Widgets are the modular building blocks of your dashboards. Each widget is designed to pull a specific metric or dataset from the CRM and visualize it in an easily digestible format.
Understanding the Widget Library
When customizing a dashboard, you have access to a wide array of widget types. Here is a breakdown of the most commonly used widgets and their strategic purpose:
| Widget Type | Visual Format | Strategic Use Case |
|---|---|---|
| Opportunity Value | Bar Chart | Displays the total monetary value of deals sitting in each stage of your sales pipeline. Crucial for revenue forecasting. |
| Conversion Funnel | Funnel Graphic | Shows the drop-off rate as leads move from initial contact to closed-won. Identifies bottlenecks in your sales process. |
| Lead Source Report | Pie Chart | Breaks down where your contacts are coming from (e.g., Organic, Paid Social, Referrals) to guide marketing spend. |
| Tasks List | Interactive List | A live, clickable to-do list of assigned tasks. Users can check off tasks directly from the dashboard. |
| Manual Actions | Data Grid | Queued calls or SMS messages generated by workflows that require a human agent to review and hit "send". |
Configuring Widget Settings
Many widgets can be customized further after being added to the canvas.
- Hover over a widget and click the Gear Icon to open its settings.
- For pipeline widgets, you can select which specific pipeline to pull data from (e.g., showing the "Support Pipeline" instead of the "Sales Pipeline").
- For reporting widgets, you can adjust the default visual style (switching a bar chart to a line graph).