General Widgets in the Dashboard

Widgets are customizable data visualization tools that empower users to efficiently analyze and present their data, enhancing insights and reporting capabilities. This article explores the key features and benefits of general widgets available on your dashboard and provides a guide on how to use them to optimize your data analysis.

List of General Widgets

Here are some of the general widgets available:

• Opportunity Status: Visualize the status of your opportunities.
• Opportunity Value: Understand the total value of opportunities, categorized by status.
• Conversion Rate: Track the 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 added and the team member it is 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: Get 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.
• Sales Efficiency: Provides key metrics such as Average Sales Duration, Total Sales Value, and Sales Velocity to help monitor and improve sales processes. Metrics can be filtered by users for detailed insights.

How to Use General Widgets

Step-by-Step Guide

1. Access the Dashboard: Navigate to your dashboard where widgets are displayed.
2. Add a Widget: Click on the "Add Widget" button located at the top right corner of the dashboard.

1. Select a Widget: From the list of general widgets, select the widget you want to add.
2. Configure (if applicable): Some widgets may have configuration options such as filters to view specific user data.
3. Save and Monitor: Save the widget to your dashboard and start analyzing the data.

Benefits

• Enhanced Data Accessibility: Quickly access and visualize relevant data tailored to your business needs.
• Improved Decision-Making: Make informed decisions based on real-time data and performance metrics.
• Time Efficiency: Save time by using predefined widgets that offer essential insights without the need for customization.

Pro Tips

• Regularly Review Widgets: Regularly review and update your widgets to ensure you are always working with the most relevant data.
• Use Filters Wisely: Utilize available filters to drill down into specific data sets and gain deeper insights into performance metrics.
• Combine Widgets: Combine multiple widgets to get a comprehensive view of your business performance.