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What Are Dashboard Widgets?

Dashboard widgets are versatile and customizable tools that simplify data visualization and analysis. They provide quick access to key metrics, enabling efficient monitoring and enhanced reporting. Adding widgets to your dashboard is straightforward—

Last updated: May 26, 2026


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On this page

  • What are Dashboard Widgets
  • Widget Categories:
  • Pipeline-specific filtering for opportunity widgets
  • Chart Types Supported:
  • Using Elements in your Widgets
  • Using Different Themes for your Dashboard Widgets
  • Use Cases for Different Widgets
  • Contact Widgets:
  • Appointment Widgets:
  • Opportunity Widgets:
  • Visitor Data Widgets(Websites/Funnels):
  • Email Widgets:
  • Call Widgets:
  • Conversation Widgets:
  • Payments Widgets:
  • Revenue & Trends
  • Customer & Payment Performance
  • Revenue Breakdown
  • Discounts & Invoices
  • Refund Insights
  • General Widgets:
  • Note:

In this folder

  • Dashboard: Opportunities, Pipeline Value, Conversion Rate, Funnel, Stages Distribution
  • How To Create A Custom Dashboard
  • How To Manage Dashboard Permissions
  • How To Clone A Subaccount Dashboard
  • How To Pin Favorite Dashboards
  • How to Edit a dashboard
  • How to duplicate a dashboard to another sub-account
  • How to switch Timezones for your Dashboards
  • How to set a Default Dashboard
  • How to change the Timezone for a Dashboard (Logged in User)
  • How to load Snapshots with Dashboards
  • How to use "Only Assigned Data" setting with Dashboard
  • Quick Filters on Dashboards
  • Dashboard Summary AI
  • What Are Dashboard Widgets?
  • How to Create & Add Dashboard Widgets
  • Customizing Dashboard Widgets
  • Edit widgets on the dashboard
  • Resize widgets
  • Rearrange Widgets
  • Removing a widget
  • FAQs
  • How Funnels and Stage distribution widgets work
  • How to inject User/Sub account Properties in Iframes on Sub Account Dashboards
  • How to use Table Charts for Dashboard Widgets
  • How To Embed External Content On A Dashboard
  • How to add attribution and UTM parameters as filters on custom widgets
  • How to Customize Dashboards by Adding Titles, Images, and Text Boxes
  • How to Add and Utilize the New Sales Efficiency Widget on Your Dashboard
  • Duplicating widgets on a dashboard

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