Learn what Dashboard Widgets are in GHL Customer Care and how they help visualize key metrics. Add widgets from “Add Widget,” then customize charts to match reports.
10 min read2,236 words17 explained imagesUpdated Wed, 25 Mar at 6:13 AM
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Dashboard widgets are versatile and customizable tools that simplify data visualization and analysis. They provide quick access to key metrics, enabling efficient monitoring and enhanced reporting. Adding widgets to your dashboard is straightforward—just click the “Add Widget” button in the top-right corner to get started.
Whether you prefer using predefined chart types or designing custom widgets tailored to your needs, dashboard widgets offer unmatched flexibility. The intuitive edit mode allows you to easily manage and customize your dashboard, ensuring it aligns perfectly with your workflow. These features empower you to create dynamic dashboards that streamline data analysis and drive smarter decision-making.
To make finding the right widget even more convenient, widget categories have been introduced. These categories organize predefined widgets into specific groups, helping you quickly discover the tools you need. With this structured approach, you can save time and instantly unlock valuable insights from your data.
What are Dashboard Widgets (image 1 of 17)What this shows To make finding the right widget even more convenient, widget categories have been introduced.What this showsIllustrates the "What are Dashboard Widgets" section of "What Are Dashboard Widgets?".This screenshot appears in the "What are Dashboard Widgets" section of "What Are Dashboard Widgets?". The text alongside this image reads: To make finding the right widget even more convenient, widget categories have been introduced. These categories organize predefined widgets into specific groups, helping you quickly discover the tools you need. With this structured approach, you can save time and instantly unlock valuable insights…. Immediately after, the guide continues: SL. No. Widget Category Description 1 Contacts Helps manage and analyze new leads efficiently. 2 Appointments Assists in tracking and optimizing meetings with your team and customers. 3 Opportunity Provides insights into deal status and….Image 1 of 17How to confirmTo make finding the right widget even more convenient, widget categories have been introduced. These categories organize predefined widgets into specific groups, helping you quickly discover the tools you need. With this structured approach, you can save time and instantly unlock valuable insights from your data.Next stepSL. No. Widget Category Description 1 Contacts Helps manage and analyze new leads efficiently. 2 Appointments Assists in tracking and optimizing meetings with your team and customers. 3 Opportunity Provides insights into deal status and monetary value. 4 Visitor Data Gives an overview of funnel visitor activity and related information. 5 Emails Lets users view email campaign activity. 6 Calls Provides detailed insights into call activity. 7 Conversations Helps track conversation data. 8 General Offers predefined data and performance reports for various platforms.
Widget Categories:
Widget Categories: (image 2 of 17)What this shows To make finding the right widget even more convenient, widget categories have been introduced.What this showsIllustrates the "Widget Categories:" section of "What Are Dashboard Widgets?".This animation appears in the "Widget Categories:" section of "What Are Dashboard Widgets?". The text alongside this image reads: To make finding the right widget even more convenient, widget categories have been introduced. These categories organize predefined widgets into specific groups, helping you quickly discover the tools you need. With this structured approach, you can save time and instantly unlock valuable insights…. Immediately after, the guide continues: SL. No. Widget Category Description 1 Contacts Helps manage and analyze new leads efficiently. 2 Appointments Assists in tracking and optimizing meetings with your team and customers. 3 Opportunity Provides insights into deal status and….Image 2 of 17How to confirmTo make finding the right widget even more convenient, widget categories have been introduced. These categories organize predefined widgets into specific groups, helping you quickly discover the tools you need. With this structured approach, you can save time and instantly unlock valuable insights from your data.Next stepSL. No. Widget Category Description 1 Contacts Helps manage and analyze new leads efficiently. 2 Appointments Assists in tracking and optimizing meetings with your team and customers. 3 Opportunity Provides insights into deal status and monetary value. 4 Visitor Data Gives an overview of funnel visitor activity and related information. 5 Emails Lets users view email campaign activity. 6 Calls Provides detailed insights into call activity. 7 Conversations Helps track conversation data. 8 General Offers predefined data and performance reports for various platforms.
SL. No.
Widget Category
Description
1
Contacts
Helps manage and analyze new leads efficiently.
2
Appointments
Assists in tracking and optimizing meetings with your team and customers.
3
Opportunity
Provides insights into deal status and monetary value.
4
Visitor Data
Gives an overview of funnel visitor activity and related information.
5
Emails
Lets users view email campaign activity.
6
Calls
Provides detailed insights into call activity.
7
Conversations
Helps track conversation data.
8
General
Offers predefined data and performance reports for various platforms.
Pipeline-specific filtering for opportunity widgets
The following General widgets include a Pipeline dropdown inside the widget. Use it to view metrics for a single pipeline instead of aggregated results across all pipelines:
Opportunity Status
Opportunity Value
Conversion Rate
Lead Source Report
Sales Efficiency
Pipeline-specific filtering for opportunity widgets (image 3 of 17)What this shows Opportunity Status Opportunity Value Conversion Rate Lead Source Report Sales EfficiencyWhat this showsIllustrates the "Pipeline-specific filtering for opportunity widgets" section of "What Are Dashboard Widgets?".This screenshot appears in the "Pipeline-specific filtering for opportunity widgets" section of "What Are Dashboard Widgets?". The text alongside this image reads: Opportunity Status Opportunity Value Conversion Rate Lead Source Report Sales Efficiency. This part of the guide covers 5 fields, listed below. Immediately after, the guide continues: Numeric/Count - A number chart, also known as a counting chart, is a list of numbers arranged in a particular order. Donut Charts - The numeric value shown inside the donut chart changes as per the metric selected (example - avg. or max)….Image 3 of 17What this coversOpportunity Status Opportunity Value Conversion Rate Lead Source Report Sales Efficiency
Fields in this part of the guideOpportunity StatusOpportunity ValueConversion RateLead Source ReportSales Efficiency
Buttons and menus referencedPipeline
Next stepNumeric/Count - A number chart, also known as a counting chart, is a list of numbers arranged in a particular order. Donut Charts - The numeric value shown inside the donut chart changes as per the metric selected (example - avg. or max) Line charts - Show information as a series of points connected by lines, and are useful for tracking changes over time. Bar charts - Use the length of bars to compare numerical values. Horizontal Bar charts - A Horizontal Bar Chart uses rectangular bars to present data. They are used for displaying comparisons between categories of data. Tables - Provide organized information and precise details.All 5 steps in this procedure
Opportunity Status
Opportunity Value
Conversion Rate
Lead Source Report
Sales Efficiency
Chart Types Supported:
Numeric/Count - A number chart, also known as a counting chart, is a list of numbers arranged in a particular order.
