Dashboard widgets are versatile and customizable tools that simplify data visualization and analysis. They enable users to access key metrics quickly and improve reporting capabilities.
Widget Categories:
- Contacts - manage and analyze new leads
- Appointments - track meetings with teams and customers
- Opportunity - provide insights into deal status and value
- Visitor Data - overview of funnel visitor activity
- Emails - view email campaign activity
- Calls - detailed call activity insights
- Conversations - track conversation data
- General - predefined data and performance reports
Supported Chart Types:
- Numeric/Count
- Donut Charts
- Line Charts
- Bar Charts
- Horizontal Bar Charts
- Tables
Supported Metrics:
Sum, Min, Max, Avg, Count
Customization Options: