Combining Multiple Boards into One Dashboard

Many of the most useful business questions can't be answered from a single board alone—understanding overall customer health, for instance, might require pulling data from both a CRM board and a ticket tracking board simultaneously. Hoicko's multi-board widgets exist specifically to answer these kinds of cross-functional questions without forcing you to manually cross-reference two separate systems.

How to combine boards in a single widget

1. When adding a new widget, select "Multiple Sources" instead of a single board.
2. Choose each board you want to pull data from—for example, both a Sales Pipeline board and a Support Tickets board.
3. Map the shared or comparable fields across those boards so the data displays consistently within the same visualization (for example, aligning a "Customer" field that exists on both boards).
4. Configure the chart type and specific metric, just as you would for a single-board widget.

A real-world example of why this matters

Imagine a customer success leader trying to identify accounts that are both high-value in the sales pipeline and generating an unusually high volume of support tickets—a strong early warning signal for churn risk. Without a combined dashboard, answering this requires manually cross-referencing two separate exports. With a multi-board widget, this becomes a single, always-current view.

A note on field alignment

The main technical consideration when combining boards is making sure the fields you're comparing actually mean the same thing across both sources — a "Status" column on a Sales board and a "Status" column on a Support board likely represent entirely different sets of values, so combining them meaningfully often requires choosing a shared field, like Customer Name or Account ID, as the connecting point rather than trying to merge unrelated status fields directly.

FAQ

Do boards need matching columns to be combined in one widget? 

Generally yes—the fields being visualized should be comparable across the selected boards.

What's a practical example of when combining boards is useful? 

Identifying accounts that are high-value in a sales pipeline but also generating unusually high support ticket volume—a signal that requires data from two separate boards.