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Real-time Widget

The Real-time widget shows recent activity for a selected record type and source. It can calculate recent values as a sum, count, or average over a selected time span.

Inputs and Controls

Control Description
Chart type Vertical bar, horizontal bar, line, or filled line chart.
Time span Show the latest 5 minutes, 30 minutes, 1, 2, 4, 8, 16, or 24 hours.
Metric Aggregate activity by sum, count, or average.
Record type Select the record type used as the real-time data source.
Record source Optionally limit the widget to one source.
Custom title Add a title shown above the widget.

Tips and good uses

Tips

  • Use short time spans for operational views.
  • Choose record types that arrive frequently enough to be meaningful.
  • Pair it with Data Value widgets for summary KPIs.

Good uses

  • Recent leads or conversions
  • Last 30 minutes or 24 hours of activity
  • Short-term campaign monitoring
  • Operational dashboards

Configuration and Usage

Configuring the Real-time Widget

Configuring the Real-time Widget

A sample usage of the Real-time Widget

A sample usage of the Real-time Widget

Next Steps