Homepage widgets
Widgets are the main way to personalize the homepage and surface the information and actions that matter most to your work.
Widgets are the building blocks of the homepage. They let you surface actions, insights, reports, links, and process information in one place.
The widget library can include several types of widgets. Choose widgets that help answer practical questions such as what needs attention, what action should be taken next, and which workflows are used most often.
Quick Actions
Quick Action widgets let you start common tasks directly from the homepage.
Examples may include:
- Create a customer
- Create an account
- Create or manage subscriptions
- Run billing
- Create a bill run
- Create a report
- View marketplace resources
Operational Insights
Operational Insight widgets surface important business or process signals without requiring you to run reports manually.
Examples may include:
- Subscription risk indicators
- Billing exceptions
- Processing status
- Revenue or close readiness indicators
- Accounts requiring attention
- Operational backlog or issue counts
Quick Links
Quick Link widgets provide shortcuts to internal or external destinations.
Examples may include:
- Frequently used reports
- Configuration pages
- Internal documentation
- Team dashboards
- Operational runbooks
- Support resources
Business Process widgets
Business Process widgets help you track or launch workflows from the homepage.
Examples may include:
- Billing operations process tracking
- Close readiness workflows
- Exception review
- Approval processes
- Recurring operational tasks
Custom report widgets
Custom report widgets let you add reports created through Zuora reporting to the homepage.
Use custom report widgets when standard widgets do not fully match your workflow or when your team wants to track specific metrics.
Best practices
A useful layout pattern is to place critical actions and alerts at the top, operational insights and reports in the middle, and links or lower-frequency workflows near the bottom.
To keep the homepage useful:
- Prioritize widgets that support action, risk visibility, and frequent workflows.
- Place the most important widgets first.
- Review the homepage regularly and remove widgets that are no longer useful.