🤩 What’s New:

Prepare to elevate your dashboard game with our latest update, introducing powerful features that will transform your reporting and insights. Here’s what you can expect:

1. Widget Creation

   : Enjoy a seamless experience with simple drag-and-drop functionality that allows you to effortlessly add widgets to your dashboard. This means you can customize your reporting effortlessly, enhancing your ability to track and analyze your data.

2. Widget Categories

   : We’ve categorized widgets for your convenience, including Appointments, Contacts, Opportunities, and General insights. This organization makes it easier than ever to find the exact widget you need to gain valuable insights.

3. Predefined Widgets

   : Access a treasure trove of over 35 predefined widgets from different categories, eliminating the need for time-consuming customization. With these ready-made widgets, you can save time and get valuable insights right away.

4. Different Chart Types

   : Visualize your data in the way that suits your analysis best. Our widgets support various chart types, such as numerics, Donut charts, line graphs, bar graphs, and horizontal bar graphs. This flexibility empowers you to present data in the most impactful way possible.

5. Custom Widgets

   : Take complete control of your widgets. Customize them by adding your own filters, conditions, and changing chart types. This feature enables you to fine-tune your dashboard precisely to your unique requirements.

6. Edit Mode

   : Managing your dashboard has never been easier. In edit mode, you can effortlessly rearrange widgets, edit them, and reposition them to create a personalized dashboard that perfectly suits your workflow.

🌟 Why We Did This:

We understand that data is the lifeblood of your decision-making process, and we want to make sure you have all the tools you need to harness its power. With these enhancements, you’ll experience:

• Efficiency

  : Save time by quickly adding predefined widgets, reducing the need for manual customization.

• Flexibility

  : Customize your widgets to tailor your dashboard to your specific needs.

• Clarity

  : Different chart types provide clearer data visualization for more insightful analysis.

• User-Friendly

  : Drag-and-drop functionality and an intuitive edit mode make managing your dashboard a breeze.

🌟 How It Helps You:

Our latest dashboard update is designed to empower you in various ways:

• Enhanced Productivity

  : Streamline your reporting process, allowing you to focus on what matters most: making informed decisions.

• Better Insights

  : Diverse chart types and custom widgets provide a deeper understanding of your data, helping you uncover hidden trends and opportunities.

• Simplified Workflow

  : Drag-and-drop functionality and easy widget management simplify the dashboard customization process, even for beginners.

• Personalization

  : Tailor your dashboard to your unique business needs, ensuring you have the right information at your fingertips.

🚀 What’s Next:

We’re not stopping here! Stay tuned for more exciting updates, including:

1. Expanded Widget Categories

   : Look out for additional widget categories like Payments, Emails, SMS, and more, to provide even more insight into your data.

2. Revamped Reporting Section

   : Coming soon, you’ll enjoy a complete overhaul of the REPORTING SECTION, featuring custom report creation and a selection of templates.

3. Scheduled Reporting

   : Soon, you’ll be able to effortlessly schedule your reports, ensuring that your insights and business updates reach your clients and customers on time.

4. Multiple Dashboards

   : Create and manage multiple dashboards

5. Permissions

   : Set permissions for your reports and dashboards, ensuring only the right eyes see your valuable insights.

We’re committed to continually enhancing your experience, so stay with us for the journey ahead! 🔥🔥

Use case for different widgets

Contact Widgets:

1. 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.

2. 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.

3. 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.

4. Contacts by Activity: Monitor the number of contacts with specific activities within a defined time period. Useful for tracking engagement.

5. Contacts by Type: Categorize your contacts by type and visualize how they are distributed with this widget.

6. 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.

7. Contacts by Company Name: Get insights into your contacts by looking at how they are distributed among different company names.
   

Appointment Widgets:

1. 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.

2. Appointment Count over a Date Range: Monitor appointment numbers within a specific time period. Group them by status or assignee for deeper insights.

3. Appointment Counts by Status: Visualize how your appointments are distributed by their status (e.g., "Confirmed," "No Show").

4. Booked Appointments: Keep an eye on the number of booked appointments for a selected date range.

5. Confirmed Appointments: Track the number of confirmed appointments for a specific time frame.

6. Showed Appointments: Monitor the number of appointments where customers showed up.

7. No Show Appointments: Find out how many appointments resulted in a "No Show."

8. Cancelled Appointments: Keep track of cancelled and invalid appointments within a specified date range.

9. No Show Rate Over Time: Observe the trend in "No Show" appointments over time.

10. Upcoming Appointments (Week): Plan for the week ahead by checking the total number of appointments scheduled.

11. Upcoming Appointment (Logged in User): Focus on your upcoming appointments specifically.

12. Past Month Created Appointments: Review the total number of appointments created in the past month.

13. Past Month Created Appointments (Logged in User): Track appointments created by the logged-in user over the past month.

These widgets help you stay organized and make data-driven decisions about your appointments.

Opportunity Widgets:

1. Opened Opportunities: Use this widget to see how many opportunities are currently open. Helpful for real-time tracking.

2. Won Opportunities: Keep a record of opportunities you've successfully closed as deals.

3. Lost Opportunities: Monitor opportunities that did not convert into deals.

4. Abandoned Opportunities: Keep an eye on opportunities that were left without action.

5. Opportunity Count: Get an overview of your total opportunities.

6. Opportunity Counts Over Time: Visualize how opportunities have been distributed over different time periods.

7. Opportunity Revenue Over Time: Track the revenue generated by opportunities over time.

8. Opportunity Counts by Status: Categorize your opportunities by status (e.g., "In Progress," "Closed").

9. Opened Opportunity Value: Understand the monetary value of opportunities currently in progress.

10. Lost Opportunity Value: See the value of opportunities that were lost.

11. Abandoned Opportunity Value: Monitor the monetary value of abandoned opportunities.

12. Won Opportunity Value: Keep track of the monetary value of opportunities that converted into deals.

13. Total Opportunity Value: Get an overview of the cumulative monetary value of all opportunities.
    

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.