Understanding Dashboard Widgets

Created by Stefan Perchinkov, Modified on Tue, 25 Feb at 11:05 AM by Stefan Perchinkov

Dashboard widgets are essential tools that simplify data visualization and enhance reporting capabilities. Designed for efficiency and flexibility, widgets provide quick access to critical metrics, allowing users to monitor performance, analyze trends, and make informed decisions effortlessly. This article will guide you through the key features, benefits, and best practices for using widgets effectively.

Key Features and Benefits

Widgets offer a wide range of functionalities to accommodate diverse data tracking and reporting needs.

Customizable Options: Personalize widgets to align with your workflow using predefined chart types or creating custom widgets.
Comprehensive Data Analysis: Access detailed insights with tools like grouping, filtering, and segmenting metrics.
Intuitive Design: The straightforward interface ensures users of all skill levels can create and manage widgets seamlessly.
Improved Decision-Making: By presenting actionable data, widgets enable more strategic and timely decisions.
Smart Widget Suggestions for Dashboards: Quickly create goal-oriented dashboards with predefined widget recommendations, popular user choices, and full manual customization options, all designed to save time and simplify setup.

How to Use Dashboard Widgets

1. Widget Suggestions when creating a Dashboard

Begin by clicking "Add Dashboard," entering a name, and configuring permissions as needed.

Streamline dashboard setup with goal-based suggestions and top-used widget recommendations.

Mix and match suggestions or manually add widgets for complete customization.

2. Add a Widget Manually

Click on the "Add Widget" button to begin creating a custom widget

Choose a widget from the available categories:

1. Contacts: Contact widgets enable efficient management and analysis of new leads.

2. Appointments: Appointment widgets help track and optimize meetings with your team and clients.

3. Opportunities: Opportunity widgets provide valuable insights into deal statuses and their monetary values.

4. Visitor Data: Gain an overview of funnel visitor activity and related information.

5. Emails: Email widgets display activities related to your email campaigns.

6. Calls: Access detailed insights into your call activities.

7. Conversations: Conversation widgets allow you to monitor and manage conversation data effectively.

8. Payments: Payment widgets are tools that display key financial metrics, like revenue and transaction trends, directly on your dashboard, making it easy to monitor and analyze your payment performance at a glance.

9. General: General widgets offer predefined reports and data performance metrics across various platforms.

3. Customize the Widget

Edit the widget to include relevant fields or metrics.
Configure filters, grouping options, and themes to match your reporting needs.

4. Visualize Data with Charts and Metrics

Select from various chart types, including bar charts, line charts, and tables.
Use supported metrics like Sum, Min, Max, Avg, and Count to refine your data visualization.

You can add a second metric in line, bar, and horizontal bar chart widgets.
When the two metrics are added, widgets can display a comparison value for both metrics if enabled.

5. Organize Your Dashboard

Arrange widgets in a logical sequence to streamline your workflow.
Use elements like titles, headings, and textboxes to group related widgets for clarity.

6. Analyze and Act

Review insights provided by widgets regularly.
Adjust settings or add new widgets as your reporting needs evolve.

Enable Comparison (Optional): Toggle "Compare Data" under Advanced Settings if required.

Save Changes: Click "Save" to see your updated multi-metric visualization.

Use Cases for Various Widgets

Contact Widgets

Contact Count: Quickly view the total number of contacts managed by your entire team, making it ideal for tracking overall growth.

Contact Count (Logged in user): Focus on the contacts assigned specifically to you. This widget highlights how many contacts you are personally responsible for.

Contacts by Tags: Displays how contacts are distributed across tags like "Hot Leads" or "New Prospects" for better categorization and analysis.

Contacts by Activity: Tracks the number of contacts engaged in specific activities within a given timeframe, useful for monitoring engagement levels.

Contacts by Type: Visualizes how your contacts are categorized by type, helping to identify distributions and trends.

Contacts by Assigned User: Provides insights into how contacts are allocated among team members, ensuring balanced workloads.

Contacts by Company Name: Shows how contacts are distributed across different companies for a more detailed overview.

Contacts with Email: Monitors the number of contacts that have email addresses.

Contacts without Emails: Keeps track of contacts without associated email addresses.

Contacts with Phone Numbers: Displays the count of contacts that include phone numbers.

Contacts without Phone Numbers: Tracks the number of contacts lacking phone numbers.

Total Contacts Count (Till Date): Offers a comprehensive snapshot of all contacts created up to the present time.

Total Contacts Count (This Month): Keeps a record of the total number of contacts created during the current month.

Contacts Count (Logged in User): Specifically tracks the number of contacts assigned to the logged-in user.

