--- title: Using (Quote/Project) Dashboard View Widgets description: "If you use the Project Dashboard or Quote Dashboard to manage filtered views of your data, you can embed any of those saved views as a widget on My Dashboard. This lets you monitor the data that matters most to you without navigating away from your home screen.\n\nYou can add multiple Dashboard View widgets — each showing a different saved view in a different display mode." --- [Skip to content](https://kb.kudurrustone.com/using-dashboard-view-widgets#main-content) English Show submenu for translations [Customer portal](https://kb.kudurrustone.com/tickets-view?hsLang=en) ![kudurrustone-logo.png\]](https://kb.kudurrustone.com/hs-fs/hubfs/kudurrustone-logo.png?height=40&name=kudurrustone-logo.png) Open main navigation Close main navigation - English Show submenu for translations - [Customer portal](https://kb.kudurrustone.com/tickets-view) - Go to kudurrustone.com Go to kudurrustone.com Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Kudurru Stone Knowledge Base](https://kb.kudurrustone.com/?hsLang=en) 2. [Home Dashboard](https://kb.kudurrustone.com/home-dashboard?hsLang=en) # Using (Quote/Project) Dashboard View Widgets ## If you use the Project Dashboard or Quote Dashboard to manage filtered views of your data, you can embed any of those saved views as a widget on My Dashboard. This lets you monitor the data that matters most to you without navigating away from your home screen. You can add multiple Dashboard View widgets — each showing a different saved view in a different display mode. ### Overview If you use the Project Dashboard or Quote Dashboard to manage filtered views of your data, you can embed any of those saved views as a widget on My Dashboard. This lets you monitor the data that matters most to you without navigating away from your home screen. You can add **multiple** Dashboard View widgets — each showing a different saved view in a different display mode. --- ### Requirements Before adding a Dashboard View widget, you must have at least one saved view in your Project Dashboard or Quote Dashboard. If you have not created any saved views yet: 1. Navigate to **Projects → Project Dashboard** (or **Quotes → Quote Dashboard**). 2. Configure the filters and columns you want. 3. Save the view using the **Save View** option. 4. Return to My Dashboard and add the widget. > If you select "Project Dashboard View" or "Quote Dashboard View" in the Add Widget dialog and have no saved views, a message will appear with a link to create one. --- ### Adding a Dashboard View Widget 1. Click **Customize**, then click **Add Widget**. 2. Under **Widget Type**, select either **Project Dashboard View** or **Quote Dashboard View**. 3. In the **view dropdown** that appears, select the saved view you want to display. 4. Choose a **Display Mode** (see below). 5. *(If Summary mode)* Set the number of rows to display. 6. *(Optional)* Enter a custom **Widget Title**. 7. Click **Add Widget**. --- ### Display Modes When adding a Dashboard View widget, you choose how it presents its data: | Display Mode | What it shows | | --- | --- | | **Full** | The complete paginated data table, exactly as it appears in the Project or Quote Dashboard. Includes column headers, sorting, and pagination controls. Best for larger widgets. | | **Summary** | A condensed table showing the top N rows (you choose the number, default is 5). No pagination. Best for a quick preview in a smaller widget. | | **Count** | A single large number showing the total record count for that view. Ideal for at-a-glance monitoring in a small widget — similar to the Summary Cards row. | >   **Example use case:** Add your "Active Projects" view in **Count** mode for a quick metric at the top of your dashboard, and the same view in **Summary** mode below it to see the five most recent entries at a glance. --- ### Changing Display Mode After Adding You can change the display mode of any Dashboard View widget at any time: 1. Click **Customize** to enter edit mode. 2. Click the **gear icon** on the widget you want to update. 