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Understanding Dashboard Widgets in Stack

Dashboard widgets in Stack are powerful tools designed to enhance your data visualization and analysis. They allow you to quickly access key metrics, making it easier to monitor your performance and improve reporting. To add widgets to your dashboard, simply click the Add Widget button located in the top-right corner.

Whether you opt for predefined chart types or customize widgets to fit your specific needs, Stack's dashboard widgets offer unparalleled flexibility. The intuitive edit mode lets you manage and tailor your dashboard effortlessly, ensuring it aligns with your workflow. This capability helps you create dynamic dashboards that facilitate data analysis and support informed decision-making.

Widget Categories​

To streamline your experience, widgets are organized into categories, making it easier to find the tools you need:

  • Contacts: Manage and analyze new leads efficiently.
  • Appointments: Track and optimize meetings with your team and customers.
  • Opportunities: Gain insights into deal status and monetary value.
  • Visitor Data: Overview of funnel visitor activity and relevant information.
  • Emails: View email campaign activities.
  • Calls: Get detailed insights about your call activities.
  • Conversations: Track conversation data.
  • General: Access predefined data and performance reports for various platforms.

Chart Types Supported​

Stack supports various chart types to suit different data visualization needs:

  • Numeric/Count: Lists numbers in a specific order.
  • Donut Charts: Displays numeric values within a donut shape, changing based on selected metrics (e.g., average or maximum).
  • Line Charts: Connects data points with lines, ideal for tracking changes over time.
  • Bar Charts: Compares numerical values using bar lengths.
  • Horizontal Bar Charts: Uses rectangular bars to compare data categories.
  • Tables: Organizes information for precise details.

Using Elements in Your Widgets​

Customize your dashboard widgets with elements to enhance their functionality:

  • Titles/Headings: Organize sections and group widgets by theme.
  • Textboxes: Include key information or task reminders.
  • Images: Embed logos, charts, or infographics for visual appeal and context.

Using Different Themes for Your Dashboard Widgets​

Themes allow you to personalize the look of your dashboard or individual widgets. Choose from a variety of predefined themes or create a custom theme with specific colors to match your style.

Use Cases for Different Widgets​

Contact Widgets​

  • Contact Count: Quick overview of the total number of contacts.
  • Contact Count (Logged in User): Focus on contacts assigned to you.
  • Contacts by Tags: See contact distribution by tags (e.g., "Hot Leads").
  • Contacts by Activity: Track engagement with specific activities.
  • Contacts by Type: Visualize distribution by contact type.
  • Contacts by Assigned User: See contact distribution among team members.
  • Contacts by Company Name: Insights into distribution by company.
  • Contacts with/without Emails/Phone Numbers: Track contact details availability.
  • Total Contacts Count (Till Date/This Month): Snapshot of total contacts created over time.

Appointment Widgets​

  • Appointment Count: Track total appointments by status or assignee.
  • Appointment Count over a Date Range: Monitor appointments within specific periods.
  • Appointment Counts by Status: Distribution by status (e.g., "Confirmed").
  • Booked/Confirmed/Showed/No Show/Cancelled Appointments: Track appointment outcomes.
  • No Show Rate Over Time: Observe trends in "No Show" appointments.
  • Upcoming Appointments (Week/Logged in User): Plan for upcoming appointments.
  • Past Month Created Appointments: Review past month's appointment activity.

Opportunity Widgets​

  • Opened/Won/Lost/Abandoned Opportunities: Track opportunity statuses.
  • Opportunity Count: Overview of total opportunities.
  • Opportunity Counts Over Time: Distribution over different periods.
  • Opportunity Revenue Over Time: Track revenue from opportunities.
  • Opportunity Counts by Status: Categorize by status.
  • Opportunity Value Metrics: Monitor monetary values of opportunities.

Visitor Data Widgets​

  • Total/Unique Funnel/Website Views: Track views and unique visitors.
  • Funnel/Website Views Trend: View trends over time.
  • Top Funnels/Websites by Unique Views: Identify top-performing funnels/websites.
  • Total/Unique Funnel Page Views (Last Week/Month): Track recent activity.
  • Total Opt-ins (All Funnels): Monitor opt-in rates.

Email Widgets​

  • Accepted/Delivered/Opened/Clicked/Replied Emails: Track email engagement.
  • Soft/Hard Bounced/Failed Emails: Monitor email delivery issues.
  • Unsubscribed Emails: Track unsubscribe rates.
  • Emails By Domain: Group emails by recipient domain.

Call Widgets​

  • Incoming/Outgoing Calls by Status: Group calls by status.
  • Total/Average Call Duration: Monitor call durations.
  • Calls by Call Attendee: Track calls by the user involved.
  • First Time Call Metrics: Analyze first-time call data.

Conversation Widgets​

  • Total Unread Conversations: Monitor unread conversation counts.
  • Unread Conversations by Channel/Assignee: Distribution of unread conversations.
  • Assigned/Unassigned Conversations: Track conversation assignments.
  • New Conversations Started (This Week): Monitor new conversation activity.

Payments Widgets​

  • Revenue & Trends: Track revenue trends, including one-time and recurring payments.
  • Customer & Payment Performance: Monitor customer trends and payment success rates.
  • Revenue Breakdown: Analyze revenue by channels.
  • Discounts & Invoices: Track coupon redemptions and invoice trends.
  • Refund Insights: Monitor refund trends and amounts.

General Widgets​

  • Opportunity Status/Value: Visualize opportunity statuses and values.
  • Conversion Rate: Track conversion rates and revenue.
  • Funnel/Stages Distribution: Analyze sales funnel stages.
  • Tasks/Manual Actions: Monitor tasks and manual actions.
  • Lead Source Report: Overview of leads by source.
  • Google Analytics/Facebook/Google Ads Reports: Track views, clicks, and ad performance.
  • Sales Efficiency: Analyze sales efficiency for opportunities.

These widgets help you stay organized and make data-driven decisions in Stack.