Donut Charts - The numeric value shown inside the donut chart changes as per the metric selected (example - avg. or max)
Line charts - Show information as a series of points connected by lines, and are useful for tracking changes over time.
Bar charts - Use the length of bars to compare numerical values.
Horizontal Bar charts - A Horizontal Bar Chart uses rectangular bars to present data. They are used for displaying comparisons between categories of data.
Tables - Provide organized information and precise details.
Metrics Supported:
Chart Types Supported: (image 4 of 17)What this shows Numeric/Count - A number chart, also known as a counting chart, is a list of numbers arranged in a particular order.What this showsIllustrates the "Chart Types Supported:" section of "What Are Dashboard Widgets?".This screenshot appears in the "Chart Types Supported:" section of "What Are Dashboard Widgets?". The text alongside this image reads: Numeric/Count - A number chart, also known as a counting chart, is a list of numbers arranged in a particular order. Donut Charts - The numeric value shown inside the donut chart changes as per the metric selected (example - avg. or max) Line charts - Show information as a series of points…. This part of the guide covers 5 fields, listed below. Immediately after, the guide continues: Elements give you the flexibility to customize your dashboard widgets. You can Add titles or headings to your dashboard to organize sections and group widgets by theme. Use textboxes for key information or task reminders to improve team….Image 4 of 17What to fill inNumeric/Count - A number chart, also known as a counting chart, is a list of numbers arranged in a particular order. Donut Charts - The numeric value shown inside the donut chart changes as per the metric selected (example - avg. or max) Line charts - Show information as a series of points connected by lines, and are useful for tracking changes over time. Bar charts - Use the length of bars to compare numerical values. Horizontal Bar charts - A Horizontal Bar Chart uses rectangular bars to present data. They are used for displaying comparisons between categories of data. Tables - Provide organized information and precise details.
Fields in this part of the guideSumMinMaxAvgCount
Buttons and menus referencedNumeric/Count -Donut ChartsLine charts -Bar charts -Horizontal Bar charts -Tables -SumMinMaxAvgCount
Next stepElements give you the flexibility to customize your dashboard widgets. You can Add titles or headings to your dashboard to organize sections and group widgets by theme. Use textboxes for key information or task reminders to improve team communication. You can also Embed images like logos, charts, or infographics to enhance visual appeal and provide context.All 6 steps in this procedure
Numeric/Count - A number chart, also known as a counting chart, is a list of numbers arranged in a particular order.
Donut Charts - The numeric value shown inside the donut chart changes as per the metric selected (example - avg. or max)
Line charts - Show information as a series of points connected by lines, and are useful for tracking changes over time.
Bar charts - Use the length of bars to compare numerical values.
Horizontal Bar charts - A Horizontal Bar Chart uses rectangular bars to present data. They are used for displaying comparisons between categories of data.
Tables - Provide organized information and precise details.
Sum
Min
Max
Avg
Count
Using Elements in your Widgets
Elements give you the flexibility to customize your dashboard widgets. You can Add titles or headings to your dashboard to organize sections and group widgets by theme. Use textboxes for key information or task reminders to improve team communication. You can also Embed images like logos, charts, or infographics to enhance visual appeal and provide context.
Using Elements in your Widgets (image 5 of 17)What this shows Elements give you the flexibility to customize your dashboard widgets.What this showsIllustrates the "Using Elements in your Widgets" section of "What Are Dashboard Widgets?".This animation appears in the "Using Elements in your Widgets" section of "What Are Dashboard Widgets?". The text alongside this image reads: Elements give you the flexibility to customize your dashboard widgets. You can Add titles or headings to your dashboard to organize sections and group widgets by theme. Use textboxes for key information or task reminders to improve team communication. You can also Embed images like logos, charts…. Immediately after, the guide continues: Themes give you the ability to customize the appearance of your entire dashboard or individual widgets. you can select from a variety of predefined themes or craft your own custom theme with specific colors.Image 5 of 17What to fill inElements give you the flexibility to customize your dashboard widgets. You can Add titles or headings to your dashboard to organize sections and group widgets by theme. Use textboxes for key information or task reminders to improve team communication. You can also Embed images like logos, charts, or infographics to enhance visual appeal and provide context.Next stepThemes give you the ability to customize the appearance of your entire dashboard or individual widgets. you can select from a variety of predefined themes or craft your own custom theme with specific colors.
Using Different Themes for your Dashboard Widgets
Themes give you the ability to customize the appearance of your entire dashboard or individual widgets. you can select from a variety of predefined themes or craft your own custom theme with specific colors.
Using Different Themes for your Dashboard Widgets (image 6 of 17)What this shows Themes give you the ability to customize the appearance of your entire dashboard or individual widgets.What this showsIllustrates the "Using Different Themes for your Dashboard Widgets" section of "What Are Dashboard Widgets?".This animation appears in the "Using Different Themes for your Dashboard Widgets" section of "What Are Dashboard Widgets?". The text alongside this image reads: Themes give you the ability to customize the appearance of your entire dashboard or individual widgets. you can select from a variety of predefined themes or craft your own custom theme with specific colors. Immediately after, the guide continues: SL. No. Widget Description 1 Contact Count Quick overview of the total number of contacts for the team. 2 Contact Count (Logged in user) Shows contacts assigned to the logged-in user. 3 Contacts by Tags Shows how contacts are distributed….Image 6 of 17What to chooseThemes give you the ability to customize the appearance of your entire dashboard or individual widgets. you can select from a variety of predefined themes or craft your own custom theme with specific colors.Next stepSL. No. Widget Description 1 Contact Count Quick overview of the total number of contacts for the team. 2 Contact Count (Logged in user) Shows contacts assigned to the logged-in user. 3 Contacts by Tags Shows how contacts are distributed by tags. 4 Contacts by Activity Monitors contacts with specific activities over a defined time period. 5 Contacts by Type Visualizes contact distribution by type. 6 Contacts by Assigned User Shows how contacts are mapped to team members. 7 Contacts by Company Name Shows distribution of contacts by company name. 8 Contacts with Email Tracks count of contacts with email addresses. 9 Contacts without Emails Tracks count of contacts without email addresses. 10 Contacts with Phone Numbers Tracks count of contacts with phone numbers. 11 Contacts without Phone Numbers Tracks count of contacts without phone numbers. 12 Total Contacts Count (Till Date) Snapshot of total contacts created till date. 13 Total Contacts Count (This Month) Tracks total contacts created this month. 14 Contacts Count (Logged in User) Counts contacts associated with the logged-in user.
