Think of widgets in The Layer as little windows into the data that matters most. They give you quick snapshots of different areas of the system so you don’t have to dig around.
One of the most popular widgets is the Sales Order Leaderboard. This widget lets you see, at a glance, how your sales orders are progressing across different statuses.
But here’s the best bit: you don’t just have to stick with the default view. You can duplicate the widget to track exactly what your team needs to see.
Why duplicate the Sales Order Leaderboard?
Different teams care about different parts of the sales order journey. By duplicating the widget, you can tailor it to each department’s needs:
Ordering Team – only see In Progress sales orders.
Finance Team – focus on orders that are Completed or Require Invoicing.
Sales Manager – keep an eye on all Sales Orders Pending Approval.
Ordering & Finance together – review all orders Cancelled in the last month.
In short, you can create multiple leaderboard widgets, each filtered by the statuses that matter most to your people.
Best practice for using duplicated widgets
Keep your widgets simple: too many statuses in one widget can make it cluttered.
Name your widgets clearly (e.g., “Sales Orders – Pending Approval”) so everyone knows what they’re looking at.
Encourage each department to manage their own widget so they always have the most relevant view.
💡 Tip: Widgets are flexible, experiment with different filters until you land on the combination that makes life easiest for your team.
How do I duplicate the Sales Order Leaderboard widget?
1. Press the
button to navigate to the settings menu
2. Select Widgets from within the Widgets section:
3. You now navigate to the All Widgets menu
4. From here you will see the widget titled "Completed Sales Order Leaderboard"
and beside that, there is a button within the Duplicate column:
5. Pressing the duplicate button will populate the Duplicate Widget window, and from here you will be able to select the sales order statuses that you wish to be applied to the duplicate widget. As you can see in our example, we have selected statuses that show all sales orders that are currently in progress:
Can I create a leaderboard widget for each status?
Yes, you don't have to select multiple statuses you can simply click one at a time, be sure to rename the leaderboard appropriately so you're able to track the different statuses.
How do I see the widget?
If you are the user who created the widget, then it will automatically be visible within your widgets list on your dashboard. Simply apply your widget to your dashboard by following these steps:
1. Navigate to the Dashboard
2. Press Widgets
3. From the list of widget,s locate the widget you have just duplicated
4. Enable the widget by ensuring the check box is ticked
5. Choose your widget position, i.e. left, right or full
6. Press 
to ensure the widget is saved to your Dashboard
Once your widget has been loaded to your dashboard you will be able to view the widget:
How do users see the widget?
In order to see the widget on their dashboard, users must have the widget applied to any widget group(s) associated with their account. To apply it to the widget group, follow these steps:
1. Press the 
button to navigate to the settings menu
2. Select Dashboard Widget Groups from within the Widgets section:
3. You will then be navigated to the All Dashboard Widget Groups menu, where you will be able to see all widget groups that have been created:
4. Click on the name of the appropriate widget group to navigate to that widget group
5. Click on the Widgets tab, and you will be presented with a list of all available widgets:
6. Any widgets that have been enabled will have a tick beside their name, this means that they will be available to any users who have this group applied to their user account.
7. Locate the duplicate widget you have created and ensure you enable it by adding a tick to the widget:
8. Once you have done this, press 
to save the change
Any users who have this widget group will now be able to load the duplicated widget to their dashboard.
FAQs
Q: How can I update a user’s dashboard and Workstacks to match another user’s setup?
To replicate one user’s dashboard and Workstacks for another user:
Go to the profile of the user whose widgets you want to copy.
Select Widgets → Users’ Dashboard Widgets (second tab).
Scroll to the end of the page – note everything that is selected.
Go to the other user’s profile and select the same options.
Ensure you also match the Horizontal Position and Order columns so the layout displays correctly.
