Clients pie chart widget

This widget is shown on the home dashboard. By default, this widget shows a breakdown of clients by type, but you can change this by editing the widget settings.

Hover over each section to see the number of clients within each type. Select an item in the legend to add / remove a section from the chart.

You can also move or hide the widget. Find out how to personalise your dashboard.

Edit the widget settings

You can edit the widget settings by selecting Personalise at the top of the home page, then selecting the cog icon on the widget.

  1. Change the Title of the widget.

  2. Select what Field the chart should be based on from the list.

  3. Select Save.