Customizing The Dashboard

Customizable widgets enable opportunity filtering on dashboards, improving analysis and insights into opportunity statuses. This guide covers creating a dashboard with the Lost Reason filter and advanced customization options like titles, text boxes, images, and source filters. By the end, you'll be ready to enhance your dashboard's functionality and drive better decision-making.

How-to Steps:

1. Accessing Widgets Settings:
   • Navigate to the dashboard settings in your Referins account.

• Go to the 'Widgets' section.

1. Adding a Lost Reason Filter:
   • Click on 'Add Widget' to create a new widget.
   • Select 'Opportunities' as the data source.
   • Choose the 'Lost Reason' filter from the available options.
   • Customize the filter by selecting specific reasons for lost opportunities.

1. Customizing the Widget Display:
   • Select the type of visualization for your widget (e.g., pie chart, table).
   • Configure the widget settings to display the filtered data effectively.
   • Save the widget to add it to your dashboard.
2. Using Advanced Settings:
   • Access advanced settings to further customize the widget.
   • Set additional filters and parameters to refine the displayed data.
   • Apply the settings and save the changes.

Opportunity Widgets: Attribution and UTM Parameters

Opportunity widgets give users deeper insights and more control over their sales data. With Attribution and UTM parameters, you can filter and analyze opportunities based on the first or last attribution, providing a clearer picture of which channels and campaigns drive your sales efforts.

Benefits: These features allow you to create detailed widgets using various UTM properties like UTM Campaign, UTM Source, and more, enabling you to generate customized reports and visualizations. 

Navigation: Enter Edit mode on your dashboard, add a widget under the Opportunity category, switch to the condition tab, and configure your attribution parameters.

Note: UTM parameters and fields are visible only in Table and Granular insights views when an attribution type is added in widget conditions.

 Enhancing Your Dashboard:

Titles:

• Incorporate titles or headers into your dashboard to establish organized sections and group widgets according to themes or categories.

Textboxes:

• Deliver crucial information or to-do lists to your team members directly on the dashboard. Textboxes can contain guidelines on interpreting widget data or reminders for essential tasks, facilitating efficient communication and organization. You can also add hyperlinks directly within text box elements on your dashboard, making it easier to provide quick access to key resources or external pages.

Images:

• Boost the visual appeal of your dashboard by embedding images. Whether it’s logos, charts, or infographics, images provide additional context and make your dashboard more engaging visually.

How It Works:

1. Creating a Dashboard: Navigate to your dashboard settings and create a new test dashboard.

1. Adding Elements: Click on the "Add Widget" button. Alongside your regular widgets, you’ll now see options for new elements like titles, images, and textboxes.

1. Switch to the Elements tab.

1. Choose from Titles, Textboxes, or Images.

1. Configure the element to suit your needs.
2. Save your changes.

Widget Duplication

With the widget duplication feature, you can efficiently replicate existing dashboard widgets to save time and streamline customization. This functionality is ideal for quickly creating variations of similar widgets without starting from scratch. Simply duplicate the widget, make adjustments, and save your changes. This ensures faster workflows, especially for dashboards with repetitive or complex configurations.

Benefit:
Save time by avoiding redundant efforts when creating similar widgets, allowing you to focus on fine-tuning and analysis.

How to Use:

1. Enter Edit Mode for your dashboard.
2. Locate the widget you wish to duplicate.
3. Open the three-dot menu on the widget card.
4. Select Duplicate and make any necessary adjustments.

1. Click Save to apply the changes.

Requirements and Limitations:

• Ensure you have editing permissions for the dashboard.
• The duplication feature only works within the same dashboard.

Themes for Dashboard and Widgets

The Themes feature allows you to customize the look of your dashboard and widgets, aligning them with your unique style and brand identity. 

Benefit: This feature provides full control over design elements like widget titles, background colors, and metrics, creating a visually cohesive and branded dashboard experience. 

How to apply a Theme: 

• Simply go to your dashboard. 
• Click the edit icon. 
• Switch to the Theme tab, and choose or customize your preferred theme.

Contact Source and Opportunity Source

• Contact Source: A new "Source" filter added to contact widgets.
• Opportunity Source: A new "Source" filter added to opportunity widgets.
• Table widget: Both properties are added as columns for table widgets for granular insights.

How It Works

1. Enter Edit mode on your Dashboard.
2. Click on "Add Widget."

1. Choose any widget from the Contacts or Opportunity category.

1. Switch to the Conditions tab.
2. Add a condition and select "Source."

1. Configure the widget settings as per your requirements.
2. Save your changes.

Why it Matters

These new filters give you greater control over the widgets and insights on your dashboard. Create custom widgets for different contact or opportunity sources to gain a deeper understanding and actionable insights.

Benefits:

• Improved Analysis: Understand the reasons behind lost opportunities by visualizing data with customized widgets.
• Enhanced Decision-Making: Make informed decisions by identifying patterns and common reasons for lost deals.
• User-Friendly Interface: Easily add and customize widgets to suit your business needs.

Pro Tips:

• Combine Filters: Use multiple filters to gain deeper insights into lost opportunities.
• Regular Updates: Regularly update your widgets to reflect the most recent data for accurate analysis.
• Dashboard Layout: Arrange widgets on your dashboard to provide a comprehensive view of your sales performance.

FAQ/Use Cases:

1. Can I apply multiple filters to a single widget?
   • Yes, you can apply multiple filters to a single widget to narrow down the data and gain specific insights.
2. What types of visualizations are available for widgets?
   • You can choose from various visualization types, such as pie charts, bar graphs, and tables, to best represent your data.
3. How do I edit an existing widget?
   • To edit an existing widget, go to the dashboard settings, select the widget you want to modify, and update the settings as needed.