Feature Update: Custom Widgets for Dashboards 📊

🤩 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, and 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! 🔥🔥

[You can learn more about the custom widgets here!


Wondering which plan unlocks the customizable Dashboard?

It’s currently available exclusively for the $497 plan and beyond. If you’re on the $97 or $297 plan, we recommend leveling up to unlock this feature. You can check out the FAQs here!

Leave a Comment

Your email address will not be published. Required fields are marked *

Scroll to Top