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:

• Numeric/Count
• Donut Charts
• Line charts
• Bar charts
• Horizontal Bar charts

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.