Custom widgets.
Metrics your model, your rules.
Visual builder, advanced filters, calculated fields, templates, and live refresh—without leaving the CRM.
Stop bending BI tools to fit CRM data.
Builder, metrics, viz, power config, templates, live.
Custom Widget Builder
Point-and-click builder for metrics non-technical owners can maintain.
Metric Tracking
Track any standard or custom object metric with rollups and segments.
Data Visualization
Match chart type to analytical intent—not every metric is a line chart.
Advanced Configuration
Filters, date math, grouping, and calculated fields for power users.
Widget Templates
Promote a widget to template so RevOps rolls updates everywhere.
Real-Time Data
Custom widgets respect the same live refresh contracts as stock widgets.
Who uses these analytics
RevOps, sales leaders, and CS—one source of truth on the wall.
Sales leadership
Pipeline, conversion, and rep metrics on dashboards and wallboards without exporting to sheets.
Marketing ops
Campaign and funnel widgets beside CRM data for full-funnel reporting.
Customer success
Health scores and meeting load visible on shared team dashboards.
RevOps
Permissions, sharing, and refresh policies that scale across departments.
Why RevOps builds custom widgets here
Governed self-serve analytics.
Still waiting on analysts for every new chart?
Backlog kills agility. Adoptiv lets RevOps publish governed widgets directly on CRM data—fast iteration without shadow spreadsheets.
Start Free Trial
Ship a custom widget in three steps
Define, visualize, publish.
Define metric
Pick object, measure, filters, and comparison window.
Choose viz
Match chart or table to the story. Preview data.
Publish
Attach to dashboards, set refresh, optionally templatize.
Everything you need to know about Adoptiv
Quick answers to what sales teams ask most before getting started with Adoptiv.
No for most metrics—pick objects, fields, and filters visually. Advanced users can add calculated fields in the UI.
Yes. Any indexed custom field can feed charts, KPIs, and tables with the same governance as standard fields.
Save a vetted widget once, deploy to dozens of dashboards, and push updates centrally.
Heavy widgets can be scheduled or cached; live mode respects refresh budgets to protect database health.
Preview mode shows data with draft filters before the widget hits a shared board.
Open the widget builder, pick a metric family, choose visualization, tune filters, and attach to a dashboard.
Ready to build custom widgets?
Free trial. Visual builder, advanced config, templates, live data.
