, I was wondering if there were a "universal Zoho SPF record" that would allow all my configured Zoho services that email things to meet this limitation ? or do I have to have an entry for mail, com, billing, etc?

    • Zoho Mail android app update: Block & reject future emails, Report phishing, Spam alerts, Suspicious URL detection

      Hello everyone! In the most recent Zoho Mail Android app update, we have brought in support for the following features: Block & reject future emails Report Phishing Spam alerts in the mail details screen. Suspicious URL detection. Block & reject future

    • Animated GIF Images in Chat

      I know this seems to be a small feature request but in a recent Cliq update Zoho disabled autoplay for animated GIFs posted in Cliq conversations. We think this was not a good change. In our organization, animated GIFs in a chat play a role in expressing

    • I can't seem to login in to Mail Apps of MacOS /IOS

      Hi, i'm having trouble in signing in to mail apps from IOS. It's always come back to wrong passwords. But i already changed my password like 3 times. But still it says wrong credentials

    • Profile Image Showing Incorrectly in Zoho Mail

      Hi everyone, I’m facing a serious issue with Zoho Mail. The profile image showing for my email address is incorrect — it’s not my image. When I send an email to my Gmail account, it displays someone else’s image. This looks very suspicious and can make

    • I need access to my old email

      I need access to my old email bromzeman@zoho.com to verify it for forwarding. I can’t access the inbox to get the confirmation code. Please assist with recovery or forwarding. as you might already know, they made alot of the email addresses to have that

    • Set Defaults for Email Groups

      Is there a way to set defaults for all of the groups that I establish as a moderator? For example, I want every group I establish to have the following settings: 1. Moderator is <user> 2. User is <user>, <user> 3. Notifications for new group turned

    • LOGS FOR RECEIVED MAIL ( READ DATE & TIME)

      In Zoho mail we can extract the read logs of received mails so that we can see when we have read the mail and at what time & we have read it.

    • Domain verification probem

      Hello, i use a domain from Namecheap with hosting from Cinfu when i try to verify my domain on zoho i get "TXT Verification failure" i even tried the HTML verification and the code appears but also giving me the verification failure error.

    • Switching to Cloudflare email routing from Zoho Mail

      Hello, I'm currently working on migrating from Zoho Mail to Cloudflare's email routing solution. This requires changing MX and TXT records for our custom domain - when we do this, will our users still be able to log into their accounts and access an archived

    • Un Subscription Button

      How can i Add the Un Subscription Button in Zoho mail

    • Documents unable view and need to downlad

      I can't view .doc files in Zoho mail unless I download them, but I can view PDF files without downloading.

    • we encountered a problem while sending your email. please try again later.

    • Adding and removing people from groups

      We're having problems adding people to a group. Apparently Zoho has one email address and will not recognize a different email address.

    • MAIL SEARCH IS NOT WORKING

      THIS ISSUE HAS BEEN BUGGING ME SINCE MORNING, PLEASE RESOLVE THIS AT THE EARLIEST

    • URL Parameter on Help Center SIgn in link

      Is it possible to add a url parameter to the sign in link on the Help Center?

    • migrating from HelpScout

      I am attempting to import a conversation file from helpscout into desk and am receiving size errors. What is the current file size restriction. Does anyone have any tips for a successful migration?

    • Layout Rules Don't Apply To Blueprints

      Hi Zoho the conditional layout rules for fields and making fields required don't work well with with Blueprints if those same fields are called DURING a Blueprint. Example. I have field A that is used in layout rule. If value of field A is "1" it is supposed to show and make required field B. If the value to field A is "2" it is supposed to show and make required field C. Now I have a Blueprint that says when last stage moves to "Closed," during the transition, the agent must fill out field A. Now

    • Article Name Sorting in Zoho Desk Knowledge Base (agent / admin side)

      Dear Zoho Desk Support, We are writing to request an enhancement to the Knowledge Base management feature within Zoho Desk. Currently, there is no option to sort articles by their name, which significantly hinders efficient article management, especially

    • How to parse JSON data with SQL in Zoho Analytics?

      Hi all, I have a column with JSON data. I want to show this column in a chart, but it is very messy, and no JSON parsing function is supported on Zoho Analytics. data example: {"id": 5, "status": "false", "date": "15/10/22"} what I want to do in SQL is

    • Ability to turn off "Would you like this amount to be reflected in the Payment field?" message

      Team, Is there any way to turn off the message" Would you like this amount to be reflected in the Payment field?" when I make a payment? This is so annoying. This happens EVERY TIME I put an amount in the Payment Made field.

    • Add an Equation Field (Or update the Formula Field)

      Hi, I would like to be able to have one field as a Text Field with QR Code, and then have multiple Equation/Formula Fields that then take parts of that fields data with LEFT, MID, RIGHT, REGEX, etc. Thanks Dan

    • How to parse column having JSON data using SQL?

      We have a daily sync from a PostgreSQL database that brings data into Zoho Analytics. Some of the columns store raw JSON data. We need to build SQL queries on top to parse data from JSON and store them in discrete columns. There is no option for "Data

    • Enable report button based on the current user role

      Greetings  i have a report that contains action buttons, i want these buttons to appear as enabled only when the current logged in user has a certain role, for example only CEO role users will be able to use this button. but when setting the conditions

    • 500 Internal Error In Mail API

      I'm getting 500 Internal Error when using mail API. I'm getting this error for this one account, it works fine for other Account IDs which I have in my system.

    • Piss poor service in Support in Domains and email

      Srijith Narayanan B contacted me today. Very pleasant fellow. Just didn't want to tell him how bad your support service is. You help the person, but you leave before we can finish the next stage. Which causes a lot of frustration. It's been 8 days now

    • Zoho live chat widget in React Js

      I am trying to test Zoho live chat widget code in react js, below is the sample code void(0)} onClick={()=>window.$zoho.salesiq.floatwindow.visible("show")}>LIVE CHAT window.$zoho = window.$zoho || {};window.$zoho.salesiq = window.$zoho.salesiq

    • Next Page