Dashboard Widgets Reference

Dashboard Widget Types

Delta Value Widget

This widget reports on a single value over a time range

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  1. currently selected date range
  2. the comparison of the value in the current date range compared to the same value over the same previous time range (current time range start - time interval of the range) -> current time range start
  3. set the data filter (not available on all delta widgets)
  4. set the data source, title, icon, color, etc 
  5. set the date range
  6. refresh the widget value
  7. value 1-time segment in the past
  8. current value
  9. the name of the widget
  10. widget icon

Sparkline Widget

This widget reports on a single value over a time range

mceclip3.png

  1. currently selected date range
  2. set the data filter (not available on all sparkline widgets)
  3. set the data source, title, icon, color, etc 
  4. set the date range
  5. refresh the widget value
  6. the name of the widget
  7. the current value
  8. the widget icon
  9. the graph over time of the change in the value of the widget

 

Number Widget

2021-09-21_11-49-19.jpg

  1. set the data filter (not available on all number widgets)
  2. set the data source, title, icon, color, etc 
  3. refresh the widget value
  4. the current value
  5. the name of the widget
  6. the icon

 

Table Widget

mceclip4.png

  1. the name of the widget
  2. currently selected date range
  3. set the data filter (not available on all table widgets)
  4. set the data source, title, icon, color, etc 
  5. set the date range
  6. refresh the widget value
  7. CSV download of the data

 

Trend Widget

mceclip5.png

  1. the name of the widget
  2. currently selected date range
  3. set the data filter (not available on all trend widgets)
  4. set the data source, title, icon, color, etc 
  5. set the date range
  6. refresh the widget value
  7. Annotations (email's sent, Twitter posts, etc)
  8. Current time range trend
  9. previous time range trend
  10. Show/hide past time range trend
  11. show/hide current time range trend
  12. show/hide annotations

 

The Widgets

Contact Kanban

What value is assigned to these Contacts for this single option picklist custom field?

This is a Contact Kanban that can be segmented based on custom field values

Organization Kanban

What value is assigned to these Organizations for this single option picklist custom field?

This is an Organization Kanban that can be segmented based on custom field values

Deal Kanban

What is the stage of the open Deals?

This is an Open Deal Kanban that can used to manage your open Deals

Campaign Calendar

What emails and social content has been posted or is scheduled to post?

This is a calendar view of all of the content that is scheduled using the calendar campaigns.

Scheduled Posts

What posts are currently queued to be published?

This is a list of the Social posts that are queued to be published.

All Appointments

What appointments are currently booked?

This is a calendar view of all of the currently scheduled appointments.

My Appointments

What appointments are scheduled for me?

This calendar view will display your currently scheduled appointments.

Widget Bar

Where has my shortcut bar gone?

If you have removed your shortcut bar off of your dashboard, this will add it back!

Ad Clicks

How many clicks am I getting on my google Ads?

This widget measures the number clicks to a campaign over a selected time period and indicates whether there has been a change since the previous time period - either positive or negative.

Categories: Google Adwords
Title: Ad Clicks
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

Ad Impressions

How many people are seeing my ads?

This widget shows you the number of Ad impressions your Google Ads are getting over a period of time.

Categories: Google Adwords, Campaigns
Title: Ad Impressions
Visibility: Dashboards, Scheduled Reports
Related Products: Corporate Marketer, Small Business Marketer, Call Tracking, Agency Reporter
Role Visibility: All Roles

Adwords Click Thru Rate

What is the clickthrough rate for my Adwords campaign?

This widget shows the change in the click-through rate over a selected time period.

Categories: Google Adwords, Campaigns
Title: Adwords CTR
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

Total Cost

What is the total cost of my Adwords campaigns?

This widget shows the change in the total amount spent for the campaign for the time period specified.

Categories: Google Adwords, Campaigns
Title: Change in Cost
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

Conversion Rate

What is the conversion rate for my Google Ad campaigns?

This widget shows the change in conversion rate based on the time period selected.

Categories: Google Adwords, Campaigns, Conversions and Attribution
Title: Conversion Rate
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Small Business Marketer, Corporate Marketer
Role Visibility: All Roles

Adwords Cost Per Click

What is my average cost per click for my Adwords?