Appointment Widgets

Appointment Count: Track the total number of appointments. You can group the count by status or assignee to focus on specific aspects.
Appointment Count over a Date Range: Monitor the number of appointments within a particular time period, grouping them by status or assignee for detailed analysis.
Appointment Counts by Status: Visualize the distribution of appointments based on their status, such as "Confirmed" or "No Show."
Booked Appointments: Keep track of the total booked appointments within a selected date range.
Confirmed Appointments: Monitor the count of confirmed appointments over a specific time frame.
Showed Appointments: Review the number of appointments where customers attended as scheduled.
No Show Appointments: Identify how many appointments resulted in a "No Show."
Cancelled Appointments: Track the count of cancelled and invalid appointments for a defined period.
No Show Rate Over Time: Analyze trends in "No Show" appointments over a timeline.
Upcoming Appointments (Week): Prepare for the week ahead by viewing the total number of scheduled appointments.
Upcoming Appointment (Logged in User): Focus on your specific upcoming appointments.
Past Month Created Appointments: Analyze the total number of appointments created during the previous month.
Past Month Created Appointments (Logged in User): Review appointments created by the logged-in user over the past month.
Upcoming Appointments (Logged in User): Stay updated on your personal schedule with the count of upcoming appointments.
Upcoming Appointments for Next Week: Plan ahead by viewing the total number of appointments scheduled for the next week, including both confirmed and pending bookings.
Past Month Created Appointments: Assess the activity from the previous month by reviewing the total appointments created.
Past Month Created Appointments (Logged in User): Delve into personal statistics by tracking appointments created by the logged-in user over the past month.

Opportunity Widgets

Opened Opportunities: Displays the total number of currently open opportunities, ideal for real-time tracking.
Won Opportunities: Tracks opportunities that have successfully been closed as deals.
Lost Opportunities: Monitors opportunities that did not convert into deals.
Abandoned Opportunities: Highlights opportunities that were left without action.
Opportunity Count: Provides an overview of the total number of opportunities.
Opportunity Counts Over Time: Visualizes how opportunities are distributed across different time periods.
Opportunity Revenue Over Time: Tracks the revenue generated by opportunities over a specific time.
Opportunity Counts by Status: Categorizes opportunities based on their status, such as "In Progress" or "Closed."
Opened Opportunity Value: Represents the monetary value of currently open opportunities.
Lost Opportunity Value: Displays the monetary value of lost opportunities.
Abandoned Opportunity Value: Tracks the monetary value of opportunities left without action.
Won Opportunity Value: Summarizes the monetary value of opportunities successfully converted into deals.
Total Opportunity Value: Shows the cumulative monetary value of all opportunities.
Lost Opportunities by Reason: Breaks down lost opportunities by their respective reasons.

Visitor Data Widgets (Websites/Funnels)

Total Funnel Views: Tracks all views across your funnels, customizable by funnel and page type.
Unique Funnel Views: Counts unique visitors to your funnels.
Total Website Views: Monitors total views for all websites.
Unique Website Views: Tracks unique visitors across all websites.
Funnel Views Trend: Displays a line chart of funnel views over time.
Website Views Trend: Shows website view trends in a line chart format.
Top Funnels by Unique Views: Lists the top five funnels based on unique visitor counts.
Top Websites by Unique Views: Highlights the top five websites by unique visitors.
Total Funnel Page Views (Last Week): Tracks total funnel views from the previous week.
Unique Funnel Views (Last Week): Monitors unique funnel visitors over the last week.
Total Funnel Page Views (Last Month): Tracks total funnel views for the previous month.
Unique Funnel Views (Last Month): Monitors unique funnel views for the past month.
Total Opt-ins (All Funnels): Summarizes the total number of opt-ins across all funnels.

Email Widgets

Accepted Emails: Tracks the number of emails successfully accepted.
Delivered Emails: Displays the count of emails delivered to recipients.
Opened Emails: Monitors emails opened by recipients.
Clicked Emails: Tracks the number of emails where links were clicked.
Replied Emails: Counts the number of emails that received replies.
Soft Bounced Emails: Records emails that experienced soft bounces.
Hard Bounced Emails: Tracks emails with hard bounces.
Failed Emails: Displays the count of email delivery failures.
Unsubscribed Emails: Monitors the number of recipients who unsubscribed.
Unsubscribed Emails Daily: Tracks the daily count of unsubscribed emails.
Emails by Domain: Groups email data based on recipient domain.

Call Widgets

Incoming Calls by Status: Groups and counts incoming calls by their status.
Outgoing Calls by Status: Groups and counts outgoing calls by their status.
Incoming Calls Total Call Duration: Summarizes the total duration of all incoming calls.
Outgoing Calls Total Call Duration: Tracks the total duration of all outgoing calls.
Incoming Calls Avg. Call Duration: Displays the average duration of incoming calls.
Outgoing Calls Avg. Call Duration: Shows the average duration of outgoing calls.
Total Calls Placed by Call Attendee: Tracks outgoing calls grouped by the user who made the call.
Incoming Calls Avg. Call Duration by Call Attendee: Displays the average duration of incoming calls by the attending user.
Outgoing Calls Avg. Call Duration by Call Attendee: Tracks the average duration of outgoing calls by the user making the call.
First Time Call by Status: Counts incoming calls received for the first time, grouped by status.
First Time Call Avg Duration: Tracks the average duration of first-time incoming calls.
First Time Call Avg Duration by Call Attendee: Displays the average duration of first-time calls grouped by the attending user.
First Time Call Total Duration: Summarizes the total duration of first-time incoming calls.

