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

    • Change Default Selection for Lookup field

      I have a Lookup field that I have locked, when I unlock it - the user can select the proper Zone but I need it locked, since this may change based on user selection of another field. Example. There are 3 potential zones. User A selects the Hospital Account

    • Restrict visibility and user permissions Creator 5

      I don't understand how restrict visibility for reports interacts with the already established role permissions. It seems that the default on restrict visibility has everything checked for all users, but I cannot set up different levels of permission for different individuals.  Right now I have three different ways to manage users and their access and it's confusing because everything has not migrated to Creator 5. Don't the role permissions extend to the reports as well? Are the selections under

    • LMS - Why do Trainers have to be Users?

      I'm not sure why the software is set up where trainers must be users (i.e., employees). This should really be changed, as there are many cases (the majority of cases for some companies) where classroom trainers are external or contractors. If this is

    • ZOho mail not stopped working with my domain.

      i have changed my name server settings in my domain sigmasquaretec.in . After that my emails are not working with ZOHO.

    • Request to Cancel Zoho Mail Subscription

      Hello Zoho Team, I have migrated to Google Workspace and would like to cancel my Zoho Mail subscription for my organization. Organization Name: AR Creators Media Admin Email: roman@arcreatorsmedia.com Subscription ID: RPUS2005901960812 Please cancel the

    • zoho smtp limit for free users

      What is Zoho SMTP limit for free users?

    • Mailboxes and Alias Email Addeases - Best Palestine’s and Advice:

      Mailboxes and Alias Email Addresses - Best Practices and Advice: what is the best practice for the efficient means to manage And sort, alias, email addresses and third-party after or even the Zoho app itself. I am currently using both Thunderbird and

    • Has anyone built a discussion forum with a Creator Portal?

      I have built a Creator app for organisations to apply for refurbished tools that are sent by a charity. The charity now wants recipient organisations to be able to connect with each other within a region or country, to share advice on maintaining the

    • Ability for Super Admin to Set Locale Information for Users in Zoho Recruit

      Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability for Super Admins to configure Locale Information (Country/Region, Date Format, and Time Format) for users in Zoho Recruit. Currently these settings are only configurable

    • Add a block or widget to Zoho Sites that allows users to create an interactive contact card with contact buttons (email, LinkedIn, website, etc)

      The proposed feature consists of a pre-designed, customizable block that displays a person's contact information (e.g., a speaker, sales representative, or independent professional) and offers quick access to: Email (icon with mailto: link) LinkedIn profile

    • Zoho Recruit > Email Templates

      Dear All Background: We are using Zoho Recruit for the 4 business units under our group of company it our posting our of Job it will be done via our internal recruiter. In the Email templates, i want to be able to insert the individual business unit,

    • Zoho Voice & Zoho Recruit/CRM

      Hello, I'd love to use Zoho Voice with Recruit and CRM but it would need something very important to me, that has been a game changer to my daily routine, like Calendly has been for scheduling interview. It's call transcription with AI. I'm using Noota

    • Change start time after starting the timer

      Hello Projects Community, an amazing feature would be to change the start time of a running timer. I know this from some other time tracking softwares. Any idea about this? Best wishes Niels

    • Sending possible. Receiving not possible.

      We are not receiving mail in our company email. Could you please solve this. It has been recurring and I want it to be resolved once and for all. Please help.

    • Problema para enviar y recibir correos

      Buenos días, mi cuenta de correo secretaria@construccmauro.com presenta problemas y no me permite ni me envía ni recibe correos, me sale este error.No fue posible enviar el mensaje; Motivo: 554 5.1.8 Correo electrónico bloqueado saliente.  Aprende más., Agradezco

    • Data access tasks like 'For each record' aren't supported for 'integration forms'.

      My code is not running because i get the error "Data access tasks like 'For each record' aren't supported for 'integration forms'." I have my integration setup with Zoho CRM + Zoho Creator, the form is visible and working on my zoho creator however in

    • Zoho Reports Not Grouping from Subforms

      I have created reports from a subform. We have a budget from a standard field, and the bills added to a subform. I've summarised the bills in a field. In edit mode, the bills are joined per supplier, which is what we want. But then it converts and separates/duplicates

    • Create Automation for the Field "Mark up by"

      Hello everyone, I'm importing expenses from Zoho Expense to Zoho Books. I want to auto-calculate the "Mark up by" field based on the custom field “Discount” I created before. The trigger of the workflow will be the creation of the expense itself. The

    • Free Webinar Alert! Before vs After: Proven ROI from Zoho CRM + Workplace Integration

      Hello Zoho Workplace Community! Before: Scattered tools, lost leads, fragmented communication. Are you ready to stop the constant back and forth between tools to manage leads, emails, and team communication? After: Connected tools, streamlined processes,

    • Zoho Forms to Zoho Sign Integration - Fields Missing

      If a Zoho Form has image fields, it seems these can't be transferred to a Zoho Sign template for digital signature. Is there any way of pre-filling Zoho Form images onto a Zoho Sign template? Many thanks.

    • Is zoho SMTP slow today?

      Hi guys, Since yesterday I'm facing a slow communication over SMTP while sending emails. I already tried to use tls and ssl but nothing changes. There is anyone else experiencing related issues? I didn't find any maintenance in progress. Tested another

    • Link project invoices to sales orders

      As a business owner and project manager I create estimates with my clients which then become sales orders. When billing for project work I want to invoice against the agreed sales order. I see that I can create invoices and link them to sales orders in

    • The Urgent Need for Native Brazilian Payment Integrations: PIX and Direct Bank Connections

      Hello Zoho Team, I am writing to emphasize a critical functionality gap for Zoho Books in the Brazilian market: the lack of modern, native payment gateway integrations. The current options are insufficient. The Mercado Pago integration, for instance,

    • How to Fetch Images from Related Modules in Zoho CRM Mail Merge Templates?