This widget shows the change in average cost per click over the time period specified.

Categories: Google Adwords, Campaigns
Title: Cost Per Click
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

Clicks By Device

What devices are being used when my Ads are clicked?

This Widget shows the clicks for this campaign by each specific device over the specified time period.

Categories: Google Adwords, Campaigns
Title: Number of Clicks Per Device
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer
Role Visibility: All Roles

Google Adwords: Value

What is the value of the Google Adwords KPI?

This configurable single widget gives you access to many of the most commonly used metrics from Google Ads.

Categories: Google Adwords, Campaigns, Conversions and Attribution
Title: Google Adwords: Value
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

Google Adwords: Sparkline

How is this value of this Google Adwords KPI changing?

This configurable sparkling widget gives you access to many of the most commonly used metrics from Google Ads.

Categories: Google Adwords, Campaigns, Conversions and Attribution
Title: Google Adwords: Sparkline
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

Ad Group Comparison

Which of my Google Ad groups are performing the best?

This table compares your Google Ad groups based on impressions, ctr, cost etc.

Categories: Google Adwords, Campaigns, Conversions and Attribution
Title: Ad Group Comparison
Visibility: Dashboards, Scheduled Reports
Related Products: Corporate Marketer, Small Business Marketer, Call Tracking, Agency Reporter
Role Visibility: All Roles

Campaign Click Performance

What is the click performance of my Ad campaigns?

This is a simple widget that gives the click performance of your Ad campaign.

Categories: Google Adwords, Campaigns
Title: Campaign Click Performance
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Small Business Marketer, Corporate Marketer
Role Visibility: All Roles

Campaign Engagement

How are people engaging with my Ad campaigns

This is a nice table widget that outlines how people are engaging with the campaigns. It compares the types of engagement stats across your campaigns.

Categories: Google Adwords, Campaigns
Title: Campaign Engagement
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Small Business Marketer, Corporate Marketer
Role Visibility: All Roles

Conversions By Search Query

What search queries resulted in the most conversions?

This will show all of the keyword phrases used during the timeframe that resulted in conversions.

Categories: Google Adwords, Campaigns
Title: Conversions By Search Query
Visibility: Dashboards, Scheduled Reports
Related Products: Corporate Marketer, Small Business Marketer, Call Tracking
Role Visibility: All Roles

Ad Impressions By Age

Add Impressions By Age

What age groups are viewing my Ads?

Categories: Facebook
Title: Impressions by Age
Visibility: Dashboards, Scheduled Reports
Related Products: Corporate Marketer, Small Business Marketer, Call Tracking, Email Marketer, Agency Reporter
Role Visibility: All Roles

Facebook Data: Value

What is the value of this Facebook KPI?

This configurable widget gives you access to many of the most commonly used metrics from Facebook Ads.

Categories: Facebook, Conversions and Attribution, Social, Campaigns
Title: Facebook Ads Value
Visibility: Dashboards, Scheduled Reports
Related Products: Email Marketer, Small Business Marketer, Corporate Marketer, Call Tracking
Role Visibility: All Roles

Facebook Data: Sparkline

How is this Facebook KPI changing over time?

This configurable widget gives you access to many of the most commonly used metrics from Facebook Ads.

Categories: Facebook, Social, Campaigns, Conversions and Attribution
Title: Facebook Ads Sparkline
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer
Role Visibility: All Roles

Entrance Pages

Which of my website pages are performing the best from an SEO perspective?

This is a good Google Analytics SEO report. It looks at the Search keywords and compares to the first entered page for a visit.

Categories: Google Analytics, Website Traffic
Title: Entrance Pages
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

Google Analytics: Keyword-Visitors

Which of my ad search terms are sending the highest number of visitors to my website?

This table will show you the keywords that are performing the best as well as show you the change for the selected time range.

Categories: Google Analytics, Campaigns, Website Traffic
Title: Keyword - Visitors
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

Views Per Page

Which pages are getting the most views?

