What Are Dashboard Widgets?

Modified on: Wed, 25 Mar, 2026 at 6:13 AM

TABLE OF CONTENTS

What are Dashboard Widgets
Use Cases for Different Widgets
Note:

What are Dashboard Widgets

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.

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

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:

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 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.

Use Cases for Different Widgets

Contact Widgets:

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:

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:

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):

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:

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:

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:

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.
10	New Conversations started (This Week)	Number of conversations started this week.

Payments Widgets:

Revenue & Trends

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

Customer & Payment Performance

Paying Customer Trend – Monthly trend of paying customers
Payment Success Trend – Monthly trend of successful payments
Payment Failed Trend – Monthly trend of failed payments

Revenue Breakdown

Revenue by Channels – Revenue breakdown by different payment channels
Subscription Creation Trend – Monthly trend of new subscriptions
Subscription Cancellation Trend – Monthly trend of canceled subscriptions

Discounts & Invoices

Coupon Redemption Trend – Monthly trend of coupon redemptions
Coupon Redemption Amount Trend – Monthly trend of discount amounts applied
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

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:

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:

Wondering which plan unlocks the customizable Dashboard?

It's currently available exclusively for the $297 plan and beyond.