3. In the **Widget Settings** dialog, change the **Display Mode** and adjust the row count if needed. 4. Click **Save**. The widget will reload with the updated settings. - [Getting started](https://kb.kudurrustone.com/getting-started?hsLang=en#main-content) - [Onboarding](https://kb.kudurrustone.com/getting-started?hsLang=en#onboarding) - [Company](https://kb.kudurrustone.com/company?hsLang=en#main-content) - [Settings](https://kb.kudurrustone.com/company?hsLang=en#settings) - [User Settings](https://kb.kudurrustone.com/company?hsLang=en#user-settings) - [Email Settings](https://kb.kudurrustone.com/company?hsLang=en#email-settings) - [Billing](https://kb.kudurrustone.com/company?hsLang=en#billing) - [Automation](https://kb.kudurrustone.com/company?hsLang=en#automation) - [API](https://kb.kudurrustone.com/company?hsLang=en#api) - [Quotes](https://kb.kudurrustone.com/quotes?hsLang=en#main-content) - [Quote Pages](https://kb.kudurrustone.com/quotes?hsLang=en#quote-pages) - [Quote Tasks](https://kb.kudurrustone.com/quotes?hsLang=en#quote-tasks) - [Mapping](https://kb.kudurrustone.com/quotes?hsLang=en#mapping) - [PDF Layout](https://kb.kudurrustone.com/quotes?hsLang=en#pdf-layout) - [Communication](https://kb.kudurrustone.com/quotes?hsLang=en#communication) - [Integrations](https://kb.kudurrustone.com/integrations?hsLang=en#main-content) - [QuickBooks Online](https://kb.kudurrustone.com/integrations?hsLang=en#quickbooks-online) - [Time Off](https://kb.kudurrustone.com/time-off?hsLang=en) - [Client](https://kb.kudurrustone.com/client?hsLang=en#main-content) - [Emails](https://kb.kudurrustone.com/client?hsLang=en#emails) - [Projects](https://kb.kudurrustone.com/projects?hsLang=en#main-content) - [Dashboard](https://kb.kudurrustone.com/projects?hsLang=en#dashboard) - [Mapping](https://kb.kudurrustone.com/projects?hsLang=en#mapping) - [Project Tasks](https://kb.kudurrustone.com/projects?hsLang=en#project-tasks) - [Schedule](https://kb.kudurrustone.com/projects?hsLang=en#schedule) - [Invoicing](https://kb.kudurrustone.com/projects?hsLang=en#invoicing) - [Task Scheduler](https://kb.kudurrustone.com/task-scheduler?hsLang=en#main-content) - [Map](https://kb.kudurrustone.com/task-scheduler?hsLang=en#map) - [Invoicing](https://kb.kudurrustone.com/invoicing?hsLang=en) - [Reports](https://kb.kudurrustone.com/reports?hsLang=en) - [Custom Views](https://kb.kudurrustone.com/custom-views?hsLang=en) - [Survey Points](https://kb.kudurrustone.com/survey-points?hsLang=en) - [Employee Time](https://kb.kudurrustone.com/employee-time?hsLang=en) - [Custom Reporting](https://kb.kudurrustone.com/custom-reporting?hsLang=en#main-content) - [Employee Time Entries](https://kb.kudurrustone.com/custom-reporting?hsLang=en#employee-time-entries) - [Client Portal](https://kb.kudurrustone.com/client-portal?hsLang=en#main-content) - [Request Form](https://kb.kudurrustone.com/client-portal?hsLang=en#request-form) - [Home Dashboard](https://kb.kudurrustone.com/home-dashboard?hsLang=en) - [Project Dashboard](https://kb.kudurrustone.com/project-dashboard?hsLang=en) [![Chill listening crop-3](https://kb.kudurrustone.com/hs-fs/hubfs/New%20Color%20Rope%20Outline%20Sans%20Text%20No%20Background.png?width=55&height=55&name=New%20Color%20Rope%20Outline%20Sans%20Text%20No%20Background.png "Chill listening crop-3")](http://kudurrustone.com) kudurrustone.com Help Center Copyright © 2026, Kudurru Stone LLC