Use Cases for Different Widgets
Contact Widgets:
Contact Widgets: (image 7 of 17)What this shows Themes give you the ability to customize the appearance of your entire dashboard or individual widgets.What this showsIllustrates the "Contact Widgets:" section of "What Are Dashboard Widgets?".This animation appears in the "Contact Widgets:" section of "What Are Dashboard Widgets?". The text alongside this image reads: Themes give you the ability to customize the appearance of your entire dashboard or individual widgets. you can select from a variety of predefined themes or craft your own custom theme with specific colors. Immediately after, the guide continues: SL. No. Widget Description 1 Contact Count Quick overview of the total number of contacts for the team. 2 Contact Count (Logged in user) Shows contacts assigned to the logged-in user. 3 Contacts by Tags Shows how contacts are distributed….Image 7 of 17What to chooseThemes give you the ability to customize the appearance of your entire dashboard or individual widgets. you can select from a variety of predefined themes or craft your own custom theme with specific colors.Next stepSL. No. Widget Description 1 Contact Count Quick overview of the total number of contacts for the team. 2 Contact Count (Logged in user) Shows contacts assigned to the logged-in user. 3 Contacts by Tags Shows how contacts are distributed by tags. 4 Contacts by Activity Monitors contacts with specific activities over a defined time period. 5 Contacts by Type Visualizes contact distribution by type. 6 Contacts by Assigned User Shows how contacts are mapped to team members. 7 Contacts by Company Name Shows distribution of contacts by company name. 8 Contacts with Email Tracks count of contacts with email addresses. 9 Contacts without Emails Tracks count of contacts without email addresses. 10 Contacts with Phone Numbers Tracks count of contacts with phone numbers. 11 Contacts without Phone Numbers Tracks count of contacts without phone numbers. 12 Total Contacts Count (Till Date) Snapshot of total contacts created till date. 13 Total Contacts Count (This Month) Tracks total contacts created this month. 14 Contacts Count (Logged in User) Counts contacts associated with the logged-in user.
SL. No.
Widget
Description
1
Contact Count
Quick overview of the total number of contacts for the team.
2
Contact Count (Logged in user)
Shows contacts assigned to the logged-in user.
3
Contacts by Tags
Shows how contacts are distributed by tags.
4
Contacts by Activity
Monitors contacts with specific activities over a defined time period.
5
Contacts by Type
Visualizes contact distribution by type.
6
Contacts by Assigned User
Shows how contacts are mapped to team members.
7
Contacts by Company Name
Shows distribution of contacts by company name.
8
Contacts with Email
Tracks count of contacts with email addresses.
9
Contacts without Emails
Tracks count of contacts without email addresses.
10
Contacts with Phone Numbers
Tracks count of contacts with phone numbers.
11
Contacts without Phone Numbers
Tracks count of contacts without phone numbers.
12
Total Contacts Count (Till Date)
Snapshot of total contacts created till date.
13
Total Contacts Count (This Month)
Tracks total contacts created this month.
14
Contacts Count (Logged in User)
Counts contacts associated with the logged-in user.
Appointment Widgets:
Appointment Widgets: (image 8 of 17)What this shows SL.What this showsIllustrates the "Appointment Widgets:" section of "What Are Dashboard Widgets?".This animation appears in the "Appointment Widgets:" section of "What Are Dashboard Widgets?". The text alongside this image reads: SL. No. Widget Description 1 Contact Count Quick overview of the total number of contacts for the team. 2 Contact Count (Logged in user) Shows contacts assigned to the logged-in user. 3 Contacts by Tags Shows how contacts are distributed by tags. 4 Contacts by Activity Monitors contacts with…. Immediately after, the guide continues: SL. No. Widget Description 1 Appointment Count Tracks total appointments, grouped by status or assignee. 2 Appointment Count over a Date Range Monitors appointments in a selected time period. 3 Appointment Counts by Status Shows….Image 8 of 17What to fill inSL. No. Widget Description 1 Contact Count Quick overview of the total number of contacts for the team. 2 Contact Count (Logged in user) Shows contacts assigned to the logged-in user. 3 Contacts by Tags Shows how contacts are distributed by tags. 4 Contacts by Activity Monitors contacts with specific activities over a defined time period. 5 Contacts by Type Visualizes contact distribution by type. 6 Contacts by Assigned User Shows how contacts are mapped to team members. 7 Contacts by Company Name Shows distribution of contacts by company name. 8 Contacts with Email Tracks count of contacts with email addresses. 9 Contacts without Emails Tracks count of contacts without email addresses. 10 Contacts with Phone Numbers Tracks count of contacts with phone numbers. 11 Contacts without Phone Numbers Tracks count of contacts without phone numbers. 12 Total Contacts Count (Till Date) Snapshot of total contacts created till date. 13 Total Contacts Count (This Month) Tracks total contacts created this month. 14 Contacts Count (Logged in User) Counts contacts associated with the logged-in user.Next stepSL. No. Widget Description 1 Appointment Count Tracks total appointments, grouped by status or assignee. 2 Appointment Count over a Date Range Monitors appointments in a selected time period. 3 Appointment Counts by Status Shows appointment distribution by status. 4 Booked Appointments Number of booked appointments in a selected date range. 5 Confirmed Appointments Number of confirmed appointments in a selected time frame. 6 Showed Appointments Number of appointments where customers showed up. 7 No Show Appointments Number of appointments marked as no-show. 8 Cancelled Appointments Tracks cancelled and invalid appointments. 9 No Show Rate Over Time Shows no-show trends over time. 10 Upcoming Appointments (Week) Total scheduled appointments for the week ahead. 11 Upcoming Appointment (Logged in User) Upcoming appointments for the logged-in user. 12 Past Month Created Appointments Total appointments created in the past month. 13 Past Month Created Appointments (Logged in User) Past-month appointments created by the logged-in user. 14 Upcoming Appointments (Logged in User) Upcoming appointments tailored to the logged-in user. 15 Upcoming Appointments for Next Week Total appointments for the next week, including confirmed and unconfirmed bookings. 16 Past Month Created Appointments Review of past month activity by count of appointments created. 17 Past Month Created Appointments (Logged in User) Logged-in user’s appointments created in the past month.