Note: "Call attendee" refers to the team member who participated in the call, either by making or receiving it.

Conversation Widgets

Total Unread Conversations: Tracks the count of conversations that remain unread.
Total Unread Conversations Today: Displays the number of unread conversations where the last message was received today.
Total Unread Conversations by Channel: Groups unread conversations by the channel type of the customer's last message (e.g., email, SMS).
Unread Conversations by Assignee: Indicates the number of unread conversations assigned to team members.
Unread Conversations (Logged in User): Tracks unread conversations for the logged-in user.
Conversations Distribution by Assignee: Displays the number of conversations assigned to each team member.
Assigned Conversations (Logged in User): Tracks conversations specifically assigned to the logged-in user.
Total Unassigned Conversations: Monitors conversations not yet assigned to any team member.
Unassigned Conversations by Channel: Displays unassigned conversations categorized by the channel of the last customer message.
New Conversations Started (This Week): Tracks the number of new conversations initiated during the current week.

Payment Widgets

Total Revenue (Last Month) – Total revenue generated in the last month, helping businesses assess recent financial performance.
Total Revenue Trend – Monthly total revenue trend, useful for tracking growth or decline over time.
One-Time Revenue Trend – Monthly trend for one-time payments, helping to distinguish between one-time and recurring income.
Recurring Revenue Trend – Monthly trend for recurring payments, useful for subscription-based businesses to monitor steady income.
Paying Customer Trend – Monthly trend of paying customers, helping businesses evaluate customer retention and growth.
Payment Success Trend – Monthly trend of successful payments, useful for tracking the effectiveness of payment processes.
Payment Failed Trend – Monthly trend of failed payments, identifying areas to improve payment success rates.
Revenue by Channels – Revenue breakdown by different payment channels, helping businesses analyze which channels are most profitable.
Subscription Creation Trend – Monthly trend of new subscriptions, tracking growth in subscriber base.
Subscription Cancellation Trend – Monthly trend of canceled subscriptions, helping businesses identify and reduce churn.
Coupon Redemption Trend – Monthly trend of coupon redemptions, useful for evaluating promotional effectiveness.
Coupon Redemption Amount Trend – Monthly trend of discount amounts applied, helping assess the financial impact of promotions.
Invoice Sent Trend – Monthly trend of invoices sent, tracking billing and revenue generation.
Invoice Paid Trend – Monthly trend of invoices paid, monitoring cash flow and payment collection.
Refund Trend – Monthly trend of refunds issued, useful for understanding customer satisfaction and returns.
Refund Amount Trend – Monthly trend of total refund amounts, helping businesses evaluate the financial impact of refunds.

General Widgets

Opportunity Status: Displays the status of your opportunities.
Opportunity Value: Summarizes the total value of opportunities, grouped by status.
Conversion Rate: Tracks the percentage of opportunities converted into deals and their associated revenue.
Funnel: Provides a detailed view of your sales funnel and conversion rates at each stage.
Stages Distribution: Visualizes how opportunities are spread across different sales stages.
Tasks: Monitors all tasks created and their assignees.
Manual Actions: Tracks manual campaign actions such as SMS and calls.
Lead Source Report: Provides a breakdown of leads by their sources.
Google Analytics Count: Tracks the total number of views recorded in Google Analytics.
Google Analytics Chart: Displays a chart of total views and interactions on your website.
Google Business Profile: Monitors performance metrics for your Google Business Profile.
Facebook Ads Report: Tracks key Facebook ad metrics like clicks, spending, CTR, and CPC.
Google Ads Report: Monitors Google ad metrics, including clicks, spending, CTR, and CPC.
Sales Efficiency: Reports on sales efficiency based on opportunities.

Pro Tips

Optimize Filters: Use advanced filters, such as Contact’s Address or Followers, for more precise analysis and segmentation.
Group by Relevance: Organize widgets by grouping data fields like tags, activity, or status to simplify complex datasets.
Leverage Themes: Enhance the dashboard’s visual appeal with predefined or custom themes to improve readability.
Regular Maintenance: Periodically review your widgets to ensure they align with your current business objectives.

Frequently Asked Questions

Q: How do I set up a dashboard using widget suggestions?

A: Click "Add Dashboard," enter a name, and configure permissions. Select a goal or popular widgets to auto-populate, or manually add widgets for customization. Confirm your selections to finalize the setup.

Q: Can widgets be customized for specific needs?
A: Yes, widgets can be fully customized with filters, metrics, and themes to meet individual or team requirements.

Q: Are there limitations on the number of widgets I can add?
A: While there may be technical constraints based on the platform, most systems allow multiple widgets to be added without restrictions.

Q: How can I use grouping and filtering effectively?
A: Group data by categories like status or tags to uncover patterns, and apply filters to focus on specific time frames or activities.

Q: Can widgets display data from multiple sources?
A: Many widgets support integration with different data streams, but availability may depend on your account setup.

Q: Are themes only for aesthetics?
A: Themes improve both aesthetics and functionality by making data easier to interpret, especially in multi-widget dashboards.