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.

      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          • 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

          • 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

          • 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

          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ



                                ご検討中の方

                                  • Recent Topics

                                  • Zia Profile Summary now supports six languages and responds faster

                                    After numerous customer requests, we’ve expanded Zia Profile Summary to do more than just summarize resumes quickly. It can now summarize them in six different languages and deliver results even faster. What’s New 1. Extended language support Zia can

                                  • Introducing Zoho Show Android 3.0

                                    Good ideas need the right space to grow. They deserve tools that move as fast as your thoughts and make creating feel effortless. And that is why we are bringing you Zoho Show Android 3.0! From a brand-new look and smoother navigation to improved collaboration

                                  • Properly Capture Dropdowns & Hover Elements When Recording a Window/Tab

                                    Hi Zoho WorkDrive Team, Hope you are doing great. We encountered a limitation when recording a selected window or browser tab: Certain UI elements, such as dropdown lists, hover menus, and overlays, are not captured unless we record the entire screen.

                                  • Peppol integration zoho invoicefu

                                    Hi, Belgium will require Peppol invoicing as of 2026. I found that this is being prepared for Zoho books, to be released in Sep 2025. Will Zoho Invoice get this functionality too? I like the Invoice app for my part-time side business as bike mechanic

                                  • Allow Recording Only a Selected Portion of the Screen

                                    Hi Zoho WorkDrive Team, Hope you are doing well. We would like to request a more flexible recording option in Zoho WorkDrive. At the moment, we can record either the entire screen or a specific window/tab — but not a custom selected portion of the screen

                                  • Restricting Calendar View to Working Hours

                                    Hi: I'm trying to implement a calendar which displays all of my customer appointments.  Currently, the calendar shows all 24 hours of the day.  Is there a way to restrict the hours to simply the times my business is open? Thanks!

                                  • Add Camera Background Blur During Recording

                                    Hi Zoho WorkDrive Team, Hope everything is well. We would like to request an enhancement to the video recording feature in Zoho WorkDrive. Currently, the camera preview displayed during a recording does not support background blur. This is an essential

                                  • Amazon FBA integration - Handle invoice reconciliation under different GSTINs,

                                    Dear Zoho Community, Thank you for the clarification regarding the Amazon FBA integration, default warehouse, and GSTIN mapping in Zoho Inventory. I understand that Zoho currently supports only one warehouse for Amazon FBA, and that all FBA orders are

                                  • Whatsapp Integration questions

                                    Hi Questions: 1. Whatsapp messages are not reaching our CRM, is there a delay? 2. Is there any way to create a whatsapp catalog on a number that is integrated with ZOHO? 3. How do I configure my profile picture on a number that is integrated with ZO

                                  • Allow Font Size 11 in Editors...

                                    That is basic functionality...

                                  • link mail.zoho.com/UnblockMe to unblock

                                    Could you please unblock my account heloisa.bomfim@expansaodenegocios.com

                                  • Unblocked me

                                    Please can you help unblocked my account thanks materiauxjcbrunet2000@zohomail.com

                                  • Integrating External Portal Tickets Into Zoho Desk

                                    A B2B travel company has a customer portal where clients can raise and submit tickets related to their bookings. These tickets need to be handled and managed in the backend through Zoho Desk. Ticket updates and replies from Zoho Desk should also be visible

                                  • 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

                                  • Send WhatsApp voice messages from Bigin

                                    Greetings, I hope all of you are doing well. We're happy to announce this enhancement we've made to Bigin. Bigin's WhatsApp integration now supports audio messages, so you can record and send voice messages. This makes it easier to handle customer questions

                                  • CUSTOM FUNCTION GIVE ERROR #EVAL!

                                    CUSTEM FUNCTION CREATE KYA ZOHOSHEET ME US FUNCTION KO USE KIYA LEKIN DATA TO SAHI HAI LAKIN DATA SHEET ME NAHI LAG LAHA HAI KRUPYA SOLVE KARE MY CODE IS float ADDTWO_TWO(float NO1, float NO2) { ADD = NO1 + NO2; return ADD; }

                                  • Samsung Keyboard Issues with Notebook

                                    Dear Users, We're sorry to inform you that some of our users are experiencing certain issues like scrolling, delay/lag, cursor placement especially within the text notes. This occurs mainly due to Samsung Keyboard compatibility with Android 13 and some

                                  • Zoho Books | Product updates | October 2025

                                    Hello users, We’ve rolled out new features and enhancements in Zoho Books. From iOS 26 updates to viewing reports as charts, explore the updates designed to enhance your bookkeeping experience. Zoho Books Updates for Apple Devices At WWDC 2025, Apple

                                  • Zoho Books | Product updates | September 2025

                                    Hello users, We’ve rolled out new features and enhancements in Zoho Books. From PayNow payment method to applying journal credits to invoices and bills in other locations, explore the updates designed to enhance your bookkeeping experience. Integrate

                                  • Zoho Workdrive for Office, "vsto runtime not found"

                                    Hi all, I have been trying to get ZohoWorkdrive_MS-addin_1.4.exe installed, but I keep getting the error "VSTO Runtime Not Found!" - even though I have installed it ... Anyone else hear had problems with the MS addin?  FYI, I am using O365 on A Dell laptop running Win 10 Home - fully patched and up-to-date.  I have tried compatibility modes and running explicitly as Administrator - the usual steps. Any advice would be appreciated.

