Dashboards
Build and customise your operational dashboards.
Configuring Dashboards
Dashboard Widget Types
- Email WidgetsAccepted Emails: Number of emails successfully accepted.Delivered Emails: Number of emails delivered to recipients.Opened Emails: Number of emails opened by recipients.Clicked…
- Visitor Data WidgetsVisitor Data Widgets(Websites/Funnels):Total Funnel Views: Tracks all funnel views (customizable by funnel and page type).Unique Funnel Views: Counts unique visitors across your…
Dashboard Widgets
- Customizing Dashboard WidgetsWidgets 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…
- Duplicating widgets on a dashboardThe "Duplicate Widget" feature allows you to easily copy existing widgets on your dashboard. This helps save time, especially when creating widgets with similar configurations…
- How Funnels and Stage distribution widgets workTABLE OF CONTENTSFunnel WidgetHow to interpret Funnel widget dataStage Distribution WidgetFunnel WidgetA Funnel widget is designed to illustrate a step-by-step process in which…
- How to Add and Utilize the New Sales Efficiency Widget on Your DashboardWhat'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…
- How to add attribution and UTM parameters as filters on custom widgetsThe Attribution Parameters on Contacts and Opportunity Widgets feature empowers users to gain deeper insights into their contact and opportunity sources and activities. With this…
- How to Add Insight Widgets to Your Dashboard from Key PagesYou 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…
- How to Customize Dashboards by Adding Titles, Images, and Text BoxesWe're thrilled to introduce three new elements to enhance your custom dashboards: Titles, Textboxes, and Images!TABLE OF CONTENTSWhat’s New?How It Works:Why it Matters:What’s…
- How To Embed External Content On A DashboardYou can embed webpages and media from other sites into your dashboard.TABLE OF CONTENTSYou can embed webpages and media from other sites into your dashboard.TOCMore Tutorials from…
- How to use Table Charts for Dashboard WidgetsMore Tutorials from the Communityhttps://www.youtube.com/watch?v=xBGH_lohcSMhttps://youtu.be/DwcbZNaqup4TABLE OF CONTENTSStep 1: Add a widgetStep 2: Choose Table chartStep 3…
- Payments Widget - DashboardThis 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…
- Rearrange WidgetsCustomize your dashboard by easily dragging and dropping widgets.TABLE OF CONTENTSStep 1: Switch to Edit ModeStep 2: Drag and drop the widget to your desired location.Step 3: Save…
Getting Started w/ Dashboards
- Dashboard: Opportunities, Pipeline Value, Conversion Rate, Funnel, Stages DistributionThe Date Range filter is based on the Date Created of the leads.So the opportunities view above shows the 4 leads who opt-in to Accommador from Jan 24th to Jul 25th are in OPEN…
- How to change the Timezone for a Dashboard (Logged in User)Say goodbye to data discrepancies and hello to personalized data viewing with the Timezone Switcher for Dashboard!TABLE OF CONTENTSStep 1: Open Your Dashboard: Step 2: Access…
- How to Edit a dashboardDashboard owners wield the power to enhance their reporting capabilities by editing dashboards. This includes the ability to modify the dashboard name, update permissions, add new…
- How To Pin Favorite DashboardsElevate your dashboard accessibility by pinning your favorite and most frequently used dashboards. This feature ensures swift access to your preferred insights whenever you need…
- How to switch Timezones for your DashboardsFor teams with members across various time zones, personalize your dashboard experience with the Timezone Switcher. Users can manage and update time zones for the dashboards they…
- How to use "Only Assigned Data" setting with DashboardThe "Only Assigned Data" setting in Roles and Permissions is a powerful tool designed to enhance data security and streamline user experiences. This setting ensures that team…
- Quick Filters on DashboardsQuick Filters empower users to analyze dashboard widgets without requiring edit permissions. This feature ensures that users can apply filters individually, reducing the need for…