Who This Is For / When to Use
Users building or customizing dashboards for reporting and decision-making
Teams that want quick visibility into contacts, appointments, opportunities, payments, and engagement data
Anyone comparing trends, performance, or activity over time without exporting reports
What Are Dashboard Widgets
Dashboard widgets are configurable visual components that display data from different Kyrios modules (Contacts, Appointments, Opportunities, Payments, and more). Widgets can show counts, trends, breakdowns, and comparisons using charts or numeric metrics.
Widgets can be:
Added manually
Added using goal-based widget suggestions
Customized with metrics, chart types, filters, and themes
Key Features and Benefits
Customizable Data Visualization
Choose from number, line, bar, horizontal bar, donut, and table views
Apply metrics such as Sum, Min, Max, Avg, and Count
Add up to two metrics in supported chart types for comparisons
Smart Widget Suggestions
Goal-based widget recommendations when creating a new dashboard
Access Top used widgets for faster setup
Fully optional—manual widgets can always be added instead
Advanced Analysis Options
Group and break down data by date, status, tags, users, or sources
Apply widget-level filters and date ranges
Enable comparison values for period-over-period analysis
Flexible Layout and Organization
Drag and arrange widgets freely
Use elements like headings and text blocks to organize sections
Apply themes for consistent styling
Creating a Dashboard With Widget Suggestions
Click Add Dashboard from the dashboard selector.
Enter a dashboard name and set permissions.
Choose a goal (for example, Track Leads & Sources or Sales & Revenue Tracking).
Review Top used widgets or goal-based recommendations.
Select the widgets you want and click Confirm.
Adding a Widget Manually
Open an existing dashboard and click Edit.
Click Add Widget in the top-right corner.
Browse or search widgets by category in the widget panel.
Select a widget category, such as:
Contacts
Appointments
Opportunities
Visitor Data
Emails
Calls
Conversations
Payments
General
Configuring a Widget
Enter a Title for the widget.
Select one or more Metrics (for example, Count of Opportunity or Sum of Revenue).
Choose View By and Breakdown options if available.
(Optional) Add a second metric for comparison in supported charts.
Open Advanced Settings to:
Adjust date properties
Enable comparison values
Refine filters
Click Save to add the widget to the dashboard.
Supported Chart Types
Number
Line
Bar
Horizontal Bar
Donut
Table
Organizing and Using Widgets
Arrange widgets to group related insights together
Use consistent chart types for easier comparison
Keep dashboards focused—create multiple dashboards instead of overcrowding one
Review widgets regularly and adjust as goals change
Widget Categories and Examples
Contact Widgets
Contact Count: Quickly view the total number of contacts managed by your entire team, making it ideal for tracking overall growth.
Contact Count (Logged in user): Focus on the contacts assigned specifically to you. This widget highlights how many contacts you are personally responsible for.
Contacts by Tags: Displays how contacts are distributed across tags like "Hot Leads" or "New Prospects" for better categorization and analysis.
Contacts by Activity: Tracks the number of contacts engaged in specific activities within a given timeframe, useful for monitoring engagement levels.
Contacts by Type: Visualizes how your contacts are categorized by type, helping to identify distributions and trends.
Contacts by Assigned User: Provides insights into how contacts are allocated among team members, ensuring balanced workloads.
Contacts by Company Name: Shows how contacts are distributed across different companies for a more detailed overview.
Contacts with Email: Monitors the number of contacts that have email addresses.
Contacts without Emails: Keeps track of contacts without associated email addresses.
Contacts with Phone Numbers: Displays the count of contacts that include phone numbers.
Contacts without Phone Numbers: Tracks the number of contacts lacking phone numbers.
Total Contacts Count (Till Date): Offers a comprehensive snapshot of all contacts created up to the present time.
Total Contacts Count (This Month): Keeps a record of the total number of contacts created during the current month.
Contacts Count (Logged in User): Specifically tracks the number of contacts assigned to the logged-in user.
Appointment Widgets
Appointment Count: Track the total number of appointments. You can group the count by status or assignee to focus on specific aspects.
Appointment Count over a Date Range: Monitor the number of appointments within a particular time period, grouping them by status or assignee for detailed analysis.
Appointment Counts by Status: Visualize the distribution of appointments based on their status, such as "Confirmed" or "No Show."
Booked Appointments: Keep track of the total booked appointments within a selected date range.
Confirmed Appointments: Monitor the count of confirmed appointments over a specific time frame.
Showed Appointments: Review the number of appointments where customers attended as scheduled.
No Show Appointments: Identify how many appointments resulted in a "No Show."
Cancelled Appointments: Track the count of cancelled and invalid appointments for a defined period.
No Show Rate Over Time: Analyze trends in "No Show" appointments over a timeline.
Upcoming Appointments (Week): Prepare for the week ahead by viewing the total number of scheduled appointments.
Upcoming Appointment (Logged in User): Focus on your specific upcoming appointments.
Past Month Created Appointments: Analyze the total number of appointments created during the previous month.
Past Month Created Appointments (Logged in User): Review appointments created by the logged-in user over the past month.
