Contact Widgets:
- Contact Count: Use this widget to get a quick overview of the total number of contacts for your entire team. Great for tracking overall growth.
- Contact Count (Logged in user): If you want to focus on contacts assigned to you, use this widget. It helps you see how many contacts you are personally responsible for.
- Contacts by Tags: If you've categorized your contacts with tags (e.g., "Hot Leads," "New Prospects"), this widget lets you see how your contacts are distributed by these tags.
- Contacts by Activity: Monitor the number of contacts with specific activities within a defined time period. Useful for tracking engagement.
- Contacts by Type: Categorize your contacts by type and visualize how they are distributed with this widget.
- Contacts by Assigned User: If you have a team managing different contacts, use this widget to see how contacts are mapped to various team members.
- Contacts by Company Name: Get insights into your contacts by looking at how they are distributed among different company names.
- Contacts with Email: Easily track the count of contacts with email addresses.
- Contacts without Emails: Keep tabs on the count of contacts without email addresses.
- Contacts with Phone Numbers: Monitor the count of contacts with phone numbers.
- Contacts without Phone Numbers: Stay informed about the count of contacts without phone numbers.
- Total Contacts Count (Till Date): Get a snapshot of the total number of contacts created till date.
- Total Contacts Count (This Month): Keep track of the total number of contacts created this month.
- Contacts Count (Logged in User): Specifically, count the contacts associated with the logged-in user.
Appointment Widgets:
- Appointment Count: Use this widget to track the total number of appointments. You can group the count by status or assignee, depending on what you want to focus on.
- Appointment Count over a Date Range: Monitor appointment numbers within a specific time period. Group them by status or assignee for deeper insights.
- Appointment Counts by Status: Visualize how your appointments are distributed by their status (e.g., "Confirmed," "No Show").
- Booked Appointments: Keep an eye on the number of booked appointments for a selected date range.
- Confirmed Appointments: Track the number of confirmed appointments for a specific time frame.
- Showed Appointments: Monitor the number of appointments where customers showed up.
- No Show Appointments: Find out how many appointments resulted in a "No Show."
- Cancelled Appointments: Keep track of cancelled and invalid appointments within a specified date range.
- No Show Rate Over Time: Observe the trend in "No Show" appointments over time.
- Upcoming Appointments (Week): Plan for the week ahead by checking the total number of appointments scheduled.
- Upcoming Appointment (Logged in User): Focus on your upcoming appointments specifically.
- Past Month Created Appointments: Review the total number of appointments created in the past month.
- Past Month Created Appointments (Logged in User): Track appointments created by the logged-in user over the past month.
- Upcoming Appointments (Logged in User): Stay on top of your schedule with the number of upcoming appointments tailored for the logged-in user.
- Upcoming Appointments for Next Week: Plan ahead with the total number of upcoming appointments for the next week, including both confirmed and not confirmed bookings.
- Past Month Created Appointments: Review your past month's activity with the total count of appointments created.
- Past Month Created Appointments (Logged in User): Drill down into your personal statistics with the total appointments created in the past month for the logged-in user.
These widgets help you stay organized and make data-driven decisions about your appointments.
Opportunity Widgets:
- Opened Opportunities: Use this widget to see how many opportunities are currently open. Helpful for real-time tracking.
- Won Opportunities: Keep a record of opportunities you've successfully closed as deals.
- Lost Opportunities: Monitor opportunities that did not convert into deals.
- Abandoned Opportunities: Keep an eye on opportunities that were left without action.
- Opportunity Count: Get an overview of your total opportunities.
- Opportunity Counts Over Time: Visualize how opportunities have been distributed over different time periods.
- Opportunity Revenue Over Time: Track the revenue generated by opportunities over time.
- Opportunity Counts by Status: Categorize your opportunities by status (e.g., "In Progress," "Closed").
- Opened Opportunity Value: Understand the monetary value of opportunities currently in progress.
- Lost Opportunity Value: See the value of opportunities that were lost.
- Abandoned Opportunity Value: Monitor the monetary value of abandoned opportunities.
- Won Opportunity Value: Keep track of the monetary value of opportunities that converted into deals.
- Total Opportunity Value: Get an overview of the cumulative monetary value of all opportunities.
- Lost Opportunities By Reason: Split of all lost opportunities by the reason
Call Widgets:
- Incoming Calls by Status: Grouped count of incoming calls based on their status.
- Outgoing Calls by Status: Grouped count of outgoing calls based on their status.
- Incoming Calls Total Call Duration: The total duration of all incoming calls.
- Outgoing Calls Total Call Duration: The total duration of all outgoing calls.
- Incoming Calls Avg. Call Duration: The average duration of all incoming calls.
- Outgoing Calls Avg. Call Duration: The average duration of all outgoing calls.
- Total Calls Placed by Call Attendee: Total outgoing calls grouped by the user who made the call.
- Incoming Calls Avg. Call Duration by Call Attendee: Average duration of incoming calls grouped by the user who attended the call.
- Outgoing Calls Avg. Call Duration by Call Attendee: Average duration of outgoing calls grouped by the user who made the call.
- First Time Call by Status: Count of incoming calls received for the first time, grouped by status.
- First Time Call Avg Duration: Average duration of incoming calls received for the first time.
- First Time Call Avg Duration by Call Attendee: Average duration of first-time incoming calls grouped by the user who attended the call.
- First Time Call Total Duration: The total duration of incoming calls received for the first time.
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:
- Total Unread Conversations: Shows the number of conversations that have not been read yet.
- Total Unread Conversations today: Displays the number of unread conversations where the last message was received today.
- Total Unread Conversations by Channel: Shows the distribution of unread conversations based on the channel type of the customer's last message (e.g., email, SMS, etc.).
- Unread Conversations by Assignee: Indicates the number of unread conversations assigned to team members.
- Unread Conversations (logged in user): Displays the number of unread conversations for the logged-in user.
- Conversations Distribution by Assignee: Shows the number of conversations assigned to team members.
- Assigned Conversations (logged in user): Indicates the number of conversations assigned to the logged-in user.
- Total Unassigned Conversations: Displays the number of conversations not yet assigned to any team member.
- Unassigned Conversations by Channel: Shows unassigned conversations initiated by customers across different channels, considering the channel of the last message from the customer.
- New Conversations started (This Week): Indicates the number of conversations started in the current week.
General Widgets:
- Opportunity Status: Visualize the status of your opportunities.
- Opportunity Value: Understand the total value of opportunities, categorized by status.
- Conversion Rate: Track the conversion rate and revenue generated by won opportunities.
- Funnel: Get a detailed view of your sales funnel and conversion rates at each stage.
- Stages Distribution: Understand how opportunities are distributed among different stages.
- Tasks: Monitor all tasks added and the team member it is assigned to.
- Manual Actions: Keep track of manual actions, such as SMS and phone calls, in your campaigns.
- Lead Source Report: Get an overview of total leads by source.
- Google Analytics Count: Track the number of total views in your Google Analytics report.
- Google Analytics Chart: Get insights into the number of total views and interactions on your website.
- Google Business Profile: Monitor your Google Business Profile metrics.
- Facebook Ads Report: Keep an eye on clicks, spending, CTR, and CPC for Facebook ads.
- Google Ads Report: Track clicks, spending, CTR, and CPC for Google ads.
- Sales Efficiency: Sales efficiency report for opportunities.