SL. No.
Widget
Description
1
Appointment Count
Tracks total appointments, grouped by status or assignee.
2
Appointment Count over a Date Range
Monitors appointments in a selected time period.
3
Appointment Counts by Status
Shows appointment distribution by status.
4
Booked Appointments
Number of booked appointments in a selected date range.
5
Confirmed Appointments
Number of confirmed appointments in a selected time frame.
6
Showed Appointments
Number of appointments where customers showed up.
7
No Show Appointments
Number of appointments marked as no-show.
8
Cancelled Appointments
Tracks cancelled and invalid appointments.
9
No Show Rate Over Time
Shows no-show trends over time.
10
Upcoming Appointments (Week)
Total scheduled appointments for the week ahead.
11
Upcoming Appointment (Logged in User)
Upcoming appointments for the logged-in user.
12
Past Month Created Appointments
Total appointments created in the past month.
13
Past Month Created Appointments (Logged in User)
Past-month appointments created by the logged-in user.
14
Upcoming Appointments (Logged in User)
Upcoming appointments tailored to the logged-in user.
15
Upcoming Appointments for Next Week
Total appointments for the next week, including confirmed and unconfirmed bookings.
16
Past Month Created Appointments
Review of past month activity by count of appointments created.
17
Past Month Created Appointments (Logged in User)
Logged-in user’s appointments created in the past month.
These widgets help you stay organized and make data-driven decisions about your appointments.
Opportunity Widgets:
Opportunity Widgets: (image 9 of 17)What this shows These widgets help you stay organized and make data-driven decisions about your appointments.What this showsIllustrates the "Opportunity Widgets:" section of "What Are Dashboard Widgets?".This animation appears in the "Opportunity Widgets:" section of "What Are Dashboard Widgets?". The text alongside this image reads: These widgets help you stay organized and make data-driven decisions about your appointments. Immediately after, the guide continues: SL. No. Widget Description 1 Opened Opportunities Number of currently open opportunities. 2 Won Opportunities Opportunities successfully closed as deals. 3 Lost Opportunities Opportunities that did not convert into deals. 4 Abandoned….Image 9 of 17What this coversThese widgets help you stay organized and make data-driven decisions about your appointments.Next stepSL. No. Widget Description 1 Opened Opportunities Number of currently open opportunities. 2 Won Opportunities Opportunities successfully closed as deals. 3 Lost Opportunities Opportunities that did not convert into deals. 4 Abandoned Opportunities Opportunities left without action. 5 Opportunity Count Total opportunities overview. 6 Opportunity Counts Over Time Shows opportunity distribution over time. 7 Opportunity Revenue Over Time Tracks revenue generated by opportunities over time. 8 Opportunity Counts by Status Categorizes opportunities by status. 9 Opened Opportunity Value Monetary value of opportunities in progress. 10 Lost Opportunity Value Value of lost opportunities. 11 Abandoned Opportunity Value Value of abandoned opportunities. 12 Won Opportunity Value Value of converted opportunities. 13 Total Opportunity Value Cumulative value of all opportunities. 14 Lost Opportunities By Reason Split of lost opportunities by reason.
SL. No.
Widget
Description
1
Opened Opportunities
Number of currently open opportunities.
2
Won Opportunities
Opportunities successfully closed as deals.
3
Lost Opportunities
Opportunities that did not convert into deals.
4
Abandoned Opportunities
Opportunities left without action.
5
Opportunity Count
Total opportunities overview.
6
Opportunity Counts Over Time
Shows opportunity distribution over time.
7
Opportunity Revenue Over Time
Tracks revenue generated by opportunities over time.
8
Opportunity Counts by Status
Categorizes opportunities by status.
9
Opened Opportunity Value
Monetary value of opportunities in progress.
10
Lost Opportunity Value
Value of lost opportunities.
11
Abandoned Opportunity Value
Value of abandoned opportunities.
12
Won Opportunity Value
Value of converted opportunities.
13
Total Opportunity Value
Cumulative value of all opportunities.
14
Lost Opportunities By Reason
Split of lost opportunities by reason.
Visitor Data Widgets(Websites/Funnels):
Visitor Data Widgets(Websites/Funnels): (image 10 of 17)What this shows SL.What this showsIllustrates the "Visitor Data Widgets(Websites/Funnels):" section of "What Are Dashboard Widgets?".This animation appears in the "Visitor Data Widgets(Websites/Funnels):" section of "What Are Dashboard Widgets?". The text alongside this image reads: SL. No. Widget Description 1 Opened Opportunities Number of currently open opportunities. 2 Won Opportunities Opportunities successfully closed as deals. 3 Lost Opportunities Opportunities that did not convert into deals. 4 Abandoned Opportunities Opportunities left without action. 5 Opportunity…. Immediately after, the guide continues: SL. No. Widget Description 1 Total Funnel Views Tracks all funnel views; customizable by funnel and page type. 2 Unique Funnel Views Counts unique funnel visitors. 3 Total Website Views Tracks total views for all websites. 4 Unique….Image 10 of 17What this coversSL. No. Widget Description 1 Opened Opportunities Number of currently open opportunities. 2 Won Opportunities Opportunities successfully closed as deals. 3 Lost Opportunities Opportunities that did not convert into deals. 4 Abandoned Opportunities Opportunities left without action. 5 Opportunity Count Total opportunities overview. 6 Opportunity Counts Over Time Shows opportunity distribution over time. 7 Opportunity Revenue Over Time Tracks revenue generated by opportunities over time. 8 Opportunity Counts by Status Categorizes opportunities by status. 9 Opened Opportunity Value Monetary value of opportunities in progress. 10 Lost Opportunity Value Value of lost opportunities. 11 Abandoned Opportunity Value Value of abandoned opportunities. 12 Won Opportunity Value Value of converted opportunities. 13 Total Opportunity Value Cumulative value of all opportunities. 14 Lost Opportunities By Reason Split of lost opportunities by reason.Next stepSL. No. Widget Description 1 Total Funnel Views Tracks all funnel views; customizable by funnel and page type. 2 Unique Funnel Views Counts unique funnel visitors. 3 Total Website Views Tracks total views for all websites. 4 Unique Website Views Shows unique website visitors. 5 Funnel Views Trend Line chart for funnel views over time. 6 Website Views Trend Line chart for website views over time. 7 Top Funnels by Unique Views Top 5 funnels by unique views. 8 Top Websites by Unique Views Top 5 websites by unique visitors. 9 Total Funnel Page Views (Last Week) Funnel views from the last week. 10 Unique Funnel Views (Last Week) Unique funnel visitors from the last week. 11 Total Funnel Page Views (Last Month) Funnel views from the last month. 12 Unique Funnel Views (Last Month) Unique funnel visitors from the last month. 13 Total Opt-ins (All Funnels) Total opt-ins across all funnels.
