Overview of Custom Widgets

Design Your Ideal Dashboard with Custom Widgets

Enhance your dashboard experience with our innovative Custom Widgets feature! This tool allows you to create personalized data visualization elements, offering tailored insights and reporting to meet your unique needs.

Feature 1: Widgets – Your Data Champions

Widgets are essential allies in managing and interpreting your data. Here are the different Widget Categories:

• Contacts: Effortlessly track and analyze new leads.

• Appointments: Streamline your team and client meetings.

• Opportunities: Gain valuable insights into deal progress and financial impact.

• General: Access pre-defined data and performance metrics for various platforms.

Supported Chart Types: You can use the following chart types to create your widgets:

• Numeric/Count

• Donut Charts

• Line Charts

• Bar Charts

• Horizontal Bar Charts

Feature 2: Customizing Widgets – Insights Tailored to You

Personalize your widgets with various customization options, enabling you to define specific insights and apply filters to deepen your analysis.

Configuration Options:

• Title: Clearly label your widget.

• Metrics: Choose which data points to display.

• Group: Determine grouping in Donut charts.

• View by: Select a secondary dimension for different chart types.

• Breakdown: Adjust the time period frequency.

• Date Property: Set the date property for data retrieval.

• Date Range Override: Apply a specific date range to the widget.

• Order: Organize results as needed.

• Limit: Simplify the displayed data by setting a limit.

Widget Condition Operators:

• Is: Select a single option.

• Is not: Exclude a specific option.

• Is one of: Choose multiple options.

• Is none of: Exclude several options.

Feature 3: Edit Mode – Take Control of Your Dashboard

With edit mode, you can effortlessly rearrange, edit, and reposition widgets to craft a dashboard that perfectly aligns with 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: Analyze contacts based on tags.

• Contacts by Activity: Track contacts involved in specific activities.

• Contacts by Type: Visualize contact distribution by type.

• Contacts by Assigned User: Manage contacts assigned to various team members.

• Contacts by Company Name: Get insights into contacts organized by company names.

Appointment Widgets:

• Appointment Count: Track the total number of appointments.

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

• Appointment Counts by Status: Analyze appointments based on their status.

• Booked Appointments: Keep track of scheduled appointments.

• Confirmed Appointments: Monitor appointments that have been confirmed.

• Showed Appointments: Track appointments where clients attended.

• No Show Appointments: Identify appointments that resulted in a "No Show."

• Cancelled Appointments: Record cancelled or invalid appointments.

• No Show Rate Over Time: Observe trends in "No Show" rates.

• Upcoming Appointments (Week): Plan for the coming week.

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

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

• Past Month Created Appointments (Logged in User): Track your created appointments over the past month.

Opportunity Widgets:

• Opened Opportunities: Track current opportunities in progress.

• Won Opportunities: Record deals that have been successfully closed.

• Lost Opportunities: Monitor opportunities that didn’t convert.

• Abandoned Opportunities: Keep track of opportunities that were left unaddressed.

• Opportunity Count: Get an overview of all opportunities.

• Opportunity Counts Over Time: Visualize opportunities over different periods.

• Opportunity Revenue Over Time: Monitor revenue generated from opportunities.

• Opportunity Counts by Status: Categorize opportunities by their current status.

• Opened Opportunity Value: Understand the financial worth of ongoing opportunities.

• Lost Opportunity Value: See the value associated with lost opportunities.

• Abandoned Opportunity Value: Keep an eye on the financial worth of abandoned opportunities.

• Won Opportunity Value: Track the financial value of successfully closed deals.

• Total Opportunity Value: Get an overall view of the cumulative monetary value of all opportunities.

General Widgets:

• Opportunity Status: Visualize the current status of your opportunities.

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

• Conversion Rate: Track the conversion rate and revenue generated from successful deals.

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

• Stages Distribution: Understand how opportunities are distributed across various stages.

• Tasks: Keep track of all tasks and the team members assigned to them.

• Manual Actions: Monitor manual actions like SMS and phone calls in your campaigns.

• Lead Source Report: Get an overview of lead distribution by source.

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

• Google Analytics Chart: Gain insights into total views and interactions on your website.

• Google Business Profile: Monitor key metrics from your Google Business Profile.

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

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