Custom Dashboards

Custom Dashboards let you build tailored analytics views with drag-and-drop widgets. Track the metrics that matter most to your business with stats, charts, and tables.

​

What are Custom Dashboards?

Personalized analytics pages you create with widgets displaying your call data. Each dashboard contains multiple widgets showing different data views.

​

Quick Start

​

Create a Dashboard

1. Click “Create Custom Dashboard” in sidebar
2. Enter name (e.g., “Sales Performance”)
3. Choose icon
4. Click “Create Dashboard”

​

Add Widgets

Option 1: Use Presets (21 ready-made widgets)

1. Click “Unlock to customize”
2. Click “Add” button
3. Select preset widget (marked with emoji 📊📈📋)
4. Click “Save”

Option 2: Create Custom Widget

1. Click “Manage Widgets” → “Create New Widget”
2. Choose type: Statistic, Chart, or Table
3. Configure data source and options
4. Save widget
5. Add to dashboard

​

Widget Types

​

Stat Widget 📊

Single number with optional comparison and mini-chart. Example uses:

• Total calls this month
• Average call duration
• Success rate percentage

Key options:

• Data source: calls, leads, campaigns, assistants, phone_numbers, sms
• Aggregation: COUNT, SUM, AVG, MAX, MIN
• Color: Primary (Blue), Success (Green), Warning (Orange), Danger (Red), Info (Cyan), Gray
• Label and description text
• Show mini chart (daily trend)
• Compare with previous period (percentage change)
• Date range: Today, Yesterday, Last 7/14/30/60/90 days, Last 6 months, Last year
• Conditions (filters)

​

Chart Widget 📈

Visualize trends and distributions. Chart types:

• Line - Trends over time
• Bar - Compare categories or time periods
• Area - Filled trend chart
• Pie - Proportions (requires Group By)
• Donut - Pie with center hole (requires Group By)
• Polar Area - Circular with varying radius (requires Group By)
• Radar - Multi-axis comparison
• Radial Bar - Single progress/percentage indicator

Key options:

• Data source: calls, leads, campaigns, assistants, phone_numbers, sms
• Aggregation: COUNT, SUM, AVG, MAX, MIN
• Chart type: Line Chart, Bar Chart, Area Chart, Pie Chart, Donut Chart, Polar Area, Radar, Radial Bar
• Color: Primary (Blue), Success (Green), Warning (Orange), Danger (Red), Info (Cyan), Gray
• Group by period: Hourly, Daily, Weekly, Monthly (for time-series)
• Group by field: status, campaign, assistant, any column (for categories)
• Chart height: 200-800px
• Show grid lines, legend, tooltips, data labels, toolbar
• Line curve: smooth, straight, stepline
• Line width: 1-10px
• Gradient (radialBar only)
• Date range: Today, Yesterday, Last 7/14/30/60/90 days, Last 6 months, Last year
• Conditions (filters)

​

Table Widget 📋

Detailed records with sortable columns. Example uses:

• Recent calls with details
• Failed calls for review
• Lead contact history

Key options:

• Data source: calls, leads, campaigns, assistants, phone_numbers, sms
• Campaign filter (for leads - enables variable columns)
• Assistant filter (for calls - enables evaluation field columns)
• Column selection: basic, relationships, evaluation fields, lead variables
• Sort by: any basic column
• Sort direction: desc (newest first), asc (oldest first)
• Rows per page: 1-100
• Date range: Today, Yesterday, Last 7/14/30/60/90 days, Last 6 months, Last year
• Conditions (filters)

​

Filtering Data

All widgets support powerful filters: Date ranges: Today, Yesterday, Last 7/14/30/60/90 days, Last 6 months, Last year Conditions: Multiple AND filters

• Status equals “completed”
• Duration greater than 60 seconds
• Assistant name equals “Sales Bot”

Evaluation fields: Filter by post-call evaluation values

• Column: Extracted Variables
• Extracted Variable Name: Custom variable
• Custom Variable Name: appointment_booked
• Operator: =
• Variable Value: true

​

Layout Management

​

Edit Mode

1. Click “Unlock to customize”
2. Drag widgets to reorder
3. Resize widgets (1-12 columns wide)
4. Remove widgets with X button
5. Click “Save” to persist
6. Click “Lock” to exit edit mode

​

Best Practices

Widget sizing:

• Stats: 3-4 columns (fit 3-4 per row)
• Charts: 6-12 columns
• Tables: 12 columns (full width)

Layout tips:

• Put KPIs at top
• Group related metrics
• Place tables at bottom

​

Common Use Cases

​

Sales Dashboard

• Stat: Successful calls (filter by evaluation field “appointment_booked”)
• Chart: Daily trend of successful calls
• Table: Recent successful calls with appointment details

​

Support Quality

• Stat: Average call duration
• Chart: Call status breakdown (pie chart)
• Table: Recent calls with evaluation scores

​

Campaign Performance

• Stat: Total campaign calls
• Chart: Calls per campaign (bar chart)
• Table: Top performing campaigns

​

Troubleshooting

Widget shows “No data”:

• Expand date range
• Check filters aren’t too restrictive
• Verify you have records

Slow loading:

• Reduce widget count (keep under 20)
• Use date range filters
• Clear browser cache

Dashboard not in sidebar:

• Refresh page
• Check plan includes feature