Skip to main content
Custom dashboards allow you to create tailored analytical views using drag-and-drop widgets. Track the metrics that matter most to your business with statistics, charts, and tables.

​
What are Custom Dashboards?

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

Statistic Widgets

Single metrics like total calls, averages, or success rates

Chart Widgets

Visual trends with 8 chart types (line, bar, pie, etc.)

Table Widgets

Detailed datasets with custom columns and filters

​
Quick Start

​
Create a Dashboard

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

​
Add Widgets

Option 1: Use Templates (21 pre-built widgets)
  1. Click “Unlock to Customize”
  2. Click “Add”
  3. Select a template widget (marked with emoji 📊📈📋)
  4. Click “Save”
Option 2: Create a Custom Widget
  1. Click “Manage Widgets” → “Create New Widget”
  2. Select type: Statistic, Chart, or Table
  3. Configure data source and options
  4. Save the widget
  5. Add it to your dashboard

​
Widget Types

​
Statistic Widget 📊

Single number with optional comparison and mini-chart. Use cases:
  • Total calls this month
  • Average call duration
  • Success rate as a percentage
Important options:
  • Data source: calls, leads, campaigns, assistants, phone numbers, sms
  • Aggregation: COUNT, SUM, AVERAGE, MAX, MIN
  • Color: Primary (Blue), Success (Green), Warning (Orange), Danger (Red), Info (Cyan), Gray
  • Label and description text
  • Show mini-chart (daily trend)
  • Compare to previous period (% 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 grouping)
  • Donut - pie chart with center hole (requires grouping)
  • Polar Area - circular with varying radius (requires grouping)
  • Radar - multi-axis comparison
  • Radial Bar - single progress/percentage indicator
Important options:
  • Data source: calls, leads, campaigns, assistants, phone numbers, sms
  • Aggregation: COUNT, SUM, AVERAGE, MAX, MIN
  • Chart type: line, bar, area, pie, donut, polar area, radar, radial bar
  • Color: Primary (Blue), Success (Green), Warning (Orange), Danger (Red), Info (Cyan), Gray
  • Grouping by period: hourly, daily, weekly, monthly (for time series)
  • Grouping by field: status, campaign, assistant, any column (for categories)
  • Chart height: 200-800px
  • Show gridlines, legend, tooltips, data labels, toolbar
  • Line curve: smooth, straight, stepped
  • 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 datasets with sortable columns. Use cases:
  • Current calls with details
  • Failed calls for review
  • Lead contact history
Important options:
  • Data source: calls, leads, campaigns, assistants, phone numbers, sms
  • Campaign filter (for leads – enables variable columns)
  • Assistant filter (for calls – enables rating field columns)
  • Column selection: basic, relationships, rating fields, lead variables
  • Sort by: any base column
  • Sort direction: descending (newest first), ascending (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”
Rating fields: filter by post-call rating 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 the X button
  5. Click “Save” to confirm
  6. Click “Lock” to exit edit mode

​
Best Practices

Widget sizes:
  • Statistics: 3-4 columns (3-4 per row)
  • Charts: 6-12 columns
  • Tables: 12 columns (full width)
Layout tips:
  • Place KPIs at the top
  • Group related metrics together
  • Position tables at the bottom

​
Common Use Cases

​
Sales Dashboard

  • Statistic: Successful calls (filtered by rating field “appointment_booked”)
  • Chart: Daily trend of successful calls
  • Table: Current successful calls with appointment details

​
Support Quality

  • Statistic: Average call duration
  • Chart: Call status breakdown (pie chart)
  • Table: Current calls with rating results

​
Campaign Performance

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

​
Troubleshooting

Widget shows “No Data”:
  • Expand the date range
  • Check that filters are not too restrictive
  • Verify that you have data records
Slow loading:
  • Reduce widget count (keep below 20)
  • Use date range filters
  • Clear browser cache
Dashboard not in sidebar:
  • Refresh the page
  • Verify that your plan includes this feature
For detailed configuration, see the individual widget type guides.