SL. No.
Widget
Description
1
Total Funnel Views
Tracks all funnel views; customizable by funnel and page type.
2
Unique Funnel Views
Counts unique funnel visitors.
3
Total Website Views
Tracks total views for all websites.
4
Unique Website Views
Shows unique website visitors.
5
Funnel Views Trend
Line chart for funnel views over time.
6
Website Views Trend
Line chart for website views over time.
7
Top Funnels by Unique Views
Top 5 funnels by unique views.
8
Top Websites by Unique Views
Top 5 websites by unique visitors.
9
Total Funnel Page Views (Last Week)
Funnel views from the last week.
10
Unique Funnel Views (Last Week)
Unique funnel visitors from the last week.
11
Total Funnel Page Views (Last Month)
Funnel views from the last month.
12
Unique Funnel Views (Last Month)
Unique funnel visitors from the last month.
13
Total Opt-ins (All Funnels)
Total opt-ins across all funnels.
Email Widgets:
Email Widgets: (image 11 of 17)What this shows SL.What this showsIllustrates the "Email Widgets:" section of "What Are Dashboard Widgets?".This animation appears in the "Email Widgets:" section of "What Are Dashboard Widgets?". The text alongside this image reads: SL. No. Widget Description 1 Total Funnel Views Tracks all funnel views; customizable by funnel and page type. 2 Unique Funnel Views Counts unique funnel visitors. 3 Total Website Views Tracks total views for all websites. 4 Unique Website Views Shows unique website visitors. 5 Funnel Views Trend…. Immediately after, the guide continues: SL. No. Widget Description 1 Accepted Emails Number of emails successfully accepted. 2 Delivered Emails Number of emails delivered to recipients. 3 Opened Emails Number of emails opened by recipients. 4 Clicked Emails Number of emails….Image 11 of 17What to fill inSL. No. Widget Description 1 Total Funnel Views Tracks all funnel views; customizable by funnel and page type. 2 Unique Funnel Views Counts unique funnel visitors. 3 Total Website Views Tracks total views for all websites. 4 Unique Website Views Shows unique website visitors. 5 Funnel Views Trend Line chart for funnel views over time. 6 Website Views Trend Line chart for website views over time. 7 Top Funnels by Unique Views Top 5 funnels by unique views. 8 Top Websites by Unique Views Top 5 websites by unique visitors. 9 Total Funnel Page Views (Last Week) Funnel views from the last week. 10 Unique Funnel Views (Last Week) Unique funnel visitors from the last week. 11 Total Funnel Page Views (Last Month) Funnel views from the last month. 12 Unique Funnel Views (Last Month) Unique funnel visitors from the last month. 13 Total Opt-ins (All Funnels) Total opt-ins across all funnels.
Buttons and menus referencedInterpreting Email Widget Table Fields
Next stepSL. No. Widget Description 1 Accepted Emails Number of emails successfully accepted. 2 Delivered Emails Number of emails delivered to recipients. 3 Opened Emails Number of emails opened by recipients. 4 Clicked Emails Number of emails where links were clicked. 5 Replied Emails Number of emails that received replies. 6 Soft Bounced Emails Number of emails with soft bounces. 7 Hard Bounced Emails Number of emails with hard bounces. 8 Failed Emails Number of failed email deliveries. 9 Unsubscribed Emails Number of recipients who unsubscribed. 10 Unsubscribed Emails Daily Daily count of unsubscribed emails. 11 Emails By Domain Emails grouped by recipient domain.
SL. No.
Widget
Description
1
Accepted Emails
Number of emails successfully accepted.
2
Delivered Emails
Number of emails delivered to recipients.
3
Opened Emails
Number of emails opened by recipients.
4
Clicked Emails
Number of emails where links were clicked.
5
Replied Emails
Number of emails that received replies.
6
Soft Bounced Emails
Number of emails with soft bounces.
7
Hard Bounced Emails
Number of emails with hard bounces.
8
Failed Emails
Number of failed email deliveries.
9
Unsubscribed Emails
Number of recipients who unsubscribed.
10
Unsubscribed Emails Daily
Daily count of unsubscribed emails.
11
Emails By Domain
Emails grouped by recipient domain.
Interpreting Email Widget Table Fields
If you use a table chart for Email Widgets, the Source Action Name column helps you trace email activity back to its origin.
For workflow-associated emails, Source Action Name displays the workflow step name, making it easier to connect email records to workflow execution.
