Widgets are versatile, customizable data visualization tools that enable users to efficiently analyze and present their data for enhanced insights and reporting. To add a widget, simply click the "Add Widget" button located in the top right corner of your dashboard.
Widget Categories
Contacts: Manage and analyze leads, focusing on tags, activity, or assigned team members.
Appointments: Track and optimize meetings, view by status or assignee, and monitor appointment trends.
Opportunities: Gain insights into deal status, monetary value, and progression over time.
Visitor Data: Analyze visitor interactions and engagement metrics.
Emails: View key metrics of your emails such as the number of emails that have been clicked, or opened.
Calls: Monitor call activities, duration, and trends by attendee or status.
Conversations: Track and analyze communication threads across various channels.
Payments: Track transactions, revenue trends, and payment statuses to monitor business performance.
General: Access predefined performance data across platforms like Google, Facebook, and tasks.
Supported Chart Types
Numeric/Count
Donut Charts: Dynamic values (e.g., average or max) based on selected metrics.
Line Charts
Bar Charts
Horizontal Bar Charts
Tables
Supported Metrics
For widgets that are not specifically designed to provide information on a single metric, such as the total number of items meeting a selected criterion, you can choose from the following metric options:
Sum of Revenue: Displays the total value of the selected metric.
Minimum Revenue: Shows the minimum value within the selected data range.
Maximum of Revenue: Highlights the maximum value.
Average of Revenue: Provides the average value across the dataset.
Count of Opportunity: Reflects the total number of items that meet the chosen criteria.
Additionally, for line, bar, and horizontal bar chart widgets, you can add a second metric to enable comparison values, providing deeper insights into your data. These metric options allow you to customize widgets based on your data analysis needs.
Customizing Widgets
Widgets can be customized with various filters and options to fine-tune your data insights:
Title: Adjust the widget's title for clarity.
Metrics: Choose specific data points for the widget.
Group: Define groupings for donut charts.
View By: Select secondary dimensions for bar and line charts.
Breakdown: Adjust the frequency of intervals (e.g., weekly, monthly).
Date Property: Select the date property to filter data (e.g., Created Date).
Date Range Override: Override the default date range from the dashboard.
Comparison Date Range: Compare data across different periods.
Order: Display results in ascending or descending order.
Limit: Set a cap on the number of results displayed.
Widget Condition Operators
Is: Select one option.
Is Not: Exclude one option.
Is One of: Include multiple options.
Is None of: Exclude multiple options.
Is Empty/Is Not Empty
Is All Off: Include options in an AND condition.
Widget Themes
Customize the appearance of your widgets to match your dashboard's theme and improve visual consistency.
Use Cases for Widgets
Contacts Widgets
Contact Count: Overview of total contacts (team-wide or per user).
Contacts by Tags/Activity/Type: Analyze contact distribution by categories like tags, type, or activity.
Contacts by Company Name: See distribution by company.
Contacts with/without Email or Phone: Track counts of contacts with/without critical info.
Appointment Widgets
Appointment Count: Track total appointments (group by status or assignee).
Upcoming Appointments: Monitor your upcoming appointments, filtered by user or date range.
Appointment Counts by Status: Visualize appointments by confirmed, no-show, or canceled status.
Opportunity Widgets
Opened/Won/Lost Opportunities: Monitor deals in real-time, categorized by status.
Opportunity Revenue/Value: Track the monetary impact of opportunities over time.
Email Widgets
Accepted/ Delivered/ Opened/ Clicked/ Replied/ Soft Bounced/ Hard Bounced/ Failed/ Unsubscribed/ Unsubscribed Daily Emails: Monitor the number of emails in each category.
Emails by Domain: Track the number of emails received from each email domain.
Call Widget
Incoming/Outgoing Calls by Status: Group calls by status (completed, missed, etc.).
Total/Avg Call Duration: Track total and average call times.
First-Time Call Avg Duration: Focus on first-time call insights.
Conversation Widgets
Unread Conversations: Track unread conversations by channel, assignee, or logged-in user.
New Conversations (This Week): Monitor conversations initiated in the current week.
Payment Widgets
Revenue Insights: Tracks total revenue, trends (one-time & recurring), and revenue by payment channels.
Customer Payments: Monitors paying customers, payment success, and failure trends.
Subscriptions & Discounts: Tracks subscription activity (new & canceled) and coupon redemptions.
Invoices & Refunds: Analyzes invoices (sent & paid) and refund trends (count & amount).
General Widgets
Opportunity Status/Value: Visualize the total value and stages of your opportunities.
Conversion Rate: Track the success rate of your deals.
Funnel: Detailed insights into the sales funnel and conversion rates.
Google Analytics/Facebook Ads Reports: View reports on clicks, spending, and performance from different ad platforms.
With Custom Widgets, you gain complete control over your data visualization, helping you extract valuable insights and drive more informed decisions.