                                  • Can no longer export as pdf

                                    In NOTEBOOK I am no longer able to export notes to pdfs as I used to be able to. When I hit that command it asks where I want to send it, but no matter what I chose there is no pdf attachment that shows up in order to send. Nothing happens.

                                  • Emails are going to notification folder and not in inbox

                                    emails are going to notification folder and not into inbox

                                  • How can I prevent the Zoho Vault extension from automatically logging me out?

                                    Hi, I want the Zoho Vault Chrome extension to never log out. How can I do this? It only allows me to log out for 1 week, and the same applies to the Android app.

                                  • Zoho CRM App - Links

                                    Hi  Is there are plan for making Custom Links available in the Zoho CRM Android App? I can't see them being added? Thanks Gene

                                  • Templates

                                    Trying to sort out / get rid of unwanted invoice templates, the error msgs are not at all helpful. Surely it's easy to amend the error msg by including a list of the names of the customers / vendors that use it, denying deletion or making it inactive

                                  • Contacts limit in basic vs standard - what counts? Are customers contacts?

                                    I’ve been using books for a number years for my small business. I only ever work with 20 clients at any given time. I do purchase services from a number of vendors to run my business, so there are some comtacts there too. I used to use the basic package,

                                  • Finding missing records

                                    I have a challenge and I am not really sure where to start with it. I can't find any similar threads on here, can anyone help: I have two forms, FormA and FormB. Both forms have records that contain a field called Job_Number. What I am trying to achieve

                                  • Prevent Unapproved Quotes from Exporting to Zoho CRM Finance Module

                                    Is it possible to prevent unapproved quotes in Zoho Books from being exported from Zoho Finance module inside Zoho CRM?

                                  • Updates for Zoho Campaigns: Merge tag, footer, and autoresponder migration

                                    Hello everyone, We'd like to inform you of some upcoming changes with regard to Zoho Campaigns. We understand that change can be difficult, but we're dedicated to ensuring a smooth transition while keeping you all informed and engaged throughout the process.

                                  • Process between CRM and Campaigns to ensure double opt-in contacts?

                                    I would like to ask for a few clarifications to ensure we fully comply with best practices and legal requirements: According to the documentation (Zoho Campaigns CRM sync – Default option), the best and recommended way to sync contacts is by using the

                                  • What's New in Zoho Inventory | August – October 2025

                                    Hello customers, The last quarter has been incredibly productive! We've released a powerful slate of new features and enhancements in Zoho Inventory designed to give you better control, greater efficiency, and expanded functionality across your inventory

                                  • Let's Talk Recruit: Meet Zia, your all-in-one AI assistant (Part-2)

                                    Welcome back to Let’s Talk Recruit series. In Part 1, we introduced Zia and how AI is reshaping the way recruiters work. This time, we’re taking a closer look at how far Zia has come and how each update continues to simplify your everyday tasks. When

                                  • Zoho Developer - Feature Request Platform

                                    Zoho Developer is one of the most underatted platform in zoho ecosystem, however, it may just be what zoho needs to welcome more people to use Zoho Services. The more developers you have creating zoho creator applications and zoho extensions the more

                                  • Last/Previous month in relative date filter

                                    In the relative date filter, what is the difference between "Last 2 months" and "Previous 2 months"? So, if we are on 25-July, then is my understanding correct of the following: Last 2 months :=:      25-May~24 July Previous 2 months :=:     01-May~30-June Thanks.

                                  • Tags get removed from notes on mobile

                                    I don't know why this keeps happening even after all these app updates but if you log out and log back into the app or you reinstall it, all the tags you assigned to your notes get taken off, but if you go on the desktop version the tags are still there.

                                  • Show Zoom Link in Recipient's Calendar

                                    We set up meetings within a record, selecting the "Make this an online meeting".  We use Zoom. Most of the recipients go to their calendar (usually Gmail or Outlook, corporate) to join the Zoom meeting, but there is no Zoom link in the calendar. Can this

                                  • How to fetch custom fields for time entries in Zoho Project API v3

                                    In the previous Zoho Projects REST API, we were able to retrieve custom field details for time entries, including picklist options, using the endpoint: GET /restapi/portal/[PORTAL_ID]/timesheetcustomfields In the new Zoho Projects API v3, we tried using

                                  • VAT rates - exempt and out of scope

                                    Good Evening, UK based company here. I am a bit confused in respect of setting up VAT rates for exempt goods and services; at present I am simply leaving the VAT rate blank in the transactions in order to prevent any VAT appearing in the VAT return. When

                                  • Introducing Lead Capture: Empower exhibitors to capture leads effortlessly

                                    Events provide a great opportunity for exhibitors to generate awareness and engage with potential customers. Efficiently distributing attendee information to exhibitors through a seamless and secure way is of paramount importance. Introducing Lead Capture

                                  • Work Order Creation Issue

                                    Dear Team, I would like to inquire about the daily limit for Work Order creation in Zoho FSM. Yesterday (02/05/2025) at around 6:30 PM GST, I attempted to create a Work Order, but I have been unable to do so since then. Please find the attached image

                                  • Next Page