Upcoming Appointments (Logged in User): Stay updated on your personal schedule with the count of upcoming appointments.
Upcoming Appointments for Next Week: Plan ahead by viewing the total number of appointments scheduled for the next week, including both confirmed and pending bookings.
Past Month Created Appointments: Assess the activity from the previous month by reviewing the total appointments created.
Past Month Created Appointments (Logged in User): Delve into personal statistics by tracking appointments created by the logged-in user over the past month.
Opportunity Widgets
Opened Opportunities: Displays the total number of currently open opportunities, ideal for real-time tracking.
Won Opportunities: Tracks opportunities that have successfully been closed as deals.
Lost Opportunities: Monitors opportunities that did not convert into deals.
Abandoned Opportunities: Highlights opportunities that were left without action.
Opportunity Count: Provides an overview of the total number of opportunities.
Opportunity Counts Over Time: Visualizes how opportunities are distributed across different time periods.
Opportunity Revenue Over Time: Tracks the revenue generated by opportunities over a specific time.
Opportunity Counts by Status: Categorizes opportunities based on their status, such as "In Progress" or "Closed."
Opened Opportunity Value: Represents the monetary value of currently open opportunities.
Lost Opportunity Value: Displays the monetary value of lost opportunities.
Abandoned Opportunity Value: Tracks the monetary value of opportunities left without action.
Won Opportunity Value: Summarizes the monetary value of opportunities successfully converted into deals.
Total Opportunity Value: Shows the cumulative monetary value of all opportunities.
Lost Opportunities by Reason: Breaks down lost opportunities by their respective reasons.
Visitor Data Widgets (Websites/Funnels)
Total Funnel Views: Tracks all views across your funnels, customizable by funnel and page type.
Unique Funnel Views: Counts unique visitors to your funnels.
Total Website Views: Monitors total views for all websites.
Unique Website Views: Tracks unique visitors across all websites.
Funnel Views Trend: Displays a line chart of funnel views over time.
Website Views Trend: Shows website view trends in a line chart format.
Top Funnels by Unique Views: Lists the top five funnels based on unique visitor counts.
Top Websites by Unique Views: Highlights the top five websites by unique visitors.
Total Funnel Page Views (Last Week): Tracks total funnel views from the previous week.
Unique Funnel Views (Last Week): Monitors unique funnel visitors over the last week.
Total Funnel Page Views (Last Month): Tracks total funnel views for the previous month.
Unique Funnel Views (Last Month): Monitors unique funnel views for the past month.
Total Opt-ins (All Funnels): Summarizes the total number of opt-ins across all funnels.
Email Widgets
Accepted Emails: Tracks the number of emails successfully accepted.
Delivered Emails: Displays the count of emails delivered to recipients.
Opened Emails: Monitors emails opened by recipients.
Clicked Emails: Tracks the number of emails where links were clicked.
Replied Emails: Counts the number of emails that received replies.
Soft Bounced Emails: Records emails that experienced soft bounces.
Hard Bounced Emails: Tracks emails with hard bounces.
Failed Emails: Displays the count of email delivery failures.
Unsubscribed Emails: Monitors the number of recipients who unsubscribed.
Unsubscribed Emails Daily: Tracks the daily count of unsubscribed emails.
Emails by Domain: Groups email data based on recipient domain.
Call Widgets
Incoming Calls by Status: Groups and counts incoming calls by their status.
Outgoing Calls by Status: Groups and counts outgoing calls by their status.
Incoming Calls Total Call Duration: Summarizes the total duration of all incoming calls.
Outgoing Calls Total Call Duration: Tracks the total duration of all outgoing calls.
Incoming Calls Avg. Call Duration: Displays the average duration of incoming calls.
Outgoing Calls Avg. Call Duration: Shows the average duration of outgoing calls.
Total Calls Placed by Call Attendee: Tracks outgoing calls grouped by the user who made the call.
Incoming Calls Avg. Call Duration by Call Attendee: Displays the average duration of incoming calls by the attending user.
Outgoing Calls Avg. Call Duration by Call Attendee: Tracks the average duration of outgoing calls by the user making the call.
First Time Call by Status: Counts incoming calls received for the first time, grouped by status.
First Time Call Avg Duration: Tracks the average duration of first-time incoming calls.
First Time Call Avg Duration by Call Attendee: Displays the average duration of first-time calls grouped by the attending user.
First Time Call Total Duration: Summarizes the total duration of first-time incoming calls.
Conversation Widgets
Total Unread Conversations: Tracks the count of conversations that remain unread.
Total Unread Conversations Today: Displays the number of unread conversations where the last message was received today.
Total Unread Conversations by Channel: Groups unread conversations by the channel type of the customer's last message (e.g., email, SMS).
Unread Conversations by Assignee: Indicates the number of unread conversations assigned to team members.
Unread Conversations (Logged in User): Tracks unread conversations for the logged-in user.
Conversations Distribution by Assignee: Displays the number of conversations assigned to each team member.
Assigned Conversations (Logged in User): Tracks conversations specifically assigned to the logged-in user.
Total Unassigned Conversations: Monitors conversations not yet assigned to any team member.
