Custom Dashboard Widgets allow you to build personalized dashboard sections to track the metrics that matter most to your business. You can create as many custom widget groups as you need.
This article walks through how to configure custom widget groups, add widgets, and understand the available widget options.
📌 Note: Custom widget groups are not role restricted and are available to Owners, Managers, Staff, and Agents. To learn more about Swivel User Roles, check out Swivel User Roles & Permissions
Create a Custom Widget Group
Custom widget groups allow you to create your own dashboard sections.
Common examples include:
Common examples include:
Agent Metrics
My Book of Business
KPI Tracking
Specific values for specific policies & accounts
Steps
To create a custom widget group:
From the Dashboard, click Configure in the top-right corner
Open the Configure Widgets panel.
Click + New Widget Group.
A new blank group will appear at the bottom of your list.
Enter a Custom Name for the group.
Set the Custom Position, which determines where this group displays relative to your other custom widget groups.
Position determines where the widget group appears on the dashboard. Lower numbers display higher on the page, and this affects both custom and preconfigured widget groups.
Close the panel to save.
Edit a Widget Group
You can rename your widget group or change its dashboard position at any time.
Steps
To edit a custom widget group:
From the dashboard, click the three-dot menu on the widget group.
Select Edit Widget Group.
Update the following fields:
Name — rename your widget group.
Position — choose where the widget group appears on the dashboard.
Position 1 = top
Position 2 = second row
And so on
Click Save
Add Widgets to a Group
Each custom widget group can contain multiple widgets.
Steps
To add widgets:
On the widget group, click the Add Widget dropdown icon (🔽).
Select the widget type you want to create.
Configure the widget settings as needed.
🔍 Tip: Widgets inside the group can also be reordered or filtered.
Available Widget Types
Value Widget
Value Widgets track configured values tied to policies or accounts.
Unlike the Current Value Widget, Value Widgets allow you to select specific value registers to include in the calculation.
Available Configuration Options
Widget Name
Product Value Filters
Contact Filters
Product Filters
Widget Position within Group
🔍 Tip: Multiple Product Value filters can be selected within a single widget.
Common Use Cases
Protected Income Value
Cash Value Totals
Account Value Tracking
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Compensation Widget
Compensation Widgets track totals tied to configured compensation types.
Available Configuration Options
Widget Name
Product Value Filters
Contact Filters
Product Filters
Widget Position within Group
Common Use Cases
Commission Tracking
Fee Revenue
IUL Target Premium Compensation
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Transaction Widget
Transaction Widgets track totals tied to transaction activity.
Available Configuration Options
Widget Name
Product Value Filters
Contact Filters
Product Filters
Widget Position within Group
Common Use Cases
Withdrawals tracking
Contributions tracking
Premium Payments
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Current Value Widget
Current Value Widgets total product balances using each product’s configured Current Balance Mapping.
Unlike the standard Value Widget, which allows you to select specific value registers, the Current Value Widget automatically references the configured Current Value Mapping for each product and sums those totals together.
If a product does not have a Current Balance Mapping configured:
Its value will display as 0
The product will still be included in the product count
🔍 Tip: Current Value Mappings are configured in: Advanced Settings > Products (Product Offerings)
Common Use Cases
Total Assets Under Management (AUM)
Total Account Value
Advisory Account Balances
Retirement Account Totals
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Widget Group Icons
Each widget group contains controls in the top-right corner that affect how widgets display.
$ / # Toggle (Dollar ↔ Count)
Use this toggle to switch between:
# = product count
$ = dollar amounts
📌 Note: This toggle applies to widgets that support value calculations.
Recommended Use Cases
Use Product Count (#) when tracking products that may not have meaningful dollar values associated with them.
Example: MAPD policies are commonly tracked using Product Count because they typically have $0 premiums.
Use Dollar Amount ($) when tracking production, balances, compensation, or account values.