Call Widgets: (image 12 of 17)What this shows Interpreting Email Widget Table Fields If you use a table chart for Email Widgets, the Source Action Name column helps you trace email…What this showsIllustrates the "Call Widgets:" section of "What Are Dashboard Widgets?".This animation appears in the "Call Widgets:" section of "What Are Dashboard Widgets?". The text alongside this image reads: Interpreting Email Widget Table Fields If you use a table chart for Email Widgets, the Source Action Name column helps you trace email activity back to its origin. For workflow-associated emails, Source Action Name displays the workflow step name, making it easier to connect email records to…. Immediately after, the guide continues: SL. No. Widget Description 1 Incoming Calls by Status Grouped count of incoming calls by status. 2 Outgoing Calls by Status Grouped count of outgoing calls by status. 3 Incoming Calls Total Call Duration Total duration of all incoming….Image 12 of 17What this coversInterpreting Email Widget Table Fields If you use a table chart for Email Widgets, the Source Action Name column helps you trace email activity back to its origin. For workflow-associated emails, Source Action Name displays the workflow step name, making it easier to connect email records to workflow execution.Next stepSL. No. Widget Description 1 Incoming Calls by Status Grouped count of incoming calls by status. 2 Outgoing Calls by Status Grouped count of outgoing calls by status. 3 Incoming Calls Total Call Duration Total duration of all incoming calls. 4 Outgoing Calls Total Call Duration Total duration of all outgoing calls. 5 Incoming Calls Avg. Call Duration Average duration of incoming calls. 6 Outgoing Calls Avg. Call Duration Average duration of outgoing calls. 7 Total Calls Placed by Call Attendee Total outgoing calls grouped by the user who made the call. 8 Incoming Calls Avg. Call Duration by Call Attendee Average incoming call duration by attending user. 9 Outgoing Calls Avg. Call Duration by Call Attendee Average outgoing call duration by calling user. 10 First Time Call by Status Count of first-time incoming calls, grouped by status. 11 First Time Call Avg Duration Average duration of first-time incoming calls. 12 First Time Call Avg Duration by Call Attendee Average duration of first-time incoming calls by attending user. 13 First Time Call Total Duration Total duration of first-time incoming calls.
SL. No.
Widget
Description
1
Incoming Calls by Status
Grouped count of incoming calls by status.
2
Outgoing Calls by Status
Grouped count of outgoing calls by status.
3
Incoming Calls Total Call Duration
Total duration of all incoming calls.
4
Outgoing Calls Total Call Duration
Total duration of all outgoing calls.
5
Incoming Calls Avg. Call Duration
Average duration of incoming calls.
6
Outgoing Calls Avg. Call Duration
Average duration of outgoing calls.
7
Total Calls Placed by Call Attendee
Total outgoing calls grouped by the user who made the call.
8
Incoming Calls Avg. Call Duration by Call Attendee
Average incoming call duration by attending user.
9
Outgoing Calls Avg. Call Duration by Call Attendee
Average outgoing call duration by calling user.
10
First Time Call by Status
Count of first-time incoming calls, grouped by status.
11
First Time Call Avg Duration
Average duration of first-time incoming calls.
12
First Time Call Avg Duration by Call Attendee
Average duration of first-time incoming calls by attending user.
13
First Time Call Total Duration
Total duration of first-time incoming calls.
Note: The term 'Call attendee' refers to the team member who participated in the call, either by making or receiving the call from the customer.
Conversation Widgets:
Conversation Widgets: (image 13 of 17)What this shows Note: The term 'Call attendee' refers to the team member who participated in the call, either by making or receiving the call from the customer.What this showsIllustrates the "Conversation Widgets:" section of "What Are Dashboard Widgets?".This animation appears in the "Conversation Widgets:" section of "What Are Dashboard Widgets?". The text alongside this image reads: Note: The term 'Call attendee' refers to the team member who participated in the call, either by making or receiving the call from the customer. Immediately after, the guide continues: SL. No. Widget Description 1 Total Unread Conversations Number of unread conversations. 2 Total Unread Conversations today Unread conversations where the last message was received today. 3 Total Unread Conversations by Channel….Image 13 of 17What this coversNote: The term 'Call attendee' refers to the team member who participated in the call, either by making or receiving the call from the customer.Next stepSL. No. Widget Description 1 Total Unread Conversations Number of unread conversations. 2 Total Unread Conversations today Unread conversations where the last message was received today. 3 Total Unread Conversations by Channel Distribution of unread conversations by the customer’s last-message channel. 4 Unread Conversations by Assignee Number of unread conversations assigned to team members. 5 Unread Conversations (logged in user) Number of unread conversations for the logged-in user. 6 Conversations Distribution by Assignee Number of conversations assigned to team members. 7 Assigned Conversations (logged in user) Number of conversations assigned to the logged-in user. 8 Total Unassigned Conversations Number of conversations not assigned to any team member. 9 Unassigned Conversations by Channel Unassigned conversations initiated across different channels. 10 New Conversations started (This Week) Number of conversations started this week.
SL. No.
Widget
Description
1
Total Unread Conversations
Number of unread conversations.
2
Total Unread Conversations today
Unread conversations where the last message was received today.
3
Total Unread Conversations by Channel
Distribution of unread conversations by the customer’s last-message channel.
4
Unread Conversations by Assignee
Number of unread conversations assigned to team members.
5
Unread Conversations (logged in user)
Number of unread conversations for the logged-in user.
6
Conversations Distribution by Assignee
Number of conversations assigned to team members.
7
Assigned Conversations (logged in user)
Number of conversations assigned to the logged-in user.
8
Total Unassigned Conversations
Number of conversations not assigned to any team member.
9
Unassigned Conversations by Channel
Unassigned conversations initiated across different channels.
