Dashboard Widgets
19 articles108 explained images
What Are Dashboard Widgets?
TABLE OF CONTENTS What are Dashboard Widgets Widget Categories: Chart types supported: Using Elements in your Widgets Using Different Themes for your Dashboard Widgets Use Cases for Different Widgets Contact Widgets…
10 min17How to Create & Add Dashboard Widgets
Adding widgets to your dashboard allows you to easily access important data and metrics in one place. Whether you’re tracking leads, appointments, or sales performance, customizing your dashboard ensures it reflects…
4 min16Customizing Dashboard Widgets
Widgets are powerful tools for visualizing data, and customizing them ensures they deliver the insights you need. This guide explains how to modify widget settings, add filters, experiment with chart types, and…
4 min16Edit widgets on the dashboard
Switch to "Edit Mode", and then select the ellipsis "..." for the widget you want to modify. TABLE OF CONTENTS Step 1: Switch to Edit Mode Step 2: Choose the widget you want to edit Step 3: Apply your customizations…
1 min3Resize widgets
Quickly adjust widget sizes by dragging the corners to expand or shrink them. TABLE OF CONTENTS Step 1: Switch to Edit Mode Step 2: Click and drag the "arrow" icons at the corners of the widget. Step 3: Save Changes…
1 min3Rearrange Widgets
Customize your dashboard by easily dragging and dropping widgets. TABLE OF CONTENTS Step 1: Switch to Edit Mode Step 2: Drag and drop the widget to your desired location. Step 3: Save changes Frequently Asked Questions…
1 min3Removing a widget
Switch to "Edit Mode", and select the ellipsis "...", then select "Delete" TABLE OF CONTENTS Step 1: Switch to Edit Mode Step 2: Delete the widget Step 3: Save changes Step 1: Switch to Edit Mode On your dashboard…
1 min2FAQs
TABLE OF CONTENTS General Questions Which plans offer access to custom dashboard widgets? Why does the widget data show a different time/date format compared to other sections of the platform? Which roles have access…
3 min4How Funnels and Stage distribution widgets work
TABLE OF CONTENTS Funnel Widget How to interpret Funnel widget data Stage Distribution Widget Funnel Widget A Funnel widget is designed to illustrate a step-by-step process in which data gradually funnels from one…
3 min3How to inject User/Sub account Properties in Iframes on Sub Account Dashboards
You can now inject dynamic user or sub account properties/parameters in embedded content using iframes. Follow these step-by-step instructions to get started: TABLE OF CONTENTS Step 1: Enter Edit Mode Step 2: Navigate…
1 minHow to use Table Charts for Dashboard Widgets
More Tutorials from the Community https://www.youtube.com/watch?v=xBGH_lohcSM https://youtu.be/DwcbZNaqup4 TABLE OF CONTENTS Step 1: Add a widget Step 2: Choose Table chart Step 3: Configure your widget Step 3: Save…
1 min4How To Embed External Content On A Dashboard
You can embed webpages and media from other sites into your dashboard. TABLE OF CONTENTS What Is Embedding? Embed Content On A Dashboard Types Of Embeddable Content Related Articles More Tutorials from the Community…
2 min5How to add attribution and UTM parameters as filters on custom widgets
The Attribution Parameters on Contacts and Opportunity Widgets feature empowers users to gain deeper insights into their contact and opportunity sources and activities. With this functionality, users can filter based…
3 min6How to Customize Dashboards by Adding Titles, Images, and Text Boxes
We're thrilled to introduce three new elements to enhance your custom dashboards: Titles, Textboxes, and Images! TABLE OF CONTENTS What’s New? How It Works: Why it Matters: What’s New? Title: Easily add titles or…
1 min3How to Add and Utilize the New Sales Efficiency Widget on Your Dashboard
What's New? We are thrilled to introduce a powerful new widget designed to enhance your sales efficiency, now available under general widgets on your dashboard. Here’s what you can look forward to: Average Sales…
1 min3Duplicating widgets on a dashboard
The "Duplicate Widget" feature allows you to easily copy existing widgets on your dashboard. This helps save time, especially when creating widgets with similar configurations. Instead of building a new widget from…
1 min2Payments Widget - Dashboard
This document will help you understand the different dashboards and reports available to you, so you can track and manage your business’s payment activity with ease. Revenue Dashboards: Total Revenue (Last Month) Shows…
1 minHow to Add Insight Widgets to Your Dashboard from Key Pages
You can now add relevant insight widgets to your dashboards directly from key pages — making it easier to bring analytics into your workflow without switching context. ✨ What’s This For? Quickly view and track key…
1 min6How to Create and Use Custom Metrics For Dashboard Reports
Custom Metrics give you the flexibility to track the KPIs that matter most by combining data from different sources and applying your own formulas. In this article, you’ll learn what Custom Metrics are, why they’re…
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