Widgets are versatile, customisable data visualisation tools that let you analyse and present your data for better insights and reporting. The main place to view and interact with them is the dashboard section of the CRM, where you can add, modify, or delete widgets by clicking the "Edit Dashboard" button.
To add a widget, click the "Add Widget" button in the top right corner of your dashboard.
Widget Categories
- Contacts: Manage and analyse leads, focusing on tags, activity, or assigned team members.
- Appointments: Track and optimise meetings, view by status or assignee, and monitor appointment trends.
- Opportunities: Gain insights into deal status, monetary value, and progression over time.
- Visitor Data: Analyse visitor interactions and engagement metrics.
- Emails: View key metrics for your emails, such as the number that have been clicked or opened.
- Calls: Monitor call activities, duration, and trends by attendee or status.
- Conversations: Track and analyse communication threads across various channels.
- Payments: Track transactions, revenue trends, and payment statuses to monitor business performance.
- Meta Ads: This helps you track and analyse Meta Ads performance trends effortlessly, making it easier to monitor paid traffic performance at a glance.
- Social Planner: Analyse social media publishing performance, engagement trends, and content activity across connected platforms.
- General: Access predefined performance data across platforms like Google, Facebook, and tasks.
- Google Analytics: View and interpret website performance data, including traffic sources, user behaviour, conversion metrics, and engagement trends for data-driven optimisation.
- 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 customise and associate data to get better insights.
Supported Chart Types
You can select the widget that displays information in your preferred way using this top bar. Your options are:
- Numeric/Count
- Donut Charts
- Line Charts
- Bar Charts
- Horizontal Bar Charts
- Tables
Supported Metrics
For widgets that aren't 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:
- Sum: Displays the total value of the selected metric.
- Minimum: Shows the minimum value within the selected data range.
- Maximum: Highlights the maximum value of the selected dataset.
- Average: Provides the average value across the dataset.
- Count: Reflects the total number of items that meet the chosen criteria.
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 let you customise widgets based on your data analysis needs.
Customising Widgets
Widgets can be customised with various filters and options to fine-tune your data insights:
- Title: Adjust the widget's title for clarity.
- Metrics: Choose specific data points for the widget.
- Group: Define groupings for donut charts.
- View By: Select secondary dimensions for bar and line charts.
- Breakdown: Adjust the frequency of intervals (e.g., weekly, monthly).
- Date Property: Select the date property to filter data (e.g., Created Date).
- Date Range Override: Override the default date range from the dashboard.
- Comparison Date Range: Compare data across different periods.
- Order: Display results in ascending or descending order.
- Limit: Set a cap on the number of results displayed.
Widget Condition Operators
- Is: Select one option.
- Is Not: Exclude one option.
- Is One of: Include multiple options.
- Is None of: Exclude multiple options.
- Is Empty/Is Not Empty
- Is All Off: Include options in an AND condition.
Widget Themes
Customise 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 have complete control over your data visualisation, helping you extract valuable insights and make more informed decisions.