Homepage Widgets: Customizable Insights at a Glance
Chariot's homepage supports customizable widgets — charts and insights you can arrange and filter to match how you work. This is the first phase of a fully customizable homepage experience.
How to Add Widgets
Go to Home
Click Beta in the top right corner
Click + Widget and select the widgets you want to add
Available Widgets
The following widgets are currently available:
Leads created, estimates sent, and jobs booked — track your pipeline activity
Revenue and # jobs booked by sales owner — see how each rep is performing
Number of leads generated by source — understand where your leads are coming from
Jobs and revenue for the day, week, and month — quick snapshot of current activity
Each widget can be filtered by today, this week, or this month.
Who Can See Widgets
Widgets are available to users with Owner or Manager roles by default.
What's Next
We're continuing to build out this feature. The goal is to make the entire homepage widget-based so every user can fully customize their view. More widgets and controls are on the way.
Summary
Access widgets from Home → Beta → + Widget
Filter each widget by today, this week, or this month
Available to Owner and Manager roles