Widgets

14 renderable widget types. Grouped into pages by widget family.

What widget types are available in Vantage?

Overview

Vantage dashboards are built from widgets — the individual charts, tables, maps, and text blocks you add to a dashboard. Vantage currently offers 14 widget types, grouped into a few families.

When to Use

Use this page when:

Concepts

  1. KPI Card – A single large number, often with a trend arrow, for one metric you want to highlight at a glance — for example, total submissions or completion rate
  2. Chart – Shows data as a bar, line, donut, pie, combo, or 100% stacked bar — good for trends over time or comparing categories
  3. Summary Table – A plain table that groups and totals your data by the fields you choose, like a breakdown by region or product
  4. Pivot Table – A table that cross-tabs two fields against each other, so you can compare two dimensions at once — for example, region vs. month
  5. Geo Map – Plots your data on a map by location — useful for store-, region-, or country-level views
  6. Calendar – Lays your data out across the days of a month — useful for spotting daily patterns or gaps
  7. Media Analysis – Shows the results of AI checks run on submitted photos, such as a Yes/No check or an extracted value (two versions exist, v1 and v2)
  8. AI Summary – A short, AI-written text summary of your data — a quick narrative instead of numbers or charts
  9. Title Block – A text or heading block that labels a section of a dashboard — it doesn't show any data itself

Set Up Guide

Before You Start: Vantage is accessed inside Bsharp Converse through the Custom Widget on the Home Page — there's no separate Vantage app. If you haven't set this up yet, see How do I use the Custom Widget? first.

  1. Go to a dashboard and click Add Widget
  2. Vantage shows all 14 widget types in a grid — browse them here before deciding what to add
  3. Each widget type has its own setup page later in this book, with the exact fields and options for that type

Best Practices

FAQs

How many widget types does Vantage have?
14, grouped into KPI cards, charts, tables, maps, calendar, media analysis, AI summary, and title blocks.

Can I change a widget's type after I've added it?
Yes — after you change the type, you'll need to configure it again to match the newly selected type.

What's a Title Block for?
It's a text block you can drop onto a dashboard to label a section — it doesn't show any data itself.

Version Notes

Last Updated: Oct 2026

How do I configure a KPI card widget?

Overview

Configuring a KPI card widget shows one key number on your dashboard, with an optional comparison to a previous period so you can see whether it's trending up or down.

When to Use

Use this feature when:

Concepts

Set Up Guide

  1. Go to a dashboard and click Add Widget
  2. Select KPI Card
  3. Choose the source — if the dashboard has only one source, it's selected automatically; if there are multiple sources or a relationship, choose which one to use
  4. Build the KPI in one of two ways:
    • Select one field and choose the aggregation (Sum, Count, Average, etc.)
    • Or write a custom formula instead

  5. Turn on Compare Period if you want to show change vs. a previous period, and pick that period
  6. Apply any filters you want the KPI to respect
  7. Click Save

Best Practices

FAQs

Can a KPI card use a custom formula?
Yes — if the built-in aggregations (Sum, Count, Average) don't cover what you need, you can write your own formula.

Does the KPI card show a trend automatically?
Only if you turn on Compare Period and pick a period to compare against.

Can I combine data from two sources in one KPI card?
Yes — but you need a Relationship defined between the sources first.

Version Notes

Last Updated: Oct 2026

How do I configure a chart widget? (Bar, Line, Donut, Pie, Combo, Stacked)