Invoice Sent Trend – Monthly trend of invoices sent
Invoice Paid Trend – Monthly trend of invoices paid
Refund Insights
Refund Trend – Monthly trend of refunds issued
Refund Amount Trend – Monthly trend of total refund amounts
Refund Trend – Monthly trend of refunds issued (image 14 of 17)What this shows Refund Trend – Monthly trend of refunds issued Refund Amount Trend – Monthly trend of total refund amountsWhat this showsIllustrates the "Refund Trend – Monthly trend of refunds issued" section of "What Are Dashboard Widgets?".This screenshot appears in the "Refund Trend – Monthly trend of refunds issued" section of "What Are Dashboard Widgets?". The text alongside this image reads: Refund Trend – Monthly trend of refunds issued Refund Amount Trend – Monthly trend of total refund amounts. This part of the guide covers 9 fields, listed below. Immediately after, the guide continues: SL. No. Widget Description 1 Total Revenue (Last Month) Total revenue generated in the last month. 2 Total Revenue Trend Monthly total revenue trend. 3 One-Time Revenue Trend Monthly trend for one-time payments. 4 Recurring Revenue Trend….Image 14 of 17What this coversRefund Trend – Monthly trend of refunds issued Refund Amount Trend – Monthly trend of total refund amounts
Fields in this part of the guideTotal Revenue Trend – Monthly total revenue trendOne-Time Revenue Trend – Monthly trend for one-time paymentsPaying Customer Trend – Monthly trend of paying customersPayment Success Trend – Monthly trend of successful paymentsPayment Failed Trend – Monthly trend of failed paymentsInvoice Sent Trend – Monthly trend of invoices sentInvoice Paid Trend – Monthly trend of invoices paidRefund Trend – Monthly trend of refunds issuedRefund Amount Trend – Monthly trend of total refund amounts
Next stepSL. No. Widget Description 1 Total Revenue (Last Month) Total revenue generated in the last month. 2 Total Revenue Trend Monthly total revenue trend. 3 One-Time Revenue Trend Monthly trend for one-time payments. 4 Recurring Revenue Trend Monthly trend for recurring payments. 5 Paying Customer Trend Monthly trend of paying customers. 6 Payment Success Trend Monthly trend of successful payments. 7 Payment Failed Trend Monthly trend of failed payments. 8 Revenue by Channels Revenue breakdown by payment channel. 9 Subscription Creation Trend Monthly trend of new subscriptions. 10 Subscription Cancellation Trend Monthly trend of canceled subscriptions. 11 Coupon Redemption Trend Monthly trend of coupon redemptions. 12 Coupon Redemption Amount Trend Monthly trend of discount amounts applied. 13 Invoice Sent Trend Monthly trend of invoices sent. 14 Invoice Paid Trend Monthly trend of invoices paid. 15 Refund Trend Monthly trend of refunds issued. 16 Refund Amount Trend Monthly trend of total refund amounts.All 4 steps in this procedure
Total Revenue (Last Month) – Total revenue generated in the last month
Total Revenue Trend – Monthly total revenue trend
One-Time Revenue Trend – Monthly trend for one-time payments
Recurring Revenue Trend – Monthly trend for recurring payments
Refund Trend – Monthly trend of refunds issued (image 15 of 17)What this shows Refund Trend – Monthly trend of refunds issued Refund Amount Trend – Monthly trend of total refund amountsWhat this showsIllustrates the "Refund Trend – Monthly trend of refunds issued" section of "What Are Dashboard Widgets?".This screenshot appears in the "Refund Trend – Monthly trend of refunds issued" section of "What Are Dashboard Widgets?". The text alongside this image reads: Refund Trend – Monthly trend of refunds issued Refund Amount Trend – Monthly trend of total refund amounts. This part of the guide covers 9 fields, listed below. Immediately after, the guide continues: SL. No. Widget Description 1 Total Revenue (Last Month) Total revenue generated in the last month. 2 Total Revenue Trend Monthly total revenue trend. 3 One-Time Revenue Trend Monthly trend for one-time payments. 4 Recurring Revenue Trend….Image 15 of 17What this coversRefund Trend – Monthly trend of refunds issued Refund Amount Trend – Monthly trend of total refund amounts
Fields in this part of the guideTotal Revenue Trend – Monthly total revenue trendOne-Time Revenue Trend – Monthly trend for one-time paymentsPaying Customer Trend – Monthly trend of paying customersPayment Success Trend – Monthly trend of successful paymentsPayment Failed Trend – Monthly trend of failed paymentsInvoice Sent Trend – Monthly trend of invoices sentInvoice Paid Trend – Monthly trend of invoices paidRefund Trend – Monthly trend of refunds issuedRefund Amount Trend – Monthly trend of total refund amounts
Next stepSL. No. Widget Description 1 Total Revenue (Last Month) Total revenue generated in the last month. 2 Total Revenue Trend Monthly total revenue trend. 3 One-Time Revenue Trend Monthly trend for one-time payments. 4 Recurring Revenue Trend Monthly trend for recurring payments. 5 Paying Customer Trend Monthly trend of paying customers. 6 Payment Success Trend Monthly trend of successful payments. 7 Payment Failed Trend Monthly trend of failed payments. 8 Revenue by Channels Revenue breakdown by payment channel. 9 Subscription Creation Trend Monthly trend of new subscriptions. 10 Subscription Cancellation Trend Monthly trend of canceled subscriptions. 11 Coupon Redemption Trend Monthly trend of coupon redemptions. 12 Coupon Redemption Amount Trend Monthly trend of discount amounts applied. 13 Invoice Sent Trend Monthly trend of invoices sent. 14 Invoice Paid Trend Monthly trend of invoices paid. 15 Refund Trend Monthly trend of refunds issued. 16 Refund Amount Trend Monthly trend of total refund amounts.All 4 steps in this procedure
Total Revenue (Last Month) – Total revenue generated in the last month
Total Revenue Trend – Monthly total revenue trend
One-Time Revenue Trend – Monthly trend for one-time payments
Recurring Revenue Trend – Monthly trend for recurring payments
Refund Trend – Monthly trend of refunds issued (image 16 of 17)What this shows Refund Trend – Monthly trend of refunds issued Refund Amount Trend – Monthly trend of total refund amountsWhat this showsIllustrates the "Refund Trend – Monthly trend of refunds issued" section of "What Are Dashboard Widgets?".This screenshot appears in the "Refund Trend – Monthly trend of refunds issued" section of "What Are Dashboard Widgets?". The text alongside this image reads: Refund Trend – Monthly trend of refunds issued Refund Amount Trend – Monthly trend of total refund amounts. This part of the guide covers 9 fields, listed below. Immediately after, the guide continues: SL. No. Widget Description 1 Total Revenue (Last Month) Total revenue generated in the last month. 2 Total Revenue Trend Monthly total revenue trend. 3 One-Time Revenue Trend Monthly trend for one-time payments. 4 Recurring Revenue Trend….Image 16 of 17What this coversRefund Trend – Monthly trend of refunds issued Refund Amount Trend – Monthly trend of total refund amounts
Fields in this part of the guideTotal Revenue Trend – Monthly total revenue trendOne-Time Revenue Trend – Monthly trend for one-time paymentsPaying Customer Trend – Monthly trend of paying customersPayment Success Trend – Monthly trend of successful paymentsPayment Failed Trend – Monthly trend of failed paymentsInvoice Sent Trend – Monthly trend of invoices sentInvoice Paid Trend – Monthly trend of invoices paidRefund Trend – Monthly trend of refunds issuedRefund Amount Trend – Monthly trend of total refund amounts
Next stepSL. No. Widget Description 1 Total Revenue (Last Month) Total revenue generated in the last month. 2 Total Revenue Trend Monthly total revenue trend. 3 One-Time Revenue Trend Monthly trend for one-time payments. 4 Recurring Revenue Trend Monthly trend for recurring payments. 5 Paying Customer Trend Monthly trend of paying customers. 6 Payment Success Trend Monthly trend of successful payments. 7 Payment Failed Trend Monthly trend of failed payments. 8 Revenue by Channels Revenue breakdown by payment channel. 9 Subscription Creation Trend Monthly trend of new subscriptions. 10 Subscription Cancellation Trend Monthly trend of canceled subscriptions. 11 Coupon Redemption Trend Monthly trend of coupon redemptions. 12 Coupon Redemption Amount Trend Monthly trend of discount amounts applied. 13 Invoice Sent Trend Monthly trend of invoices sent. 14 Invoice Paid Trend Monthly trend of invoices paid. 15 Refund Trend Monthly trend of refunds issued. 16 Refund Amount Trend Monthly trend of total refund amounts.All 4 steps in this procedure
Total Revenue (Last Month) – Total revenue generated in the last month
Total Revenue Trend – Monthly total revenue trend
One-Time Revenue Trend – Monthly trend for one-time payments
Recurring Revenue Trend – Monthly trend for recurring payments
SL. No.
