Creating Custom Dashboards

Tracking key performance indicators (KPIs) is essential for staying on top of your business goals. With custom dashboards, you can visualize your data in one place and share insights across your team.


Custom dashboards help you monitor your team’s KPIs in one place, enabling smarter decisions and better visibility across departments. Here's how to build and customize your own dashboard from scratch.

 Step 1: Access the Dashboard Section

In the main left-side menu, click Dashboards.

You’ll see three options:

• Create a new dashboard from scratch
  
  

• Choose existing template from the library
  
  

• Clone existing dashboard
  
  
  
  
  
  

 For this guide, we’ll create a new dashboard from scratch.

Click Add Dashboard, give it a name, and set access permissions for team members as needed.

 Step 2: Start Building with Widgets

Widgets are the reporting sections on your dashboard.

You can either:

1. Choose from the system’s pre-defined widgets
   
   

2. Or build your own widget manually
   
   

 Add a Widget Manually

1. Choose the fields you want to pull data from.
   
   

2. Select the type of chart to display the data.
   
   

3. Click the widget to add it to your dashboard.
   
   
   
   
   

 Tip: Drag and drop widgets to rearrange them for your preferred layout.

 General Predefined Widgets

Below are pre-built widgets you can add instantly:

• Opportunity Status – Number of opportunities grouped by status
  
  

• Opportunity Value – Total value of all opportunities distributed by status
  
  

• Conversion Rate – % and revenue of won opportunities
  
  

• Funnel – Visual funnel by stages with conversion rates
  
  

• Stages Distribution – Number of opportunities per stage
  
  

• Tasks – List view of all tasks added
  
  

• Manual Actions – Count of manual SMS and phone actions
  
  

• Lead Source Report – Overview of leads by source
  
  

• Google Analytics Count – Numeric overview of website data
  
  

• Google Analytics Chart – Chart view of total website views
  
  

• Google Business Profile – Overview of GBP metrics
  
  

• Facebook Ads Report – Clicks, spend, CTR, and CPC for Facebook Ads
  
  

• Google Ads Report – Clicks, spend, CTR, and CPC for Google Ads
  
  

• Sales Efficiency – Report on sales time efficiency
  
  

 Opportunity Widgets

• Opened Opportunities – Count of opened opportunities
  
  

• Won Opportunities – Count of won opportunities
  
  

• Lost Opportunities – Count of lost opportunities
  
  

• Lost Opportunities By Reason – Breakdown of lost reasons
  
  

• Abandoned Opportunities – Count of abandoned opportunities
  
  

• Opportunity Count – Total number of opportunities
  
  

• Opportunity Counts Over Time – Time-based distribution
  
  

• Opportunity Revenue Over Time – Revenue trends over time
  
  

• Opportunity Counts by Status – Grouped by opportunity status
  
  

• Opened Opportunity Value – Value of opened opportunities
  
  

• Lost Opportunity Value – Value of lost opportunities
  
  

• Abandoned Opportunity Value – Value of abandoned opportunities
  
  

• Won Opportunity Value – Value of won opportunities
  
  

• Total Opportunity Value – Combined value of all opportunities
  
  

• Won Opportunities This Month (For You) – Your won deals this month
  
  

• Won Opportunities Value This Month (For You) – Your won value this month
  
  

• Won Opportunities Value This Month – Total team’s won value this month
  
  

 Example: Add “Opportunity Counts Over Time”

1. Choose Opportunity Counts Over Time from Opportunity Widgets
   
   

2. Set the time period (daily, weekly, monthly)
   
   

3. Set View By: Created On or Updated On
   
   

4. Under Conditions, filter by:
   
   

   • Status
     
     

   • Opportunity Owner
     
     

   • Tags
     
     

   • Specific Pipeline
     
     

 Contacts Category Example

To track where most client leads are coming from, add:

Add a widget, choose General category and then Top Sources for Contacts Created 

 This helps you understand and optimize your lead generation sources.

Under Advanced Settings – Conditions you may filter specific sources or compare the current data with previous period

 Build Widgets Using Custom Fields

Example: Top 15 Referrals (How Did You Hear About Us?)

1. Go to Contacts: Total Contacts Count
   
   

2. Click Advanced Settings > Conditions
   
   

3. Filter by the custom field:
   
   

   • “How did you hear about us?”
     
     

   • Condition: Is Not Empty
     
     

 Tip: Use dropdown options instead of text fields for cleaner reporting.

 Add Google Analytics Chart

1. Add a new widget
   
   

2. Under General, select Google Analytics Chart
   
   

3. Choose the relevant metrics to display
   
   

 Add Sales Efficiency Chart

This widget shows how long it takes to close a sale from lead creation.

• Use filters to segment by user and monitor performance across your team.
  
  

 Schedule Reports by Email

To receive scheduled reports from your dashboards via email regularly:

1. Go to Reporting in the main menu
   
   

2. Click Custom Reports
   
   

3. Choose the dashboard to receive
   
   

4. Click Schedule and configure:
   
   

   • Frequency: Daily, Weekly, Monthly, Quarterly
     
     

   • Time of sending
     
     

   • Sender & recipients info
     
     

   • Comparison period for insights over time (i.e., comparing data  to the previous same duration period)
     
     

 Extra Tips & Tricks:

• Use a mix of predefined and custom widgets to build focused dashboards
  
  

• Share dashboards across your team for better visibility
  
  

• Use filters for deeper data segmentation
  
  

• Set up automated reports to stay updated
  
  

• Choose Different Type of Charts for better organization & visual presentation
  Chart types: