Case widgets help you assess case volume, intake, and recent progress without opening every case individually.
- Case Pulse: open, closed, and total case counts, plus account information where permitted.
- Cases by Status: case counts grouped by current status.
- Active Cases by Region: regional or territory distribution.
- Pending Requests: incoming case requests awaiting action.
- Intake Conversion: case-request pipeline counts and pending age.
- Recent Updates: recently added case updates.
- Case Update Watcher: today's updates, updates this week, and update-type counts.
Review and follow up
- Check the widget's scope and available filters.
- Review the count or recent entries.
- Use a linked entry or View All when available to inspect the matching records.
- Make changes in the appropriate case, request, or update screen.
Read counts in context
A case request is intake awaiting processing; it is not automatically an active case. Recent lists are summaries and may not show every record. Where available, My Updates and All Updates change the update scope. Your permissions still apply to the resulting records.