Widget
Description
1
Total Revenue (Last Month)
Total revenue generated in the last month.
2
Total Revenue Trend
Monthly total revenue trend.
3
One-Time Revenue Trend
Monthly trend for one-time payments.
4
Recurring Revenue Trend
Monthly trend for recurring payments.
5
Paying Customer Trend
Monthly trend of paying customers.
6
Payment Success Trend
Monthly trend of successful payments.
7
Payment Failed Trend
Monthly trend of failed payments.
8
Revenue by Channels
Revenue breakdown by payment channel.
9
Subscription Creation Trend
Monthly trend of new subscriptions.
10
Subscription Cancellation Trend
Monthly trend of canceled subscriptions.
11
Coupon Redemption Trend
Monthly trend of coupon redemptions.
12
Coupon Redemption Amount Trend
Monthly trend of discount amounts applied.
13
Invoice Sent Trend
Monthly trend of invoices sent.
14
Invoice Paid Trend
Monthly trend of invoices paid.
15
Refund Trend
Monthly trend of refunds issued.
16
Refund Amount Trend
Monthly trend of total refund amounts.
General Widgets:
General Widgets: (image 17 of 17)What this shows SL.What this showsIllustrates the "General Widgets:" section of "What Are Dashboard Widgets?".This animation appears in the "General Widgets:" section of "What Are Dashboard Widgets?". The text alongside this image reads: SL. No. Widget Description 1 Total Revenue (Last Month) Total revenue generated in the last month. 2 Total Revenue Trend Monthly total revenue trend. 3 One-Time Revenue Trend Monthly trend for one-time payments. 4 Recurring Revenue Trend Monthly trend for recurring payments. 5 Paying Customer…. Immediately after, the guide continues: SL. No. Widget Description 1 Opportunity Status Visualize opportunity status. 2 Opportunity Value Understand total opportunity value by status. 3 Conversion Rate Track conversion rate and revenue from won opportunities. 4 Funnel Detailed….Image 17 of 17What this coversSL. No. Widget Description 1 Total Revenue (Last Month) Total revenue generated in the last month. 2 Total Revenue Trend Monthly total revenue trend. 3 One-Time Revenue Trend Monthly trend for one-time payments. 4 Recurring Revenue Trend Monthly trend for recurring payments. 5 Paying Customer Trend Monthly trend of paying customers. 6 Payment Success Trend Monthly trend of successful payments. 7 Payment Failed Trend Monthly trend of failed payments. 8 Revenue by Channels Revenue breakdown by payment channel. 9 Subscription Creation Trend Monthly trend of new subscriptions. 10 Subscription Cancellation Trend Monthly trend of canceled subscriptions. 11 Coupon Redemption Trend Monthly trend of coupon redemptions. 12 Coupon Redemption Amount Trend Monthly trend of discount amounts applied. 13 Invoice Sent Trend Monthly trend of invoices sent. 14 Invoice Paid Trend Monthly trend of invoices paid. 15 Refund Trend Monthly trend of refunds issued. 16 Refund Amount Trend Monthly trend of total refund amounts.Next stepSL. No. Widget Description 1 Opportunity Status Visualize opportunity status. 2 Opportunity Value Understand total opportunity value by status. 3 Conversion Rate Track conversion rate and revenue from won opportunities. 4 Funnel Detailed view of sales funnel and conversion rates by stage. 5 Stages Distribution Understand how opportunities are distributed among stages. 6 Tasks Monitor tasks added and the team member assigned. 7 Manual Actions Track manual actions such as SMS and phone calls in campaigns. 8 Lead Source Report Overview of total leads by source. 9 Google Analytics Count Track total views in Google Analytics. 10 Google Analytics Chart View total views and interactions on the website. 11 Google Business Profile Monitor Google Business Profile metrics. 12 Facebook Ads Report Track clicks, spend, CTR, and CPC for Facebook ads. 13 Google Ads Report Track clicks, spend, CTR, and CPC for Google ads. 14 Sales Efficiency Sales efficiency report for opportunities.
SL. No.
Widget
Description
1
Opportunity Status
Visualize opportunity status.
2
Opportunity Value
Understand total opportunity value by status.
3
Conversion Rate
Track conversion rate and revenue from won opportunities.
4
Funnel
Detailed view of sales funnel and conversion rates by stage.
5
Stages Distribution
Understand how opportunities are distributed among stages.
6
Tasks
Monitor tasks added and the team member assigned.
7
Manual Actions
Track manual actions such as SMS and phone calls in campaigns.
8
Lead Source Report
Overview of total leads by source.
9
Google Analytics Count
Track total views in Google Analytics.
10
Google Analytics Chart
View total views and interactions on the website.
11
Google Business Profile
Monitor Google Business Profile metrics.
12
Facebook Ads Report
Track clicks, spend, CTR, and CPC for Facebook ads.
13
Google Ads Report
Track clicks, spend, CTR, and CPC for Google ads.
14
Sales Efficiency
Sales efficiency report for opportunities.
Note:
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