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Metric text and metric list widgets
Metric text widgets distil a data source down to a single headline number, and metric list widgets rank items from that same data in order. Both pull from tasks, invoices, time entries, transactions, contacts, proposals, and contracts, and both use the same aggregation options (count, sum, average, min, max) as chart widgets.
Metric text widgets
A metric text widget displays one number with a label. The number is calculated by applying an aggregation to a filtered data source. "Total Revenue: £15,230" sums paid invoices. "Open Tasks: 47" counts tasks with an active status. "Average Project Duration: 14 days" averages across completed projects. The label, formatting, and data source are all configurable per widget.
Period comparison on metric text
Metric text widgets support comparison to a previous period. When enabled, the widget shows the current value alongside the percentage change from the prior period. A revenue widget might display "£15,230 (+12% vs last month)", so the number carries context about whether the metric is trending up or down. The comparison period aligns with the widget's date range filter.
Metric list widgets
A metric list widget shows a ranked list of items sorted by a calculated value. "Top 5 projects by revenue" ranks projects by summed invoice amounts. "Most active team members" ranks users by hours logged. The list length, sort direction, and data source are configurable, so the same widget type serves leaderboards, rankings, and breakdowns across different data sets.
When to use metrics vs charts
Metric widgets suit headline numbers and quick rankings that need to be scanned at a glance, while chart widgets work for data that benefits from visual trends and comparisons across categories or time periods.