This widget reports on the Google Analytics tracked Views Per Page data, plus the change

Categories: Google Analytics, Website Traffic
Title: Views Per Page
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

Visits by Country

Which countries are visiting my website the most?

This widget reports on the Google Analytics visits by country and the respective change.

Categories: Google Analytics, Website Traffic
Title: Visits by Country
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

Google Analytics: Delta

How is this Google Analytics KPI changing?

This configurable widget gives you access to many of the most commonly used metrics from Google Analytics.

Categories: Google Analytics, Campaigns, Conversions and Attribution, Website Traffic
Title: Google Analytics: Delta
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

Google Analytics: Channel Grouping - Sessions

Which channels are producing the most sessions?

This bar graph displays the standard channel grouping for sessions on your website

Categories: Google Analytics, Campaigns, Website Traffic
Title: Channel Grouping - Sessions
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

Google Analytics: Value

What is the value of this Google Analytics KPI?

This configurable widget gives you access to many of the most commonly used metrics from Google Analytics.

Categories: Google Analytics, Campaigns, Conversions and Attribution, Website Traffic
Title: Google Analytics: Value
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

Google Analytics: Sparkline

How is this Google Analytics KPI changing?

This configurable widget gives you access to many of the most commonly used metrics from Google Analytics.

Categories: Google Analytics, Campaigns, Conversions and Attribution, Website Traffic
Title: Google Analytics: Sparkline
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

Adwords Matched Search Query Performance

Which Google Adwords search queries are performing the best?

This table report uses Google Analytics to determine which of your adwords query searches are performing the best.

Categories: Google Analytics, Campaigns, Conversions and Attribution
Title: Adwords Matched Search Query Performance
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

Adwords Group Performance

Which of my Google Adwords groups are performing the best?

This report gives the adwords performance data by group

Categories: Google Analytics, Campaigns
Title: Adwords Group Performance
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

Adwords Keyword Performance

Which Adwords keyword searches are performing the best?

This table shows the performance of adwords search terms

Categories: Google Analytics
Title: Adwords Keyword Performance
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

Google Analytics: : Regional Behavior

Which regions are performing the best on my website?

The is a Google Analytics Report that summarizes the behavior of the visits on the website

Categories: Google Analytics, Website Traffic
Title: Regional Behaviour
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

Regional Website Acquisition

Which regions are generating the highest count of new users?

This report outlines some Google Analytics Acquisition stats

Categories: Google Analytics, Website Traffic
Title: Regional Website Acquisition
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer, Agency Reporter
Role Visibility: All Roles

Google Analytics: Site Change Summaries

How are the visit stats changing?

Bounce Rate, Page Views, Pages/Visit, New Visits, Unique Visitors. This Google Analytics widget is a great overview of the website's stats over the past month. It shows the trending with respect to the previous month.

 

Categories: Google Analytics, Website Traffic
Title: Google Analytics: Site Change Summaries
Visibility: Dashboards, Scheduled Reports
Related Products: Small Business Marketer, Corporate Marketer, Call Tracking, Agency Reporter
Role Visibility: All Roles

Page Search Performance

 

From an SEO perspective, how are my pages performing?

This report shows the specific landing page URLs and how they are performing from a search perspective. This is a change-table thus it shows the change in attribute compared to the previous time range.

 

Categories: SEO
Title: Page Term Performance
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Agency Reporter, Small Business Marketer, Corporate Marketer
Role Visibility: All Roles

Search Term Performance

 

From an SEO perspective, which search terms is my site showing up for?

This report shows the specific search terms your website is showing up for. This is a change-table thus it shows the change in attribute compared to the previous time range.

 

Categories: SEO
Title: Search Term Performance
Visibility: Dashboards, Scheduled Reports
Related Products: Corporate Marketer, Small Business Marketer, Call Tracking, Agency Reporter
Role Visibility: All Roles

Search Console Delta

How is this SEO attribute doing over a period of time?

This widget will show you the change over time for a specific SEO attribute

Categories: SEO
Title: Search Console Delta
Visibility: Dashboards, Scheduled Reports
Related Products: Corporate Marketer, Small Business Marketer, Call Tracking, Agency Reporter
Role Visibility: All Roles

Search Console Trend

 

How is this search metric performing over time?

