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.
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:
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. 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. 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: 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. 
