Building Custom Dashboards
Last updated on June 20, 2026
Circlevine's dashboard system lets you build custom financial views using drag-and-drop widgets. Each dashboard is a collection of charts, tables, and statistics that update in real time.
Multiple Dashboard Pages
You are not limited to a single dashboard. Create multiple pages for different purposes:
- Overview — High-level financial summary
- Membership — Member payment tracking
- Events — Event collection progress
- Monthly Review — Month-by-month breakdown
Creating a New Page
Click the + New Page button at the top of the dashboard to add a new page. You can rename pages and reorder them.
Setting a Home Page
Mark one dashboard as your Home page — this is the page that loads when you click "Dashboard" in the sidebar.
Widget Types
Pivot Table
A spreadsheet-style table that cross-tabulates your data. For example: - Rows: Categories - Columns: Months - Values: Sum of amounts
Line Chart
A time-series chart showing trends over time. Ideal for tracking monthly income, expenses, or member growth.
Bar Chart
A comparison chart. Useful for comparing categories, accounts, or time periods side by side.
Statistic
A single large number — perfect for KPIs like "Total Income This Month" or "Outstanding Member Balances".
Data Sources
Each widget can pull data from different sources:
| Source | What It Shows |
|---|---|
| Transactions | Your bank transaction data — amounts, categories, dates |
| Members | Member counts and related data |
| Invoices | Invoice amounts, statuses, and trends |
| Events | Event collection data |
Metrics
Choose what to measure: - Sum of Amount — Total monetary value - Count — Number of records - Average Amount — Average monetary value - Account Balance — Current balance of an account - Number of Members — Total member count
Grouping
Control how data is broken down: - None — A single aggregated value - Category — Grouped by financial category - Date (Day) — One data point per day - Date (Month) — One data point per month - Account — Grouped by bank/cash account
For pivot tables, you can also set a Column Group to create a two-dimensional breakdown (e.g., rows by category, columns by month).
Filtering Widgets
Each widget can be filtered: - All — Include all transactions - Inflow — Only credits/deposits - Outflow — Only debits/withdrawals - Saved Filter — Apply one of your saved transaction filters - Custom Filters — JSON-based filters for advanced use cases
Row and Column Totals
For pivot tables, enable Show Row Totals and/or Show Column Totals to see aggregated totals.