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Custom Widgets Overview
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Custom Widgets Overview

Craft Your Ideal Dashboard with Custom Widgets

Elevate your dashboard experience with our latest feature - Custom Widgets! Immerse yourself in a realm of personalized data visualization tools that provide tailored insights and reporting capabilities just for you.
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Feature 1: Widgets - Your Data Allies

Widgets serve as data superheroes, assisting you in efficiently analyzing and presenting information. Explore the following Widget Categories:
Contacts: Effortlessly manage and analyze new leads.
Appointments: Streamline your meetings with team members and customers.
Opportunity: Gain insights into deal status and monetary value.
General: Access predefined data and performance reports for various platforms.

Chart Types Supported:

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

Feature 2: Customizing Widgets - Tailored Insights

Personalize widgets with customizations, definitions, and filters for deeper insights.

Configuration Options:

Title: Ensure clarity and ease of understanding.
Metrics: Swap data points for your widget.
Group: Define how results are grouped in a Donut chart.
View by: Select the secondary dimension for various chart types.
Breakdown: Adjust the frequency of the time period.
Date Property: Modify 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: Monitor overall growth.
Contact Count (Logged in user): Focus on your assigned contacts.
Contacts by Tags: Examine how your contacts are distributed by tags.
Contacts by Activity: Track contacts with specific activities.
Contacts by Type: Visualize how contacts are distributed by type.
Contacts by Assigned User: Monitor contacts assigned to different team members.
Contacts by Company Name: Gain insights into contacts by company names.
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Appointment Widgets:
Appointment Count: Keep track of 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: Stay informed about booked appointments.
Confirmed Appointments: Track confirmed appointments.
Showed Appointments: Monitor appointments where customers showed up.
No Show Appointments: Identify 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.
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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.
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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: Gain 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.
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