This Trend widget allows you to specify a search metric, filtering, etc, to monitor a specific metric over time.

 

Categories: SEO
Title: Trend
Visibility: Dashboards, Scheduled Reports
Related Products: Corporate Marketer, Small Business Marketer, Call Tracking, Agency Reporter, Email Marketer
Role Visibility: All Roles

Search Console Number

What is the average value of this SEO attribute over a time range?

For a specific SEO attribute, this widget gives you the average value over the time range selected.

Categories: SEO
Title: SEO Attribute
Visibility: Dashboards, Scheduled Reports
Related Products: Corporate Marketer, Small Business Marketer, Call Tracking, Agency Reporter
Role Visibility: All Roles

Search Console Sparkline

How is my SEO attribute trending over time?

This sparkling widget gives you a quick view of a specific SEO attribute over a time range

Categories: SEO
Title: Sparkline
Visibility: Dashboards, Scheduled Reports
Related Products: Corporate Marketer, Small Business Marketer, Call Tracking, Agency Reporter
Role Visibility: All Roles

SEO Page Performance

From an SEO perspective, which search terms is my site showing up for?

This report shows the specific search terms your website is showing up for for the given time range

Categories: Custom Widgets, SEO
Title: SEO Page Performance
Visibility: Dashboards, Scheduled Reports
Related Products: Corporate Marketer, Small Business Marketer, Call Tracking
Role Visibility: All Roles

Search Term Performance

From an SEO perspective, which search terms is my site showing up for?

This report shows the specific search terms your website is showing up for for the given time range

Categories: SEO
Title: SEO Search Term Stats
Visibility: Dashboards, Scheduled Reports
Related Products: Corporate Marketer, Small Business Marketer, Call Tracking, Agency Reporter
Role Visibility: All Roles

Contact List Change

How is the number of contacts in my list varying over time

This widget monitors the entrances and exits over time for a list. This does NOT give you the total number of contacts in a list, it gives you the change over the time range in the number of contacts

Categories: Audiences
Title: Contact List Change
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer
Role Visibility: All Roles

Contact List Trend

How is the total number of contacts in my list changing over time?

This line graph is a great way to see how the total count of list members varies over time.

Categories: Audiences
Title: Contact List Trend
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer
Role Visibility: All Roles

Drip Campaign Participants

How many contacts are currently in my sequence campaign?

This graph shows the trend of total count participants within the workflow campaign

Categories: Campaigns
Title: Drip Campaign Participants
Visibility: Dashboards, Scheduled Reports
Related Products: Small Business Marketer,
Role Visibility: All Roles

Drip Campaign Participants

How many contacts are currently in my sequence campaign?

This graph shows the trend of total count participants within the workflow campaign

Categories: Campaigns
Title: Drip Campaign Participants
Visibility: Dashboards, Scheduled Reports
Related Products: Corporate Marketer
Role Visibility: All Roles

Contact List Count Sparkline

How is the number of contacts in my list varying over time

This widget monitors the entrances and exits over time for a list. This does NOT give you the total number of contacts in a list, it gives you the change over the time range in number of contacts

Categories: Audiences
Title: Contact List Count Sparkline
Visibility: Dashboards, Scheduled Reports
Related Products: Call Tracking, Email Marketer, Small Business Marketer, Corporate Marketer
Role Visibility: All Roles

Calendar Email Campaigns Step Rates Comparison

How do all of my email campaigns compare with respect to email stats?

This gives a quick overview of total email and rate stats for the entire campaign

Categories: Campaigns
Title: Calendar Email Campaigns Rates Comparison
Visibility: Dashboards, Scheduled Reports
Related Products: Email Marketer, Small Business Marketer, Corporate Marketer
Role Visibility: All Roles

Predictive Send Progress

For my campaign, when have my predictive send emails been sent/will be sent?

This displays the progress of a predictive send email campaign

Categories: Campaigns
Title: Predictive Send Progress
Visibility: Dashboards, Scheduled Reports
Related Products: Small Business Marketer, Corporate Marketer
Role Visibility: All Roles
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