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Stat Widget

The Stat widget displays a single aggregate number - the result of a calculation across all matching records in an object. Instead of showing individual records, it computes and displays one summary value: a total, a count, an average, a minimum, or a maximum. The number updates in real time as records change. Stat blocks are the building blocks of dashboards, letting you show key metrics at a glance.

When to use it

  • Total revenue: showing the SUM of the Amount field across all closed deals.
  • Open lead count: showing the COUNT of all leads with a status of "Open".
  • Average deal size: showing the AVERAGE of the Amount field across all deals.
  • Overdue task count: showing the COUNT of tasks where the due date has passed.
  • Largest order: showing the MAX of the Order Total field.
  • Any single KPI number that your team needs to monitor daily.

How to configure it

  1. Open the layout editor for the dashboard or page where you want the stat.
  2. Click Add Block in the desired position.
  3. Select Widget from the block type list, then choose Stat .
  4. Select the object type whose records should be used as the data source (e.g. Deals, Leads, Invoices).
  5. Choose the operator : Count, Sum, Average, Min, or Max.
  6. If using Sum, Average, Min, or Max - select the numeric field to calculate against.
  7. Optionally add a filter to narrow which records are included (e.g. only deals where Status = "Closed Won").
  8. Add a label for the stat (e.g. "Total Revenue" or "Open Leads").
  9. Save and publish your layout.

Operators explained

  • Count : Counts the total number of records that match your filter. No numeric field required - works with any object.
  • Sum : Adds up the values of a numeric field across all matching records. Example: total revenue from all invoices.
  • Average : Calculates the mean value of a numeric field. Example: average order value.
  • Min : Returns the smallest value found in the field. Example: lowest invoice amount.
  • Max : Returns the largest value found in the field. Example: highest single deal value.
To use Sum, Average, Min, or Max, the numeric field must be marked as Is Searchable in your object type's field settings. Count works on any object without this requirement.

Example

You're building a sales dashboard for your team. At the top, you want to show four key numbers. You add four Stat widgets inside a Grid block: (1) Total Revenue - SUM of Amount on Deals where Status = Closed Won; (2) Open Leads - COUNT of Leads where Status = Open; (3) Avg Deal Size - AVERAGE of Amount on all Deals; (4) Deals Closed This Month - COUNT of Deals where Status = Closed Won and Close Date is this month. The four numbers display side by side at the top of the dashboard, giving the whole team an instant snapshot of the pipeline every time they open the page.

Tips

  • Combine multiple Stat widgets in a Grid block to build a full KPI dashboard row.
  • Use filters on each Stat to make them specific - "Open Leads" and "Closed Leads" are two separate Stat widgets with different status filters on the same Leads object.
  • Pair Stat widgets with a Chart widget below to show both the current total and the trend over time.
  • Create a dashboard, step-by-step walkthrough for building a Freeform layout with Stat blocks, Charts, and a live record list
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