Overview group
Usage overview
A row of summary cards showing key totals across your media: files, words, speakers, and duration. You can choose which cards appear and reorder them in Widget settings under Metrics. Supports CSV export.
Total files (KPI trend card)
A compact card that shows a single metric (for example, total files, total words, or total duration) with a trend line. In Widget settings choose one or more metrics under Metrics; the widget shows one tile per metric. When "Compare to previous period" is on in the Filters panel, a delta arrow appears. You can also override the dashboard date range and folder for this widget individually.
Metrics group
Field metric
A KPI card that aggregates one custom field across all in-scope media. In Widget settings choose a Field and an Aggregation: Sum, Average, Minimum, Maximum, or Count. Sum, Average, Min, and Max apply to numeric fields; Count works for any field (how many files have it set). A period delta is shown when "Compare to previous period" is on.
Metrics group
Several field metric tiles displayed together as compact scorecards in one widget. In Widget settings click Add metric to add tiles; each tile needs a Field and an Aggregation. Useful for placing multiple KPIs side-by-side without taking up a separate widget slot per metric.
Breakdowns group
Field breakdown
Shows how media files split across the values of a chosen custom field. In Widget settings pick the Field and a Measure, what each bar's value represents: Media files (count), Total words, Total duration, or, for numeric fields, Average of <field> or Sum of <field>. Supports CSV export.
Themes
Displays the most frequent themes extracted from media in scope. In Widget settings choose a Chart type: Word cloud or Bar.
Sentiment
A pie chart of the overall positive, neutral, and negative sentiment split across in-scope media. No configuration required beyond title and accent color.
People breakdown
Groups media by identified person (speaker or contact). Supports CSV export.
Trends group
Uploads over time
A line chart of upload volume across the selected date range. Useful for spotting spikes or drops in recording activity. Supports CSV export.
Period comparison
Compares key metrics between the current date range and the previous period of the same length. In Widget settings choose which metrics to compare under Metrics (for example, total files, total words, sentiment). Supports CSV export.
Sentiment over time
A line chart showing how sentiment shifts over the selected date range. No configuration required beyond title and accent color.
Content and team group
Recent media
A sortable table of recent files in scope. Clicking a row opens that file. Supports CSV export.
Team activity
Shows activity broken down by team member. Supports CSV export.
Note widget
A static text widget with no data connection. Use it to add context, section labels, or instructions to the dashboard. In Widget settings fill in an optional Heading and the Text body. Note widgets do not have a CSV export or a scope override.
Per-widget settings available on all widgets
Title, rename any widget.
Accent color, enter a hex value or use the color picker. Leave empty to use the company brand color. Click Reset to brand to clear a custom color.
Override dashboard filters, give this widget its own Date range and Folder, independent of the dashboard-level Filters panel. Available on all widgets except the Note widget.
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