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Custom Widgets Overview

Widgets are versatile, customizable data visualization tools that enable users to efficiently analyze and present their data for enhanced insights and reporting. The main way to view and interact with them is through the dashboard section of your CRM, where you can add, modify, or delete widgets by clicking the “Edit Dashboard” button.

To add a widget, simply click the “Add Widget” button located in the top right corner of your dashboard.

Widget Categories

  1. Contacts: Manage and analyze leads, focusing on tags, activity, or assigned team members.
  2. Appointments: Track and optimize meetings, view by status or assignee, and monitor appointment trends.
  3. Opportunities: Gain insights into deal status, monetary value, and progression over time.
  4. Visitor Data: Analyze visitor interactions and engagement metrics.
  5. Emails: View key metrics of your emails, such as the number of emails that have been clicked or opened.
  6. Calls: Monitor call activities, duration, and trends by attendee or status.
  7. Conversations: Track and analyze communication threads across various channels.
  8. Payments: Track transactions, revenue trends, and payment statuses to monitor business performance.
  9. Meta Ads: This helps you track and analyze Meta Ads performance trends effortlessly, making it easier to monitor paid traffic performance at a glance.
  10. Social Planner: Analyze social media publishing performance, engagement trends, and content activity across connected platforms.
  11. General: Access predefined performance data across platforms like Google, Facebook, and tasks.
  12. Google Analytics: View and interpret website performance data, including traffic sources, user behavior, conversion metrics, and engagement trends for data-driven optimization.
  13. Custom Objects: If you need to manage relationships or processes that go beyond the standard CRM objects, this lets you create object-specific widgets to customize and associate data to get better insights.

Supported Chart Types

You can select the widget that displays the information in your preferred way by using this top bar. Your options are:

Supported Metrics

For widgets that are not specifically designed to provide information on a single metric, such as the total number of items meeting a selected criterion, you can choose from the following metric options:

Additionally, for line, bar, and horizontal bar chart widgets, you can add a second metric to enable comparison values, providing deeper insights into your data. These metric options allow you to customize widgets based on your data analysis needs.

Customizing Widgets

Widgets can be customized with various filters and options to fine-tune your data insights:

Widget Condition Operators

Widget Themes

Customize the appearance of your widgets to match your dashboard’s theme and improve visual consistency.

Custom Metrics 

Use Custom Metrics to combine multiple metrics from different data sources, apply calculations, and display the results in your dashboards or custom reports.

With Custom Widgets, you gain complete control over your data visualization, helping you extract valuable insights and drive more informed decisions.

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