Custom Widgets Overview
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.
