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Dashboard Widgets

Widgets are customizable components that display specific data on your dashboard.

Available Widgets​

Revenue Widget​

Displays financial metrics:

  • Total revenue
  • Revenue by client
  • Revenue trends
  • Projected revenue

Lead Widget​

Shows lead generation data:

  • New leads
  • Lead sources
  • Conversion funnel
  • Lead quality score

Campaign Performance​

Marketing campaign overview:

  • Active campaigns
  • Performance metrics
  • Top performers
  • Recent activity

Social Media Stats​

Social media metrics:

  • Followers growth
  • Engagement rate
  • Top posts
  • Platform breakdown

Email Metrics​

Email marketing stats:

  • Open rates
  • Click rates
  • Subscriber growth
  • Campaign performance

Pipeline Widget​

Sales pipeline view:

  • Deal stages
  • Total value
  • Expected close dates
  • Stage conversion

Task Widget​

Task management:

  • Pending tasks
  • Due today
  • Overdue items
  • Team workload

Calendar Widget​

Upcoming events:

  • Scheduled posts
  • Meetings
  • Campaign launches
  • Deadlines

Customizing Widgets​

Adding Widgets​

  1. Click Customize Dashboard
  2. Browse available widgets
  3. Click Add on desired widget
  4. Position on dashboard

Removing Widgets​

  1. Hover over the widget
  2. Click the X icon
  3. Confirm removal

Resizing Widgets​

  1. Hover over widget edge
  2. Drag to resize
  3. Release when satisfied

Rearranging Widgets​

  1. Click and hold widget header
  2. Drag to new position
  3. Drop to place

Widget Settings​

Each widget has configurable options:

Data Source​

  • Select client or all clients
  • Choose date range
  • Filter by category

Display Options​

  • Chart type (bar, line, pie)
  • Color scheme
  • Show/hide labels
  • Data precision

Refresh Rate​

  • Real-time
  • Every 5 minutes
  • Every hour
  • Manual only

Next: Dashboard Customization →