      Hi team , Hope this email finds you well. I have a requirement where I need to create mail merge templates within Zoho CRM in such a way that they fetch images from a record stored in a different module. The way it works is I have one module "A" which

    • Zoho Calendar (Refresh Rate)

      Why don't the calendars refresh more than every 12 hours? That is crazy. I cannot be the only user who wants to see this change? I see and understand that I can MANUALLY update them, but need them to auto refresh either (1) whenever there is a change

    • "In Zoho CRM, during the Blueprint transition to the QC stage, I want to make the 'Packing Proof' image field mandatory."

      @Dr Saurabh Joshi @Haiku Technical Support @Ishwarya SG @Sparrow Hill President @Hugh Marshall "In Zoho CRM, during the Blueprint transition to the QC stage, I want to make the 'Packing Proof' image field mandatory."

    • Flow Error

      Hi Zoho Team, Any idea on this? This happens recently. Zoho Desk says "You are not authorized to access this resource."

    • Zoho Books/Square integration, using 2 Square 'locations' with new Books 'locations'?

      Hello! I saw some old threads about this but wasn't sure if there were any updates. Is there a way to integrate the Square locations feature with the Books locations feature? As in, transactions from separate Books locations go to separate Square locations

    • Books/Square integration with multiple bank accounts

      Hello, I need some workaround ideas! We have two parts of our business which have their own bank accounts and customers. We use 'locations' in Square to allocate the payments to the correct place and we use 'branches' in Zoho Books to define which transactions

    • Intergrating multi location Square account with Zoho Books

      Hi, I have one Square account but has multiple locations. I would like to integrate that account and show aggregated sales in zoho books. How can I do that? thanks.

    • [Webinar] Deluge Learning Series - Deluge Learning Series Built-in Functions in Deluge

      We’re excited to welcome you to the next session in our Deluge Learning Series – Built-in Functions in Deluge – Part 1. In this focused 1-hour live session, we will explore the practical use of built-in functions in Deluge scripting, with a spotlight

    • Zoho Hilfe in NRW für Kundenprojekt gesucht!

      Hallo, wir sind auf der Suche für ein Kundenprojekt, wer die Implementierung von Zoho übernehmen kann. Unsere Stärke liegt im Onlinemarketing, bzw. der Automatisierung mit Klick-Tipp und den Tools drum herum. In dem Projekt können wir dem Kunden mit dem jetzigen CRM nicht weiter helfen, bzw. ihn nicht auf die nächste Stufe bringen. Leider komme ich mit meiner Suche in Foren, SocialMedia und sonst wo nicht weiter.  Der Idealfall ist ein gemeinsamer Besuch vor Ort beim Kunden und hier eine Präsentation

    • Gaps in Core HR Functionalities in Zoho People

      Hello People team, We've been using Zoho People for quite some time now and truly appreciate its flexibility and customizability. That said, I wanted to share some feedback based on our experience implementing core HR processes within the platform. Several

    • Product and Service

      Hi guys, there is a difference between layout of product and service if Long Description field have some kind of text. Please see screenshot 1 for Service here: https://prnt.sc/7xWwPKd29nWP for Product here: https://prnt.sc/LGmtVd_U6H7q As you can see

    • Anyone Building AI-Based SEO Dashboards in Zoho Analytics?

      Hey everyone, I’m currently working on an SEO reporting dashboard in Zoho Analytics and looking to enhance it with AI-based insights—especially around AI visibility, keyword trends, and traffic sources. The goal is to track not just traditional metrics

    • Phone Number Integration

      I would like to be able to track my cell phone calls in the CRM.  So if a contact calls my cell phone number, a note of that phone call will be made in the CRM so that I don't have to remember to go back in and add the call manually. Is there a way to connect the CRM and my cell phone via a 3rd party? Such as Google Voice, Skype, etc. Its important that my clients don't have to call a new or different number and that sent calls use the same number as well. So if there is a way to connect my phone

    • Woocommerce Line Item Information

      I'd like to add each line item from a Woocommerce order to a zoho creator form record. The line items are found within the line items array, but I'm not sure how to get each item out of the array? Any help would be much appreciated.

    • Create Encrypted Zoho Forms URL for SMS Pre-Population forms using zfcrm_entity=

      Hello Zoho Forms Community and Zoho Team, I’m trying to send a Zoho Forms URL via SMS with pre-populated CRM contact data, inspired by a post from four years ago by GlennP (https://help.zoho.com/portal/en/community/topic/passing-the-crm). Our form is

    • Sales IQ - Bot Builder - Forward to Operator Action Card Improvement

      Hi team, It would be a great improvement to have an additional branch out of the Forward to Operator Action Card. I would like to allow 10 seconds for an operator to pick up the chat, if they don't or if they reject the chat I would like the Bot to continue

    • Important notice: Migration is needed from the legacy ASAP to the latest ASAP Zoho Desk flow

      We recommend upgrading to the latest version, as the older version will eventually be discontinued and will no longer receive any further enhancements or bug fixes. We are announcing an important update concerning the ASAP help widget in Zoho Desk. The

    • Next Page