> ## Documentation Index
> Fetch the complete documentation index at: https://docs.famulor.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Custom Dashboards

> Create personalized dashboards with widgets to track your call metrics and performance

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.

<CardGroup cols={3}>
  <Card title="Statistic Widgets" icon="chart-simple">
    Single metrics like total calls, averages, or success rates
  </Card>

  <Card title="Chart Widgets" icon="chart-line">
    Visual trends with 8 chart types (line, bar, pie, etc.)
  </Card>

  <Card title="Table Widgets" icon="table">
    Detailed datasets with custom columns and filters
  </Card>
</CardGroup>

## 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

<Note>
  For detailed configuration, see the individual widget type guides.
</Note>

<Tip>
  Related pages: [Widget Types](/en/custom-dashboards/widget-types), and [Overview](/en/automation/overview).
</Tip>