Unassigned Conversations by Channel: Displays unassigned conversations categorized by the channel of the last customer message.
New Conversations Started (This Week): Tracks the number of new conversations initiated during the current week.
Payment Widgets
Total Revenue (Last Month) – Total revenue generated in the last month, helping businesses assess recent financial performance.
Total Revenue Trend – Monthly total revenue trend, useful for tracking growth or decline over time.
One-Time Revenue Trend – Monthly trend for one-time payments, helping to distinguish between one-time and recurring income.
Recurring Revenue Trend – Monthly trend for recurring payments, useful for subscription-based businesses to monitor steady income.
Paying Customer Trend – Monthly trend of paying customers, helping businesses evaluate customer retention and growth.
Payment Success Trend – Monthly trend of successful payments, useful for tracking the effectiveness of payment processes.
Payment Failed Trend – Monthly trend of failed payments, identifying areas to improve payment success rates.
Revenue by Channels – Revenue breakdown by different payment channels, helping businesses analyze which channels are most profitable.
Subscription Creation Trend – Monthly trend of new subscriptions, tracking growth in subscriber base.
Subscription Cancellation Trend – Monthly trend of canceled subscriptions, helping businesses identify and reduce churn.
Coupon Redemption Trend – Monthly trend of coupon redemptions, useful for evaluating promotional effectiveness.
Coupon Redemption Amount Trend – Monthly trend of discount amounts applied, helping assess the financial impact of promotions.
Invoice Sent Trend – Monthly trend of invoices sent, tracking billing and revenue generation.
Invoice Paid Trend – Monthly trend of invoices paid, monitoring cash flow and payment collection.
Refund Trend – Monthly trend of refunds issued, useful for understanding customer satisfaction and returns.
Refund Amount Trend – Monthly trend of total refund amounts, helping businesses evaluate the financial impact of refunds.
General Widgets
Opportunity Status: Displays the status of your opportunities.
Opportunity Value: Summarizes the total value of opportunities, grouped by status.
Conversion Rate: Tracks the percentage of opportunities converted into deals and their associated revenue.
Funnel: Provides a detailed view of your sales funnel and conversion rates at each stage.
Stages Distribution: Visualizes how opportunities are spread across different sales stages.
Tasks: Monitors all tasks created and their assignees.
Manual Actions: Tracks manual campaign actions such as SMS and calls.
Lead Source Report: Provides a breakdown of leads by their sources.
Google Analytics Count: Tracks the total number of views recorded in Google Analytics.
Google Analytics Chart: Displays a chart of total views and interactions on your website.
Google Business Profile: Monitors performance metrics for your Google Business Profile.
Facebook Ads Report: Tracks key Facebook ad metrics like clicks, spending, CTR, and CPC.
Google Ads Report: Monitors Google ad metrics, including clicks, spending, CTR, and CPC.
Sales Efficiency: Reports on sales efficiency based on opportunities.
Common Issues and Fixes
Widget Shows “No Data Found”
Check the selected date range
Confirm filters are not too restrictive
Ensure data exists for the selected metric
Comparison Values Not Displaying
Ensure two metrics are added
Enable Comparison under Advanced Settings
Use a supported chart type (line, bar, or horizontal bar)
Dashboard Loading Slowly
Reduce the total number of widgets
Split data into multiple dashboards
FAQs
How do I set up a dashboard using widget suggestions?
Click Add Dashboard, enter a name, and set permissions. Select a goal or choose from Top used widgets to auto-populate the dashboard, or add widgets manually. Confirm your selections to finalize the dashboard.
Can widgets be customized for specific needs?
Yes. Each widget can be customized with metrics, filters, chart types, date ranges, breakdowns, and themes to match individual or team reporting requirements.
Are there limitations on the number of widgets I can add?
There is no strict limit enforced. However, dashboards with a large number of widgets (30 or more) may load more slowly. For best performance, use multiple focused dashboards instead of one large dashboard.
How can I use grouping and filtering effectively?
Use grouping (such as status, tags, users, or sources) to identify patterns, and apply filters to narrow results by date ranges, activities, or specific conditions for more precise analysis.
Can widgets display data from multiple sources?
Some widgets support data from different sources, but availability depends on the widget type and your account’s enabled features. Widgets only display data from the sources they are designed to support.
Are themes only for aesthetics?
No. Themes improve readability and usability by creating visual consistency across widgets, which makes it easier to interpret data—especially on dashboards with multiple widgets.
Can widgets display comparisons between multiple metrics?
Yes. Line, bar, and horizontal bar chart widgets support two metrics. When two metrics are added, you can enable the Comparison option in Advanced Settings to visualize differences or trends between them.
How do I visualize data using different chart types in widgets?
When adding or editing a widget, select a chart type such as number, line, bar, horizontal bar, donut, or table. You can refine how data appears using metrics like Sum, Min, Max, Avg, and Count.
Is there a limit to how many widgets I can have on one dashboard?
There is no hard numerical limit, but performance may degrade with too many widgets. For optimal usability and speed, create multiple dashboards organized by purpose instead of a single, overloaded dashboard.