Create Your Perfect Dashboard with Custom Widgets

Revamp your dashboard experience with our new feature - Custom Widgets! Dive into a world of personalized data visualization tools that offer insights and reporting capabilities tailored just for you.

Feature 1: Widgets - Your Data Allies

Widgets are like data superheroes, helping you analyze and present information efficiently. Following are the Widget Categories:

Contacts: Manage and analyze new leads effortlessly.

Appointments: Optimize your meetings with your team and customers.

Opportunity: Gain insights into deal status and monetary value.

General: Get predefined data and performance reports for various platforms.

Chart Types Supported: These are the types you can use for creating widgets.

• Numeric/Count
• Donut Charts
• Line charts
• Bar charts
• Horizontal Bar charts

Feature 2: Customizing Widgets - Tailored Insights

Make widgets truly yours with customizations, definitions, and filters for deeper insights.

Configuration Options:

Title: Make it clear and easy to understand.

Metrics: Switch data points for your widget.

Group: Define how your results are grouped in a Donut chart.

View by: Pick the secondary dimension for various chart types.

Breakdown: Modify the frequency of the time period.

Date Property: Adjust the date property for fetching results.

Date Range Override: Set a specific date range for the widget.

Order: Change the order of results.

Limit: Simplify displayed results with a limit.

Widget Condition Operators:

• Is: Choose a single option.
• Is not: Exclude a single option.
• Is one of: Select multiple options.
• Is none of: Exclude multiple options.

Feature 3: Edit Mode - Master Your Dashboard

In edit mode, effortlessly rearrange widgets, edit them, and reposition them to create a personalized dashboard that perfectly suits your workflow.

Use Cases for Different Widgets:

Contact Widgets:

Contact Count: Track overall growth.

Contact Count (Logged in user): Focus on your assigned contacts.

Contacts by Tags: See how your contacts are distributed by tags.

Contacts by Activity: Monitor contacts with specific activities.

Contacts by Type: Visualize how contacts are distributed by type.

Contacts by Assigned User: Track contacts assigned to different team members.

Contacts by Company Name: Gain insights into contacts by company names.

Appointment Widgets:

Appointment Count: Track total appointments.

Appointment Count over a Date Range: Monitor appointments within a specific time period.

Appointment Counts by Status: Visualize appointments distributed by status.

Booked Appointments: Keep an eye on booked appointments.

Confirmed Appointments: Track confirmed appointments.

Showed Appointments: Monitor appointments where customers showed up.

No Show Appointments: Find out how many appointments resulted in a "No Show."

Cancelled Appointments: Keep track of cancelled and invalid appointments.

No Show Rate Over Time: Observe trends in "No Show" appointments.

Upcoming Appointments (Week): Plan for the week ahead.

Upcoming Appointment (Logged in User): Focus on your upcoming appointments.

Past Month Created Appointments: Review appointments created in the past month.

Past Month Created Appointments (Logged in User): Track appointments created by the logged-in user.

Opportunity Widgets:

Opened Opportunities: Track currently open opportunities.

Won Opportunities: Record successfully closed opportunities.

Lost Opportunities: Monitor opportunities that did not convert.

Abandoned Opportunities: Keep an eye on opportunities left without action.

Opportunity Count: Get an overview of total opportunities.

Opportunity Counts Over Time: Visualize opportunities distributed over different time periods.

Opportunity Revenue Over Time: Track revenue generated by opportunities.

Opportunity Counts by Status: Categorize opportunities by status.

Opened Opportunity Value: Understand the monetary value of opportunities in progress.

Lost Opportunity Value: See the value of lost opportunities.

Abandoned Opportunity Value: Monitor the monetary value of abandoned opportunities.

Won Opportunity Value: Keep track of the monetary value of won opportunities.

Total Opportunity Value: Get an overview of cumulative monetary value.

General Widgets:

Opportunity Status: Visualize the status of your opportunities.

Opportunity Value: Understand the total value of opportunities by status.

Conversion Rate: Track conversion rate and revenue generated by won opportunities.

Funnel: Get a detailed view of your sales funnel and conversion rates at each stage.

Stages Distribution: Understand how opportunities are distributed among different stages.

Tasks: Monitor all tasks and the team member they are assigned to.

Manual Actions: Keep track of manual actions, such as SMS and phone calls, in your campaigns.

Lead Source Report: Get an overview of total leads by source.

Google Analytics Count: Track the number of total views in your Google Analytics report.

Google Analytics Chart: Get insights into the number of total views and interactions on your website.

Google Business Profile: Monitor your Google Business Profile metrics.

Facebook Ads Report: Keep an eye on clicks, spending, CTR, and CPC for Facebook ads.

Google Ads Report: Track clicks, spending, CTR, and CPC for Google ads.